Purchases and Sales Made in Q1 2021 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 Q1 2021. 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 |
|---|---|---|---|---|---|---|---|
|
May 17, 2021
Q1 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
352K+ 1412.31% |
$25.1M - $28.2M
|
377K
$35.4M
|
|
|
May 13, 2021
Q1 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
128K+ 24.88% |
$9.11M - $10.3M
|
642K
$60.4M
|
|
|
May 13, 2021
Q1 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
127K+ 86.04% |
$9.02M - $10.2M
|
274K
$25.8M
|
|
|
Jan 09, 2024
Q1 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
88.4K+ 7737.92% |
$6.29M - $7.09M
|
89.5K
$8.41M
|
|
|
May 14, 2021
Q1 2021
|
Old Mission Capital LLC
|
BUY
|
- |
77.5KNew |
$5.52M - $6.22M
|
77.5K
$7.29M
|
|
|
May 12, 2021
Q1 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
64.6KNew |
$4.6M - $5.18M
|
64.6K
$6.07M
|
|
|
May 14, 2021
Q1 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
57.7K+ 19.51% |
$4.11M - $4.63M
|
353K
$33.2M
|
|
|
May 04, 2021
Q1 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
45.6K+ 1.97% |
$3.25M - $3.65M
|
2.36M
$222M
|
|
|
May 12, 2021
Q1 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
45.5K+ 5.51% |
$3.24M - $3.65M
|
871K
$81.9M
|
|
|
May 17, 2021
Q1 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
40.7K+ 199.55% |
$2.9M - $3.26M
|
61K
$5.74M
|
|
|
Apr 23, 2021
Q1 2021
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
39.7K+ 7.77% |
$2.83M - $3.19M
|
551K
$51.8M
|
|
|
May 13, 2021
Q1 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
35.9K+ 93.71% |
$2.56M - $2.88M
|
74.2K
$6.98M
|
|
|
Apr 29, 2021
Q1 2021
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
34K+ 324.0% |
$2.42M - $2.73M
|
44.5K
$4.19M
|
|
|
May 12, 2021
Q1 2021
|
Windsor Group LTD
|
BUY
|
- |
31K+ 225.64% |
$2.21M - $2.49M
|
44.8K
$4.21M
|
|
|
Apr 23, 2021
Q1 2021
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
30.8K+ 8.15% |
$2.2M - $2.47M
|
409K
$38.5M
|
|
|
May 05, 2021
Q1 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
30.7KNew |
$2.18M - $2.46M
|
30.7K
$2.88M
|
|
|
Apr 19, 2021
Q1 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
25.4K+ 92.49% |
$1.81M - $2.04M
|
52.9K
$4.97M
|
|
|
May 05, 2021
Q1 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
23.8K+ 117.11% |
$1.69M - $1.91M
|
44.1K
$4.14M
|
|
|
May 10, 2021
Q1 2021
|
Mai Capital Management
|
BUY
|
- |
19.4K+ 3.59% |
$1.38M - $1.56M
|
560K
$52.6M
|
|
|
May 17, 2021
Q1 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19.1K+ 101.43% |
$1.36M - $1.53M
|
37.9K
$3.56M
|
|
|
May 13, 2021
Q1 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
17.5KNew |
$1.25M - $1.4M
|
17.5K
$1.64M
|
|
|
Apr 29, 2021
Q1 2021
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
17.3KNew |
$1.23M - $1.39M
|
17.3K
$1.63M
|
|
|
May 21, 2021
Q1 2021
|
Spire Wealth Management
|
BUY
|
- |
16KNew |
$1.14M - $1.29M
|
16K
$1.51M
|
|
|
May 14, 2021
Q1 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
13.3KNew |
$945K - $1.06M
|
13.3K
$1.25M
|
|
|
May 14, 2021
Q1 2021
|
Stephens Inc
|
BUY
|
- |
12.5K+ 56.54% |
$889K - $1M
|
34.5K
$3.25M
|
|
|
Jul 08, 2021
Q1 2021
|
Smith Anglin Financial, LLC
|
BUY
|
- |
12.1K+ 11.43% |
$863K - $972K
|
118K
$11.1M
|
|
|
May 12, 2021
Q1 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
12KNew |
$855K - $963K
|
12K
$1.13M
|
|
|
May 07, 2021
Q1 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
11.1K+ 0.94% |
$789K - $888K
|
1.19M
$112M
|
|
|
May 11, 2021
Q1 2021
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
10.6K+ 92.29% |
$752K - $847K
|
22K
$2.07M
|
|
|
Jul 24, 2024
Q1 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
10.3K+ 123.24% |
$734K - $827K
|
18.7K
$1.76M
|
|
|
Jun 02, 2021
Q1 2021
|
Regions Financial Corp
|
BUY
|
- |
9.64K+ 2.17% |
$687K - $773K
|
453K
$42.6M
|
|
|
May 04, 2021
Q1 2021
|
Acas, LLC
|
BUY
|
- |
9.42KNew |
$671K - $755K
|
9.42K
$886K
|
|
|
May 12, 2021
Q1 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
7.91KNew |
$563K - $634K
|
7.91K
$743K
|
|
|
May 14, 2021
Q1 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.49K+ 4.27% |
$534K - $601K
|
183K
$17.2M
|
|
|
Aug 17, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7.1K+ 25360.71% |
$506K - $569K
|
7.13K
$670K
|
|
|
May 12, 2021
Q1 2021
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
6.78K+ 4.92% |
$483K - $544K
|
145K
$13.6M
|
|
|
May 06, 2021
Q1 2021
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
6.59K+ 80.25% |
$469K - $528K
|
14.8K
$1.39M
|
|
|
May 17, 2021
Q1 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
6.22K+ 32.45% |
$443K - $499K
|
25.4K
$2.39M
|
|
|
May 07, 2021
Q1 2021
|
Lyell Wealth Management, LP
|
BUY
|
- |
6.06K+ 65.02% |
$432K - $486K
|
15.4K
$1.45M
|
|
|
Apr 28, 2021
Q1 2021
|
Csenge Advisory Group
|
BUY
|
- |
5.55K+ 1.53% |
$395K - $445K
|
367K
$34.5M
|
|
|
May 17, 2021
Q1 2021
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
5.45KNew |
$388K - $437K
|
5.45K
$512K
|
|
|
Apr 28, 2021
Q1 2021
|
Us Bancorp \De\
|
BUY
|
- |
5.11K+ 5.21% |
$364K - $410K
|
103K
$9.7M
|
|
|
Apr 27, 2021
Q1 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.75KNew |
$338K - $381K
|
4.75K
$446K
|
|
|
May 12, 2021
Q1 2021
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
4.22KNew |
$300K - $338K
|
4.22K
$396K
|
|
|
May 14, 2021
Q1 2021
|
Brown Advisory Inc
|
BUY
|
- |
3.82K+ 35.31% |
$272K - $306K
|
14.6K
$1.38M
|
|
|
May 11, 2021
Q1 2021
|
Amg National Trust Bank
|
BUY
|
- |
3.82K+ 27.7% |
$272K - $306K
|
17.6K
$1.66M
|
|
|
Apr 28, 2021
Q1 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
3.8KNew |
$271K - $305K
|
3.8K
$357K
|
|
|
May 13, 2021
Q1 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.65KNew |
$260K - $292K
|
3.65K
$343K
|
|
|
May 05, 2021
Q1 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
3.61K+ 10.77% |
$257K - $289K
|
37.1K
$3.49M
|
|
|
Apr 12, 2021
Q1 2021
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
3.53KNew |
$252K - $283K
|
3.53K
$332K
|