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 03, 2021
Q2 2021
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-90- 0.58% |
$6.93K - $7.5K
|
15.5K
$1.46M
|
|
|
Aug 13, 2021
Q2 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-91- 0.05% |
$7.01K - $7.59K
|
183K
$17.2M
|
|
|
Jul 06, 2021
Q2 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-91- 0.47% |
$7.01K - $7.59K
|
19.5K
$1.84M
|
|
|
Aug 06, 2021
Q2 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-95- 1.65% |
$7.32K - $7.92K
|
5.68K
$536K
|
|
|
Jul 13, 2021
Q2 2021
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-96Closed |
$7.4K - $8K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Ntv Asset Management LLC
|
SELL
|
- |
-100- 0.46% |
$7.71K - $8.34K
|
21.8K
$2.05M
|
|
|
Aug 10, 2021
Q2 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-109- 2.01% |
$8.4K - $9.09K
|
5.32K
$501K
|
|
|
Aug 03, 2021
Q2 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-111- 1.4% |
$8.55K - $9.25K
|
7.8K
$735K
|
|
|
Aug 05, 2021
Q2 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-114- 0.95% |
$8.78K - $9.5K
|
11.9K
$1.12M
|
|
|
Jul 24, 2024
Q2 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-117- 0.63% |
$9.01K - $9.75K
|
18.6K
$1.75M
|
|
|
Aug 03, 2021
Q2 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-118- 1.93% |
$9.09K - $9.84K
|
6K
$566K
|
|
|
Aug 12, 2021
Q2 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-121- 2.48% |
$9.32K - $10.1K
|
4.76K
$449K
|
|
|
Jul 20, 2021
Q2 2021
|
Oakworth Capital, Inc.
|
SELL
|
- |
-123- 1.45% |
$9.48K - $10.3K
|
8.34K
$786K
|
|
|
Jul 20, 2021
Q2 2021
|
First Command Bank
|
SELL
|
- |
-125- 8.45% |
$9.63K - $10.4K
|
1.36K
$128K
|
|
|
Jul 20, 2021
Q2 2021
|
First Command Financial Services, Inc.
|
SELL
|
- |
-125- 8.45% |
$9.63K - $10.4K
|
1.36K
$128K
|
|
|
Jul 22, 2021
Q2 2021
|
Palisade Asset Management, LLC
|
SELL
|
- |
-130- 1.99% |
$10K - $10.8K
|
6.41K
$604K
|
|
|
Aug 10, 2021
Q2 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-131- 0.77% |
$10.1K - $10.9K
|
16.9K
$1.6M
|
|
|
Jul 26, 2021
Q2 2021
|
Dearborn Partners LLC
|
SELL
|
- |
-140- 1.05% |
$10.8K - $11.7K
|
13.2K
$1.24M
|
|
|
Jul 19, 2021
Q2 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-142- 2.24% |
$10.9K - $11.8K
|
6.2K
$585K
|
|
|
Aug 04, 2021
Q2 2021
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-150- 2.67% |
$11.6K - $12.5K
|
5.46K
$515K
|
|
|
Nov 24, 2021
Q2 2021
|
Mcdonald Partners LLC
|
SELL
|
- |
-156- 4.74% |
$12K - $13K
|
3.13K
$296K
|
|
|
Jul 29, 2021
Q2 2021
|
Rodgers & Associates, LTD
|
SELL
|
- |
-158- 0.28% |
$12.2K - $13.2K
|
55.9K
$5.27M
|
|
|
Jul 20, 2021
Q2 2021
|
Transform Wealth, LLC
|
SELL
|
- |
-160- 3.26% |
$12.3K - $13.3K
|
4.75K
$448K
|
|
|
Aug 02, 2021
Q2 2021
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-170- 4.86% |
$13.1K - $14.2K
|
3.33K
$314K
|
|
|
Jul 22, 2021
Q2 2021
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-171- 3.99% |
$13.2K - $14.3K
|
4.11K
$388K
|
|
|
Aug 03, 2021
Q2 2021
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-172- 3.77% |
$13.3K - $14.3K
|
4.39K
$414K
|
|
|
Jul 21, 2021
Q2 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-178- 35.74% |
$13.7K - $14.8K
|
320
$30.2K
|
|
|
Aug 12, 2021
Q2 2021
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-180- 0.39% |
$13.9K - $15K
|
45.5K
$4.29M
|
|
|
Aug 04, 2021
Q2 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-181- 2.48% |
$13.9K - $15.1K
|
7.12K
$671K
|
|
|
Jul 30, 2021
Q2 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-188- 57.85% |
$14.5K - $15.7K
|
137
$12.9K
|
|
|
Jul 06, 2021
Q2 2021
|
Summit Financial Group, Inc.
|
SELL
|
- |
-200- 4.17% |
$15.4K - $16.7K
|
4.6K
$433K
|
|
|
Aug 03, 2021
Q2 2021
|
Financial Counselors Inc
|
SELL
|
- |
-200- 0.81% |
$15.4K - $16.7K
|
24.5K
$2.31M
|
|
|
Aug 13, 2021
Q2 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-200Closed |
$15.4K - $16.7K
|
0
$0
|
|
|
Jul 09, 2021
Q2 2021
|
Legacy Private Trust Co.
|
SELL
|
- |
-204- 2.46% |
$15.7K - $17K
|
8.08K
$762K
|
|
|
Aug 06, 2021
Q2 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-211- 0.89% |
$16.3K - $17.6K
|
23.6K
$2.23M
|
|
|
Aug 05, 2021
Q2 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-217- 0.13% |
$16.7K - $18.1K
|
168K
$15.8M
|
|
|
Aug 16, 2021
Q2 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-218- 4.96% |
$16.8K - $18.2K
|
4.17K
$394K
|
|
|
Jul 21, 2021
Q2 2021
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-219- 4.85% |
$16.9K - $18.3K
|
4.3K
$405K
|
|
|
Aug 20, 2021
Q2 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-237- 0.77% |
$18.3K - $19.8K
|
30.4K
$2.87M
|
|
|
Jul 15, 2021
Q2 2021
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-240- 9.2% |
$18.5K - $20K
|
2.37K
$223K
|
|
|
Jul 27, 2021
Q2 2021
|
Duncker Streett & CO Inc
|
SELL
|
- |
-240- 13.19% |
$18.5K - $20K
|
1.58K
$149K
|
|
|
Aug 13, 2021
Q2 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-251- 0.83% |
$19.3K - $20.9K
|
30K
$2.82M
|
|
|
Aug 10, 2021
Q2 2021
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-252- 11.74% |
$19.4K - $21K
|
1.9K
$179K
|
|
|
Jul 27, 2021
Q2 2021
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-256Closed |
$19.7K - $21.3K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Cadence Bank Na
|
SELL
|
- |
-272- 2.07% |
$21K - $22.7K
|
12.9K
$1.22M
|
|
|
Aug 04, 2021
Q2 2021
|
Jnba Financial Advisors
|
SELL
|
- |
-273- 0.3% |
$21K - $22.8K
|
90.2K
$8.51M
|
|
|
Aug 13, 2021
Q2 2021
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-275- 1.59% |
$21.2K - $22.9K
|
17K
$1.6M
|
|
|
Aug 30, 2024
Q2 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-275- 12.74% |
$21.2K - $22.9K
|
1.88K
$178K
|
|
|
Jul 15, 2021
Q2 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-277- 11.48% |
$21.3K - $23.1K
|
2.14K
$201K
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-287Closed |
$22.1K - $23.9K
|
0
$0
|