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 |
---|---|---|---|---|---|---|---|
Apr 29, 2021
Q1 2021
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
3.41K+ 0.8% |
$243K - $274K
|
428K
$39.7M
|
|
May 11, 2021
Q1 2021
|
First National Bank Of South Miami
|
BUY
|
- |
3.41K+ 17.64% |
$243K - $273K
|
22.7K
$2.11M
|
|
May 27, 2021
Q1 2021
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3.39K+ 5.87% |
$242K - $272K
|
61.2K
$5.68M
|
|
May 17, 2021
Q1 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.39K+ 19.39% |
$241K - $272K
|
20.9K
$1.93M
|
|
May 17, 2021
Q1 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.01K+ 53.97% |
$215K - $242K
|
8.6K
$798K
|
|
May 17, 2021
Q1 2021
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
2.85KNew |
$203K - $229K
|
2.85K
$265K
|
|
Apr 19, 2021
Q1 2021
|
Bowling Portfolio Management LLC
|
BUY
|
- |
2.75KNew |
$196K - $221K
|
2.75K
$255K
|
|
May 13, 2021
Q1 2021
|
Mainstay Capital Management LLC
|
BUY
|
- |
2.73K+ 63.73% |
$195K - $219K
|
7.02K
$651K
|
|
May 03, 2021
Q1 2021
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
2.73KNew |
$194K - $219K
|
2.73K
$253K
|
|
May 17, 2021
Q1 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
2.7KNew |
$192K - $216K
|
2.7K
$250K
|
|
Mar 14, 2023
Q1 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
2.7KNew |
$192K - $216K
|
2.7K
$250K
|
|
May 17, 2021
Q1 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.67KNew |
$190K - $214K
|
2.67K
$247K
|
|
May 14, 2021
Q1 2021
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
2.65KNew |
$188K - $212K
|
2.65K
$245K
|
|
Nov 14, 2024
Q1 2021
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
2.64KNew |
$188K - $212K
|
2.64K
$245K
|
|
May 06, 2021
Q1 2021
|
Wesbanco Bank Inc
|
BUY
|
- |
2.64KNew |
$188K - $211K
|
2.64K
$244K
|
|
May 18, 2021
Q1 2021
|
Principle Wealth Partners LLC
|
BUY
|
- |
2.63KNew |
$187K - $211K
|
2.63K
$244K
|
|
May 14, 2021
Q1 2021
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
2.63KNew |
$187K - $211K
|
2.63K
$244K
|
|
May 17, 2021
Q1 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.63KNew |
$187K - $211K
|
2.63K
$244K
|
|
May 07, 2021
Q1 2021
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
2.59K+ 30.49% |
$185K - $208K
|
11.1K
$1.03M
|
|
Apr 30, 2021
Q1 2021
|
Single Point Partners, LLC
|
BUY
|
- |
2.59KNew |
$184K - $207K
|
2.59K
$240K
|
|
May 11, 2021
Q1 2021
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
2.55K+ 4.45% |
$182K - $204K
|
59.9K
$5.55M
|
|
May 18, 2021
Q1 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2.32K+ 17.97% |
$165K - $186K
|
15.2K
$1.41M
|
|
Apr 30, 2021
Q1 2021
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
2.31K+ 49.23% |
$165K - $185K
|
7.01K
$650K
|
|
May 05, 2021
Q1 2021
|
Slow Capital, Inc.
|
BUY
|
- |
2.21K+ 7.37% |
$158K - $177K
|
32.2K
$2.99M
|
|
Apr 09, 2021
Q1 2021
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
2.18K+ 3.5% |
$156K - $175K
|
64.6K
$5.99M
|
|
May 13, 2021
Q1 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.15K+ 65.8% |
$153K - $173K
|
5.43K
$503K
|
|
May 10, 2021
Q1 2021
|
Corundum Group, Inc.
|
BUY
|
- |
2.01K+ 19.65% |
$143K - $161K
|
12.2K
$1.13M
|
|
May 05, 2021
Q1 2021
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.99K+ 11.0% |
$142K - $160K
|
20.1K
$1.87M
|
|
May 17, 2021
Q1 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.96K+ 31.61% |
$140K - $157K
|
8.17K
$757K
|
|
May 11, 2021
Q1 2021
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
1.71K+ 9.54% |
$122K - $137K
|
19.7K
$1.82M
|
|
Apr 16, 2021
Q1 2021
|
Hya Advisors, Inc
|
BUY
|
- |
1.67K+ 7.88% |
$119K - $134K
|
22.9K
$2.12M
|
|
May 13, 2021
Q1 2021
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
1.64K+ 8.63% |
$117K - $131K
|
20.6K
$1.91M
|
|
May 17, 2021
Q1 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.5K+ 87.21% |
$107K - $120K
|
3.22K
$299K
|
|
Apr 30, 2021
Q1 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.35KNew |
$96.3K - $108K
|
1.35K
$125K
|
|
Apr 21, 2021
Q1 2021
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
1.31K+ 34.6% |
$92.9K - $105K
|
5.08K
$471K
|
|
May 14, 2021
Q1 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.3K+ 7.32% |
$92.7K - $104K
|
19.1K
$1.77M
|
|
May 13, 2021
Q1 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.24K+ 0.53% |
$88.1K - $99.2K
|
236K
$21.9M
|
|
May 14, 2021
Q1 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.22K+ 4.22% |
$87K - $98K
|
30.2K
$2.8M
|
|
Apr 15, 2021
Q1 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.2KNew |
$85.7K - $96.5K
|
1.2K
$112K
|
|
May 06, 2021
Q1 2021
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
1.1KNew |
$78.3K - $88.2K
|
1.1K
$102K
|
|
May 10, 2021
Q1 2021
|
Lincoln National Corp
|
BUY
|
- |
1.04K+ 34.95% |
$74.3K - $83.6K
|
4.03K
$374K
|
|
Apr 12, 2021
Q1 2021
|
Fulcrum Capital LLC
|
BUY
|
- |
1.03K+ 1.19% |
$73.4K - $82.6K
|
87.9K
$8.15M
|
|
Apr 30, 2021
Q1 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.01K+ 69.2% |
$71.9K - $80.9K
|
2.47K
$229K
|
|
May 24, 2021
Q1 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1K+ 9.89% |
$71.4K - $80.3K
|
11.1K
$1.03M
|
|
May 12, 2021
Q1 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1K+ 4.54% |
$71.2K - $80.2K
|
23K
$2.13M
|
|
May 14, 2021
Q1 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1K+ 1.46% |
$71.2K - $80.2K
|
69.5K
$6.44M
|
|
May 06, 2021
Q1 2021
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
971+ 25.16% |
$69.2K - $77.9K
|
4.83K
$448K
|
|
May 14, 2021
Q1 2021
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
966+ 29.96% |
$68.8K - $77.5K
|
4.19K
$389K
|
|
Apr 28, 2021
Q1 2021
|
Ironwood Financial, LLC
|
BUY
|
- |
957+ 5.7% |
$68.2K - $76.7K
|
17.8K
$1.65M
|
|
May 03, 2021
Q1 2021
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
894+ 3.0% |
$63.7K - $71.7K
|
30.7K
$2.85M
|