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 10, 2021
Q2 2021
|
South State Corp
|
SELL
|
- |
-844- 8.31% |
$65K - $70.4K
|
9.31K
$794K
|
|
Jul 19, 2021
Q2 2021
|
Atlas Brown,Inc.
|
SELL
|
- |
-844- 3.21% |
$65K - $70.4K
|
25.5K
$2.17M
|
|
Aug 02, 2021
Q2 2021
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-852- 6.3% |
$65.6K - $71K
|
12.7K
$1.08M
|
|
Aug 16, 2021
Q2 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-903- 56.86% |
$69.6K - $75.3K
|
685
$58.4K
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-908Closed |
$70K - $75.7K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-928- 6.27% |
$71.5K - $77.4K
|
13.9K
$1.18M
|
|
Aug 10, 2021
Q2 2021
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-948- 0.4% |
$73K - $79K
|
235K
$20M
|
|
Jul 26, 2021
Q2 2021
|
Spire Wealth Management
|
SELL
|
- |
-1.03K- 6.41% |
$79.2K - $85.7K
|
15K
$1.28M
|
|
Aug 10, 2021
Q2 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.04K- 13.15% |
$80.3K - $86.9K
|
6.88K
$587K
|
|
Jul 12, 2021
Q2 2021
|
Courier Capital LLC
|
SELL
|
- |
-1.05K- 0.43% |
$81.2K - $87.9K
|
242K
$20.7M
|
|
Aug 13, 2021
Q2 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.06K- 4.61% |
$81.7K - $88.4K
|
21.9K
$1.87M
|
|
Aug 31, 2021
Q2 2021
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-1.07K- 74.24% |
$82.6K - $89.4K
|
372
$31.7K
|
|
Aug 16, 2021
Q2 2021
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-1.08K- 20.45% |
$83.2K - $90K
|
4.2K
$358K
|
|
Aug 09, 2021
Q2 2021
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-1.1KClosed |
$84.8K - $91.7K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-1.11K- 9.63% |
$85.7K - $92.7K
|
10.4K
$890K
|
|
Jul 26, 2021
Q2 2021
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-1.14K- 11.18% |
$88.1K - $95.3K
|
9.08K
$774K
|
|
Aug 09, 2021
Q2 2021
|
Sandy Spring Bank
|
SELL
|
- |
-1.17K- 3.74% |
$90.1K - $97.5K
|
30.1K
$2.57M
|
|
Jul 23, 2021
Q2 2021
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-1.19K- 3.76% |
$91.6K - $99.1K
|
30.4K
$2.59M
|
|
Aug 13, 2021
Q2 2021
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1.2K- 5.62% |
$92.5K - $100K
|
20.2K
$1.72M
|
|
Aug 10, 2021
Q2 2021
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.21K- 1.5% |
$92.8K - $100K
|
79K
$6.73M
|
|
Jul 13, 2021
Q2 2021
|
Hms Capital Management, LLC
|
SELL
|
- |
-1.28K- 18.57% |
$98.2K - $106K
|
5.59K
$477K
|
|
Jul 09, 2021
Q2 2021
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-1.28K- 15.95% |
$98.6K - $107K
|
6.75K
$575K
|
|
Jul 15, 2021
Q2 2021
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-1.31K- 24.7% |
$101K - $109K
|
4K
$341K
|
|
Aug 11, 2021
Q2 2021
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.32K- 1.35% |
$102K - $110K
|
96.9K
$8.26M
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.35KClosed |
$104K - $113K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-1.35K- 7.81% |
$104K - $113K
|
16K
$1.36M
|
|
Aug 03, 2021
Q2 2021
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-1.35K- 7.36% |
$104K - $113K
|
17.1K
$1.45M
|
|
Aug 13, 2021
Q2 2021
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-1.5K- 1.03% |
$115K - $125K
|
143K
$12.2M
|
|
Aug 13, 2021
Q2 2021
|
M&T Bank Corp
|
SELL
|
- |
-1.53K- 1.88% |
$118K - $128K
|
79.7K
$6.79M
|
|
Jul 21, 2021
Q2 2021
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.59K- 11.47% |
$122K - $132K
|
12.3K
$1.05M
|
|
Nov 15, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.64K- 11.17% |
$127K - $137K
|
13.1K
$1.11M
|
|
Jul 22, 2021
Q2 2021
|
Hudson Capital Management LLC
|
SELL
|
- |
-1.64K- 1.08% |
$127K - $137K
|
150K
$12.8M
|
|
Jul 27, 2021
Q2 2021
|
Le Jeune Puetz Investment Counsel LLC
|
SELL
|
- |
-1.74K- 17.86% |
$134K - $145K
|
8K
$682K
|
|
Aug 12, 2021
Q2 2021
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.77K- 1.06% |
$136K - $147K
|
165K
$14.1M
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.82K- 19.06% |
$140K - $152K
|
7.73K
$659K
|
|
Aug 13, 2021
Q2 2021
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.86K- 39.59% |
$144K - $155K
|
2.84K
$242K
|
|
Jul 21, 2021
Q2 2021
|
Neumann Capital Management, LLC
|
SELL
|
- |
-1.92K- 4.21% |
$148K - $160K
|
43.7K
$3.72M
|
|
Aug 12, 2021
Q2 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-1.94K- 17.15% |
$150K - $162K
|
9.38K
$800K
|
|
Jul 21, 2021
Q2 2021
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-2K- 13.95% |
$154K - $167K
|
12.3K
$1.05M
|
|
Aug 09, 2021
Q2 2021
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-2.01K- 29.87% |
$154K - $167K
|
4.71K
$401K
|
|
Aug 06, 2021
Q2 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-2.04K- 1.12% |
$157K - $170K
|
180K
$15.4M
|
|
Aug 16, 2021
Q2 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-2.09K- 13.71% |
$161K - $174K
|
13.1K
$1.12M
|
|
Aug 02, 2021
Q2 2021
|
First Personal Financial Services
|
SELL
|
- |
-2.27K- 2.23% |
$175K - $189K
|
99.5K
$8.48M
|
|
Jul 23, 2021
Q2 2021
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-2.36K- 21.57% |
$182K - $196K
|
8.57K
$731K
|
|
Jul 21, 2021
Q2 2021
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-2.5K- 2.17% |
$192K - $208K
|
113K
$9.62M
|
|
Aug 13, 2021
Q2 2021
|
Wambolt & Associates, LLC
|
SELL
|
- |
-2.5K- 45.53% |
$193K - $209K
|
3K
$255K
|
|
Aug 05, 2021
Q2 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.63KClosed |
$203K - $219K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.67KClosed |
$205K - $222K
|
0
$0
|
|
Aug 16, 2024
Q2 2021
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2.69K- 10.66% |
$207K - $224K
|
22.5K
$1.92M
|
|
Aug 11, 2021
Q2 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-2.7KClosed |
$208K - $225K
|
0
$0
|