Purchases and Sales Made in Q2 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2024
Q2 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
808KNew |
$68.5M - $73.6M
|
808K
$79.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
385K+ 7941.21% |
$32.7M - $35.1M
|
390K
$38.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
264K+ 22.4% |
$22.4M - $24M
|
1.44M
$142M
|
|
|
Jul 25, 2024
Q2 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
230KNew |
$19.5M - $20.9M
|
230K
$22.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
191K+ 959.19% |
$16.2M - $17.4M
|
211K
$20.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
175K+ 6.94% |
$14.8M - $15.9M
|
2.69M
$265M
|
|
|
Aug 13, 2024
Q2 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
124KNew |
$10.6M - $11.3M
|
124K
$12.2M
|
|
|
Jul 18, 2024
Q2 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
118KNew |
$10M - $10.8M
|
118K
$11.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
116K+ 690.95% |
$9.81M - $10.5M
|
132K
$13M
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
114K+ 608.4% |
$9.64M - $10.4M
|
132K
$13M
|
|
|
Aug 07, 2024
Q2 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
111KNew |
$9.44M - $10.1M
|
111K
$10.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
109K+ 98.98% |
$9.27M - $9.96M
|
220K
$21.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
109K+ 42.3% |
$9.24M - $9.92M
|
366K
$36M
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
91KNew |
$7.72M - $8.29M
|
91K
$8.95M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
86.6K+ 1473.29% |
$7.35M - $7.9M
|
92.5K
$9.1M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
82.8K+ 10.85% |
$7.02M - $7.54M
|
846K
$83.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
74.1K+ 439.66% |
$6.29M - $6.76M
|
91K
$8.95M
|
|
|
Aug 15, 2024
Q2 2024
|
Main Management ETF Advisors, LLC
San Francisco, CA |
BUY
|
- |
74.1K+ 2.58% |
$6.29M - $6.75M
|
2.95M
$290M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
72.2K+ 1.08% |
$6.13M - $6.58M
|
6.74M
$663M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
72.2K+ 1.08% |
$6.13M - $6.58M
|
6.74M
$663M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
70K+ 4.46% |
$5.94M - $6.38M
|
1.64M
$161M
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
69.1KNew |
$5.87M - $6.3M
|
69.1K
$6.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
64.8K+ 1643.52% |
$5.5M - $5.9M
|
68.7K
$6.76M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
63.4K+ 5.49% |
$5.38M - $5.78M
|
1.22M
$120M
|
|
|
Aug 09, 2024
Q2 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
62.9KNew |
$5.33M - $5.73M
|
62.9K
$6.19M
|
|
|
Aug 06, 2024
Q2 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
62.4KNew |
$5.29M - $5.68M
|
62.4K
$6.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
54.6KNew |
$4.64M - $4.98M
|
54.6K
$5.38M
|
|
|
Jul 18, 2024
Q2 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
50.4KNew |
$4.27M - $4.59M
|
50.4K
$4.96M
|
|
|
Sep 10, 2024
Q2 2024
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
50.1KNew |
$4.25M - $4.56M
|
50.1K
$4.93M
|
|
|
Aug 07, 2024
Q2 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
44.1KNew |
$3.75M - $4.02M
|
44.1K
$4.34M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
43.9K+ 66.81% |
$3.73M - $4M
|
110K
$10.8M
|
|
|
Jul 15, 2024
Q2 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
41.3KNew |
$3.5M - $3.76M
|
41.3K
$4.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
37.3K+ 2.68% |
$3.16M - $3.4M
|
1.43M
$141M
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
36.9KNew |
$3.13M - $3.36M
|
36.9K
$3.63M
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
34.8K+ 327.11% |
$2.95M - $3.17M
|
45.4K
$4.47M
|
|
|
Jul 23, 2024
Q2 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
32.9K+ 104.28% |
$2.79M - $3M
|
64.5K
$6.35M
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
32.7KNew |
$2.78M - $2.98M
|
32.7K
$3.22M
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
32.5KNew |
$2.76M - $2.96M
|
32.5K
$3.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
32.5K+ 26.77% |
$2.76M - $2.96M
|
154K
$15.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
32.5K+ 0.95% |
$2.75M - $2.96M
|
3.44M
$338M
|
|
|
Jul 15, 2024
Q2 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
32.2K+ 1221.86% |
$2.73M - $2.93M
|
34.8K
$3.43M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
32.1KNew |
$2.73M - $2.93M
|
32.1K
$3.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
31.3K+ 22.07% |
$2.65M - $2.85M
|
173K
$17M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
29.7K+ 35.84% |
$2.52M - $2.71M
|
113K
$11.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
24.6K+ 2.71% |
$2.09M - $2.25M
|
935K
$92M
|
|
|
Jul 25, 2024
Q2 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
23.8KNew |
$2.02M - $2.17M
|
23.8K
$2.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
23.5K+ 40.22% |
$1.99M - $2.14M
|
81.8K
$8.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
22.7K+ 1095.37% |
$1.93M - $2.07M
|
24.8K
$2.44M
|
|
|
Aug 05, 2024
Q2 2024
|
Codex Capital Asset Management L.L.C.
Dallas, TX |
BUY
|
- |
22.1KNew |
$1.87M - $2.01M
|
22.1K
$2.17M
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
21.3KNew |
$1.81M - $1.95M
|
21.3K
$2.1M
|