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 09, 2021
Q2 2021
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
3+ 0.05% |
$231 - $250
|
6.54K
$558K
|
|
|
Aug 12, 2021
Q2 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
3+ 0.1% |
$231 - $250
|
2.96K
$252K
|
|
|
Jul 15, 2021
Q2 2021
|
Fulcrum Equity Management
|
BUY
|
- |
3+ 0.03% |
$231 - $250
|
8.88K
$757K
|
|
|
Aug 03, 2021
Q2 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
2+ 0.04% |
$154 - $167
|
5.59K
$476K
|
|
|
Jul 27, 2021
Q2 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
2+ 0.11% |
$154 - $167
|
1.82K
$155K
|
|
|
Aug 04, 2021
Q2 2021
|
Evensky & Katz LLC
|
BUY
|
- |
2+ 0.33% |
$154 - $167
|
612
$52.2K
|
|
|
Aug 16, 2021
Q2 2021
|
Total Wealth Planning, LLC
|
BUY
|
- |
2+ 0.05% |
$154 - $167
|
3.99K
$340K
|
|
|
Jul 29, 2021
Q2 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2+ 0.06% |
$154 - $167
|
3.3K
$281K
|
|
|
Aug 16, 2021
Q2 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1+ 0.0% |
$77.1 - $83.4
|
20.4K
$1.74M
|
|
|
Jul 26, 2021
Q2 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.16% |
$77.1 - $83.4
|
614
$52.3K
|
|
|
Aug 10, 2021
Q2 2021
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
1+ 0.02% |
$77.1 - $83.4
|
4.45K
$380K
|
|
|
Aug 11, 2021
Q2 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1+ 0.04% |
$77.1 - $83.4
|
2.82K
$241K
|
|
|
Aug 13, 2021
Q2 2021
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
1+ 0.04% |
$77.1 - $83.4
|
2.65K
$226K
|
|
|
Jul 15, 2021
Q2 2021
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.14% |
$77.1 - $83.4
|
693
$59.1K
|
|
|
Aug 10, 2021
Q2 2021
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$77.1 - $83.4
|
4.52K
$386K
|
|
|
Aug 16, 2021
Q2 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1+ 0.01% |
$77.1 - $83.4
|
11.8K
$1.01M
|
|
|
Aug 02, 2021
Q2 2021
|
Bison Wealth, LLC
|
BUY
|
- |
1+ 0.02% |
$77.1 - $83.4
|
5.51K
$470K
|
|
|
Aug 13, 2021
Q2 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
1+ 0.03% |
$77.1 - $83.4
|
3.27K
$279K
|
|
|
Aug 02, 2021
Q2 2021
|
Element Wealth, LLC
|
BUY
|
- |
1+ 0.22% |
$77.1 - $83.4
|
456
$38.9K
|
|
|
Jul 23, 2021
Q2 2021
|
Cra Financial Services, LLC
|
BUY
|
- |
1+ 0.01% |
$77.1 - $83.4
|
7.56K
$644K
|
|
|
Jul 28, 2021
Q2 2021
|
Nbt Bank N A
|
SELL
|
- |
-2- 0.03% |
$154 - $167
|
5.85K
$499K
|
|
|
Jul 20, 2021
Q2 2021
|
Sol Capital Management CO
|
SELL
|
- |
-2- 0.03% |
$154 - $167
|
7.1K
$605K
|
|
|
Aug 13, 2021
Q2 2021
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-4- -0.0% |
$308 - $333
|
141K
$12M
|
|
|
Aug 06, 2021
Q2 2021
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-4- 0.07% |
$308 - $333
|
5.45K
$464K
|
|
|
Jul 09, 2021
Q2 2021
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-12- 6.63% |
$925 - $1K
|
169
$14.4K
|
|
|
Jul 28, 2021
Q2 2021
|
Pfg Advisors
|
SELL
|
- |
-13- 0.1% |
$1K - $1.08K
|
12.9K
$1.1M
|
|
|
Aug 02, 2021
Q2 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-18- 0.73% |
$1.39K - $1.5K
|
2.46K
$210K
|
|
|
Jul 28, 2021
Q2 2021
|
Single Point Partners, LLC
|
SELL
|
- |
-21- 0.81% |
$1.62K - $1.75K
|
2.57K
$219K
|
|
|
Sep 03, 2021
Q2 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-24- 0.22% |
$1.85K - $2K
|
10.7K
$915K
|
|
|
Aug 10, 2021
Q2 2021
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-24- 0.11% |
$1.85K - $2K
|
20.9K
$1.79M
|
|
|
Jul 30, 2021
Q2 2021
|
Highland Capital Management, LLC
|
SELL
|
- |
-25- 0.64% |
$1.93K - $2.08K
|
3.85K
$328K
|
|
|
Jul 26, 2021
Q2 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-30- 0.21% |
$2.31K - $2.5K
|
14.4K
$1.23M
|
|
|
Jul 13, 2021
Q2 2021
|
Bremer Bank National Association
|
SELL
|
- |
-33- 0.67% |
$2.54K - $2.75K
|
4.9K
$418K
|
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-35Closed |
$2.7K - $2.92K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
High Mark Wealth Management LLC
|
SELL
|
- |
-36Closed |
$2.77K - $3K
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-43- 1.43% |
$3.31K - $3.58K
|
2.97K
$253K
|
|
|
Jul 28, 2021
Q2 2021
|
Washington Trust Bank
|
SELL
|
- |
-44- 0.68% |
$3.39K - $3.67K
|
6.39K
$545K
|
|
|
Jul 21, 2021
Q2 2021
|
Grandview Asset Management LLC
|
SELL
|
- |
-44Closed |
$3.39K - $3.67K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-45Closed |
$3.47K - $3.75K
|
0
$0
|
|
|
Jul 19, 2021
Q2 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-46- 0.17% |
$3.54K - $3.83K
|
27.2K
$2.32M
|
|
|
Jul 28, 2021
Q2 2021
|
Davenport & CO LLC
|
SELL
|
- |
-48- 1.35% |
$3.7K - $4K
|
3.52K
$300K
|
|
|
Jul 21, 2021
Q2 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-49- 0.88% |
$3.78K - $4.08K
|
5.49K
$468K
|
|
|
Aug 04, 2021
Q2 2021
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-51- 1.94% |
$3.93K - $4.25K
|
2.58K
$220K
|
|
|
Jul 09, 2021
Q2 2021
|
First Citizens Financial Corp
|
SELL
|
- |
-57- 0.08% |
$4.39K - $4.75K
|
67.2K
$5.73M
|
|
|
Aug 03, 2021
Q2 2021
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-60- 9.93% |
$4.62K - $5K
|
544
$46.4K
|
|
|
Aug 02, 2021
Q2 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-64- 7.84% |
$4.93K - $5.34K
|
752
$64.1K
|
|
|
Aug 06, 2021
Q2 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-69- 0.46% |
$5.32K - $5.75K
|
14.9K
$1.27M
|
|
|
Jul 07, 2021
Q2 2021
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-75Closed |
$5.78K - $6.25K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
Trust CO
|
SELL
|
- |
-80- 45.45% |
$6.16K - $6.67K
|
96
$8.18K
|
|
|
Jul 23, 2021
Q2 2021
|
Macroview Investment Management LLC
|
SELL
|
- |
-83- 9.64% |
$6.4K - $6.92K
|
778
$66.3K
|