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 20, 2021
Q1 2021
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
860+ 6.79% |
$61.2K - $69K
|
13.5K
$1.26M
|
|
Apr 15, 2021
Q1 2021
|
City Holding CO
|
BUY
|
- |
850+ 10.24% |
$60.5K - $68.2K
|
9.15K
$848K
|
|
Apr 29, 2021
Q1 2021
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
792+ 5.89% |
$56.4K - $63.5K
|
14.2K
$1.32M
|
|
Aug 13, 2024
Q1 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
757+ 8.37% |
$53.9K - $60.7K
|
9.81K
$910K
|
|
Sep 15, 2021
Q1 2021
|
Cwm, LLC
|
BUY
|
- |
652+ 10.23% |
$46.4K - $52.3K
|
7.03K
$652K
|
|
May 20, 2021
Q1 2021
|
Slow Capital, Inc.
|
BUY
|
- |
651+ 2.02% |
$46.4K - $52.2K
|
32.9K
$3.05M
|
|
Apr 19, 2021
Q1 2021
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
621+ 14.78% |
$44.2K - $49.8K
|
4.82K
$447K
|
|
Apr 30, 2021
Q1 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
600+ 1.0% |
$42.7K - $48.1K
|
60.8K
$5.64M
|
|
Apr 20, 2021
Q1 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
576+ 24.49% |
$41K - $46.2K
|
2.93K
$272K
|
|
May 07, 2021
Q1 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
564+ 0.55% |
$40.2K - $45.2K
|
103K
$9.6M
|
|
Apr 26, 2021
Q1 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
554+ 7.53% |
$39.5K - $44.4K
|
7.91K
$733K
|
|
May 05, 2021
Q1 2021
|
Bison Wealth, LLC
|
BUY
|
- |
550+ 11.09% |
$39.2K - $44.1K
|
5.51K
$511K
|
|
Apr 13, 2021
Q1 2021
|
Norway Savings Bank
|
BUY
|
- |
545+ 7.75% |
$38.8K - $43.7K
|
7.58K
$703K
|
|
May 17, 2021
Q1 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
536New |
$38.2K - $43K
|
536
$49.7K
|
|
Apr 22, 2021
Q1 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
529+ 2.27% |
$37.7K - $42.4K
|
23.8K
$2.21M
|
|
May 04, 2021
Q1 2021
|
Savant Capital, LLC
|
BUY
|
- |
474+ 6.89% |
$33.8K - $38K
|
7.36K
$682K
|
|
May 10, 2021
Q1 2021
|
Rkl Wealth Management LLC
|
BUY
|
- |
439+ 3.25% |
$31.3K - $35.2K
|
14K
$1.29M
|
|
May 11, 2021
Q1 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
431+ 6.44% |
$30.7K - $34.6K
|
7.13K
$661K
|
|
Apr 28, 2021
Q1 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
421New |
$30K - $33.8K
|
421
$39K
|
|
May 13, 2021
Q1 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
405+ 10.45% |
$28.8K - $32.5K
|
4.28K
$397K
|
|
May 17, 2021
Q1 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
397+ 4.56% |
$28.3K - $31.8K
|
9.1K
$844K
|
|
May 11, 2021
Q1 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
388+ 5.19% |
$27.6K - $31.1K
|
7.86K
$729K
|
|
Apr 20, 2021
Q1 2021
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
345+ 8.88% |
$24.6K - $27.7K
|
4.23K
$392K
|
|
May 13, 2021
Q1 2021
|
Rmr Wealth Builders
|
BUY
|
- |
331New |
$23.6K - $26.5K
|
331
$30.7K
|
|
May 14, 2021
Q1 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
318+ 12.7% |
$22.6K - $25.5K
|
2.82K
$262K
|
|
May 14, 2021
Q1 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
308New |
$21.9K - $24.7K
|
308
$28.6K
|
|
May 14, 2021
Q1 2021
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
300+ 4.81% |
$21.4K - $24.1K
|
6.54K
$607K
|
|
May 07, 2021
Q1 2021
|
Brighton Jones LLC
|
BUY
|
- |
288+ 10.27% |
$20.5K - $23.1K
|
3.09K
$287K
|
|
May 17, 2021
Q1 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
287New |
$20.4K - $23K
|
287
$26.6K
|
|
May 13, 2021
Q1 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
281+ 1.39% |
$20K - $22.5K
|
20.5K
$1.9M
|
|
Apr 16, 2021
Q1 2021
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
272+ 7.51% |
$19.4K - $21.8K
|
3.89K
$361K
|
|
Apr 20, 2021
Q1 2021
|
Pacific Financial Group Inc
|
BUY
|
- |
265+ 0.91% |
$18.9K - $21.2K
|
29.4K
$2.73M
|
|
May 17, 2021
Q1 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
248+ 8.13% |
$17.7K - $19.9K
|
3.3K
$306K
|
|
May 10, 2021
Q1 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
233+ 0.89% |
$16.6K - $18.7K
|
26.3K
$2.44M
|
|
May 17, 2021
Q1 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
229+ 2.93% |
$16.3K - $18.4K
|
8.04K
$745K
|
|
Jan 27, 2023
Q1 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
229+ 2.93% |
$16.3K - $18.4K
|
8.04K
$745K
|
|
May 10, 2021
Q1 2021
|
Freedom Day Solutions, LLC
|
BUY
|
- |
211+ 4.56% |
$15K - $16.9K
|
4.84K
$449K
|
|
Apr 16, 2021
Q1 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
207New |
$14.7K - $16.6K
|
207
$19.2K
|
|
May 14, 2021
Q1 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
200New |
$14.2K - $16K
|
200
$18.6K
|
|
Apr 29, 2021
Q1 2021
|
Allworth Financial LP
|
BUY
|
- |
196+ 98.0% |
$14K - $15.7K
|
396
$36.7K
|
|
May 11, 2021
Q1 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
193+ 1.18% |
$13.7K - $15.5K
|
16.5K
$1.53M
|
|
Apr 14, 2021
Q1 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
184New |
$13.1K - $14.8K
|
184
$17.1K
|
|
May 14, 2021
Q1 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
180+ 6.43% |
$12.8K - $14.4K
|
2.98K
$276K
|
|
Apr 21, 2021
Q1 2021
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
162+ 1.42% |
$11.5K - $13K
|
11.5K
$1.07M
|
|
Apr 23, 2021
Q1 2021
|
Tfg Advisers LLC
|
BUY
|
- |
162+ 5.58% |
$11.5K - $13K
|
3.06K
$284K
|
|
May 14, 2021
Q1 2021
|
Wms Partners, LLC
|
BUY
|
- |
160+ 2.27% |
$11.4K - $12.8K
|
7.22K
$670K
|
|
Apr 15, 2021
Q1 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
156+ 4.83% |
$11.1K - $12.5K
|
3.39K
$314K
|
|
May 10, 2021
Q1 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
128New |
$9.12K - $10.3K
|
128
$11.9K
|
|
Apr 08, 2021
Q1 2021
|
Nbt Bank N A
|
BUY
|
- |
110+ 1.92% |
$7.83K - $8.82K
|
5.85K
$543K
|
|
May 17, 2021
Q1 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
107+ 0.1% |
$7.62K - $8.58K
|
103K
$9.53M
|