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 03, 2022
Q1 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-159- 4.35% |
$11.5K - $13.5K
|
3.49K
$320K
|
|
Apr 14, 2022
Q1 2022
|
Ritholtz Wealth Management
|
SELL
|
- |
-160- 2.38% |
$11.6K - $13.6K
|
6.56K
$600K
|
|
Apr 19, 2022
Q1 2022
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-168- 5.17% |
$12.2K - $14.3K
|
3.08K
$282K
|
|
Apr 20, 2022
Q1 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-168- 1.25% |
$12.2K - $14.3K
|
13.3K
$1.21M
|
|
May 12, 2022
Q1 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-169- 0.39% |
$12.2K - $14.4K
|
42.6K
$3.9M
|
|
May 03, 2022
Q1 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-174- 50.0% |
$12.6K - $14.8K
|
174
$15.9K
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-190- 1.29% |
$13.7K - $16.2K
|
14.5K
$1.33M
|
|
Jun 08, 2022
Q1 2022
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-192- 7.63% |
$13.9K - $16.4K
|
2.32K
$213K
|
|
Apr 20, 2022
Q1 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-199- 4.32% |
$14.4K - $17K
|
4.41K
$404K
|
|
May 13, 2022
Q1 2022
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-200- 4.78% |
$14.5K - $17K
|
3.99K
$365K
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
SELL
|
- |
-204- 5.31% |
$14.8K - $17.4K
|
3.64K
$333K
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-206- 8.62% |
$14.9K - $17.5K
|
2.19K
$200K
|
|
May 09, 2022
Q1 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-208- 1.31% |
$15K - $17.7K
|
15.7K
$1.43M
|
|
May 13, 2022
Q1 2022
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-211- 1.21% |
$15.3K - $18K
|
17.2K
$1.57M
|
|
Apr 27, 2022
Q1 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-216- 35.06% |
$15.6K - $18.4K
|
400
$36.6K
|
|
May 13, 2022
Q1 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-220- 2.83% |
$15.9K - $18.7K
|
7.54K
$691K
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-222- 0.09% |
$16.1K - $18.9K
|
235K
$21.5M
|
|
May 10, 2022
Q1 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-226- 0.58% |
$16.3K - $19.3K
|
38.4K
$3.52M
|
|
Apr 28, 2022
Q1 2022
|
Acas, LLC
|
SELL
|
- |
-230- 2.23% |
$16.6K - $19.6K
|
10.1K
$924K
|
|
Apr 25, 2022
Q1 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-232- 5.25% |
$16.8K - $19.8K
|
4.19K
$383K
|
|
May 16, 2022
Q1 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-236- 28.85% |
$17.1K - $20.1K
|
582
$53.3K
|
|
May 09, 2022
Q1 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-239- 1.3% |
$17.3K - $20.4K
|
18.2K
$1.66M
|
|
Apr 25, 2022
Q1 2022
|
Atlas Private Wealth Management
|
SELL
|
- |
-241- 1.7% |
$17.4K - $20.5K
|
13.9K
$1.28M
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-245- 1.45% |
$17.7K - $20.9K
|
16.6K
$1.52M
|
|
May 12, 2022
Q1 2022
|
Renasant Bank
|
SELL
|
- |
-258- 1.05% |
$18.7K - $22K
|
24.3K
$2.23M
|
|
Apr 15, 2022
Q1 2022
|
City Holding CO
|
SELL
|
- |
-259- 2.71% |
$18.7K - $22.1K
|
9.31K
$852K
|
|
Apr 20, 2022
Q1 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-262- 3.56% |
$19K - $22.3K
|
7.1K
$650K
|
|
Aug 14, 2024
Q1 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-275- 12.74% |
$19.9K - $23.4K
|
1.88K
$173K
|
|
May 16, 2022
Q1 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-279- 0.09% |
$20.2K - $23.8K
|
321K
$29.4M
|
|
May 13, 2022
Q1 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-281- 7.34% |
$20.3K - $23.9K
|
3.55K
$325K
|
|
May 12, 2022
Q1 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-282- 2.69% |
$20.4K - $24K
|
10.2K
$936K
|
|
Apr 25, 2022
Q1 2022
|
Tnf LLC
|
SELL
|
- |
-284- 3.71% |
$20.5K - $24.2K
|
7.37K
$675K
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-285Closed |
$20.6K - $24.3K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-299- 1.15% |
$21.6K - $25.5K
|
25.7K
$2.35M
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-308Closed |
$22.3K - $26.2K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-320Closed |
$23.1K - $27.3K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-330- 0.85% |
$23.9K - $28.1K
|
38.5K
$3.52M
|
|
May 09, 2022
Q1 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-332- 5.76% |
$24K - $28.3K
|
5.43K
$497K
|
|
May 09, 2022
Q1 2022
|
Old National Bancorp
|
SELL
|
- |
-344- 4.41% |
$24.9K - $29.3K
|
7.47K
$684K
|
|
May 12, 2022
Q1 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-350- 7.15% |
$25.3K - $29.8K
|
4.55K
$416K
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
SELL
|
- |
-352- 26.23% |
$25.5K - $30K
|
990
$90.7K
|
|
Apr 12, 2022
Q1 2022
|
Hya Advisors, Inc
|
SELL
|
- |
-357- 1.71% |
$25.8K - $30.4K
|
20.6K
$1.88M
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-361- 1.43% |
$26.1K - $30.8K
|
24.8K
$2.27M
|
|
Apr 21, 2022
Q1 2022
|
Busey Wealth Management
|
SELL
|
- |
-392- 5.96% |
$28.4K - $33.4K
|
6.18K
$566K
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-396- 0.81% |
$28.6K - $33.7K
|
48.2K
$4.41M
|
|
Apr 19, 2022
Q1 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-404- 74.26% |
$29.2K - $34.4K
|
140
$12.8K
|
|
Apr 27, 2022
Q1 2022
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-407- 0.64% |
$29.4K - $34.7K
|
63.4K
$5.81M
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-421Closed |
$30.5K - $35.9K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-428- 18.79% |
$31K - $36.5K
|
1.85K
$169K
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-433- 5.37% |
$31.3K - $36.9K
|
7.63K
$699K
|