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 26, 2024
Q2 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
20.7KNew |
$1.75M - $1.88M
|
20.7K
$2.04M
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
20K+ 76.66% |
$1.7M - $1.83M
|
46.2K
$4.56M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
19.9K+ 0.92% |
$1.69M - $1.81M
|
2.18M
$216M
|
|
|
Jul 22, 2024
Q2 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
19.7K+ 19.04% |
$1.67M - $1.79M
|
123K
$12.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
19.4K+ 794.87% |
$1.64M - $1.77M
|
21.8K
$2.16M
|
|
|
Aug 08, 2024
Q2 2024
|
Estate Counselors, LLC
|
BUY
|
- |
18K+ 33.13% |
$1.53M - $1.64M
|
72.5K
$7.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
17.9K+ 11.39% |
$1.52M - $1.63M
|
175K
$17.3M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
17.6K+ 3.63% |
$1.5M - $1.61M
|
504K
$49.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
17.3K+ 29.87% |
$1.47M - $1.58M
|
75.4K
$7.45M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
17.1K+ 41.95% |
$1.45M - $1.56M
|
58K
$5.74M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
16.9K+ 6.72% |
$1.43M - $1.54M
|
268K
$26.5M
|
|
|
Oct 23, 2024
Q2 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
15.7KNew |
$1.33M - $1.43M
|
15.7K
$1.55M
|
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
15.5KNew |
$1.31M - $1.41M
|
15.5K
$1.53M
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
15.1K+ 2.0% |
$1.28M - $1.38M
|
770K
$76.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
14KNew |
$1.19M - $1.28M
|
14K
$1.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
13.8KNew |
$1.17M - $1.26M
|
13.8K
$1.36M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
13.7K+ 218.48% |
$1.16M - $1.25M
|
20K
$1.98M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
13.1K+ 2.72% |
$1.11M - $1.19M
|
493K
$48.8M
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
12.3KNew |
$1.04M - $1.12M
|
12.3K
$1.21M
|
|
|
Jul 12, 2024
Q2 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
11.7K+ 5.41% |
$995K - $1.07M
|
229K
$22.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
11.4KNew |
$964K - $1.04M
|
11.4K
$1.12M
|
|
|
Aug 15, 2024
Q2 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
11.2K+ 151.1% |
$948K - $1.02M
|
18.6K
$1.83M
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
10.8K+ 123.49% |
$921K - $989K
|
19.6K
$1.94M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
10.8K+ 392.63% |
$917K - $985K
|
13.6K
$1.34M
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
10.5K+ 1.26% |
$891K - $957K
|
841K
$83.1M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
10K+ 281.42% |
$849K - $912K
|
13.6K
$1.34M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
9.55K+ 4.82% |
$810K - $870K
|
207K
$20.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
9.45KNew |
$802K - $861K
|
9.45K
$935K
|
|
|
Aug 01, 2024
Q2 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
9.45K+ 1.56% |
$802K - $861K
|
617K
$61M
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
9.11K+ 1061.31% |
$773K - $830K
|
9.96K
$985K
|
|
|
Jul 23, 2024
Q2 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
9.02K+ 40.94% |
$765K - $822K
|
31K
$3.07M
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
8.85K+ 14.54% |
$751K - $806K
|
69.7K
$6.89M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
8.82K+ 30.07% |
$749K - $804K
|
38.2K
$3.77M
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
8.6K+ 86.25% |
$730K - $784K
|
18.6K
$1.84M
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
8.34K+ 285.46% |
$708K - $760K
|
11.3K
$1.11M
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
8.22K+ 317.13% |
$697K - $749K
|
10.8K
$1.07M
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
7.99KNew |
$678K - $728K
|
7.99K
$790K
|
|
|
Aug 12, 2024
Q2 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
7.96K+ 143.8% |
$675K - $725K
|
13.5K
$1.33M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
7.52K+ 0.77% |
$638K - $686K
|
990K
$97.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
7.52KNew |
$638K - $685K
|
7.52K
$743K
|
|
|
Aug 13, 2024
Q2 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
7.41KNew |
$629K - $675K
|
7.41K
$733K
|
|
|
Jul 23, 2024
Q2 2024
|
Courier Capital LLC
|
BUY
|
- |
6.91K+ 2.95% |
$586K - $630K
|
241K
$23.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
6.48K+ 17.92% |
$550K - $591K
|
42.7K
$4.22M
|
|
|
Aug 02, 2024
Q2 2024
|
Congress Asset Management CO
|
BUY
|
- |
5.96KNew |
$506K - $543K
|
5.96K
$589K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.94K+ 10.84% |
$504K - $541K
|
60.7K
$6M
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
5.75K+ 6.69% |
$488K - $524K
|
91.8K
$9.07M
|
|
|
Aug 09, 2024
Q2 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
5.61KNew |
$476K - $511K
|
5.61K
$555K
|
|
|
Aug 13, 2024
Q2 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
5.54KNew |
$470K - $505K
|
5.54K
$547K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
5.5K+ 30.89% |
$467K - $501K
|
23.3K
$2.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
5.3KNew |
$450K - $483K
|
5.3K
$524K
|