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
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-31Closed |
$2.21K - $2.49K
|
0
$0
|
|
|
Apr 19, 2021
Q1 2021
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-35- 3.94% |
$2.49K - $2.81K
|
853
$80.2K
|
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-36Closed |
$2.56K - $2.89K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-40- 5.65% |
$2.85K - $3.21K
|
668
$62.8K
|
|
|
May 06, 2021
Q1 2021
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-48Closed |
$3.42K - $3.85K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-50- 3.96% |
$3.56K - $4.01K
|
1.21K
$114K
|
|
|
May 04, 2021
Q1 2021
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-50- 1.41% |
$3.56K - $4.01K
|
3.5K
$329K
|
|
|
May 07, 2021
Q1 2021
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-54- 0.13% |
$3.85K - $4.33K
|
42.6K
$4M
|
|
|
Apr 16, 2021
Q1 2021
|
Country Trust Bank
|
SELL
|
- |
-54- 12.33% |
$3.85K - $4.33K
|
384
$36.1K
|
|
|
Apr 08, 2021
Q1 2021
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-55- 23.31% |
$3.92K - $4.41K
|
181
$17K
|
|
|
May 06, 2021
Q1 2021
|
Grandview Asset Management LLC
|
SELL
|
- |
-56- 56.0% |
$3.99K - $4.49K
|
44
$4.14K
|
|
|
May 04, 2021
Q1 2021
|
Hedeker Wealth, LLC
|
SELL
|
- |
-60- 1.92% |
$4.27K - $4.81K
|
3.07K
$288K
|
|
|
May 04, 2021
Q1 2021
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-62Closed |
$4.42K - $4.97K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-64- 1.44% |
$4.56K - $5.13K
|
4.39K
$413K
|
|
|
Apr 30, 2021
Q1 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-66- 1.55% |
$4.7K - $5.29K
|
4.19K
$394K
|
|
|
May 28, 2021
Q1 2021
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-67- 1.57% |
$4.77K - $5.37K
|
4.19K
$394K
|
|
|
Apr 19, 2021
Q1 2021
|
Wambolt & Associates, LLC
|
SELL
|
- |
-78- 1.4% |
$5.56K - $6.25K
|
5.5K
$517K
|
|
|
Apr 28, 2021
Q1 2021
|
Duncker Streett & CO Inc
|
SELL
|
- |
-80- 4.21% |
$5.7K - $6.41K
|
1.82K
$171K
|
|
|
Apr 09, 2021
Q1 2021
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-84Closed |
$5.98K - $6.74K
|
0
$0
|
|
|
Apr 09, 2021
Q1 2021
|
Legacy Private Trust Co.
|
SELL
|
- |
-88- 1.05% |
$6.27K - $7.06K
|
8.28K
$778K
|
|
|
Apr 16, 2021
Q1 2021
|
Cra Financial Services, LLC
|
SELL
|
- |
-88- 1.15% |
$6.27K - $7.06K
|
7.56K
$710K
|
|
|
Apr 26, 2021
Q1 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-88- 0.73% |
$6.27K - $7.06K
|
12K
$1.13M
|
|
|
May 17, 2021
Q1 2021
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-92- 1.73% |
$6.55K - $7.38K
|
5.22K
$490K
|
|
|
May 06, 2021
Q1 2021
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-92Closed |
$6.55K - $7.38K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Element Wealth, LLC
|
SELL
|
- |
-94- 17.12% |
$6.69K - $7.54K
|
455
$42.8K
|
|
|
Apr 13, 2021
Q1 2021
|
Atlas Brown,Inc.
|
SELL
|
- |
-101- 0.38% |
$7.19K - $8.1K
|
26.3K
$2.47M
|
|
|
Apr 13, 2021
Q1 2021
|
Gofen & Glossberg LLC
|
SELL
|
- |
-109- 1.6% |
$7.76K - $8.74K
|
6.72K
$632K
|
|
|
May 17, 2021
Q1 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-122- 0.93% |
$8.69K - $9.78K
|
13.1K
$1.23M
|
|
|
Apr 22, 2021
Q1 2021
|
High Mark Wealth Management LLC
|
SELL
|
- |
-124- 77.5% |
$8.83K - $9.94K
|
36
$3.38K
|
|
|
Apr 12, 2021
Q1 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-126- 0.14% |
$8.97K - $10.1K
|
88.2K
$8.29M
|
|
|
Apr 27, 2021
Q1 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-128- 0.47% |
$9.12K - $10.3K
|
27.3K
$2.56M
|
|
|
May 10, 2021
Q1 2021
|
Ntv Asset Management LLC
|
SELL
|
- |
-150- 0.68% |
$10.7K - $12K
|
21.9K
$2.06M
|
|
|
May 05, 2021
Q1 2021
|
Bridges Investment Management Inc
|
SELL
|
- |
-151- 2.31% |
$10.8K - $12.1K
|
6.39K
$601K
|
|
|
Apr 30, 2021
Q1 2021
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-154- 5.18% |
$11K - $12.3K
|
2.82K
$265K
|
|
|
Nov 24, 2021
Q1 2021
|
Mcdonald Partners LLC
|
SELL
|
- |
-156- 4.6% |
$11.1K - $12.5K
|
3.23K
$304K
|
|
|
May 03, 2021
Q1 2021
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-160Closed |
$11.4K - $12.8K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-160- 5.59% |
$11.4K - $12.8K
|
2.7K
$254K
|
|
|
Apr 30, 2021
Q1 2021
|
Oakworth Capital, Inc.
|
SELL
|
- |
-166- 1.92% |
$11.8K - $13.3K
|
8.46K
$795K
|
|
|
May 13, 2021
Q1 2021
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-168- 3.45% |
$12K - $13.5K
|
4.71K
$443K
|
|
|
Apr 15, 2021
Q1 2021
|
Umb Bank, N.A.
|
SELL
|
- |
-172- 0.68% |
$12.2K - $13.8K
|
25.2K
$2.37M
|
|
|
May 10, 2021
Q1 2021
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-175- 4.38% |
$12.5K - $14K
|
3.83K
$360K
|
|
|
May 04, 2021
Q1 2021
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-180- 4.73% |
$12.8K - $14.4K
|
3.62K
$341K
|
|
|
May 12, 2021
Q1 2021
|
South State Corp
|
SELL
|
- |
-182- 1.76% |
$13K - $14.6K
|
10.2K
$955K
|
|
|
May 12, 2021
Q1 2021
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-188- 0.4% |
$13.4K - $15.1K
|
46.3K
$4.36M
|
|
|
May 18, 2021
Q1 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-188- 1.56% |
$13.4K - $15.1K
|
11.8K
$1.11M
|
|
|
May 14, 2021
Q1 2021
|
Financial Avengers, Inc.
Oakland, CA |
SELL
|
- |
-200Closed |
$14.2K - $16K
|
0
$0
|
|
|
Apr 21, 2021
Q1 2021
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-200- 0.93% |
$14.2K - $16K
|
21.4K
$2.01M
|
|
|
May 10, 2021
Q1 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-201- 2.49% |
$14.3K - $16.1K
|
7.87K
$740K
|
|
|
May 17, 2021
Q1 2021
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-210- 0.32% |
$15K - $16.8K
|
64.6K
$6.07M
|
|
|
Apr 05, 2021
Q1 2021
|
Fulcrum Equity Management
|
SELL
|
- |
-229- 2.51% |
$16.3K - $18.4K
|
8.88K
$835K
|