Purchases and Sales Made in Q1 2023 in Ishares S&P Midcap 400 Growth (IJK)

IJK Quotes by TradingView

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
May 03, 2023 Q1 2023
9258 Wealth Management, LLC

BUY
 -
11.2K
+ 11.28%
$762K - $841K
111K $10.2M
May 01, 2023 Q1 2023
United Bank

Vienna, VA
BUY
 -
10.9K
New
$741K - $818K
10.9K $1M
Jul 14, 2023 Q1 2023
Vanguard Group Inc

Valley Forge, PA
BUY
 -
10.8K
New
$733K - $809K
10.8K $990K
May 15, 2023 Q1 2023
Creative Planning

Overland Park, KS
BUY
 -
9.43K
+ 5.4%
$639K - $705K
184K $16.9M
Apr 18, 2023 Q1 2023
Rodgers & Associates, LTD

BUY
 -
8.91K
+ 14.34%
$604K - $666K
71K $6.5M
May 03, 2023 Q1 2023
Sterling Financial Planning, Inc.

BUY
 -
8.48K
+ 6.21%
$575K - $634K
145K $13.3M
Apr 11, 2023 Q1 2023
Smith Anglin Financial, LLC

BUY
 -
8.05K
+ 32.61%
$545K - $602K
32.7K $3M
Aug 08, 2023 Q1 2023
Slate Stone Wealth, LLC

BUY
 -
7.99K
New
$541K - $597K
7.99K $731K
May 15, 2023 Q1 2023
Bryn Mawr Trust CO

Bryn Mawr, PA
BUY
 -
7.89K
+ 0.81%
$535K - $590K
987K $90.4M
May 25, 2023 Q1 2023
Empower Advisory Group, LLC

Greenwood Village, CO
BUY
 -
7.52K
New
$509K - $562K
7.52K $688K
May 12, 2023 Q1 2023
Ubs Group Ag

BUY
 -
7.27K
+ 0.39%
$493K - $544K
1.85M $169M
May 11, 2023 Q1 2023
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
7.26K
+ 1.65%
$492K - $543K
448K $41.1M
May 05, 2023 Q1 2023
Pro Vise Management Group, LLC

Clearwater, FL
BUY
 -
7.02K
+ 64.4%
$476K - $525K
17.9K $1.64M
Apr 26, 2023 Q1 2023
Breakwater Capital Group

Paramus, NJ
BUY
 -
6.98K
New
$473K - $522K
6.98K $639K
May 03, 2023 Q1 2023
Signature Estate & Investment Advisors LLC

BUY
 -
6.94K
+ 13.57%
$470K - $519K
58K $5.31M
Apr 21, 2023 Q1 2023
Blackston Financial Advisory Group, LLC

The Villages, FL
BUY
 -
6.78K
New
$459K - $507K
6.78K $620K
May 11, 2023 Q1 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
6.68K
+ 1.64%
$453K - $499K
413K $37.9M
Apr 28, 2023 Q1 2023
Main Street Investment Advisors LLC

BUY
 -
6.57K
+ 106.5%
$445K - $491K
12.7K $1.17M
Apr 11, 2023 Q1 2023
Massmutual Trust CO Fsb

BUY
 -
6.57K
+ 58.34%
$445K - $491K
17.8K $1.63M
Apr 24, 2023 Q1 2023
Joel Isaacson & Co., LLC

BUY
 -
6.3K
+ 1.42%
$427K - $471K
449K $41.2M
May 09, 2023 Q1 2023
Spire Wealth Management

BUY
 -
6.15K
+ 25.42%
$417K - $460K
30.3K $2.78M
May 10, 2023 Q1 2023
Mai Capital Management

BUY
 -
5.61K
+ 0.72%
$380K - $420K
786K $72M
May 12, 2023 Q1 2023
Jsf Financial, LLC

BUY
 -
5.59K
+ 3.28%
$379K - $418K
176K $16.1M
May 12, 2023 Q1 2023
Doliver Advisors, LP

Houston, TX
BUY
 -
5.55K
New
$376K - $415K
5.55K $508K
May 11, 2023 Q1 2023
Townsquare Capital LLC

BUY
 -
5.49K
+ 92.66%
$372K - $411K
11.4K $1.05M
May 15, 2023 Q1 2023
Steward Partners Investment Advisory, LLC

BUY
 -
5.45K
+ 1.81%
$369K - $407K
307K $28.1M
May 15, 2023 Q1 2023
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
5.33K
+ 12.81%
$361K - $398K
46.9K $4.3M
Apr 26, 2023 Q1 2023
Mv Capital Management, Inc.

BUY
 -
5.32K
+ 6180.23%
$360K - $397K
5.4K $495K
May 01, 2023 Q1 2023
Oldfather Financial Services, LLC

BUY
 -
5.07K
+ 8.81%
$343K - $379K
62.6K $5.73M
May 15, 2023 Q1 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
4.86K
+ 563.92%
$329K - $364K
5.72K $524K
May 15, 2023 Q1 2023
Manhattan West Asset Management, LLC

Los Angeles, CA
BUY
 -
4.81K
New
$326K - $360K
4.81K $440K
Apr 12, 2023 Q1 2023
Perkins Coie Trust CO

BUY
 -
4.72K
+ 8.04%
$320K - $353K
63.4K $5.81M
May 15, 2023 Q1 2023
Mma Asset Management LLC

New York, NY
BUY
 -
4.69K
+ 62.36%
$318K - $351K
12.2K $1.12M
May 03, 2023 Q1 2023
Lyell Wealth Management, LP

BUY
 -
4.68K
New
$317K - $350K
4.68K $428K
May 12, 2023 Q1 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
4.5K
+ 1.67%
$305K - $337K
274K $25.1M
Apr 13, 2023 Q1 2023
Smith & Howard Wealth Management, LLC

BUY
 -
4.25K
New
$288K - $318K
4.25K $389K
May 09, 2023 Q1 2023
Fidelis Capital Partners, LLC

Tampa, FL
BUY
 -
4.15K
New
$281K - $310K
4.15K $380K
May 15, 2023 Q1 2023
Choreo, LLC

Minneapolis, MN
BUY
 -
4.08K
New
$277K - $305K
4.08K $374K
May 12, 2023 Q1 2023
Mariner, LLC

Overland Park, KS
BUY
 -
3.84K
+ 2.16%
$260K - $287K
182K $16.7M
May 05, 2023 Q1 2023
Alpha Dna Investment Management LLC

Columbia, MD
BUY
 -
3.83K
New
$259K - $286K
3.83K $350K
May 18, 2023 Q1 2023
Courier Capital LLC

BUY
 -
3.78K
+ 1.77%
$256K - $283K
218K $19.9M
Apr 14, 2023 Q1 2023
West Bancorporation Inc

BUY
 -
3.77K
New
$255K - $282K
3.77K $345K
May 09, 2023 Q1 2023
Wade G W & Inc

Wellesley, MA
BUY
 -
3.41K
+ 6.11%
$231K - $255K
59.2K $5.42M
May 12, 2023 Q1 2023
Independent Advisor Alliance

BUY
 -
3.33K
+ 49.12%
$226K - $249K
10.1K $926K
Apr 25, 2023 Q1 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
3.29K
New
$223K - $246K
3.29K $302K
May 11, 2023 Q1 2023
Financial Advocates Investment Management

Olympia, WA
BUY
 -
3.26K
+ 9.14%
$221K - $244K
38.9K $3.56M
May 15, 2023 Q1 2023
Glenmede Trust CO Na

Philadelphia, PA
BUY
 -
3.25K
+ 23.56%
$220K - $243K
17K $1.56M
May 04, 2023 Q1 2023
Cx Institutional

BUY
 -
3.18K
+ 57.61%
$216K - $238K
8.7K $797K
May 01, 2023 Q1 2023
Tanglewood Wealth Management, Inc.

BUY
 -
3.18K
+ 0.67%
$215K - $237K
475K $43.5M

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