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 13, 2021
Q2 2021
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
1.06KNew |
$81.7K - $88.4K
|
1.06K
$96.4K
|
|
|
Aug 09, 2021
Q2 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.03K+ 22.74% |
$79K - $85.4K
|
5.53K
$503K
|
|
|
Aug 12, 2021
Q2 2021
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
956+ 4.75% |
$73.7K - $79.7K
|
21.1K
$1.92M
|
|
|
Aug 05, 2021
Q2 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
950+ 25.01% |
$73.2K - $79.2K
|
4.75K
$432K
|
|
|
Jul 29, 2021
Q2 2021
|
Brown Advisory Inc
|
BUY
|
- |
924+ 6.31% |
$71.2K - $77K
|
15.6K
$1.42M
|
|
|
Jul 29, 2021
Q2 2021
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
887+ 0.16% |
$68.3K - $73.9K
|
552K
$50.2M
|
|
|
Aug 02, 2021
Q2 2021
|
Key F Inancial Inc
|
BUY
|
- |
815+ 14.32% |
$62.8K - $67.9K
|
6.51K
$592K
|
|
|
Aug 12, 2021
Q2 2021
|
Hya Advisors, Inc
|
BUY
|
- |
787+ 3.44% |
$60.6K - $65.6K
|
23.7K
$2.15M
|
|
|
Aug 17, 2021
Q2 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
768+ 6.9% |
$59.2K - $64K
|
11.9K
$1.08M
|
|
|
Aug 09, 2021
Q2 2021
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
746+ 8.8% |
$57.5K - $62.2K
|
9.23K
$839K
|
|
|
Jul 14, 2021
Q2 2021
|
Acas, LLC
|
BUY
|
- |
746+ 7.92% |
$57.5K - $62.2K
|
10.2K
$925K
|
|
|
Jul 19, 2021
Q2 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
712+ 8.72% |
$54.9K - $59.4K
|
8.88K
$808K
|
|
|
Aug 09, 2021
Q2 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
687+ 23.73% |
$52.9K - $57.3K
|
3.58K
$326K
|
|
|
Aug 11, 2021
Q2 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
625New |
$48.2K - $52.1K
|
625
$56.9K
|
|
|
Jul 23, 2021
Q2 2021
|
Independence Bank Of Kentucky
|
BUY
|
- |
508+ 96.95% |
$39.1K - $42.3K
|
1.03K
$93.9K
|
|
|
Aug 16, 2021
Q2 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
506+ 5.18% |
$39K - $42.2K
|
10.3K
$935K
|
|
|
Aug 17, 2021
Q2 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
502+ 10.61% |
$38.7K - $41.8K
|
5.23K
$476K
|
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
477+ 4.77% |
$36.8K - $39.8K
|
10.5K
$953K
|
|
|
Aug 13, 2021
Q2 2021
|
Rkl Wealth Management LLC
|
BUY
|
- |
452+ 3.24% |
$34.8K - $37.7K
|
14.4K
$1.31M
|
|
|
Jul 22, 2021
Q2 2021
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
448+ 1.46% |
$34.5K - $37.3K
|
31.2K
$2.84M
|
|
|
Aug 26, 2021
Q2 2021
|
Comerica Bank
|
BUY
|
- |
445+ 2.03% |
$34.3K - $37.1K
|
22.4K
$2.03M
|
|
|
Aug 13, 2021
Q2 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
430+ 11.79% |
$33.1K - $35.8K
|
4.08K
$371K
|
|
|
Nov 18, 2021
Q2 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
424+ 5.36% |
$32.7K - $35.3K
|
8.33K
$758K
|
|
|
Aug 02, 2021
Q2 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
407+ 3.7% |
$31.4K - $33.9K
|
11.4K
$1.04M
|
|
|
Jul 30, 2021
Q2 2021
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
403New |
$31.1K - $33.6K
|
403
$36.7K
|
|
|
Jul 29, 2021
Q2 2021
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
401+ 0.65% |
$30.9K - $33.4K
|
61.6K
$5.61M
|
|
|
Aug 11, 2021
Q2 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
400New |
$30.8K - $33.3K
|
400
$36.4K
|
|
|
Jul 13, 2021
Q2 2021
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
398+ 8.25% |
$30.7K - $33.2K
|
5.22K
$475K
|
|
|
Jul 27, 2021
Q2 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
376+ 13.33% |
$29K - $31.3K
|
3.2K
$291K
|
|
|
Aug 16, 2021
Q2 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
364+ 8.29% |
$28K - $30.3K
|
4.76K
$433K
|
|
|
Jul 13, 2021
Q2 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
348New |
$26.8K - $29K
|
348
$31.7K
|
|
|
Aug 13, 2021
Q2 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
340+ 0.49% |
$26.2K - $28.3K
|
69.8K
$6.35M
|
|
|
Aug 11, 2021
Q2 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
330+ 0.25% |
$25.4K - $27.5K
|
131K
$11.9M
|
|
|
Aug 06, 2021
Q2 2021
|
Mainstay Capital Management LLC
|
BUY
|
- |
330+ 4.7% |
$25.4K - $27.5K
|
7.35K
$668K
|
|
|
Jul 20, 2021
Q2 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
305+ 0.5% |
$23.5K - $25.4K
|
61.1K
$5.56M
|
|
|
Aug 16, 2021
Q2 2021
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
300New |
$23.1K - $25K
|
300
$27.3K
|
|
|
Jul 15, 2021
Q2 2021
|
City Holding CO
|
BUY
|
- |
300+ 3.28% |
$23.1K - $25K
|
9.45K
$859K
|
|
|
Jul 15, 2021
Q2 2021
|
Norway Savings Bank
|
BUY
|
- |
292+ 3.85% |
$22.5K - $24.3K
|
7.87K
$716K
|
|
|
Aug 09, 2021
Q2 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
280+ 9.4% |
$21.6K - $23.3K
|
3.26K
$297K
|
|
|
Aug 03, 2021
Q2 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
276New |
$21.3K - $23K
|
276
$25.1K
|
|
|
Aug 16, 2021
Q2 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
270+ 1.85% |
$20.8K - $22.5K
|
14.9K
$1.35M
|
|
|
Aug 18, 2021
Q2 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
265+ 2.03% |
$20.4K - $22.1K
|
13.3K
$1.21M
|
|
|
Aug 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
223+ 1.44% |
$17.2K - $18.6K
|
15.7K
$1.42M
|
|
|
Aug 10, 2021
Q2 2021
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
221+ 5.68% |
$17K - $18.4K
|
4.12K
$374K
|
|
|
Jul 30, 2021
Q2 2021
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
219+ 4.53% |
$16.9K - $18.3K
|
5.05K
$459K
|
|
|
Jul 28, 2021
Q2 2021
|
Griffin Asset Management, Inc.
|
BUY
|
- |
218+ 3.59% |
$16.8K - $18.2K
|
6.29K
$572K
|
|
|
Jul 20, 2021
Q2 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
214+ 1.38% |
$16.5K - $17.8K
|
15.8K
$1.44M
|
|
|
Aug 06, 2021
Q2 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
207+ 100.0% |
$15.9K - $17.3K
|
414
$37.7K
|
|
|
Jul 27, 2021
Q2 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
200+ 24.39% |
$15.4K - $16.7K
|
1.02K
$92.8K
|
|
|
Aug 02, 2021
Q2 2021
|
Allworth Financial LP
|
BUY
|
- |
192+ 48.48% |
$14.8K - $16K
|
588
$53.5K
|