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 12, 2024
Q2 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
2+ 0.12% |
$170 - $182
|
1.73K
$152K
|
|
Jul 23, 2024
Q2 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
2+ 0.06% |
$170 - $182
|
3.42K
$301K
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
2+ 0.01% |
$170 - $182
|
14K
$1.23M
|
|
Jul 17, 2024
Q2 2024
|
Moneywise, Inc.
|
BUY
|
- |
2+ 0.08% |
$170 - $182
|
2.52K
$222K
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
2+ 0.06% |
$170 - $182
|
3.28K
$289K
|
|
Jul 25, 2024
Q2 2024
|
Tfg Advisers LLC
|
BUY
|
- |
2+ 0.08% |
$170 - $182
|
2.37K
$209K
|
|
Aug 07, 2024
Q2 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
2+ 0.05% |
$170 - $182
|
4.22K
$372K
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1+ 0.11% |
$84.9 - $91.1
|
887
$78.2K
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.22% |
$84.9 - $91.1
|
453
$39.9K
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1+ 0.03% |
$84.9 - $91.1
|
3.48K
$306K
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1+ 0.01% |
$84.9 - $91.1
|
7.55K
$665K
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1+ 0.01% |
$84.9 - $91.1
|
11.7K
$1.03M
|
|
Jul 16, 2024
Q2 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.14% |
$84.9 - $91.1
|
714
$62.9K
|
|
Jul 10, 2024
Q2 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
1+ 0.22% |
$84.9 - $91.1
|
466
$41.1K
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
1+ 0.04% |
$84.9 - $91.1
|
2.55K
$225K
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-1- 0.01% |
$84.9 - $91.1
|
11.5K
$1.02M
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
SELL
|
- |
-1- 0.01% |
$84.9 - $91.1
|
8.08K
$712K
|
|
Jul 23, 2024
Q2 2024
|
Darrow Company, Inc.
|
SELL
|
- |
-2- 0.01% |
$170 - $182
|
21.6K
$1.91M
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-3- 0.06% |
$255 - $273
|
4.74K
$418K
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-4- 11.76% |
$339 - $364
|
30
$2.64K
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4- 0.02% |
$339 - $364
|
23.9K
$2.1M
|
|
Jul 29, 2024
Q2 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-7- 0.18% |
$594 - $638
|
3.89K
$343K
|
|
Jul 19, 2024
Q2 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-9- 0.29% |
$764 - $820
|
3.12K
$275K
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-9- 0.26% |
$764 - $820
|
3.4K
$300K
|
|
Jul 18, 2024
Q2 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-10- 0.22% |
$849 - $911
|
4.46K
$393K
|
|
Aug 13, 2024
Q2 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-12- 0.12% |
$1.02K - $1.09K
|
9.82K
$865K
|
|
Jul 16, 2024
Q2 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-13- 0.15% |
$1.1K - $1.18K
|
8.68K
$765K
|
|
Jul 18, 2024
Q2 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-14- 0.08% |
$1.19K - $1.28K
|
17.5K
$1.54M
|
|
Jul 09, 2024
Q2 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-17- 0.15% |
$1.44K - $1.55K
|
11.1K
$982K
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-18- 0.31% |
$1.53K - $1.64K
|
5.73K
$506K
|
|
Aug 14, 2024
Q2 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-19- 0.79% |
$1.61K - $1.73K
|
2.39K
$211K
|
|
Jul 24, 2024
Q2 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-20- 0.66% |
$1.7K - $1.82K
|
3.03K
$267K
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-21- 0.06% |
$1.78K - $1.91K
|
34.7K
$3.06M
|
|
Jul 24, 2024
Q2 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-23- 0.54% |
$1.95K - $2.1K
|
4.27K
$376K
|
|
Aug 02, 2024
Q2 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-27- 0.65% |
$2.29K - $2.46K
|
4.16K
$367K
|
|
Aug 13, 2024
Q2 2024
|
Mc Donough Capital Management, Inc
Orlando, FL |
SELL
|
- |
-30- 0.72% |
$2.55K - $2.73K
|
4.15K
$366K
|
|
Aug 06, 2024
Q2 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-31- 0.47% |
$2.63K - $2.82K
|
6.57K
$579K
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-33- 0.67% |
$2.8K - $3.01K
|
4.86K
$428K
|
|
Jul 24, 2024
Q2 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-37- 0.64% |
$3.14K - $3.37K
|
5.72K
$504K
|
|
Jul 24, 2024
Q2 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-37- 0.05% |
$3.14K - $3.37K
|
71K
$6.26M
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-37- 0.07% |
$3.14K - $3.37K
|
50.3K
$4.44M
|
|
Jul 16, 2024
Q2 2024
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-38- 0.44% |
$3.22K - $3.46K
|
8.56K
$755K
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-39- 0.49% |
$3.31K - $3.55K
|
8K
$705K
|
|
Aug 08, 2024
Q2 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-40- 4.76% |
$3.39K - $3.64K
|
800
$70.5K
|
|
Jul 23, 2024
Q2 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-40- 0.55% |
$3.39K - $3.64K
|
7.19K
$634K
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-41- 0.71% |
$3.48K - $3.74K
|
5.75K
$506K
|
|
Jul 25, 2024
Q2 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-44- 1.96% |
$3.73K - $4.01K
|
2.2K
$194K
|
|
Aug 09, 2024
Q2 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-45- 1.08% |
$3.82K - $4.1K
|
4.13K
$364K
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-45Closed |
$3.82K - $4.1K
|
0
$0
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-46- 0.27% |
$3.9K - $4.19K
|
16.9K
$1.49M
|