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
|
Annex Advisory Services, LLC
|
BUY
|
- |
82+ 2.94% |
$6.96K - $7.47K
|
2.87K
$284K
|
|
|
Aug 06, 2024
Q2 2024
|
Main Street Investment Advisors LLC
|
BUY
|
- |
78+ 0.7% |
$6.62K - $7.11K
|
11.2K
$1.11M
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
77+ 12.92% |
$6.53K - $7.02K
|
673
$66.5K
|
|
|
Aug 13, 2024
Q2 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
77+ 0.37% |
$6.53K - $7.02K
|
20.7K
$2.04M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
76+ 1.68% |
$6.45K - $6.93K
|
4.6K
$455K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
71+ 0.12% |
$6.02K - $6.47K
|
59.8K
$5.91M
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
71+ 1.75% |
$6.02K - $6.47K
|
4.12K
$407K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
67+ 0.84% |
$5.68K - $6.11K
|
8K
$791K
|
|
|
Jul 29, 2024
Q2 2024
|
First Personal Financial Services
|
BUY
|
- |
66+ 0.08% |
$5.6K - $6.01K
|
81.5K
$8.06M
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
64New |
$5.43K - $5.83K
|
64
$6.33K
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
60New |
$5.09K - $5.47K
|
60
$5.93K
|
|
|
Aug 13, 2024
Q2 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
54+ 0.09% |
$4.58K - $4.92K
|
59.9K
$5.92M
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
44+ 2.56% |
$3.73K - $4.01K
|
1.76K
$174K
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
35+ 1.49% |
$2.97K - $3.19K
|
2.38K
$235K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
35+ 0.82% |
$2.97K - $3.19K
|
4.29K
$424K
|
|
|
Aug 02, 2024
Q2 2024
|
Sage Financial Group Inc
|
BUY
|
- |
34+ 1.13% |
$2.88K - $3.1K
|
3.05K
$301K
|
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
31+ 1.16% |
$2.63K - $2.82K
|
2.71K
$267K
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
30New |
$2.55K - $2.73K
|
30
$2.97K
|
|
|
Aug 13, 2024
Q2 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
29+ 4.77% |
$2.46K - $2.64K
|
637
$63K
|
|
|
Jul 26, 2024
Q2 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
29New |
$2.46K - $2.64K
|
29
$2.87K
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
24New |
$2.04K - $2.19K
|
24
$2.37K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
23+ 0.16% |
$1.95K - $2.1K
|
14.4K
$1.43M
|
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
20+ 0.4% |
$1.7K - $1.82K
|
5K
$494K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
19+ 0.03% |
$1.61K - $1.73K
|
64.6K
$6.39M
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
16+ 0.18% |
$1.36K - $1.46K
|
8.74K
$864K
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
16+ 0.13% |
$1.36K - $1.46K
|
12.2K
$1.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
14+ 0.15% |
$1.19K - $1.28K
|
9.44K
$933K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
12+ 0.16% |
$1.02K - $1.09K
|
7.44K
$735K
|
|
|
Jul 18, 2024
Q2 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
11+ 0.15% |
$933 - $1K
|
7.41K
$732K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
11+ 3.73% |
$933 - $1K
|
306
$30.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
9+ 0.11% |
$764 - $820
|
8.03K
$794K
|
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
9+ 0.17% |
$764 - $820
|
5.35K
$529K
|
|
|
Aug 05, 2024
Q2 2024
|
Truepoint, Inc.
|
BUY
|
- |
8+ 0.09% |
$679 - $729
|
9.01K
$891K
|
|
|
Aug 13, 2024
Q2 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
8+ 0.05% |
$679 - $729
|
15.9K
$1.57M
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
6+ 0.04% |
$509 - $547
|
15.3K
$1.51M
|
|
|
Jul 11, 2024
Q2 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
6+ 0.04% |
$509 - $547
|
14.5K
$1.43M
|
|
|
Aug 13, 2024
Q2 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
5+ 0.15% |
$424 - $456
|
3.38K
$334K
|
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
5+ 0.09% |
$424 - $456
|
5.28K
$522K
|
|
|
Aug 13, 2024
Q2 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
5+ 0.02% |
$424 - $456
|
21.1K
$2.09M
|
|
|
Sep 23, 2024
Q2 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
4+ 0.15% |
$339 - $364
|
2.69K
$266K
|
|
|
Jul 15, 2024
Q2 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.09% |
$339 - $364
|
4.5K
$445K
|
|
|
Jul 25, 2024
Q2 2024
|
Tnf LLC
|
BUY
|
- |
3+ 0.07% |
$255 - $273
|
4.43K
$437K
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
3+ 0.11% |
$255 - $273
|
2.65K
$262K
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
3+ 0.05% |
$255 - $273
|
6.34K
$627K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
3+ 0.15% |
$255 - $273
|
2.04K
$202K
|
|
|
Aug 07, 2024
Q2 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
2+ 0.01% |
$170 - $182
|
25K
$2.47M
|
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
2+ 0.09% |
$170 - $182
|
2.28K
$226K
|
|
|
Aug 12, 2024
Q2 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
2+ 0.12% |
$170 - $182
|
1.73K
$171K
|
|
|
Aug 07, 2024
Q2 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
2+ 0.05% |
$170 - $182
|
4.22K
$417K
|
|
|
Jul 17, 2024
Q2 2024
|
Moneywise, Inc.
|
BUY
|
- |
2+ 0.08% |
$170 - $182
|
2.52K
$249K
|