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
|
First Command Financial Services, Inc.
|
SELL
|
- |
-719- 32.7% |
$51.2K - $57.6K
|
1.48K
$137K
|
|
|
May 14, 2021
Q1 2021
|
Personal Capital Advisors Corp
|
SELL
|
- |
-720- 20.71% |
$51.3K - $57.7K
|
2.76K
$256K
|
|
|
May 14, 2021
Q1 2021
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-723- 1.64% |
$51.5K - $58K
|
43.4K
$4.02M
|
|
|
May 13, 2021
Q1 2021
|
Neumann Capital Management, LLC
|
SELL
|
- |
-740- 1.6% |
$52.7K - $59.3K
|
45.6K
$4.23M
|
|
|
Apr 30, 2021
Q1 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-744- 14.17% |
$53K - $59.7K
|
4.51K
$418K
|
|
|
May 14, 2021
Q1 2021
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-770- 8.75% |
$54.8K - $61.7K
|
8.03K
$744K
|
|
|
May 05, 2021
Q1 2021
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-773- 0.74% |
$55.1K - $62K
|
103K
$9.56M
|
|
|
May 10, 2021
Q1 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-787- 5.63% |
$56.1K - $63.1K
|
13.2K
$1.22M
|
|
|
Apr 21, 2021
Q1 2021
|
Old National Bancorp
|
SELL
|
- |
-793- 8.78% |
$56.5K - $63.6K
|
8.24K
$764K
|
|
|
May 19, 2021
Q1 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-800Closed |
$57K - $64.1K
|
0
$0
|
|
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-800Closed |
$57K - $64.1K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-819- 7.42% |
$58.3K - $65.7K
|
10.2K
$948K
|
|
|
May 17, 2021
Q1 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-831- 11.95% |
$59.2K - $66.6K
|
6.12K
$568K
|
|
|
May 13, 2021
Q1 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-857- 7.03% |
$61K - $68.7K
|
11.3K
$1.05M
|
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-864Closed |
$61.5K - $69.3K
|
0
$0
|
|
|
Apr 14, 2021
Q1 2021
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-903- 3.34% |
$64.3K - $72.4K
|
26.2K
$2.43M
|
|
|
May 17, 2021
Q1 2021
|
Renasant Bank
|
SELL
|
- |
-910- 3.2% |
$64.8K - $73K
|
27.5K
$2.55M
|
|
|
Apr 14, 2021
Q1 2021
|
Private Capital Management LLC
|
SELL
|
- |
-950- 7.51% |
$67.7K - $76.2K
|
11.7K
$1.09M
|
|
|
May 13, 2021
Q1 2021
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-954- 0.57% |
$67.9K - $76.5K
|
167K
$15.5M
|
|
|
May 13, 2021
Q1 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-960- 67.8% |
$68.4K - $77K
|
456
$42.3K
|
|
|
Apr 19, 2021
Q1 2021
|
Ifg Advisory, LLC
|
SELL
|
- |
-964- 6.51% |
$68.7K - $77.3K
|
13.9K
$1.28M
|
|
|
May 17, 2021
Q1 2021
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-1K- 25.48% |
$71.3K - $80.3K
|
2.93K
$272K
|
|
|
May 13, 2021
Q1 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.02K- 12.2% |
$72.6K - $81.8K
|
7.34K
$681K
|
|
|
Apr 27, 2021
Q1 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-1.04KClosed |
$73.8K - $83.1K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1.05K- 39.52% |
$74.6K - $84K
|
1.6K
$149K
|
|
|
Apr 15, 2021
Q1 2021
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-1.06K- 3.07% |
$75.4K - $84.9K
|
33.4K
$3.1M
|
|
|
May 17, 2021
Q1 2021
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.06K- 5.46% |
$75.7K - $85.2K
|
18.4K
$1.71M
|
|
|
May 07, 2021
Q1 2021
|
Rodgers & Associates, LTD
|
SELL
|
- |
-1.08K- 1.88% |
$76.6K - $86.3K
|
56.1K
$5.2M
|
|
|
May 13, 2021
Q1 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.16K- 10.36% |
$82.3K - $92.7K
|
10K
$928K
|
|
|
Apr 12, 2021
Q1 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-1.16K- 8.51% |
$82.7K - $93.1K
|
12.5K
$1.16M
|
|
|
May 17, 2021
Q1 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.2K- 13.89% |
$85.5K - $96.2K
|
7.44K
$690K
|
|
|
May 17, 2021
Q1 2021
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1.2K- 17.65% |
$85.5K - $96.2K
|
5.6K
$519K
|
|
|
Apr 07, 2021
Q1 2021
|
Summit Financial Group, Inc.
|
SELL
|
- |
-1.22K- 20.21% |
$86.5K - $97.4K
|
4.8K
$445K
|
|
|
Apr 14, 2021
Q1 2021
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-1.23K- 4.48% |
$87.8K - $98.9K
|
26.3K
$2.44M
|
|
|
May 13, 2021
Q1 2021
|
Bailard, Inc.
|
SELL
|
- |
-1.25K- 12.62% |
$89K - $100K
|
8.65K
$803K
|
|
|
Aug 16, 2024
Q1 2021
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.29K- 4.87% |
$91.9K - $103K
|
25.2K
$2.34M
|
|
|
Apr 23, 2021
Q1 2021
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-1.32K- 1.33% |
$93.9K - $106K
|
97.7K
$9.06M
|
|
|
May 03, 2021
Q1 2021
|
Sandy Spring Bank
|
SELL
|
- |
-1.38K- 4.23% |
$98.5K - $111K
|
31.3K
$2.9M
|
|
|
Apr 30, 2021
Q1 2021
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.41K- 1.48% |
$100K - $113K
|
93.3K
$8.66M
|
|
|
Apr 22, 2021
Q1 2021
|
Washington Trust Bank
|
SELL
|
- |
-1.44K- 18.28% |
$102K - $115K
|
6.43K
$597K
|
|
|
Apr 27, 2021
Q1 2021
|
Dorsey Wright & Associates
|
SELL
|
- |
-1.46K- 4.52% |
$104K - $117K
|
30.8K
$2.86M
|
|
|
May 14, 2021
Q1 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.46KClosed |
$104K - $117K
|
0
$0
|
|
|
May 03, 2021
Q1 2021
|
Jnba Financial Advisors
|
SELL
|
- |
-1.48K- 1.61% |
$106K - $119K
|
90.5K
$8.39M
|
|
|
May 11, 2021
Q1 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.59K- 1.29% |
$113K - $127K
|
121K
$11.3M
|
|
|
May 17, 2021
Q1 2021
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-1.6KClosed |
$114K - $128K
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.64K- 38.73% |
$117K - $131K
|
2.59K
$241K
|
|
|
Apr 12, 2021
Q1 2021
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-1.76K- 3.68% |
$125K - $141K
|
46K
$4.27M
|
|
|
May 07, 2021
Q1 2021
|
Davidson Trust CO
|
SELL
|
- |
-1.78K- 37.91% |
$127K - $143K
|
2.92K
$271K
|
|
|
Apr 12, 2021
Q1 2021
|
Courier Capital LLC
|
SELL
|
- |
-1.93K- 0.79% |
$138K - $155K
|
243K
$22.6M
|
|
|
May 11, 2021
Q1 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.97K- 9.17% |
$140K - $158K
|
19.5K
$1.81M
|