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 15, 2021
Q1 2021
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-2.08K- 2.45% |
$148K - $167K
|
83K
$7.8M
|
|
|
May 04, 2021
Q1 2021
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-2.14K- 10.39% |
$152K - $171K
|
18.4K
$1.73M
|
|
|
Apr 29, 2021
Q1 2021
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-2.15K- 35.45% |
$153K - $172K
|
3.91K
$368K
|
|
|
May 07, 2021
Q1 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-2.19K- 1.19% |
$156K - $176K
|
182K
$17.1M
|
|
|
May 14, 2021
Q1 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-2.2K- 21.58% |
$157K - $177K
|
8.01K
$753K
|
|
|
Apr 09, 2021
Q1 2021
|
First Citizens Financial Corp
|
SELL
|
- |
-2.21K- 3.18% |
$158K - $177K
|
67.3K
$6.32M
|
|
|
Apr 22, 2021
Q1 2021
|
First Merchants Corp
|
SELL
|
- |
-2.24K- 0.96% |
$159K - $179K
|
231K
$21.7M
|
|
|
May 14, 2021
Q1 2021
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-2.28K- 13.48% |
$162K - $183K
|
14.6K
$1.37M
|
|
|
May 06, 2021
Q1 2021
|
Meitav Dash Investments LTD
|
SELL
|
- |
-2.4K- 42.86% |
$171K - $192K
|
3.2K
$301K
|
|
|
May 12, 2021
Q1 2021
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-2.41K- 12.24% |
$171K - $193K
|
17.2K
$1.62M
|
|
|
Apr 26, 2021
Q1 2021
|
Simplex Trading, LLC
|
SELL
|
- |
-2.42KClosed |
$172K - $194K
|
0
$0
|
|
|
Apr 06, 2021
Q1 2021
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-2.59K- 5.37% |
$185K - $208K
|
45.7K
$4.29M
|
|
|
Apr 14, 2021
Q1 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.63K- 52.14% |
$187K - $211K
|
2.41K
$227K
|
|
|
May 03, 2021
Q1 2021
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.88K- 2.85% |
$205K - $231K
|
98.2K
$9.23M
|
|
|
May 06, 2021
Q1 2021
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-2.92K- 16.31% |
$208K - $234K
|
15K
$1.41M
|
|
|
May 03, 2021
Q1 2021
|
Acg Wealth
|
SELL
|
- |
-2.93KClosed |
$209K - $235K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3K- 0.29% |
$214K - $241K
|
1.03M
$97M
|
|
|
Apr 14, 2021
Q1 2021
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-3.01K- 75.06% |
$214K - $241K
|
999
$93.9K
|
|
|
May 06, 2021
Q1 2021
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-3.02K- 3.17% |
$215K - $242K
|
92.2K
$8.67M
|
|
|
Apr 14, 2021
Q1 2021
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-3.11K- 36.91% |
$221K - $249K
|
5.31K
$499K
|
|
|
Apr 13, 2021
Q1 2021
|
Ballew Advisors, Inc
|
SELL
|
- |
-3.11KClosed |
$221K - $249K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-3.14KClosed |
$224K - $252K
|
0
$0
|
|
|
Apr 19, 2021
Q1 2021
|
Peoples Bank
|
SELL
|
- |
-3.2KClosed |
$228K - $257K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-3.2KClosed |
$228K - $257K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-3.28KClosed |
$234K - $263K
|
0
$0
|
|
|
Apr 14, 2021
Q1 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3.31K- 14.49% |
$236K - $266K
|
19.6K
$1.84M
|
|
|
Apr 30, 2021
Q1 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.42K- 1.71% |
$244K - $274K
|
197K
$18.5M
|
|
|
May 14, 2021
Q1 2021
|
Independent Advisor Alliance
|
SELL
|
- |
-3.55KClosed |
$253K - $285K
|
0
$0
|
|
|
Apr 01, 2021
Q1 2021
|
Thomasville National Bank
|
SELL
|
- |
-3.61KClosed |
$257K - $289K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.77KClosed |
$269K - $302K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-3.81K- 34.37% |
$271K - $305K
|
7.27K
$683K
|
|
|
Apr 20, 2021
Q1 2021
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-3.87K- 13.72% |
$275K - $310K
|
24.3K
$2.29M
|
|
|
May 14, 2021
Q1 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.92K- 5.55% |
$279K - $314K
|
66.7K
$6.27M
|
|
|
May 14, 2021
Q1 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-3.98K- 27.01% |
$284K - $319K
|
10.8K
$1.01M
|
|
|
May 14, 2021
Q1 2021
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-4.17K- 2.87% |
$297K - $335K
|
141K
$13.3M
|
|
|
May 24, 2021
Q1 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-4.22K- 21.45% |
$300K - $338K
|
15.4K
$1.45M
|
|
|
May 18, 2021
Q1 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-4.24KClosed |
$302K - $340K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.26KClosed |
$303K - $341K
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-4.34KClosed |
$309K - $348K
|
0
$0
|
|
|
Apr 09, 2021
Q1 2021
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-4.38K- 9.1% |
$312K - $351K
|
43.7K
$4.11M
|
|
|
Apr 30, 2021
Q1 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-4.43K- 6.36% |
$315K - $355K
|
65.1K
$6.12M
|
|
|
Dec 01, 2022
Q1 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-4.43K- 6.36% |
$315K - $355K
|
65.1K
$6.12M
|
|
|
Apr 30, 2021
Q1 2021
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-4.44K- 5.25% |
$316K - $356K
|
80.2K
$7.54M
|
|
|
May 10, 2021
Q1 2021
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-4.78KClosed |
$340K - $383K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-5.09K- 4.33% |
$362K - $408K
|
112K
$10.6M
|
|
|
Apr 13, 2021
Q1 2021
|
Perkins Coie Trust CO
|
SELL
|
- |
-5.19K- 6.81% |
$370K - $416K
|
71.1K
$6.68M
|
|
|
May 06, 2021
Q1 2021
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-5.28K- 40.57% |
$376K - $423K
|
7.73K
$727K
|
|
|
Apr 21, 2021
Q1 2021
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-5.3KClosed |
$377K - $425K
|
0
$0
|
|
|
Apr 06, 2021
Q1 2021
|
Private Trust CO Na
|
SELL
|
- |
-5.43K- 16.3% |
$387K - $436K
|
27.9K
$2.62M
|
|
|
Apr 28, 2021
Q1 2021
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-5.5KClosed |
$391K - $441K
|
0
$0
|