Who owns iShares S&P MidCap 400 Growth?
- Ticker: IJK
- CUSIP Number: 464287606
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Analyze quarterly positions in iShares S&P MidCap 400 Growth with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold iShares S&P MidCap 400 Growth this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Wells Fargo & Company | 6.8M | $621M | -4% | Sep 2024 |
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Morgan Stanley | 6.7M | $594M | 1% | Jun 2024 |
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Bank of America Corporation | 3.7M | $341M | 11% | Sep 2024 |
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Goldman Sachs Group | 3.4M | $303M | 1% | Jun 2024 |
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Main Management ETF Advisors | 3.0M | $278M | 3% | Sep 2024 |
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Pnc Financial Services | 2.0M | $180M | 2% | Sep 2024 |
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Envestnet Asset Management | 1.7M | $158M | 5% | Sep 2024 |
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Captrust Financial Advisors | 1.7M | $157M | -36% | Sep 2024 |
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Financial Engines Advisors L.L.C | 1.4M | $131M | -8% | Sep 2024 |
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International Assets Investment Management | 1.3M | $14M | 8393% | Sep 2024 |
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LPL Financial | 1.3M | $116M | -13% | Sep 2024 |
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Raymond James & Associates | 1.3M | $115M | 3% | Sep 2024 |
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Northwestern Mutual Wealth Management Company | 1.0M | $95M | 22% | Sep 2024 |
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D.A. Davidson & Co. | 990k | $87M | 1% | Jun 2024 |
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Northern Trust | 980k | $90M | 8% | Sep 2024 |
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USA Financial Portformulas | 843k | $78M | 4% | Sep 2024 |
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Main Management | 838k | $77M | 0% | Sep 2024 |
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Midland Wealth Advisors | 834k | $77M | -1% | Sep 2024 |
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Commonwealth Equity Services | 785k | $72M | 26% | Sep 2024 |
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MAI Wealth Advisors | 750k | $69M | -1% | Sep 2024 |
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Modern Wealth Management | 738k | $68M | -2% | Sep 2024 |
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Bank of New York Mellon | 705k | $65M | -2% | Sep 2024 |
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Jpmorgan Chase & Co | 688k | $63M | 2% | Sep 2024 |
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Susquehanna International | 662k | $61M | 1894% | Sep 2024 |
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Willis Johnson & Associates | 632k | $58M | 2% | Sep 2024 |
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Keybank National Association | 602k | $55M | -1% | Sep 2024 |
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Royal Bank of Canada | 570k | $52M | -14% | Sep 2024 |
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Bryn Mawr Trust | 526k | $46M | -3% | Jun 2024 |
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HighTower Advisors | 504k | $44M | 4% | Jun 2024 |
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HPM Partners | 495k | $46M | 9% | Sep 2024 |
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Lido Advisors | 493k | $44M | 3% | Jun 2024 |
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Bank Of Oklahoma National Association / | 493k | $45M | 1% | Sep 2024 |
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Branch Banking & Trust Company | 484k | $43M | -3% | Jun 2024 |
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Raymond James Financial Services Advisors | 482k | $44M | -7% | Sep 2024 |
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Joel Isaacson & Co | 481k | $42M | 0% | Jun 2024 |
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Regions Bank | 443k | $41M | -1% | Sep 2024 |
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Cetera Investment Advisers | 363k | $32M | 0% | Jun 2024 |
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Mariner Wealth Advisors | 328k | $30M | 0% | Sep 2024 |
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AlTi Global | 278k | $26M | -3% | Sep 2024 |
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Savant Capital Management | 274k | $25M | -1% | Sep 2024 |
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Steward Partners Investment Advisory | 269k | $24M | -18% | Jun 2024 |
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Rockefeller Capital Management | 268k | $24M | 7% | Jun 2024 |
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Advisor Group Holdings | 266k | $25M | 3% | Sep 2024 |
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Courier Capital Corp | 258k | $24M | 7% | Sep 2024 |
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Pinkerton Retirement Specialists | 250k | $23M | -36% | Sep 2024 |
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Integrys Wealth Advisors | 244k | $22M | 7% | Sep 2024 |
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Stifel Financial | 233k | $21M | 1% | Jun 2024 |
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Capital Advisors | 233k | $21M | -1% | Sep 2024 |
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Cambridge Investment Research Advisors | 224k | $21M | 99% | Sep 2024 |
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Hsbc Holdings | 220k | $19M | 99% | Jun 2024 |
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SPC Financial | 217k | $20M | -4% | Sep 2024 |
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Yeomans Consulting Group | 214k | $20M | -7% | Sep 2024 |
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Salomon & Ludwin | 212k | $20M | -9% | Sep 2024 |
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Apollon Wealth Management | 210k | $19M | -1% | Sep 2024 |
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Northern Oak Capital Management | 210k | $19M | -6% | Sep 2024 |
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Jones Financial Companies, L.L | 208k | $19M | 47% | Sep 2024 |
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Jmac Enterprises | 208k | $19M | 1% | Sep 2024 |
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Brian McDonald | 200k | $18M | -1% | Sep 2024 |
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Hudson Capital Management | 186k | $17M | 1% | Sep 2024 |
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Cassaday & Co Wealth Management | 179k | $17M | -1% | Sep 2024 |
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Kestra Advisory Services | 170k | $16M | -3% | Sep 2024 |
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Creative Planning | 170k | $16M | 1% | Sep 2024 |
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Sterling Financial Planning | 164k | $15M | 3% | Sep 2024 |
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Concurrent Investment Advisors | 161k | $15M | 22% | Sep 2024 |
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Yale Capital Corp. | 161k | $15M | -1% | Sep 2024 |
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Integrated Wealth Concepts | 159k | $15M | 0% | Sep 2024 |
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Clear Creek Financial Management | 157k | $15M | 2% | Sep 2024 |
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Blue Edge Capital | 157k | $14M | -3% | Jun 2024 |
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First Merchants Bank, National Association | 151k | $14M | -1% | Sep 2024 |
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Fifth Third Bancorp | 150k | $14M | 0% | Sep 2024 |
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Ifrah Financial Services | 148k | $14M | -1% | Sep 2024 |
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GHP Investment Advisors | 147k | $14M | 0% | Sep 2024 |
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Cullen Frost Bankers | 141k | $13M | 2% | Sep 2024 |
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Greenup Street Wealth Management | 134k | $12M | 9% | Sep 2024 |
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Citigroup | 128k | $12M | 24% | Sep 2024 |
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Camarda Wealth Advisory | 126k | $12M | 2% | Sep 2024 |
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Us Bancorp | 124k | $11M | -5% | Sep 2024 |
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Etfidea | 119k | $11M | 2% | Sep 2024 |
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SOA Wealth Advisors | 118k | $11M | -1% | Sep 2024 |
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Moneta Group Investment Advisors | 115k | $11M | 1% | Sep 2024 |
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Sandy Spring Bank | 112k | $10M | 60% | Sep 2024 |
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Huntington National Bank | 108k | $9.9M | 1% | Sep 2024 |
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Atria Wealth Solutions | 106k | $9.7M | -3% | Sep 2024 |
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SJA Financial Advisory | 104k | $9.1M | -2% | Jun 2024 |
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Private Advisor | 99k | $9.1M | 6% | Sep 2024 |
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Wintrust Financial Corporation | 94k | $8.7M | -1% | Sep 2024 |
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Ascension Capital Advisors | 93k | $8.6M | 100% | Sep 2024 |
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IFP Advisors | 93k | $8.2M | 1473% | Jun 2024 |
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Callan Family Office | 92k | $8.4M | 0% | Sep 2024 |
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JFS Wealth Advisors | 92k | $8.4M | 2% | Sep 2024 |
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We Are One Seven | 91k | $8.3M | -1% | Sep 2024 |
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Associated Banc- | 90k | $7.9M | -1% | Jun 2024 |
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Mill Creek Capital Advisors | 88k | $8.1M | -15% | Sep 2024 |
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Wsfs Capital Management | 86k | $7.9M | 3% | Sep 2024 |
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Greenleaf Trust | 86k | $7.9M | 0% | Sep 2024 |
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Mechanics Bank Trust Department / The Mechanics Bank | 85k | $7.8M | 1% | Sep 2024 |
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Equitable Holdings | 82k | $7.2M | 40% | Jun 2024 |
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First Personal Financial Services | 81k | $7.5M | 0% | Sep 2024 |
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AE Wealth Management | 80k | $7.4M | 6% | Sep 2024 |
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CI Private Wealth | 80k | $7.4M | 15% | Sep 2024 |
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Rodgers & Associates | 80k | $7.3M | 24% | Sep 2024 |
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JNBA Financial Advisors | 75k | $6.9M | -1% | Sep 2024 |
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Townsquare Capital | 72k | $6.7M | 1737% | Sep 2024 |
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Goelzer Investment Management | 72k | $6.6M | -6% | Sep 2024 |
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Centerpoint Advisors | 71k | $6.6M | -4% | Sep 2024 |
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Moloney Securities Asset Management | 71k | $6.6M | 3% | Sep 2024 |
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Global Retirement Partners | 70k | $6.5M | 21% | Sep 2024 |
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Oldfather Financial Services | 70k | $6.4M | -1% | Sep 2024 |
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Coldstream Capital Management | 70k | $6.4M | -7% | Sep 2024 |
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First Citizens Financial Corp | 69k | $6.4M | 0% | Sep 2024 |
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Norden Group | 68k | $6.2M | 8% | Sep 2024 |
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Dumont & Blake Investment Advisors | 65k | $5.7M | 104% | Jun 2024 |
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M^T Bank Corporation | 62k | $5.7M | 0% | Sep 2024 |
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Guidance Point Advisors | 62k | $5.7M | 0% | Sep 2024 |
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McAlister, Sweet & Associates | 61k | $5.6M | 6% | Sep 2024 |
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H D Vest Advisory Services | 61k | $5.3M | 11% | Jun 2024 |
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David J.Sculati | 60k | $5.5M | 100% | Sep 2024 |
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HB Wealth Management | 60k | $5.5M | 0% | Sep 2024 |
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Asset Managment | 59k | $5.4M | -1% | Sep 2024 |
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EP Wealth Advisors | 57k | $5.3M | 0% | Sep 2024 |
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Sunbelt Securities | 57k | $5.2M | -5% | Sep 2024 |
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Sigma Planning | 56k | $5.1M | -13% | Sep 2024 |
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Envestnet Portfolio Solutions | 54k | $5.0M | -2% | Sep 2024 |
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Becker Capital Management | 54k | $4.9M | 0% | Sep 2024 |
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CoreCap Advisors | 54k | $4.9M | 100% | Sep 2024 |
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Janney Montgomery Scott | 52k | $4.8M | 12% | Sep 2024 |
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Fulton Breakefield Broenniman d/b/a FBB Capital Partners | 52k | $4.8M | -4% | Sep 2024 |
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Tritonpoint Wealth | 52k | $4.8M | 5% | Sep 2024 |
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Ashton Thomas Private Wealth | 50k | $4.6M | 0% | Sep 2024 |
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Citizens Financial Group | 50k | $4.6M | 9% | Sep 2024 |
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Brightwater Advisory | 50k | $4.6M | -1% | Sep 2024 |
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Perkins Coie Trust | 49k | $4.5M | -4% | Sep 2024 |
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Colony | 49k | $4.5M | -77% | Sep 2024 |
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Eagle Strategies | 48k | $4.4M | 100% | Sep 2024 |
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Umb Bank N A | 47k | $4.3M | 13% | Sep 2024 |
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CFS Investment Advisory Services | 45k | $4.2M | -50% | Sep 2024 |
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Sanctuary Advisors | 45k | $3.9M | 100% | Jun 2024 |
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First Hawaiian Bank | 45k | $4.1M | -18% | Sep 2024 |
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BKM Wealth Management | 44k | $4.1M | -1% | Sep 2024 |
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Sharp Financial Services | 44k | $4.1M | 7% | Sep 2024 |
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LTG Capital | 44k | $4.0M | -1% | Sep 2024 |
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Circle Wealth Management | 44k | $4.0M | 0% | Sep 2024 |
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Cranbrook Wealth Management | 43k | $3.9M | -1% | Sep 2024 |
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Farther Finance Advisors | 42k | $3.9M | 31% | Sep 2024 |
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Neumann Capital Management | 41k | $3.8M | 0% | Sep 2024 |
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Wealth Enhancement Advisory Services | 41k | $3.6M | 0% | Jun 2024 |
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Mml Investors Services | 40k | $3.7M | 41% | Sep 2024 |
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Kovitz Investment Group Partners | 40k | $73k | 7% | Sep 2024 |
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9258 Wealth Management | 40k | $3.6M | -10% | Sep 2024 |
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Pensionmark Financial Group | 38k | $21M | -87% | Jun 2024 |
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Signature Estate and Investment Advisors | 35k | $3.3M | -19% | Sep 2024 |
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First Heartland Consultants | 34k | $3.1M | -75% | Sep 2024 |
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One Capital Management | 25k | $2.3M | -45% | Sep 2024 |
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Thrivent Financial for Lutherans | 16k | $1.5M | -76% | Sep 2024 |
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Royal Fund Management | 2.3k | $211k | -98% | Sep 2024 |
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Christopher J. Hasenberg | 296.00 | $27k | -100% | Sep 2024 |
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Who sold out of iShares S&P MidCap 400 Growth?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Estate Counselors | Jun 2024 | 73k | $6.4M |
Dohj | Jun 2024 | 63k | $5.5M |
Prospera Financial Services | Jun 2024 | 55k | $4.8M |
Regency Capital Management | Jun 2024 | 51k | $4.5M |
Cordatus Wealth Management | Jun 2024 | 50k | $4.4M |