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 29, 2024
Q2 2024
|
Washington Trust Bank
|
SELL
|
- |
-495- 7.44% |
$42K - $45.1K
|
6.15K
$608K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-517- 12.48% |
$43.9K - $47.1K
|
3.63K
$358K
|
|
|
Jul 12, 2024
Q2 2024
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-533- 9.22% |
$45.2K - $48.6K
|
5.25K
$519K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-536- 1.28% |
$45.5K - $48.8K
|
41.3K
$4.08M
|
|
|
Nov 08, 2024
Q2 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-538- 10.82% |
$45.6K - $49K
|
4.44K
$438K
|
|
|
Jul 24, 2024
Q2 2024
|
Hms Capital Management, LLC
|
SELL
|
- |
-556- 6.0% |
$47.2K - $50.7K
|
8.72K
$862K
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-588- 4.03% |
$49.9K - $53.6K
|
14K
$1.39M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-597- 9.44% |
$50.7K - $54.4K
|
5.73K
$566K
|
|
|
Jul 24, 2024
Q2 2024
|
Corundum Trust Company, Inc
Sioux Falls, SD |
SELL
|
- |
-608- 2.67% |
$51.6K - $55.4K
|
22.2K
$2.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-613- 2.22% |
$52K - $55.9K
|
27K
$2.67M
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-645- 2.25% |
$54.7K - $58.8K
|
28K
$2.77M
|
|
|
Aug 06, 2024
Q2 2024
|
Private Management Group Inc
|
SELL
|
- |
-648- 8.29% |
$55K - $59K
|
7.17K
$708K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-653- 20.42% |
$55.4K - $59.5K
|
2.55K
$252K
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-655- 0.44% |
$55.6K - $59.7K
|
147K
$14.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-662- 9.71% |
$56.2K - $60.3K
|
6.15K
$608K
|
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-684- 0.75% |
$58K - $62.3K
|
90.1K
$8.91M
|
|
|
Jul 31, 2024
Q2 2024
|
Davidson Trust CO
|
SELL
|
- |
-706- 12.43% |
$59.9K - $64.3K
|
4.97K
$492K
|
|
|
Aug 09, 2024
Q2 2024
|
Renasant Bank
|
SELL
|
- |
-724- 3.86% |
$61.4K - $66K
|
18K
$1.78M
|
|
|
Aug 06, 2024
Q2 2024
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-727- 2.03% |
$61.7K - $66.2K
|
35K
$3.46M
|
|
|
Aug 09, 2024
Q2 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-731- 3.88% |
$62K - $66.6K
|
18.1K
$1.79M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-740- 2.37% |
$62.8K - $67.4K
|
30.5K
$3.02M
|
|
|
Jul 26, 2024
Q2 2024
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-771- 2.27% |
$65.4K - $70.3K
|
33.2K
$3.28M
|
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-773- 1.52% |
$65.6K - $70.4K
|
50.1K
$4.95M
|
|
|
Aug 14, 2024
Q2 2024
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-777- 8.97% |
$65.9K - $70.8K
|
7.89K
$780K
|
|
|
Aug 14, 2024
Q2 2024
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-810- 2.37% |
$68.7K - $73.8K
|
33.4K
$3.31M
|
|
|
Aug 12, 2024
Q2 2024
|
Acas, LLC
|
SELL
|
- |
-818- 6.87% |
$69.4K - $74.5K
|
11.1K
$1.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-821- 1.49% |
$69.7K - $74.8K
|
54.4K
$5.38M
|
|
|
Aug 12, 2024
Q2 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-842- 4.08% |
$71.4K - $76.7K
|
19.8K
$1.96M
|
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-854- 7.18% |
$72.5K - $77.8K
|
11K
$1.09M
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-854- 8.36% |
$72.5K - $77.8K
|
9.36K
$926K
|
|
|
Aug 09, 2024
Q2 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-900- 2.13% |
$76.4K - $82K
|
41.4K
$4.1M
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-901- 2.01% |
$76.4K - $82.1K
|
44K
$4.35M
|
|
|
Aug 06, 2024
Q2 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-956- 5.97% |
$81.1K - $87.1K
|
15.1K
$1.49M
|
|
|
Aug 09, 2024
Q2 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-997- 2.24% |
$84.6K - $90.8K
|
43.5K
$4.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-1K- 0.62% |
$84.9K - $91.1K
|
161K
$15.9M
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.03K- 13.71% |
$87.6K - $94K
|
6.5K
$642K
|
|
|
Jul 17, 2024
Q2 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-1.04K- 1.47% |
$87.9K - $94.4K
|
69.3K
$6.85M
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.07K- 11.51% |
$91.1K - $97.9K
|
8.26K
$816K
|
|
|
Aug 02, 2024
Q2 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-1.11K- 2.85% |
$93.8K - $101K
|
37.7K
$3.72M
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.11K- 13.98% |
$94.4K - $101K
|
6.84K
$676K
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.18K- 1.53% |
$99.9K - $107K
|
75.5K
$7.46M
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.19K- 9.76% |
$101K - $109K
|
11K
$1.09M
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.24K- 0.52% |
$105K - $113K
|
236K
$23.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.25K- 12.59% |
$106K - $114K
|
8.66K
$856K
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.25K- 1.43% |
$106K - $114K
|
86.2K
$8.52M
|
|
|
Jul 30, 2024
Q2 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-1.28K- 1.7% |
$109K - $117K
|
74.2K
$7.33M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.38K- 0.38% |
$117K - $126K
|
363K
$35.8M
|
|
|
Aug 01, 2024
Q2 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-1.5K- 15.12% |
$127K - $137K
|
8.42K
$833K
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
SELL
|
- |
-1.5K- 0.34% |
$127K - $137K
|
446K
$44.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-1.5K- 2.84% |
$127K - $137K
|
51.3K
$5.07M
|