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 10, 2022
Q1 2022
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.59K- 1.88% |
$115K - $135K
|
82.9K
$7.59M
|
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
SELL
|
- |
-1.59K- 5.25% |
$115K - $136K
|
28.8K
$2.64M
|
|
|
May 10, 2022
Q1 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.65K- 19.22% |
$119K - $140K
|
6.92K
$634K
|
|
|
May 16, 2022
Q1 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1.7K- 62.71% |
$123K - $144K
|
1.01K
$92.3K
|
|
|
May 09, 2022
Q1 2022
|
M&T Bank Corp
|
SELL
|
- |
-1.75K- 2.6% |
$127K - $149K
|
65.6K
$6.01M
|
|
|
Apr 27, 2022
Q1 2022
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-2K- 2.15% |
$145K - $170K
|
90.9K
$8.32M
|
|
|
Aug 13, 2024
Q1 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-2.09K- 21.02% |
$151K - $178K
|
7.85K
$719K
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.15K- 2.21% |
$156K - $183K
|
95.3K
$8.73M
|
|
|
May 24, 2022
Q1 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-2.23K- 0.57% |
$161K - $190K
|
387K
$35.4M
|
|
|
May 13, 2022
Q1 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-2.24K- 9.61% |
$162K - $191K
|
21.1K
$1.93M
|
|
|
May 03, 2022
Q1 2022
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-2.36KClosed |
$171K - $201K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Single Point Partners, LLC
|
SELL
|
- |
-2.37KClosed |
$171K - $202K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-2.37KClosed |
$171K - $202K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-2.38KClosed |
$172K - $202K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.38KClosed |
$172K - $202K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-2.38KClosed |
$172K - $203K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Highview Capital Management LLC
|
SELL
|
- |
-2.38K- 29.71% |
$172K - $203K
|
5.64K
$516K
|
|
|
Apr 08, 2022
Q1 2022
|
Ims Capital Management
|
SELL
|
- |
-2.41KClosed |
$174K - $205K
|
0
$0
|
|
|
Aug 26, 2022
Q1 2022
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-2.41KClosed |
$174K - $205K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.43K- 21.59% |
$176K - $207K
|
8.84K
$809K
|
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.44K- 32.68% |
$177K - $208K
|
5.03K
$460K
|
|
|
May 09, 2022
Q1 2022
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-2.45KClosed |
$177K - $208K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-2.45KClosed |
$177K - $209K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-2.45KClosed |
$178K - $209K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Moneywise, Inc.
|
SELL
|
- |
-2.48KClosed |
$179K - $211K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-2.51KClosed |
$181K - $213K
|
0
$0
|
|
|
Aug 28, 2024
Q1 2022
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-2.55KClosed |
$184K - $217K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Comerica Bank
|
SELL
|
- |
-2.62K- 10.79% |
$190K - $223K
|
21.7K
$1.98M
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.67K- 14.49% |
$193K - $227K
|
15.7K
$1.44M
|
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.74K- 0.68% |
$198K - $233K
|
403K
$36.9M
|
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
SELL
|
- |
-2.81K- 15.62% |
$203K - $239K
|
15.2K
$1.39M
|
|
|
Apr 19, 2022
Q1 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-2.88K- 10.54% |
$208K - $245K
|
24.5K
$2.24M
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.91K- 4.9% |
$211K - $248K
|
56.5K
$5.18M
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.97K- 47.76% |
$215K - $253K
|
3.25K
$297K
|
|
|
Apr 15, 2022
Q1 2022
|
Perkins Coie Trust CO
|
SELL
|
- |
-3K- 4.59% |
$217K - $255K
|
62.2K
$5.7M
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-3.01K- 1.68% |
$217K - $256K
|
175K
$16.1M
|
|
|
Apr 27, 2022
Q1 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-3.01K- 14.83% |
$218K - $256K
|
17.3K
$1.58M
|
|
|
Sep 13, 2022
Q1 2022
|
Brown Advisory Inc
|
SELL
|
- |
-3.02K- 18.95% |
$218K - $257K
|
12.9K
$1.18M
|
|
|
Apr 29, 2022
Q1 2022
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-3.03KClosed |
$219K - $258K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Gables Capital Management Inc.
|
SELL
|
- |
-3.13K- 28.07% |
$226K - $266K
|
8.02K
$734K
|
|
|
May 02, 2022
Q1 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-3.13K- 1.79% |
$227K - $267K
|
172K
$15.8M
|
|
|
May 04, 2022
Q1 2022
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-3.2KClosed |
$231K - $273K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-3.26KClosed |
$236K - $278K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Regions Financial Corp
|
SELL
|
- |
-3.3K- 0.66% |
$239K - $281K
|
498K
$45.6M
|
|
|
May 02, 2022
Q1 2022
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-3.33K- 7.84% |
$241K - $283K
|
39.1K
$3.58M
|
|
|
Apr 21, 2022
Q1 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-3.38K- 17.23% |
$244K - $288K
|
16.2K
$1.49M
|
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-3.39K- 5.38% |
$245K - $288K
|
59.5K
$5.45M
|
|
|
Apr 19, 2022
Q1 2022
|
Security Financial Services, Inc.
|
SELL
|
- |
-3.42KClosed |
$247K - $291K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-3.44KClosed |
$249K - $293K
|
0
$0
|
|
|
Apr 08, 2022
Q1 2022
|
Bridges Investment Management Inc
|
SELL
|
- |
-3.45K- 37.67% |
$249K - $294K
|
5.7K
$522K
|