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 30, 2021
Q1 2021
|
Key F Inancial Inc
|
BUY
|
- |
103+ 1.84% |
$7.34K - $8.26K
|
5.69K
$535K
|
|
|
May 06, 2021
Q1 2021
|
Grandview Asset Management LLC
|
BUY
|
- |
100New |
$7.12K - $8.02K
|
100
$9.4K
|
|
|
May 10, 2021
Q1 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
94+ 0.64% |
$6.69K - $7.54K
|
14.8K
$1.39M
|
|
|
Apr 22, 2021
Q1 2021
|
Spc Financial, Inc.
|
BUY
|
- |
92+ 0.04% |
$6.55K - $7.38K
|
247K
$23.2M
|
|
|
May 03, 2021
Q1 2021
|
Macroview Investment Management LLC
|
BUY
|
- |
89+ 11.53% |
$6.34K - $7.14K
|
861
$80.9K
|
|
|
May 14, 2021
Q1 2021
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
84New |
$5.98K - $6.74K
|
84
$7.9K
|
|
|
Apr 23, 2021
Q1 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
78+ 2.33% |
$5.56K - $6.25K
|
3.43K
$322K
|
|
|
May 25, 2021
Q1 2021
|
Regency Capital Management Inc.\De
|
BUY
|
- |
75New |
$5.34K - $6.01K
|
75
$7.05K
|
|
|
Apr 20, 2021
Q1 2021
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
71+ 0.64% |
$5.06K - $5.69K
|
11.2K
$1.05M
|
|
|
May 05, 2021
Q1 2021
|
Kendall Capital Management
|
BUY
|
- |
70+ 2.35% |
$4.99K - $5.61K
|
3.04K
$286K
|
|
|
Aug 10, 2021
Q1 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
64+ 0.81% |
$4.56K - $5.13K
|
7.93K
$745K
|
|
|
Apr 26, 2021
Q1 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
60+ 11.03% |
$4.27K - $4.81K
|
604
$56.8K
|
|
|
May 14, 2021
Q1 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
57+ 12.95% |
$4.06K - $4.57K
|
497
$46.7K
|
|
|
Apr 28, 2021
Q1 2021
|
Comerica Bank
|
BUY
|
- |
54+ 0.25% |
$3.85K - $4.33K
|
21.9K
$2.06M
|
|
|
Apr 12, 2021
Q1 2021
|
Prosperity Planning, Inc.
|
BUY
|
- |
48+ 0.71% |
$3.42K - $3.85K
|
6.84K
$643K
|
|
|
May 11, 2021
Q1 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
45New |
$3.2K - $3.61K
|
45
$4.23K
|
|
|
Apr 16, 2021
Q1 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
43+ 1.45% |
$3.06K - $3.45K
|
3.01K
$283K
|
|
|
May 12, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
28New |
$1.99K - $2.25K
|
28
$2.63K
|
|
|
May 10, 2021
Q1 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
26+ 288.89% |
$1.85K - $2.08K
|
35
$3.29K
|
|
|
May 17, 2021
Q1 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
23+ 0.82% |
$1.64K - $1.84K
|
2.84K
$267K
|
|
|
May 06, 2021
Q1 2021
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
22+ 0.15% |
$1.57K - $1.76K
|
14.6K
$1.37M
|
|
|
May 04, 2021
Q1 2021
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
22+ 0.1% |
$1.57K - $1.76K
|
22.1K
$2.07M
|
|
|
Apr 12, 2021
Q1 2021
|
Veracity Capital LLC
|
BUY
|
- |
20+ 0.24% |
$1.42K - $1.6K
|
8.22K
$773K
|
|
|
May 14, 2021
Q1 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
18+ 0.63% |
$1.28K - $1.44K
|
2.9K
$272K
|
|
|
Jun 17, 2021
Q1 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
17+ 0.18% |
$1.21K - $1.36K
|
9.39K
$883K
|
|
|
May 14, 2021
Q1 2021
|
Assetmark, Inc
|
BUY
|
- |
8New |
$570 - $641
|
8
$752
|
|
|
May 17, 2021
Q1 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
5+ 0.08% |
$356 - $401
|
6.64K
$624K
|
|
|
May 13, 2021
Q1 2021
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
4New |
$285 - $321
|
4
$376
|
|
|
May 11, 2021
Q1 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
4+ 0.08% |
$285 - $321
|
4.78K
$449K
|
|
|
May 12, 2021
Q1 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
4+ 0.14% |
$285 - $321
|
2.96K
$278K
|
|
|
May 04, 2021
Q1 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
3+ 0.03% |
$214 - $241
|
11K
$1.03M
|
|
|
Apr 28, 2021
Q1 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3+ 0.04% |
$214 - $241
|
7.43K
$699K
|
|
|
May 06, 2021
Q1 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
3+ 0.05% |
$214 - $241
|
5.58K
$525K
|
|
|
May 05, 2021
Q1 2021
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
2+ 0.14% |
$142 - $160
|
1.44K
$136K
|
|
|
May 07, 2021
Q1 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
2+ 0.03% |
$142 - $160
|
7.3K
$686K
|
|
|
Apr 19, 2021
Q1 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
2+ 0.11% |
$142 - $160
|
1.81K
$170K
|
|
|
Apr 23, 2021
Q1 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$71.2 - $80.2
|
5.77K
$543K
|
|
|
May 11, 2021
Q1 2021
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$71.2 - $80.2
|
4.52K
$425K
|
|
|
May 17, 2021
Q1 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
1+ 0.03% |
$71.2 - $80.2
|
3.27K
$307K
|
|
|
May 07, 2021
Q1 2021
|
Graypoint LLC
|
SELL
|
- |
-1- 0.01% |
$71.2 - $80.2
|
11.8K
$1.1M
|
|
|
May 11, 2021
Q1 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-6- 0.13% |
$427 - $481
|
4.49K
$422K
|
|
|
Apr 08, 2021
Q1 2021
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-8- 0.23% |
$570 - $641
|
3.47K
$326K
|
|
|
Apr 27, 2021
Q1 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-8- 0.22% |
$570 - $641
|
3.55K
$334K
|
|
|
Apr 21, 2021
Q1 2021
|
Gradient Investments LLC
|
SELL
|
- |
-17Closed |
$1.21K - $1.36K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Davenport & CO LLC
|
SELL
|
- |
-20- 0.56% |
$1.42K - $1.6K
|
3.56K
$335K
|
|
|
May 12, 2021
Q1 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-20Closed |
$1.42K - $1.6K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Truepoint, Inc.
|
SELL
|
- |
-23- 0.27% |
$1.64K - $1.84K
|
8.53K
$802K
|
|
|
May 13, 2021
Q1 2021
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-28Closed |
$1.99K - $2.25K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-30- 0.52% |
$2.14K - $2.41K
|
5.77K
$542K
|
|
|
May 14, 2021
Q1 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-30- 0.2% |
$2.14K - $2.41K
|
15.3K
$1.44M
|