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 02, 2021
Q2 2021
|
Allworth Financial LP
|
BUY
|
- |
192+ 48.48% |
$14.8K - $16K
|
588
$55.3K
|
|
|
Aug 02, 2021
Q2 2021
|
Private Ocean, LLC
|
BUY
|
- |
190+ 23.75% |
$14.6K - $15.8K
|
990
$93.1K
|
|
|
Jul 14, 2021
Q2 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
179+ 2.89% |
$13.8K - $14.9K
|
6.37K
$599K
|
|
|
Aug 10, 2021
Q2 2021
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
138+ 0.75% |
$10.6K - $11.5K
|
18.5K
$1.74M
|
|
|
Aug 16, 2021
Q2 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
135+ 0.5% |
$10.4K - $11.3K
|
27.3K
$2.56M
|
|
|
Aug 03, 2021
Q2 2021
|
Amg National Trust Bank
|
BUY
|
- |
131+ 0.74% |
$10.1K - $10.9K
|
17.7K
$1.67M
|
|
|
Jul 29, 2021
Q2 2021
|
Red Door Wealth Management, LLC
|
BUY
|
- |
124New |
$9.55K - $10.3K
|
124
$11.7K
|
|
|
Aug 06, 2021
Q2 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
123+ 0.74% |
$9.48K - $10.3K
|
16.7K
$1.57M
|
|
|
Aug 12, 2021
Q2 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
120+ 3.28% |
$9.25K - $10K
|
3.78K
$355K
|
|
|
Aug 09, 2021
Q2 2021
|
Hudock, Inc.
|
BUY
|
- |
114New |
$8.78K - $9.5K
|
114
$10.7K
|
|
|
Aug 13, 2024
Q2 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
108+ 1.1% |
$8.32K - $9K
|
9.91K
$932K
|
|
|
Jul 21, 2021
Q2 2021
|
Traynor Capital Management, Inc.
|
BUY
|
- |
103+ 3.66% |
$7.94K - $8.59K
|
2.92K
$274K
|
|
|
Aug 05, 2021
Q2 2021
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
96+ 0.06% |
$7.4K - $8K
|
167K
$15.7M
|
|
|
Aug 02, 2021
Q2 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
93+ 1.25% |
$7.17K - $7.75K
|
7.53K
$707K
|
|
|
Aug 13, 2021
Q2 2021
|
Lincoln National Corp
|
BUY
|
- |
91+ 2.26% |
$7.01K - $7.59K
|
4.12K
$387K
|
|
|
Jul 26, 2021
Q2 2021
|
Old National Bancorp
|
BUY
|
- |
83+ 1.01% |
$6.4K - $6.92K
|
8.32K
$782K
|
|
|
Aug 20, 2021
Q2 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
80New |
$6.16K - $6.67K
|
80
$7.52K
|
|
|
Aug 05, 2021
Q2 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
80New |
$6.16K - $6.67K
|
80
$7.52K
|
|
|
Aug 12, 2021
Q2 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
77+ 1.57% |
$5.93K - $6.42K
|
4.99K
$469K
|
|
|
Aug 16, 2021
Q2 2021
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
72+ 31.03% |
$5.55K - $6K
|
304
$28.6K
|
|
|
Aug 12, 2021
Q2 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
65+ 0.85% |
$5.01K - $5.42K
|
7.69K
$723K
|
|
|
Aug 13, 2021
Q2 2021
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
60New |
$4.62K - $5K
|
60
$5.64K
|
|
|
Jul 22, 2021
Q2 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
59+ 0.14% |
$4.55K - $4.92K
|
42.6K
$4.01M
|
|
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
58+ 0.81% |
$4.47K - $4.83K
|
7.19K
$676K
|
|
|
Jul 23, 2021
Q2 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
57+ 1.76% |
$4.39K - $4.75K
|
3.29K
$309K
|
|
|
Jul 19, 2021
Q2 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
55+ 4.57% |
$4.24K - $4.58K
|
1.26K
$118K
|
|
|
Aug 04, 2021
Q2 2021
|
Truepoint, Inc.
|
BUY
|
- |
50+ 0.59% |
$3.85K - $4.17K
|
8.58K
$806K
|
|
|
Aug 10, 2021
Q2 2021
|
Brighton Jones LLC
|
BUY
|
- |
44+ 1.42% |
$3.39K - $3.67K
|
3.14K
$295K
|
|
|
Jul 19, 2021
Q2 2021
|
Tfg Advisers LLC
|
BUY
|
- |
40+ 1.31% |
$3.08K - $3.33K
|
3.1K
$292K
|
|
|
Jul 20, 2021
Q2 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
35+ 4.1% |
$2.7K - $2.92K
|
888
$83.5K
|
|
|
Aug 16, 2021
Q2 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
35+ 1.23% |
$2.7K - $2.92K
|
2.88K
$270K
|
|
|
Jul 27, 2021
Q2 2021
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
25+ 0.04% |
$1.93K - $2.08K
|
64.6K
$6.07M
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
24New |
$1.85K - $2K
|
24
$2.26K
|
|
|
Aug 04, 2021
Q2 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
16New |
$1.23K - $1.33K
|
16
$1.5K
|
|
|
Jul 27, 2021
Q2 2021
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
14+ 0.1% |
$1.08K - $1.17K
|
14.6K
$1.37M
|
|
|
Jul 01, 2021
Q2 2021
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
13+ 0.43% |
$1K - $1.08K
|
3.03K
$285K
|
|
|
Aug 06, 2021
Q2 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
11+ 0.09% |
$848 - $917
|
12K
$1.13M
|
|
|
Aug 04, 2021
Q2 2021
|
Citizens Financial Group Inc
|
BUY
|
- |
10+ 0.15% |
$771 - $834
|
6.8K
$640K
|
|
|
Aug 02, 2021
Q2 2021
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.13% |
$693 - $750
|
6.8K
$639K
|
|
|
Aug 12, 2021
Q2 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
7+ 0.12% |
$539 - $584
|
5.77K
$542K
|
|
|
Aug 12, 2021
Q2 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
6+ 0.03% |
$462 - $500
|
19.1K
$1.8M
|
|
|
Jul 21, 2021
Q2 2021
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
5+ 0.12% |
$385 - $417
|
4.24K
$398K
|
|
|
Jul 21, 2021
Q2 2021
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
5+ 0.05% |
$385 - $417
|
9.72K
$913K
|
|
|
Jul 30, 2021
Q2 2021
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
5+ 0.01% |
$385 - $417
|
88K
$8.27M
|
|
|
Jul 13, 2021
Q2 2021
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
4+ 0.12% |
$308 - $333
|
3.47K
$326K
|
|
|
Aug 17, 2021
Q2 2021
|
West Branch Capital LLC
|
BUY
|
- |
4+ 0.11% |
$308 - $333
|
3.69K
$347K
|
|
|
Jul 22, 2021
Q2 2021
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
4+ 0.04% |
$308 - $333
|
11.2K
$1.05M
|
|
|
Aug 13, 2021
Q2 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
4+ 0.06% |
$308 - $333
|
6.64K
$624K
|
|
|
Aug 13, 2021
Q2 2021
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
4+ 0.05% |
$308 - $333
|
7.73K
$727K
|
|
|
Jul 27, 2021
Q2 2021
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
3+ 0.1% |
$231 - $250
|
2.95K
$277K
|