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 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-200- 3.42% |
$17K - $18.2K
|
5.64K
$497K
|
|
|
Jul 18, 2024
Q2 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-210- 1.01% |
$17.8K - $19.1K
|
20.7K
$1.82M
|
|
|
Aug 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-221- 31.75% |
$18.8K - $20.1K
|
475
$41.9K
|
|
|
Jul 10, 2024
Q2 2024
|
Bennett Selby Investments LP
|
SELL
|
- |
-225- 7.01% |
$19.1K - $20.5K
|
2.99K
$263K
|
|
|
Jul 22, 2024
Q2 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-228- 4.29% |
$19.3K - $20.8K
|
5.09K
$448K
|
|
|
Aug 09, 2024
Q2 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-232- 8.79% |
$19.7K - $21.1K
|
2.41K
$212K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-237- 1.53% |
$20.1K - $21.6K
|
15.3K
$1.35M
|
|
|
Jul 12, 2024
Q2 2024
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-242- 2.85% |
$20.5K - $22.1K
|
8.25K
$728K
|
|
|
Jul 08, 2024
Q2 2024
|
Dentgroup LLC
|
SELL
|
- |
-244- 4.2% |
$20.7K - $22.2K
|
5.56K
$490K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-247- 6.68% |
$21K - $22.5K
|
3.45K
$304K
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-247- 1.74% |
$21K - $22.5K
|
14K
$1.23M
|
|
|
Aug 12, 2024
Q2 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-252- 1.32% |
$21.4K - $23K
|
18.8K
$1.66M
|
|
|
Jul 25, 2024
Q2 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-253- 8.79% |
$21.5K - $23.1K
|
2.62K
$231K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-255- 2.22% |
$21.6K - $23.2K
|
11.2K
$989K
|
|
|
Jul 17, 2024
Q2 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-266- 4.85% |
$22.6K - $24.2K
|
5.22K
$460K
|
|
|
Jul 08, 2024
Q2 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-269- 8.29% |
$22.8K - $24.5K
|
2.98K
$262K
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-271- 0.84% |
$23K - $24.7K
|
31.9K
$2.81M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-271- 2.64% |
$23K - $24.7K
|
9.98K
$880K
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-274- 4.34% |
$23.2K - $25K
|
6.04K
$533K
|
|
|
Aug 12, 2024
Q2 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-290- 1.4% |
$24.6K - $26.4K
|
20.4K
$1.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-302- 1.73% |
$25.6K - $27.5K
|
17.1K
$1.51M
|
|
|
Jul 25, 2024
Q2 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-303- 18.53% |
$25.7K - $27.6K
|
1.33K
$117K
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-325- 6.86% |
$27.6K - $29.6K
|
4.41K
$389K
|
|
|
Aug 15, 2024
Q2 2024
|
Dorsey Wright & Associates
|
SELL
|
- |
-334- 1.11% |
$28.3K - $30.4K
|
29.8K
$2.62M
|
|
|
Aug 13, 2024
Q2 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-337- 1.69% |
$28.6K - $30.7K
|
19.7K
$1.73M
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-364- 1.56% |
$30.9K - $33.2K
|
22.9K
$2.02M
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-368- 4.56% |
$31.2K - $33.5K
|
7.7K
$678K
|
|
|
Jul 31, 2024
Q2 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-369- 10.72% |
$31.3K - $33.6K
|
3.07K
$271K
|
|
|
Aug 13, 2024
Q2 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-372- 2.25% |
$31.6K - $33.9K
|
16.1K
$1.42M
|
|
|
Jul 23, 2024
Q2 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-374- 4.04% |
$31.7K - $34.1K
|
8.88K
$783K
|
|
|
Jul 29, 2024
Q2 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-376- 6.06% |
$31.9K - $34.3K
|
5.83K
$514K
|
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-380- 8.17% |
$32.2K - $34.6K
|
4.27K
$377K
|
|
|
Jul 12, 2024
Q2 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-383- 13.48% |
$32.5K - $34.9K
|
2.46K
$217K
|
|
|
Aug 13, 2024
Q2 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-392- 3.81% |
$33.3K - $35.7K
|
9.9K
$872K
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-394- 4.35% |
$33.4K - $35.9K
|
8.66K
$763K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-398- 2.55% |
$33.8K - $36.3K
|
15.2K
$1.34M
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-398- 10.86% |
$33.8K - $36.3K
|
3.27K
$288K
|
|
|
Jul 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-400- 4.6% |
$33.9K - $36.4K
|
8.29K
$731K
|
|
|
Aug 05, 2024
Q2 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-407- 0.43% |
$34.5K - $37.1K
|
94.8K
$8.36M
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-415- 7.71% |
$35.2K - $37.8K
|
4.97K
$438K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-422- 0.09% |
$35.8K - $38.5K
|
454K
$40.1M
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
SELL
|
- |
-428- 3.33% |
$36.3K - $39K
|
12.4K
$1.1M
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-428- 6.41% |
$36.3K - $39K
|
6.25K
$551K
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-441- 7.49% |
$37.4K - $40.2K
|
5.45K
$480K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-442- 1.61% |
$37.5K - $40.3K
|
27K
$2.38M
|
|
|
Jul 19, 2024
Q2 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-448- 1.95% |
$38K - $40.8K
|
22.5K
$1.99M
|
|
|
Jul 22, 2024
Q2 2024
|
Veracity Capital LLC
|
SELL
|
- |
-458- 6.46% |
$38.9K - $41.7K
|
6.63K
$584K
|
|
|
Jul 30, 2024
Q2 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-460- 4.79% |
$39K - $41.9K
|
9.14K
$806K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-466- 41.76% |
$39.5K - $42.5K
|
650
$57.3K
|
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-469- 6.4% |
$39.8K - $42.7K
|
6.86K
$605K
|