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 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
577New |
$49K - $52.6K
|
577
$57K
|
|
Jul 19, 2024
Q2 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
576+ 1.96% |
$48.9K - $52.5K
|
30K
$2.97M
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
565New |
$47.9K - $51.5K
|
565
$55.9K
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
547+ 2.27% |
$46.4K - $49.8K
|
24.7K
$2.44M
|
|
Jul 26, 2024
Q2 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
542+ 5.47% |
$46K - $49.4K
|
10.5K
$1.03M
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
501New |
$42.5K - $45.7K
|
501
$49.5K
|
|
Jul 29, 2024
Q2 2024
|
Highview Capital Management LLC
|
BUY
|
- |
500+ 14.78% |
$42.4K - $45.6K
|
3.88K
$384K
|
|
Aug 02, 2024
Q2 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
491+ 1.73% |
$41.7K - $44.7K
|
28.9K
$2.85M
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
488New |
$41.4K - $44.5K
|
488
$48.2K
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
482+ 0.88% |
$40.9K - $43.9K
|
55.1K
$5.45M
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
BUY
|
- |
478+ 4.23% |
$40.6K - $43.6K
|
11.8K
$1.17M
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
468+ 0.44% |
$39.7K - $42.6K
|
107K
$10.6M
|
|
Aug 13, 2024
Q2 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
463+ 2.94% |
$39.3K - $42.2K
|
16.2K
$1.6M
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
455New |
$38.6K - $41.5K
|
455
$45K
|
|
Jul 12, 2024
Q2 2024
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
447+ 6.04% |
$37.9K - $40.7K
|
7.85K
$776K
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
433+ 1.56% |
$36.7K - $39.5K
|
28.3K
$2.79M
|
|
Jul 18, 2024
Q2 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
432+ 3.06% |
$36.7K - $39.4K
|
14.5K
$1.44M
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
398+ 8.12% |
$33.8K - $36.3K
|
5.3K
$524K
|
|
Aug 12, 2024
Q2 2024
|
Ltg Capital LLC
|
BUY
|
- |
395+ 0.9% |
$33.5K - $36K
|
44.4K
$4.39M
|
|
Jul 22, 2024
Q2 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
390+ 10.66% |
$33.1K - $35.5K
|
4.05K
$400K
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
386+ 262.59% |
$32.8K - $35.2K
|
533
$52.7K
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
368New |
$31.2K - $33.5K
|
368
$36.4K
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
350New |
$29.7K - $31.9K
|
350
$34.6K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
342+ 6.43% |
$29K - $31.2K
|
5.66K
$560K
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
340+ 18.69% |
$28.8K - $31K
|
2.16K
$213K
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
324New |
$27.5K - $29.5K
|
324
$32K
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
323+ 0.99% |
$27.4K - $29.4K
|
33K
$3.26M
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
322+ 11.1% |
$27.3K - $29.3K
|
3.22K
$319K
|
|
Jul 17, 2024
Q2 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
301+ 2.51% |
$25.5K - $27.4K
|
12.3K
$1.21M
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
293+ 1.68% |
$24.9K - $26.7K
|
17.8K
$1.76M
|
|
Aug 06, 2024
Q2 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
255+ 3.9% |
$21.6K - $23.2K
|
6.79K
$671K
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
240New |
$20.4K - $21.9K
|
240
$23.7K
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
210+ 18.49% |
$17.8K - $19.1K
|
1.35K
$133K
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
204+ 1.19% |
$17.3K - $18.6K
|
17.4K
$1.72M
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
BUY
|
- |
200+ 1.99% |
$17K - $18.2K
|
10.2K
$1.01M
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
200+ 6.38% |
$17K - $18.2K
|
3.33K
$330K
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
200+ 7.58% |
$17K - $18.2K
|
2.84K
$281K
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
166New |
$14.1K - $15.1K
|
166
$16.4K
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
157+ 3.42% |
$13.3K - $14.3K
|
4.74K
$469K
|
|
Aug 13, 2024
Q2 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
152+ 1.36% |
$12.9K - $13.9K
|
11.3K
$1.12M
|
|
Jul 16, 2024
Q2 2024
|
Country Club Bank
|
BUY
|
- |
146+ 1.14% |
$12.4K - $13.3K
|
13K
$1.28M
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
131+ 1.71% |
$11.1K - $11.9K
|
7.81K
$772K
|
|
Jul 09, 2024
Q2 2024
|
Adirondack Trust CO
|
BUY
|
- |
112New |
$9.5K - $10.2K
|
112
$11.1K
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
109+ 1.09% |
$9.25K - $9.93K
|
10.1K
$1M
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
109+ 1.37% |
$9.25K - $9.93K
|
8.06K
$797K
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
104+ 0.48% |
$8.82K - $9.48K
|
21.7K
$2.15M
|
|
Aug 01, 2024
Q2 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
100New |
$8.49K - $9.11K
|
100
$9.89K
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
90New |
$7.64K - $8.2K
|
90
$8.9K
|
|
Jul 26, 2024
Q2 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
89+ 0.14% |
$7.55K - $8.11K
|
62.1K
$6.14M
|
|
Aug 05, 2024
Q2 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
82+ 1.18% |
$6.96K - $7.47K
|
7.02K
$694K
|