Purchases and Sales Made in Q2 2021 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 Q2 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Sep 13, 2021
Q2 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.21MNew |
$247M - $267M
|
3.21M
$292M
|
|
|
Aug 16, 2021
Q2 2021
|
Assetmark, Inc
|
BUY
|
- |
1.06M+ 0.0% |
$81.7M - $88.4M
|
1.06M
$96.5M
|
|
|
Aug 12, 2021
Q2 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
701KNew |
$54M - $58.5M
|
701K
$63.8M
|
|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
497KNew |
$38.3M - $41.4M
|
497K
$45.2M
|
|
|
Aug 02, 2021
Q2 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
446K+ 51657.99% |
$34.4M - $37.2M
|
447K
$40.7M
|
|
|
Aug 13, 2021
Q2 2021
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
321KNew |
$24.8M - $26.8M
|
321K
$29.2M
|
|
|
Aug 13, 2021
Q2 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
202K+ 7998.89% |
$15.6M - $16.9M
|
205K
$18.6M
|
|
|
Aug 16, 2021
Q2 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
90.9K+ 1535.79% |
$7.01M - $7.58M
|
96.8K
$8.81M
|
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
84.2K+ 13.1% |
$6.48M - $7.02M
|
726K
$66.1M
|
|
|
Sep 24, 2021
Q2 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
78.7KNew |
$6.06M - $6.56M
|
78.7K
$7.16M
|
|
|
Jul 30, 2021
Q2 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
74.4K+ 84.35% |
$5.73M - $6.2M
|
163K
$14.8M
|
|
|
Aug 13, 2021
Q2 2021
|
Ubs Group Ag
|
BUY
|
- |
67.9K+ 3.39% |
$5.23M - $5.66M
|
2.07M
$188M
|
|
|
Aug 11, 2021
Q2 2021
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
48.8K+ 307.27% |
$3.76M - $4.07M
|
64.7K
$5.89M
|
|
|
Aug 13, 2021
Q2 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
47.3K+ 4.4% |
$3.64M - $3.94M
|
1.12M
$102M
|
|
|
Aug 10, 2021
Q2 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
39.6K+ 85.39% |
$3.05M - $3.3M
|
85.9K
$7.81M
|
|
|
Aug 11, 2021
Q2 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
33.4K+ 3.23% |
$2.57M - $2.78M
|
1.07M
$96.9M
|
|
|
Aug 16, 2021
Q2 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
33.2KNew |
$2.56M - $2.77M
|
33.2K
$3.02M
|
|
|
Aug 13, 2021
Q2 2021
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
29.5K+ 294.23% |
$2.27M - $2.46M
|
39.5K
$3.6M
|
|
|
Aug 16, 2021
Q2 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
29.4K+ 6.38% |
$2.27M - $2.45M
|
491K
$44.7M
|
|
|
Aug 10, 2021
Q2 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
27.4K+ 2.31% |
$2.11M - $2.29M
|
1.21M
$111M
|
|
|
Jul 26, 2021
Q2 2021
|
Windsor Group LTD
|
BUY
|
- |
25.3K+ 56.55% |
$1.95M - $2.11M
|
70.1K
$6.38M
|
|
|
Aug 12, 2021
Q2 2021
|
Stephens Inc
|
BUY
|
- |
25.1K+ 72.68% |
$1.93M - $2.09M
|
59.6K
$5.43M
|
|
|
Jul 19, 2021
Q2 2021
|
Mai Capital Management
|
BUY
|
- |
23.2K+ 4.14% |
$1.79M - $1.93M
|
583K
$53M
|
|
|
Aug 16, 2021
Q2 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
22.7K+ 2.55% |
$1.75M - $1.89M
|
912K
$83M
|
|
|
Aug 11, 2021
Q2 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
22.3KNew |
$1.72M - $1.86M
|
22.3K
$2.03M
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
22K+ 14.84% |
$1.7M - $1.83M
|
170K
$15.5M
|
|
|
Jul 09, 2021
Q2 2021
|
Flagship Private Wealth, LLC
|
BUY
|
- |
18.1K+ 8010.18% |
$1.39M - $1.51M
|
18.3K
$1.67M
|
|
|
Aug 06, 2021
Q2 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
16.3K+ 2.52% |
$1.26M - $1.36M
|
664K
$60.4M
|
|
|
Jul 29, 2021
Q2 2021
|
Slow Capital, Inc.
|
BUY
|
- |
16.1K+ 48.9% |
$1.24M - $1.34M
|
49K
$4.46M
|
|
|
Aug 03, 2021
Q2 2021
|
Prw Wealth Management LLC
|
BUY
|
- |
13.1KNew |
$1.01M - $1.1M
|
13.1K
$1.2M
|
|
|
Jul 20, 2021
Q2 2021
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
13.1K+ 3.19% |
$1.01M - $1.09M
|
423K
$38.4M
|
|
|
Aug 10, 2021
Q2 2021
|
Smith Anglin Financial, LLC
|
BUY
|
- |
12.9K+ 10.91% |
$993K - $1.07M
|
131K
$11.9M
|
|
|
Jul 16, 2021
Q2 2021
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
12.5K+ 2.93% |
$965K - $1.04M
|
440K
$40.1M
|
|
|
Aug 04, 2021
Q2 2021
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
11.7K+ 53.31% |
$904K - $978K
|
33.7K
$3.07M
|
|
|
Jul 14, 2021
Q2 2021
|
Brookstone Capital Management
|
BUY
|
- |
11.7KNew |
$903K - $977K
|
11.7K
$1.07M
|
|
|
Aug 17, 2021
Q2 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
10.9K+ 2.91% |
$840K - $908K
|
385K
$35M
|
|
|
Aug 16, 2021
Q2 2021
|
Codex Capital, L.L.C.
New York, NY |
BUY
|
- |
10.8KNew |
$832K - $900K
|
10.8K
$982K
|
|
|
Jul 17, 2024
Q2 2021
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
10.2K+ 6909.52% |
$783K - $847K
|
10.3K
$937K
|
|
|
Aug 04, 2021
Q2 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.9K+ 0.38% |
$686K - $742K
|
2.37M
$216M
|
|
|
Aug 05, 2021
Q2 2021
|
Main Street Investment Advisors LLC
|
BUY
|
- |
8.57KNew |
$660K - $714K
|
8.57K
$779K
|
|
|
Aug 16, 2021
Q2 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
8.04K+ 249.72% |
$620K - $670K
|
11.3K
$1.02M
|
|
|
Jul 30, 2021
Q2 2021
|
Fulcrum Capital LLC
|
BUY
|
- |
7.9K+ 8.99% |
$609K - $659K
|
95.8K
$8.71M
|
|
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
7.13KNew |
$550K - $595K
|
7.13K
$649K
|
|
|
Aug 11, 2021
Q2 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
5.07K+ 101.79% |
$391K - $423K
|
10K
$914K
|
|
|
Aug 13, 2021
Q2 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
4.86KNew |
$375K - $405K
|
4.86K
$442K
|
|
|
Aug 09, 2021
Q2 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.76K+ 32.26% |
$367K - $397K
|
19.5K
$1.78M
|
|
|
Jul 26, 2021
Q2 2021
|
Wealthpoint, LLC
|
BUY
|
- |
4.7KNew |
$362K - $392K
|
4.7K
$428K
|
|
|
Aug 06, 2021
Q2 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4.7K+ 0.18% |
$362K - $392K
|
2.65M
$241M
|
|
|
Aug 13, 2021
Q2 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
4.66K+ 24.45% |
$359K - $388K
|
23.7K
$2.16M
|
|
|
Aug 24, 2021
Q2 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.6K+ 4.44% |
$354K - $383K
|
108K
$9.83M
|