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 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-50- 2.61% |
$4.24K - $4.56K
|
1.87K
$165K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-50- 0.35% |
$4.24K - $4.56K
|
14.2K
$1.25M
|
|
|
Aug 06, 2024
Q2 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-55- 1.71% |
$4.67K - $5.01K
|
3.16K
$278K
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
SELL
|
- |
-57- 0.74% |
$4.84K - $5.19K
|
7.63K
$673K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-65- 0.53% |
$5.52K - $5.92K
|
12.1K
$1.07M
|
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-69- 1.99% |
$5.85K - $6.29K
|
3.41K
$300K
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-71- 1.75% |
$6.02K - $6.47K
|
4K
$352K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-71- 2.23% |
$6.02K - $6.47K
|
3.11K
$274K
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-72Closed |
$6.11K - $6.56K
|
0
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-73- 1.98% |
$6.19K - $6.65K
|
3.62K
$319K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-75- 2.41% |
$6.36K - $6.83K
|
3.03K
$267K
|
|
|
Aug 01, 2024
Q2 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-78- 0.92% |
$6.62K - $7.11K
|
8.38K
$739K
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-78- 1.9% |
$6.62K - $7.11K
|
4.03K
$355K
|
|
|
Jul 02, 2024
Q2 2024
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-79- 0.14% |
$6.7K - $7.2K
|
57.4K
$5.06M
|
|
|
Jul 19, 2024
Q2 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-85- 1.22% |
$7.21K - $7.75K
|
6.88K
$607K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
SELL
|
- |
-87- 29.1% |
$7.38K - $7.93K
|
212
$18.7K
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-90- 2.46% |
$7.64K - $8.2K
|
3.58K
$315K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-91- 69.47% |
$7.72K - $8.29K
|
40
$3.53K
|
|
|
Aug 14, 2024
Q2 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-96- 57.14% |
$8.15K - $8.75K
|
72
$6.35K
|
|
|
Jul 12, 2024
Q2 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-100- 2.07% |
$8.49K - $9.11K
|
4.74K
$418K
|
|
|
Aug 19, 2024
Q2 2024
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-100- 9.64% |
$8.49K - $9.11K
|
937
$82.6K
|
|
|
Jul 19, 2024
Q2 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-101- 4.18% |
$8.57K - $9.2K
|
2.32K
$204K
|
|
|
Jul 26, 2024
Q2 2024
|
West Branch Capital LLC
|
SELL
|
- |
-104- 6.12% |
$8.82K - $9.48K
|
1.6K
$141K
|
|
|
Jul 23, 2024
Q2 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-104- 7.51% |
$8.82K - $9.48K
|
1.28K
$113K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-107- 0.79% |
$9.08K - $9.75K
|
13.4K
$1.18M
|
|
|
Jul 05, 2024
Q2 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-109- 0.69% |
$9.25K - $9.93K
|
15.7K
$1.38M
|
|
|
Aug 06, 2024
Q2 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-110- 1.18% |
$9.33K - $10K
|
9.22K
$813K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-114- 27.67% |
$9.67K - $10.4K
|
298
$26.3K
|
|
|
Aug 15, 2024
Q2 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-115- 0.84% |
$9.76K - $10.5K
|
13.5K
$1.19M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-118- 0.86% |
$10K - $10.8K
|
13.5K
$1.19M
|
|
|
Feb 13, 2025
Q2 2024
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
SELL
|
- |
-120- 1.86% |
$10.2K - $10.9K
|
6.33K
$558K
|
|
|
Jul 23, 2024
Q2 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-120- 1.92% |
$10.2K - $10.9K
|
6.14K
$542K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-123- 13.06% |
$10.4K - $11.2K
|
819
$72.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Community Bank, N.A.
|
SELL
|
- |
-125- 2.94% |
$10.6K - $11.4K
|
4.13K
$364K
|
|
|
Jul 15, 2024
Q2 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-126- 3.37% |
$10.7K - $11.5K
|
3.62K
$319K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-127- 1.87% |
$10.8K - $11.6K
|
6.67K
$588K
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
SELL
|
- |
-131- 1.62% |
$11.1K - $11.9K
|
7.94K
$700K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-139- 34.75% |
$11.8K - $12.7K
|
261
$23K
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-139- 3.01% |
$11.8K - $12.7K
|
4.48K
$395K
|
|
|
Jul 10, 2024
Q2 2024
|
Thomasville National Bank
|
SELL
|
- |
-140- 3.99% |
$11.9K - $12.8K
|
3.37K
$297K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-149- 1.72% |
$12.6K - $13.6K
|
8.52K
$751K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-150- 4.42% |
$12.7K - $13.7K
|
3.25K
$286K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-160- 0.34% |
$13.6K - $14.6K
|
46.7K
$4.11M
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-165- 0.91% |
$14K - $15K
|
18.1K
$1.59M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-169- 0.41% |
$14.3K - $15.4K
|
41.2K
$3.63M
|
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-179- 6.26% |
$15.2K - $16.3K
|
2.68K
$236K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-179- 1.31% |
$15.2K - $16.3K
|
13.5K
$1.19M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-180- 4.94% |
$15.3K - $16.4K
|
3.46K
$305K
|
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-183- 2.89% |
$15.5K - $16.7K
|
6.15K
$542K
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-186- 5.78% |
$15.8K - $16.9K
|
3.03K
$267K
|