Purchases and Sales Made in Q1 2023 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 2023. 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 26, 2023
Q1 2023
|
Slow Capital, Inc.
|
SELL
|
- |
-1.93K- 3.32% |
$131K - $144K
|
56.1K
$5.13M
|
|
|
Apr 20, 2023
Q1 2023
|
Community Bank, N.A.
|
SELL
|
- |
-2K- 30.4% |
$136K - $150K
|
4.58K
$419K
|
|
|
May 12, 2023
Q1 2023
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-2.09K- 6.08% |
$142K - $156K
|
32.3K
$2.96M
|
|
|
Apr 18, 2023
Q1 2023
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-2.09K- 9.06% |
$142K - $156K
|
21K
$1.92M
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.11K- 8.89% |
$143K - $158K
|
21.6K
$1.98M
|
|
|
May 04, 2023
Q1 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-2.19K- 38.91% |
$148K - $164K
|
3.44K
$315K
|
|
|
Apr 24, 2023
Q1 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-2.2K- 8.96% |
$149K - $165K
|
22.4K
$2.05M
|
|
|
May 01, 2023
Q1 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-2.24K- 3.6% |
$152K - $167K
|
59.9K
$5.49M
|
|
|
Apr 20, 2023
Q1 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-2.38K- 34.58% |
$161K - $178K
|
4.5K
$412K
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-2.42K- 13.12% |
$164K - $181K
|
16K
$1.47M
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-2.56K- 5.54% |
$173K - $191K
|
43.7K
$4M
|
|
|
May 09, 2023
Q1 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-2.58K- 3.48% |
$175K - $193K
|
71.6K
$6.56M
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-2.6K- 17.16% |
$176K - $194K
|
12.5K
$1.15M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.89K- 11.31% |
$196K - $216K
|
22.7K
$2.08M
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-3K- 15.1% |
$203K - $224K
|
16.9K
$1.55M
|
|
|
Apr 19, 2023
Q1 2023
|
Windsor Group LTD
|
SELL
|
- |
-3.01K- 11.53% |
$204K - $225K
|
23.1K
$2.11M
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-3.11K- 7.75% |
$211K - $233K
|
37K
$3.39M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.62K- 5.04% |
$245K - $270K
|
68K
$6.23M
|
|
|
Apr 20, 2023
Q1 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-3.77K- 6.19% |
$255K - $282K
|
57.1K
$5.23M
|
|
|
May 04, 2023
Q1 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-3.9K- 2.52% |
$264K - $292K
|
151K
$13.8M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.02K- 6.48% |
$272K - $300K
|
58K
$5.31M
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-4.23K- 5.0% |
$286K - $316K
|
80.3K
$7.36M
|
|
|
May 01, 2023
Q1 2023
|
Mill Capital Management, LLC
|
SELL
|
- |
-4.4K- 78.57% |
$298K - $329K
|
1.2K
$110K
|
|
|
Apr 19, 2023
Q1 2023
|
Retirement Planning Group
|
SELL
|
- |
-4.41K- 11.91% |
$299K - $330K
|
32.6K
$2.99M
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-4.79K- 8.21% |
$325K - $358K
|
53.6K
$4.91M
|
|
|
May 11, 2023
Q1 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-5.08K- 26.62% |
$344K - $380K
|
14K
$1.28M
|
|
|
Apr 11, 2023
Q1 2023
|
Columbia Trust CO 01012016
|
SELL
|
- |
-5.24K- 47.39% |
$355K - $392K
|
5.82K
$533K
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-5.48K- 40.66% |
$372K - $410K
|
8K
$733K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-5.59K- 3.2% |
$379K - $418K
|
169K
$15.5M
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-6.43K- 4.25% |
$435K - $480K
|
145K
$13.2M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-6.43K- 68.04% |
$436K - $481K
|
3.02K
$277K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-6.48K- 31.35% |
$439K - $484K
|
14.2K
$1.3M
|
|
|
May 15, 2023
Q1 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-6.5K- 61.17% |
$440K - $486K
|
4.12K
$378K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.12K- 6.28% |
$482K - $532K
|
106K
$9.72M
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-7.15K- 32.37% |
$484K - $535K
|
14.9K
$1.37M
|
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-7.24K- 60.34% |
$491K - $541K
|
4.76K
$436K
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-8.71K- 1.06% |
$590K - $651K
|
815K
$74.6M
|
|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-8.76K- 27.32% |
$593K - $655K
|
23.3K
$2.13M
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-8.78K- 2.72% |
$595K - $656K
|
314K
$28.8M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-11.4K- 16.41% |
$771K - $850K
|
57.9K
$5.3M
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-11.5K- 22.9% |
$782K - $862K
|
38.8K
$3.55M
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-12K- 93.04% |
$816K - $900K
|
900
$82.4K
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-12.1K- 21.57% |
$818K - $902K
|
43.9K
$4.02M
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
SELL
|
- |
-12.5K- 1.94% |
$847K - $934K
|
633K
$57.9M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-13.4K- 46.51% |
$906K - $999K
|
15.4K
$1.41M
|
|
|
Apr 07, 2023
Q1 2023
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-13.5K- 35.65% |
$914K - $1.01M
|
24.3K
$2.23M
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-15.2K- 16.47% |
$1.03M - $1.14M
|
77.2K
$7.06M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-19K- 29.98% |
$1.29M - $1.42M
|
44.4K
$4.07M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-21.7K- 46.42% |
$1.47M - $1.62M
|
25K
$2.29M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-24.7K- 99.79% |
$1.67M - $1.84M
|
52
$4.76K
|