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 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
1.86K+ 17.56% |
$158K - $170K
|
12.5K
$989K
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.83K+ 3.17% |
$155K - $167K
|
59.5K
$4.73M
|
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1.83KNew |
$155K - $166K
|
1.83K
$145K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.79K+ 232.81% |
$152K - $163K
|
2.56K
$203K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.74KNew |
$148K - $159K
|
1.74K
$138K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.71K+ 8.25% |
$145K - $156K
|
22.5K
$1.79M
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
BUY
|
- |
1.7K+ 4.93% |
$144K - $154K
|
36.1K
$2.86M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.66K+ 5.78% |
$140K - $151K
|
30.3K
$2.4M
|
|
|
Jul 16, 2024
Q2 2024
|
Hudson Capital Management LLC
|
BUY
|
- |
1.65K+ 0.9% |
$140K - $150K
|
185K
$14.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.65K+ 51.72% |
$140K - $150K
|
4.84K
$384K
|
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.65K+ 7.39% |
$140K - $150K
|
24K
$1.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.6K+ 7.35% |
$136K - $146K
|
23.4K
$1.85M
|
|
|
Jul 23, 2024
Q2 2024
|
Busey Wealth Management
|
BUY
|
- |
1.58K+ 29.17% |
$134K - $144K
|
7.01K
$557K
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.55KNew |
$132K - $142K
|
1.55K
$123K
|
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.55K+ 0.32% |
$132K - $141K
|
481K
$38.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.5K+ 0.65% |
$127K - $137K
|
233K
$18.5M
|
|
|
Aug 06, 2024
Q2 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
1.45K+ 9.97% |
$123K - $132K
|
15.9K
$1.27M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.43K+ 5.79% |
$122K - $131K
|
26.2K
$2.08M
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.41K+ 93.17% |
$119K - $128K
|
2.91K
$231K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.35K+ 10.88% |
$114K - $123K
|
13.7K
$1.09M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.31K+ 41.32% |
$111K - $119K
|
4.48K
$356K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.25K+ 9.44% |
$106K - $114K
|
14.5K
$1.15M
|
|
|
Aug 13, 2024
Q2 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
1.25K+ 34.57% |
$106K - $114K
|
4.85K
$385K
|
|
|
Jul 26, 2024
Q2 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
1.24K+ 9.03% |
$105K - $113K
|
14.9K
$1.18M
|
|
|
Jul 24, 2024
Q2 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.21K+ 2.77% |
$102K - $110K
|
44.9K
$3.56M
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.18K+ 19.98% |
$100K - $107K
|
7.08K
$562K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.18K+ 33.8% |
$100K - $107K
|
4.66K
$370K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.17KNew |
$99.5K - $107K
|
1.17K
$93.1K
|
|
|
Jul 09, 2024
Q2 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
1.13K+ 9.09% |
$95.7K - $103K
|
13.5K
$1.07M
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.05K+ 1.19% |
$89.4K - $96K
|
89.9K
$7.14M
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
1.04K+ 1.02% |
$88.3K - $94.9K
|
103K
$8.18M
|
|
|
Jul 30, 2024
Q2 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
1.02K+ 0.64% |
$86.7K - $93.1K
|
160K
$12.7M
|
|
|
Jul 26, 2024
Q2 2024
|
Dearborn Partners LLC
|
BUY
|
- |
1K+ 9.55% |
$84.9K - $91.1K
|
11.5K
$911K
|
|
|
Jul 31, 2024
Q2 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
967+ 30.33% |
$82K - $88.1K
|
4.16K
$330K
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
900+ 10.66% |
$76.4K - $82K
|
9.34K
$741K
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
840New |
$71.3K - $76.5K
|
840
$66.7K
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
827+ 5.22% |
$70.2K - $75.4K
|
16.7K
$1.32M
|
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
813+ 14.59% |
$69K - $74.1K
|
6.39K
$507K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
787+ 23.49% |
$66.8K - $71.7K
|
4.14K
$328K
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
786+ 16.77% |
$66.7K - $71.6K
|
5.47K
$435K
|
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
BUY
|
- |
780+ 5.41% |
$66.2K - $71.1K
|
15.2K
$1.21M
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
759+ 7.78% |
$64.4K - $69.2K
|
10.5K
$835K
|
|
|
Aug 12, 2024
Q2 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
705+ 0.6% |
$59.8K - $64.2K
|
118K
$9.35M
|
|
|
Jul 25, 2024
Q2 2024
|
Patten Group, Inc.
|
BUY
|
- |
664+ 4.35% |
$56.3K - $60.5K
|
15.9K
$1.27M
|
|
|
Aug 08, 2024
Q2 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
651+ 16.44% |
$55.2K - $59.3K
|
4.61K
$366K
|
|
|
Aug 01, 2024
Q2 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
632+ 8.55% |
$53.6K - $57.6K
|
8.02K
$637K
|
|
|
Jul 10, 2024
Q2 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
628+ 2.36% |
$53.3K - $57.2K
|
27.3K
$2.16M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
624+ 3.37% |
$52.9K - $56.9K
|
19.2K
$1.52M
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
624New |
$52.9K - $56.9K
|
624
$49.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
610+ 39.56% |
$51.8K - $55.6K
|
2.15K
$171K
|