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 22, 2021
Q1 2021
|
Sol Capital Management CO
|
SELL
|
- |
-235- 3.2% |
$16.7K - $18.8K
|
7.1K
$658K
|
|
|
May 04, 2021
Q1 2021
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-247- 8.07% |
$17.6K - $19.8K
|
2.81K
$261K
|
|
|
May 05, 2021
Q1 2021
|
Diversified, LLC
|
SELL
|
- |
-253Closed |
$18K - $20.3K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-267- 0.21% |
$19K - $21.4K
|
126K
$11.7M
|
|
|
Apr 13, 2021
Q1 2021
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-282- 5.88% |
$20.1K - $22.6K
|
4.51K
$419K
|
|
|
May 14, 2021
Q1 2021
|
West Branch Capital LLC
|
SELL
|
- |
-288- 7.25% |
$20.5K - $23.1K
|
3.68K
$342K
|
|
|
May 11, 2021
Q1 2021
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-289- 1.36% |
$20.6K - $23.2K
|
21K
$1.94M
|
|
|
Apr 29, 2021
Q1 2021
|
Financial Counselors Inc
|
SELL
|
- |
-292- 1.17% |
$20.8K - $23.4K
|
24.7K
$2.29M
|
|
|
May 07, 2021
Q1 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-303- 4.92% |
$21.6K - $24.3K
|
5.85K
$543K
|
|
|
Apr 29, 2021
Q1 2021
|
Dearborn Partners LLC
|
SELL
|
- |
-312- 2.29% |
$22.2K - $25K
|
13.3K
$1.23M
|
|
|
May 12, 2021
Q1 2021
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-317- 1.16% |
$22.6K - $25.4K
|
27.1K
$2.52M
|
|
|
May 14, 2021
Q1 2021
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-344- 9.55% |
$24.5K - $27.6K
|
3.26K
$302K
|
|
|
May 04, 2021
Q1 2021
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-350- 1.3% |
$24.9K - $28.1K
|
26.7K
$2.47M
|
|
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-363- 3.07% |
$25.9K - $29.1K
|
11.5K
$1.06M
|
|
|
May 17, 2021
Q1 2021
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-367- 1.37% |
$26.1K - $29.4K
|
26.4K
$2.44M
|
|
|
May 12, 2021
Q1 2021
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-383- 5.4% |
$27.3K - $30.7K
|
6.71K
$623K
|
|
|
Apr 29, 2021
Q1 2021
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-390- 11.53% |
$27.8K - $31.3K
|
2.99K
$278K
|
|
|
May 21, 2021
Q1 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-390- 2.9% |
$27.8K - $31.3K
|
13.1K
$1.21M
|
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-392Closed |
$27.9K - $31.4K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-393- 3.46% |
$28K - $31.5K
|
11K
$1.02M
|
|
|
May 14, 2021
Q1 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-400Closed |
$28.5K - $32.1K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Planned Solutions, Inc.
|
SELL
|
- |
-400- 6.37% |
$28.5K - $32.1K
|
5.88K
$546K
|
|
|
May 03, 2021
Q1 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-402- 2.7% |
$28.6K - $32.2K
|
14.5K
$1.34M
|
|
|
May 06, 2021
Q1 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-412- 55.9% |
$29.3K - $33K
|
325
$30.1K
|
|
|
May 17, 2021
Q1 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-416- 18.41% |
$29.6K - $33.4K
|
1.84K
$171K
|
|
|
May 03, 2021
Q1 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-420- 45.75% |
$29.9K - $33.7K
|
498
$46.2K
|
|
|
Apr 26, 2021
Q1 2021
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-422- 0.91% |
$30.1K - $33.8K
|
46.1K
$4.28M
|
|
|
May 05, 2021
Q1 2021
|
Cadence Bank Na
|
SELL
|
- |
-431- 3.17% |
$30.7K - $34.6K
|
13.2K
$1.22M
|
|
|
May 12, 2021
Q1 2021
|
B&D White Capital Company, LLC
|
SELL
|
- |
-440Closed |
$31.3K - $35.3K
|
0
$0
|
|
|
Jun 21, 2021
Q1 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-474- 5.66% |
$33.8K - $38K
|
7.91K
$733K
|
|
|
Apr 30, 2021
Q1 2021
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-478- 1.49% |
$34K - $38.3K
|
31.6K
$2.93M
|
|
|
Apr 26, 2021
Q1 2021
|
Montecito Bank & Trust
|
SELL
|
- |
-480- 4.19% |
$34.2K - $38.5K
|
11K
$1.02M
|
|
|
Apr 22, 2021
Q1 2021
|
Transform Wealth, LLC
|
SELL
|
- |
-483- 8.95% |
$34.4K - $38.7K
|
4.91K
$456K
|
|
|
Apr 12, 2021
Q1 2021
|
First Premier Bank
|
SELL
|
- |
-500- 33.33% |
$35.6K - $40.1K
|
1K
$92.8K
|
|
|
May 11, 2021
Q1 2021
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-521- 9.47% |
$37.1K - $41.8K
|
4.98K
$462K
|
|
|
Apr 23, 2021
Q1 2021
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-530- 8.59% |
$37.7K - $42.5K
|
5.64K
$523K
|
|
|
Apr 28, 2021
Q1 2021
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-532- 7.27% |
$37.9K - $42.7K
|
6.79K
$630K
|
|
|
May 04, 2021
Q1 2021
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-540- 8.17% |
$38.5K - $43.3K
|
6.07K
$563K
|
|
|
Apr 28, 2021
Q1 2021
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-552- 3.72% |
$39.3K - $44.3K
|
14.3K
$1.33M
|
|
|
May 06, 2021
Q1 2021
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-570- 12.78% |
$40.6K - $45.7K
|
3.89K
$361K
|
|
|
May 07, 2021
Q1 2021
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-572- 11.15% |
$40.7K - $45.9K
|
4.56K
$423K
|
|
|
May 03, 2021
Q1 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-573- 3.55% |
$40.8K - $45.9K
|
15.6K
$1.44M
|
|
|
May 20, 2021
Q1 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-592- 15.38% |
$42.2K - $47.5K
|
3.26K
$302K
|
|
|
May 17, 2021
Q1 2021
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-592- 7.2% |
$42.2K - $47.5K
|
7.63K
$707K
|
|
|
Apr 30, 2021
Q1 2021
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-600- 9.66% |
$42.7K - $48.1K
|
5.61K
$520K
|
|
|
Apr 07, 2021
Q1 2021
|
Bremer Bank National Association
|
SELL
|
- |
-607- 10.96% |
$43.2K - $48.7K
|
4.93K
$457K
|
|
|
Apr 27, 2021
Q1 2021
|
Cwm, LLC
|
SELL
|
- |
-652- 9.28% |
$46.4K - $52.3K
|
6.37K
$591K
|
|
|
May 14, 2021
Q1 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-672- 6.44% |
$47.9K - $53.9K
|
9.77K
$906K
|
|
|
Apr 21, 2021
Q1 2021
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-687- 16.29% |
$48.9K - $55.1K
|
3.53K
$328K
|
|
|
Apr 20, 2021
Q1 2021
|
First Command Bank
|
SELL
|
- |
-719- 32.7% |
$51.2K - $57.6K
|
1.48K
$137K
|