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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
76+ 0.31% |
$5.5K - $6.47K
|
24.2K
$2.22M
|
|
|
Apr 27, 2022
Q1 2022
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
76+ 0.24% |
$5.5K - $6.47K
|
32K
$2.93M
|
|
|
May 06, 2022
Q1 2022
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
71+ 0.24% |
$5.14K - $6.05K
|
30K
$2.74M
|
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
70New |
$5.06K - $5.96K
|
70
$6.41K
|
|
|
Apr 21, 2022
Q1 2022
|
Palisade Asset Management, LLC
|
BUY
|
- |
70+ 1.0% |
$5.06K - $5.96K
|
7.04K
$645K
|
|
|
May 13, 2022
Q1 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
65+ 0.44% |
$4.7K - $5.54K
|
14.7K
$1.34M
|
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
BUY
|
- |
48+ 1.26% |
$3.47K - $4.09K
|
3.84K
$352K
|
|
|
May 10, 2022
Q1 2022
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
42+ 1.0% |
$3.04K - $3.58K
|
4.25K
$389K
|
|
|
May 13, 2022
Q1 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
30+ 0.92% |
$2.17K - $2.56K
|
3.29K
$301K
|
|
|
Apr 18, 2022
Q1 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
28+ 0.56% |
$2.03K - $2.39K
|
4.98K
$456K
|
|
|
Apr 27, 2022
Q1 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
25+ 0.2% |
$1.81K - $2.13K
|
12.7K
$1.17M
|
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
24+ 0.19% |
$1.74K - $2.04K
|
12.7K
$1.17M
|
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
24+ 0.22% |
$1.74K - $2.04K
|
10.9K
$1M
|
|
|
May 06, 2022
Q1 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
22New |
$1.59K - $1.87K
|
22
$2.01K
|
|
|
Apr 12, 2022
Q1 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
14+ 0.14% |
$1.01K - $1.19K
|
10.1K
$925K
|
|
|
May 10, 2022
Q1 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
12New |
$868 - $1.02K
|
12
$1.1K
|
|
|
May 09, 2022
Q1 2022
|
Dentgroup LLC
|
BUY
|
- |
11+ 0.18% |
$796 - $937
|
6.12K
$560K
|
|
|
May 12, 2022
Q1 2022
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
10+ 0.02% |
$723 - $852
|
62.7K
$5.74M
|
|
|
May 03, 2022
Q1 2022
|
Wolff Financial Management LLC
|
BUY
|
- |
10+ 0.11% |
$723 - $852
|
8.82K
$807K
|
|
|
May 12, 2022
Q1 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
9+ 0.13% |
$651 - $767
|
6.83K
$625K
|
|
|
Apr 28, 2022
Q1 2022
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
9+ 0.1% |
$651 - $767
|
8.79K
$805K
|
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
9+ 0.09% |
$651 - $767
|
9.74K
$892K
|
|
|
Apr 11, 2022
Q1 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
8+ 0.06% |
$579 - $682
|
12.6K
$1.16M
|
|
|
May 05, 2022
Q1 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
7+ 0.09% |
$506 - $596
|
7.52K
$688K
|
|
|
Apr 26, 2022
Q1 2022
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
7+ 0.08% |
$506 - $596
|
8.46K
$774K
|
|
|
May 13, 2022
Q1 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
7+ 0.11% |
$506 - $596
|
6.66K
$610K
|
|
|
May 04, 2022
Q1 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
7+ 0.11% |
$506 - $596
|
6.22K
$569K
|
|
|
May 02, 2022
Q1 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
6+ 0.05% |
$434 - $511
|
11K
$1.01M
|
|
|
Apr 15, 2022
Q1 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
6+ 0.18% |
$434 - $511
|
3.31K
$303K
|
|
|
May 12, 2022
Q1 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
6+ 0.21% |
$434 - $511
|
2.91K
$266K
|
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
6+ 0.2% |
$434 - $511
|
3.02K
$276K
|
|
|
Apr 27, 2022
Q1 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
5+ 0.09% |
$362 - $426
|
5.39K
$494K
|
|
|
Apr 13, 2022
Q1 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
5+ 0.19% |
$362 - $426
|
2.59K
$238K
|
|
|
Apr 26, 2022
Q1 2022
|
Ieq Capital, LLC
|
BUY
|
- |
4+ 0.12% |
$289 - $341
|
3.22K
$294K
|
|
|
Apr 14, 2022
Q1 2022
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
4+ 0.02% |
$289 - $341
|
25.6K
$2.35M
|
|
|
Apr 14, 2022
Q1 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
4+ 0.08% |
$289 - $341
|
5.17K
$473K
|
|
|
Apr 14, 2022
Q1 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
4+ 0.12% |
$289 - $341
|
3.4K
$311K
|
|
|
May 16, 2022
Q1 2022
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
4+ 0.09% |
$289 - $341
|
4.25K
$389K
|
|
|
May 12, 2022
Q1 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
3+ 0.22% |
$217 - $256
|
1.35K
$124K
|
|
|
May 06, 2022
Q1 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
3+ 0.03% |
$217 - $256
|
10.4K
$952K
|
|
|
Apr 25, 2022
Q1 2022
|
Tarbox Family Office, Inc.
|
BUY
|
- |
3+ 0.19% |
$217 - $256
|
1.57K
$144K
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3+ 0.06% |
$217 - $256
|
4.95K
$453K
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
3+ 75.0% |
$217 - $256
|
7
$641
|
|
|
May 11, 2022
Q1 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
3+ 0.04% |
$217 - $256
|
6.91K
$633K
|
|
|
Apr 28, 2022
Q1 2022
|
Evensky & Katz LLC
|
BUY
|
- |
2+ 0.33% |
$145 - $170
|
615
$56.3K
|
|
|
Apr 28, 2022
Q1 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.29% |
$145 - $170
|
697
$63.8K
|
|
|
May 10, 2022
Q1 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
2+ 0.0% |
$145 - $170
|
163K
$14.9M
|
|
|
Apr 28, 2022
Q1 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2+ 0.05% |
$145 - $170
|
4.12K
$377K
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2+ 0.6% |
$145 - $170
|
336
$30.8K
|
|
|
May 04, 2022
Q1 2022
|
Dearborn Partners LLC
|
BUY
|
- |
1+ 0.01% |
$72.3 - $85.2
|
12.4K
$1.14M
|