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 |
|---|---|---|---|---|---|---|---|
|
Aug 24, 2021
Q2 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.6K+ 4.44% |
$354K - $383K
|
108K
$9.22M
|
|
|
Jul 23, 2021
Q2 2021
|
Dorsey Wright & Associates
|
BUY
|
- |
4.56K+ 14.81% |
$351K - $380K
|
35.3K
$3.01M
|
|
|
Aug 16, 2021
Q2 2021
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
4.22KNew |
$325K - $351K
|
4.22K
$359K
|
|
|
Aug 16, 2021
Q2 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.9KNew |
$300K - $325K
|
3.9K
$332K
|
|
|
Jul 26, 2021
Q2 2021
|
Orser Capital Management, LLC
|
BUY
|
- |
3.83KNew |
$295K - $319K
|
3.83K
$326K
|
|
|
Aug 10, 2021
Q2 2021
|
Gratus Capital LLC
|
BUY
|
- |
3.72KNew |
$287K - $310K
|
3.72K
$317K
|
|
|
Aug 11, 2021
Q2 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
3.72K+ 134.98% |
$287K - $310K
|
6.48K
$552K
|
|
|
Aug 02, 2021
Q2 2021
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.7KNew |
$285K - $309K
|
3.7K
$316K
|
|
|
Jul 27, 2021
Q2 2021
|
Wedbush Securities Inc
|
BUY
|
- |
3.64KNew |
$281K - $304K
|
3.64K
$310K
|
|
|
Jul 02, 2021
Q2 2021
|
Thomasville National Bank
|
BUY
|
- |
3.61KNew |
$278K - $301K
|
3.61K
$308K
|
|
|
Jul 21, 2021
Q2 2021
|
Csenge Advisory Group
|
BUY
|
- |
3.37K+ 0.92% |
$260K - $281K
|
370K
$31.6M
|
|
|
Jul 29, 2021
Q2 2021
|
Ieq Capital, LLC
|
BUY
|
- |
3.21KNew |
$247K - $267K
|
3.21K
$273K
|
|
|
Aug 02, 2021
Q2 2021
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
3.2K+ 2.85% |
$247K - $267K
|
116K
$9.86M
|
|
|
Jul 22, 2021
Q2 2021
|
Pacific Financial Group Inc
|
BUY
|
- |
3.02K+ 10.27% |
$232K - $251K
|
32.4K
$2.76M
|
|
|
Jul 14, 2021
Q2 2021
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
3.02K+ 301.8% |
$232K - $251K
|
4.01K
$342K
|
|
|
Aug 03, 2021
Q2 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.01K+ 11.42% |
$232K - $251K
|
29.3K
$2.5M
|
|
|
Jul 28, 2021
Q2 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.97K+ 37.57% |
$229K - $248K
|
10.9K
$928K
|
|
|
Aug 16, 2021
Q2 2021
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
2.81K+ 1135.63% |
$216K - $234K
|
3.05K
$260K
|
|
|
Jul 28, 2021
Q2 2021
|
Independent Investors Inc
|
BUY
|
- |
2.8KNew |
$216K - $233K
|
2.8K
$239K
|
|
|
Jul 19, 2021
Q2 2021
|
Bridges Investment Management Inc
|
BUY
|
- |
2.78K+ 43.44% |
$214K - $231K
|
9.17K
$782K
|
|
|
Jul 27, 2021
Q2 2021
|
Regions Financial Corp
|
BUY
|
- |
2.77K+ 0.61% |
$214K - $231K
|
456K
$38.9M
|
|
|
Aug 12, 2021
Q2 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.72KNew |
$210K - $227K
|
2.72K
$232K
|
|
|
Aug 11, 2021
Q2 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.7K+ 0.37% |
$208K - $225K
|
737K
$62.9M
|
|
|
Aug 06, 2021
Q2 2021
|
Stone X Group Inc.
|
BUY
|
- |
2.69KNew |
$207K - $224K
|
2.69K
$229K
|
|
|
Aug 10, 2021
Q2 2021
|
Davidson Trust CO
|
BUY
|
- |
2.66K+ 91.16% |
$205K - $222K
|
5.58K
$476K
|
|
|
Aug 13, 2021
Q2 2021
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
2.63KNew |
$203K - $219K
|
2.63K
$224K
|
|
|
Jul 22, 2021
Q2 2021
|
Moneywise, Inc.
|
BUY
|
- |
2.54KNew |
$195K - $211K
|
2.54K
$216K
|
|
|
Aug 13, 2021
Q2 2021
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
2.53KNew |
$195K - $211K
|
2.53K
$216K
|
|
|
Jul 20, 2021
Q2 2021
|
Concorde Asset Management, LLC
|
BUY
|
- |
2.5KNew |
$193K - $209K
|
2.5K
$213K
|
|
|
Jul 27, 2021
Q2 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.48KNew |
$191K - $207K
|
2.48K
$211K
|
|
|
Jul 13, 2021
Q2 2021
|
Freedman Financial Associates, Inc.
Peabody, MA |
BUY
|
- |
2.38KNew |
$183K - $198K
|
2.38K
$203K
|
|
|
Aug 10, 2021
Q2 2021
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
2.36KNew |
$182K - $197K
|
2.36K
$201K
|
|
|
Aug 12, 2021
Q2 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.13KNew |
$164K - $177K
|
2.13K
$181K
|
|
|
Aug 09, 2021
Q2 2021
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
2.09KNew |
$161K - $174K
|
2.09K
$178K
|
|
|
Jul 23, 2021
Q2 2021
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
2.05K+ 14.36% |
$158K - $170K
|
16.3K
$1.39M
|
|
|
Aug 13, 2021
Q2 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.99K+ 2.98% |
$153K - $166K
|
68.7K
$5.85M
|
|
|
Jul 29, 2021
Q2 2021
|
Ironwood Financial, LLC
|
BUY
|
- |
1.77K+ 9.95% |
$136K - $147K
|
19.5K
$1.66M
|
|
|
Jul 16, 2021
Q2 2021
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.77K+ 5.28% |
$136K - $147K
|
35.2K
$3M
|
|
|
Aug 10, 2021
Q2 2021
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
1.74K+ 11.15% |
$134K - $145K
|
17.4K
$1.48M
|
|
|
Jul 16, 2021
Q2 2021
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
1.72K+ 2.07% |
$132K - $143K
|
84.7K
$7.22M
|
|
|
Aug 06, 2021
Q2 2021
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.66K+ 0.49% |
$128K - $138K
|
337K
$28.7M
|
|
|
Jul 26, 2021
Q2 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.65K+ 1.49% |
$127K - $137K
|
112K
$9.57M
|
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.64K+ 12.58% |
$127K - $137K
|
14.7K
$1.25M
|
|
|
Jul 01, 2021
Q2 2021
|
Modus Advisors, LLC
|
BUY
|
- |
1.58KNew |
$122K - $131K
|
1.58K
$134K
|
|
|
Jul 22, 2021
Q2 2021
|
Welch & Forbes LLC
|
BUY
|
- |
1.5K+ 26.32% |
$116K - $125K
|
7.2K
$614K
|
|
|
Aug 05, 2021
Q2 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.37K+ 1.33% |
$106K - $114K
|
104K
$8.9M
|
|
|
Aug 09, 2021
Q2 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.3K+ 16.51% |
$100K - $108K
|
9.17K
$782K
|
|
|
Aug 11, 2021
Q2 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
1.26K+ 10.82% |
$97.1K - $105K
|
12.9K
$1.1M
|
|
|
Jul 07, 2021
Q2 2021
|
Private Trust CO Na
|
BUY
|
- |
1.23K+ 4.42% |
$95.1K - $103K
|
29.1K
$2.48M
|
|
|
Aug 13, 2021
Q2 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.17K+ 1.63% |
$90.4K - $97.8K
|
73.2K
$6.24M
|