Purchases and Sales Made in Q1 2022 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 2022. 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 13, 2022
Q1 2022
|
Brighton Jones LLC
|
BUY
|
- |
513+ 15.9% |
$37.1K - $43.7K
|
3.74K
$342K
|
|
|
May 16, 2022
Q1 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
504+ 2.35% |
$36.5K - $42.9K
|
21.9K
$2.01M
|
|
|
Apr 14, 2022
Q1 2022
|
Cutler Group LP
|
BUY
|
- |
500+ 250.0% |
$36.2K - $42.6K
|
700
$64.1K
|
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
494+ 0.7% |
$35.7K - $42.1K
|
71K
$6.5M
|
|
|
May 16, 2022
Q1 2022
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
BUY
|
- |
480New |
$34.7K - $40.9K
|
480
$44K
|
|
|
May 06, 2022
Q1 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
477+ 2.4% |
$34.5K - $40.6K
|
20.4K
$1.86M
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
BUY
|
- |
422+ 3.04% |
$30.5K - $36K
|
14.3K
$1.31M
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
BUY
|
- |
419+ 2.27% |
$30.3K - $35.7K
|
18.9K
$1.73M
|
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
405+ 0.58% |
$29.3K - $34.5K
|
69.8K
$6.39M
|
|
|
May 02, 2022
Q1 2022
|
Capital Investment Counsel, Inc
|
BUY
|
- |
392New |
$28.4K - $33.4K
|
392
$35.9K
|
|
|
May 04, 2022
Q1 2022
|
Windsor Group LTD
|
BUY
|
- |
378+ 6.35% |
$27.3K - $32.2K
|
6.33K
$580K
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
372+ 7.82% |
$26.9K - $31.7K
|
5.13K
$470K
|
|
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
362New |
$26.2K - $30.8K
|
362
$33.1K
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
362New |
$26.2K - $30.8K
|
362
$33.1K
|
|
|
May 05, 2022
Q1 2022
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
356New |
$25.8K - $30.3K
|
356
$32.6K
|
|
|
Apr 20, 2022
Q1 2022
|
Objective Capital Management, LLC
|
BUY
|
- |
327+ 6.71% |
$23.7K - $27.9K
|
5.2K
$476K
|
|
|
May 12, 2022
Q1 2022
|
Davidson Trust CO
|
BUY
|
- |
321+ 4.81% |
$23.2K - $27.3K
|
7K
$641K
|
|
|
May 09, 2022
Q1 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
315+ 366.28% |
$22.8K - $26.8K
|
401
$36.7K
|
|
|
Mar 14, 2023
Q1 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
302+ 11.19% |
$21.8K - $25.7K
|
3K
$275K
|
|
|
May 04, 2022
Q1 2022
|
Freedom Day Solutions, LLC
|
BUY
|
- |
281+ 6.99% |
$20.3K - $23.9K
|
4.3K
$394K
|
|
|
Apr 27, 2022
Q1 2022
|
Key F Inancial Inc
|
BUY
|
- |
260+ 4.2% |
$18.8K - $22.1K
|
6.45K
$590K
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
252+ 5.57% |
$18.2K - $21.5K
|
4.78K
$437K
|
|
|
May 13, 2022
Q1 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
245+ 4.71% |
$17.7K - $20.9K
|
5.45K
$499K
|
|
|
Apr 21, 2022
Q1 2022
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
241+ 3.54% |
$17.4K - $20.5K
|
7.05K
$645K
|
|
|
May 10, 2022
Q1 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
228+ 7.3% |
$16.5K - $19.4K
|
3.35K
$307K
|
|
|
Nov 30, 2022
Q1 2022
|
Family Firm, Inc.
|
BUY
|
- |
219+ 1.53% |
$15.8K - $18.7K
|
14.6K
$1.33M
|
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
215+ 13.54% |
$15.6K - $18.3K
|
1.8K
$165K
|
|
|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
BUY
|
- |
200+ 40.0% |
$14.5K - $17K
|
700
$64.1K
|
|
|
Apr 18, 2022
Q1 2022
|
Sol Capital Management CO
|
BUY
|
- |
200+ 2.34% |
$14.5K - $17K
|
8.74K
$800K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
195+ 0.09% |
$14.1K - $16.6K
|
215K
$19.7M
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
183+ 7.46% |
$13.2K - $15.6K
|
2.64K
$241K
|
|
|
Apr 19, 2022
Q1 2022
|
Graypoint LLC
|
BUY
|
- |
176+ 1.45% |
$12.7K - $15K
|
12.3K
$1.13M
|
|
|
May 10, 2022
Q1 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
176+ 5.7% |
$12.7K - $15K
|
3.26K
$299K
|
|
|
Apr 13, 2022
Q1 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
146+ 2.4% |
$10.6K - $12.4K
|
6.24K
$571K
|
|
|
May 02, 2022
Q1 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
136+ 16.44% |
$9.84K - $11.6K
|
963
$88.2K
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
136New |
$9.84K - $11.6K
|
136
$12.5K
|
|
|
May 12, 2022
Q1 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
136+ 1.71% |
$9.84K - $11.6K
|
8.09K
$741K
|
|
|
Apr 15, 2022
Q1 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
132+ 2.01% |
$9.55K - $11.2K
|
6.69K
$613K
|
|
|
May 05, 2022
Q1 2022
|
Pacific Sun Financial Corp
|
BUY
|
- |
130+ 1.41% |
$9.4K - $11.1K
|
9.37K
$858K
|
|
|
May 16, 2022
Q1 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
129New |
$9.33K - $11K
|
129
$11.8K
|
|
|
May 04, 2022
Q1 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
125+ 3.81% |
$9.04K - $10.6K
|
3.41K
$312K
|
|
|
May 04, 2022
Q1 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
125+ 3.42% |
$9.04K - $10.6K
|
3.79K
$347K
|
|
|
Apr 26, 2022
Q1 2022
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
121+ 3.16% |
$8.75K - $10.3K
|
3.95K
$362K
|
|
|
Apr 18, 2022
Q1 2022
|
First Citizens Financial Corp
|
BUY
|
- |
121+ 0.18% |
$8.75K - $10.3K
|
65.8K
$6.03M
|
|
|
May 16, 2022
Q1 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
107+ 0.18% |
$7.74K - $9.12K
|
59.7K
$5.47M
|
|
|
Apr 08, 2022
Q1 2022
|
Optimum Investment Advisors
|
BUY
|
- |
106New |
$7.67K - $9.03K
|
106
$9.71K
|
|
|
May 06, 2022
Q1 2022
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
85+ 1.21% |
$6.15K - $7.24K
|
7.13K
$653K
|
|
|
May 11, 2022
Q1 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
83+ 0.26% |
$6K - $7.07K
|
32.4K
$2.97M
|
|
|
Apr 27, 2022
Q1 2022
|
Crewe Advisors LLC
|
BUY
|
- |
80+ 10.28% |
$5.79K - $6.82K
|
858
$78.6K
|
|
|
May 10, 2022
Q1 2022
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
78+ 0.9% |
$5.64K - $6.64K
|
8.7K
$797K
|