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 30, 2024
Q2 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-1.28K- 1.7% |
$109K - $117K
|
74.2K
$6.54M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.38K- 0.38% |
$117K - $126K
|
363K
$32M
|
|
|
Aug 01, 2024
Q2 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-1.5K- 15.12% |
$127K - $137K
|
8.42K
$743K
|
|
|
Jul 12, 2024
Q2 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-1.5K- 2.84% |
$127K - $137K
|
51.3K
$4.52M
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
SELL
|
- |
-1.5K- 0.34% |
$127K - $137K
|
446K
$39.3M
|
|
|
Jul 15, 2024
Q2 2024
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-1.58K- 5.55% |
$134K - $144K
|
26.8K
$2.37M
|
|
|
Aug 08, 2024
Q2 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-1.64K- 36.25% |
$139K - $149K
|
2.88K
$253K
|
|
|
Aug 05, 2024
Q2 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-1.64K- 1.08% |
$139K - $150K
|
150K
$13.3M
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.75K- 7.39% |
$149K - $160K
|
22K
$1.94M
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.83K- 43.59% |
$156K - $167K
|
2.37K
$209K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.86K- 30.2% |
$158K - $169K
|
4.29K
$378K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.97K- 8.85% |
$167K - $180K
|
20.3K
$1.79M
|
|
|
Aug 12, 2024
Q2 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-2K- 62.02% |
$169K - $182K
|
1.22K
$108K
|
|
|
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-2K- 13.23% |
$170K - $182K
|
13.1K
$1.16M
|
|
|
Aug 01, 2024
Q2 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-2.06K- 0.91% |
$175K - $188K
|
225K
$19.9M
|
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-2.12K- 2.7% |
$180K - $193K
|
76.2K
$6.72M
|
|
|
Jul 31, 2024
Q2 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-2.17K- 2.06% |
$184K - $198K
|
104K
$9.13M
|
|
|
Jul 19, 2024
Q2 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-2.25K- 5.47% |
$191K - $205K
|
38.9K
$3.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-2.31K- 5.83% |
$196K - $210K
|
37.2K
$3.28M
|
|
|
Aug 13, 2024
Q2 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-2.34K- 18.85% |
$199K - $213K
|
10.1K
$888K
|
|
|
Jul 10, 2024
Q2 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-2.37K- 29.38% |
$201K - $216K
|
5.7K
$503K
|
|
|
Aug 09, 2024
Q2 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-2.4K- 50.0% |
$204K - $219K
|
2.4K
$212K
|
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-2.45K- 50.0% |
$208K - $224K
|
2.45K
$216K
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-2.5K- 5.43% |
$212K - $228K
|
43.5K
$3.83M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-2.5K- 55.04% |
$212K - $228K
|
2.04K
$180K
|
|
|
Aug 09, 2024
Q2 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-2.51K- 3.16% |
$213K - $228K
|
76.7K
$6.77M
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2.53K- 15.06% |
$215K - $231K
|
14.3K
$1.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.55K- 0.38% |
$216K - $232K
|
663K
$58.5M
|
|
|
Jul 17, 2024
Q2 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-2.63K- 3.91% |
$223K - $239K
|
64.5K
$5.69M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-2.7K- 17.51% |
$229K - $246K
|
12.7K
$1.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-2.86K- 2.45% |
$243K - $261K
|
114K
$10M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.93K- 8.67% |
$249K - $267K
|
30.9K
$2.73M
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-3.02K- 4.63% |
$256K - $275K
|
62.1K
$5.47M
|
|
|
Aug 01, 2024
Q2 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-3.04K- 8.89% |
$258K - $277K
|
31.2K
$2.75M
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-3.05K- 95.55% |
$259K - $278K
|
142
$12.5K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3.21K- 21.53% |
$272K - $292K
|
11.7K
$1.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.46K- 2.13% |
$294K - $316K
|
159K
$14M
|
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-3.64K- 1.97% |
$309K - $331K
|
181K
$15.9M
|
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
SELL
|
- |
-3.65K- 11.15% |
$309K - $332K
|
29K
$2.56M
|
|
|
Jul 16, 2024
Q2 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-4.06K- 15.13% |
$344K - $370K
|
22.8K
$2.01M
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
SELL
|
- |
-4.42K- 0.72% |
$375K - $402K
|
608K
$53.6M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-4.71K- 12.39% |
$399K - $429K
|
33.3K
$2.93M
|
|
|
Aug 07, 2024
Q2 2024
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-4.77K- 2.95% |
$404K - $434K
|
157K
$13.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-5.09K- 29.51% |
$432K - $464K
|
12.2K
$1.07M
|
|
|
Aug 15, 2024
Q2 2024
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-5.12K- 0.61% |
$435K - $467K
|
836K
$73.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-5.14K- 41.6% |
$436K - $468K
|
7.21K
$636K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-5.31K- 2.56% |
$450K - $484K
|
202K
$17.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-5.43K- 25.68% |
$461K - $495K
|
15.7K
$1.39M
|
|
|
Jul 23, 2024
Q2 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-5.52K- 28.77% |
$468K - $503K
|
13.7K
$1.2M
|
|
|
Jul 24, 2024
Q2 2024
|
Bank Of Stockton
|
SELL
|
- |
-5.79K- 28.08% |
$491K - $528K
|
14.8K
$1.31M
|