Purchases and Sales Made in Q4 2024 in Ishares S&P Midcap 400 Growth (IJK)
This table provides information about the institutional ownership of Ishares S&P Midcap 400 Growth (IJK) during Q4 2024. The information is specifically focused on institutions that hold shares of ISHARES S&P MIDCAP 400 GROWTH .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
3.13KNew |
$284K - $312K
|
3.13K
$276K
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
3.04KNew |
$275K - $302K
|
3.04K
$268K
|
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
3.03K+ 24.89% |
$275K - $302K
|
15.2K
$1.34M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
2.97KNew |
$269K - $295K
|
2.97K
$262K
|
|
|
Jan 16, 2025
Q4 2024
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
2.89KNew |
$262K - $287K
|
2.89K
$255K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.89K+ 14.27% |
$262K - $287K
|
23.1K
$2.04M
|
|
|
Jan 29, 2025
Q4 2024
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
2.84KNew |
$257K - $282K
|
2.84K
$250K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
2.76KNew |
$250K - $274K
|
2.76K
$243K
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
2.69K+ 99.59% |
$244K - $267K
|
5.38K
$475K
|
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
2.63KNew |
$239K - $262K
|
2.63K
$232K
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
2.6K+ 336.27% |
$235K - $258K
|
3.37K
$297K
|
|
|
Feb 11, 2025
Q4 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
2.58K+ 19.94% |
$234K - $257K
|
15.5K
$1.37M
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
2.42K+ 8.77% |
$219K - $241K
|
30K
$2.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
2.38KNew |
$216K - $237K
|
2.38K
$210K
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
2.34KNew |
$212K - $233K
|
2.34K
$206K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
2.33K+ 21.43% |
$211K - $231K
|
13.2K
$1.16M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
2.29KNew |
$208K - $228K
|
2.29K
$202K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
2.29KNew |
$208K - $228K
|
2.29K
$202K
|
|
|
Jan 13, 2025
Q4 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
2.25KNew |
$204K - $223K
|
2.25K
$198K
|
|
|
Jan 29, 2025
Q4 2024
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
2.24KNew |
$203K - $223K
|
2.24K
$197K
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
2.21KNew |
$200K - $220K
|
2.21K
$195K
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
2.15K+ 1.2% |
$194K - $213K
|
181K
$16M
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
2.13K+ 1.3% |
$193K - $212K
|
166K
$14.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
2.09K+ 114.48% |
$189K - $208K
|
3.91K
$345K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
2.08K+ 17.04% |
$189K - $207K
|
14.3K
$1.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
2.07K+ 10.68% |
$188K - $206K
|
21.5K
$1.89M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.04K+ 46.96% |
$185K - $203K
|
6.4K
$564K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.04K+ 51.16% |
$185K - $203K
|
6.04K
$532K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.9K+ 4.81% |
$173K - $189K
|
41.5K
$3.65M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.89K+ 2.06% |
$172K - $188K
|
93.7K
$8.26M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
1.8K+ 22.76% |
$163K - $179K
|
9.71K
$856K
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
1.75K+ 2.19% |
$159K - $174K
|
81.7K
$7.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
1.74KNew |
$157K - $173K
|
1.74K
$153K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.73K+ 103.84% |
$157K - $172K
|
3.39K
$299K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.64K+ 10.86% |
$149K - $163K
|
16.7K
$1.48M
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.63KNew |
$148K - $162K
|
1.63K
$144K
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
1.59K+ 5.81% |
$144K - $158K
|
29K
$2.55M
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
1.57K+ 11.78% |
$143K - $156K
|
14.9K
$1.32M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
1.57KNew |
$143K - $156K
|
1.57K
$139K
|
|
|
Feb 13, 2025
Q4 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
1.56K+ 0.97% |
$142K - $155K
|
162K
$14.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
1.56KNew |
$141K - $155K
|
1.56K
$138K
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
1.54K+ 22.16% |
$139K - $153K
|
8.47K
$747K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.52K+ 43.15% |
$138K - $151K
|
5.04K
$444K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
1.51K+ 30.06% |
$137K - $150K
|
6.55K
$577K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.5K+ 1.38% |
$136K - $149K
|
110K
$9.66M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
1.49K+ 10.76% |
$135K - $148K
|
15.3K
$1.35M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1.48K+ 1.25% |
$134K - $147K
|
119K
$10.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
1.43K+ 25.35% |
$130K - $142K
|
7.08K
$624K
|
|
|
Feb 13, 2025
Q4 2024
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
1.4KNew |
$127K - $139K
|
1.4K
$123K
|
|
|
Feb 14, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
1.38K+ 39.38% |
$125K - $137K
|
4.87K
$429K
|