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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
5.5K+ 30.89% |
$467K - $501K
|
23.3K
$2.15M
|
|
|
Aug 13, 2024
Q2 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
5.3KNew |
$450K - $483K
|
5.3K
$488K
|
|
|
Feb 11, 2025
Q2 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
5.25KNew |
$445K - $478K
|
5.25K
$483K
|
|
|
Aug 08, 2024
Q2 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
4.98KNew |
$422K - $453K
|
4.98K
$458K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.82K+ 17.77% |
$409K - $439K
|
32K
$2.94M
|
|
|
Dec 12, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
4.78KNew |
$406K - $436K
|
4.78K
$440K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
4.65KNew |
$394K - $424K
|
4.65K
$428K
|
|
|
Aug 12, 2024
Q2 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
4.52KNew |
$384K - $412K
|
4.52K
$416K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
4.39K+ 201.05% |
$372K - $400K
|
6.57K
$604K
|
|
|
Jul 01, 2024
Q2 2024
|
Moller Financial Services
|
BUY
|
- |
4.36KNew |
$370K - $397K
|
4.36K
$401K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.26KNew |
$361K - $388K
|
4.26K
$392K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.25KNew |
$361K - $387K
|
4.25K
$391K
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
4.23K+ 30.16% |
$359K - $385K
|
18.2K
$1.68M
|
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
4.16KNew |
$353K - $379K
|
4.16K
$383K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
4.13K+ 6.07% |
$351K - $377K
|
72.2K
$6.65M
|
|
|
Jul 29, 2024
Q2 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
4.1KNew |
$348K - $373K
|
4.1K
$377K
|
|
|
Aug 12, 2024
Q2 2024
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
3.96K+ 24.77% |
$336K - $360K
|
19.9K
$1.83M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.95K+ 1.22% |
$335K - $360K
|
327K
$30.1M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.9KNew |
$331K - $355K
|
3.9K
$359K
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.85K+ 105.11% |
$326K - $350K
|
7.51K
$691K
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
3.78K+ 89.77% |
$321K - $345K
|
8K
$736K
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
3.7KNew |
$314K - $337K
|
3.7K
$341K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.6KNew |
$305K - $328K
|
3.6K
$331K
|
|
|
Jul 16, 2024
Q2 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
3.49KNew |
$296K - $318K
|
3.49K
$321K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
3.46K+ 3.83% |
$293K - $315K
|
93.6K
$8.62M
|
|
|
Jul 17, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
3.4KNew |
$289K - $310K
|
3.4K
$313K
|
|
|
Aug 14, 2024
Q2 2024
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
3.2K+ 10.26% |
$272K - $292K
|
34.4K
$3.17M
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
3.11KNew |
$264K - $283K
|
3.11K
$286K
|
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
3.05K+ 280.07% |
$259K - $278K
|
4.14K
$381K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.02K+ 1.83% |
$256K - $275K
|
168K
$15.5M
|
|
|
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
2.89KNew |
$245K - $264K
|
2.89K
$266K
|
|
|
Aug 28, 2024
Q2 2024
|
Farmers National Bank
Danville, KY |
BUY
|
- |
2.88KNew |
$244K - $263K
|
2.88K
$265K
|
|
|
Jul 15, 2024
Q2 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
2.88K+ 12.81% |
$244K - $262K
|
25.4K
$2.34M
|
|
|
Aug 12, 2024
Q2 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
2.74KNew |
$232K - $250K
|
2.74K
$252K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.7KNew |
$229K - $246K
|
2.7K
$249K
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.62KNew |
$222K - $238K
|
2.62K
$241K
|
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
2.46KNew |
$209K - $224K
|
2.46K
$226K
|
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
2.45K+ 100.0% |
$208K - $224K
|
4.91K
$452K
|
|
|
Jul 23, 2024
Q2 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
2.45KNew |
$208K - $223K
|
2.45K
$226K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.4KNew |
$204K - $219K
|
2.4K
$221K
|
|
|
Aug 01, 2024
Q2 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
2.39K+ 13.98% |
$203K - $218K
|
19.5K
$1.8M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.37K+ 4.34% |
$201K - $216K
|
57K
$5.25M
|
|
|
Aug 06, 2024
Q2 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
2.29KNew |
$194K - $209K
|
2.29K
$211K
|
|
|
Apr 22, 2025
Q2 2024
|
North Rock Partners, LLC
|
BUY
|
- |
2.25KNew |
$191K - $205K
|
2.25K
$207K
|
|
|
Aug 14, 2024
Q2 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
2.22KNew |
$188K - $202K
|
2.22K
$204K
|
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
2.18K+ 2.68% |
$185K - $199K
|
83.5K
$7.69M
|
|
|
Jul 12, 2024
Q2 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
2.15K+ 2.62% |
$182K - $196K
|
84.1K
$7.74M
|
|
|
Jul 31, 2024
Q2 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
2.1K+ 7.17% |
$178K - $191K
|
31.3K
$2.89M
|
|
|
Aug 20, 2024
Q2 2024
|
Regency Capital Management Inc.\De
|
BUY
|
- |
2.03K+ 4.19% |
$172K - $185K
|
50.5K
$4.65M
|
|
|
Jul 12, 2024
Q2 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
2.02K+ 8.62% |
$171K - $184K
|
25.4K
$2.34M
|