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 15, 2023 Q1 2023
Baker Avenue Asset Management, LP

BUY
 -
1.11K
+ 36.42%
$75.2K - $83K
4.16K $400K
Apr 17, 2023 Q1 2023
City Holding CO

BUY
 -
1.1K
+ 13.18%
$74.5K - $82.3K
9.45K $908K
Apr 11, 2023 Q1 2023
Summit Financial Group, Inc.

BUY
 -
1.1K
+ 28.65%
$74.5K - $82.3K
4.94K $475K
May 10, 2023 Q1 2023
Washington Trust CO

BUY
 -
1.08K
+ 107900.0%
$73.1K - $80.7K
1.08K $104K
May 10, 2023 Q1 2023
Great Lakes Advisors, LLC

Chicago, IL
BUY
 -
1.04K
+ 1.12%
$70.4K - $77.7K
94.2K $9.06M
May 15, 2023 Q1 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
1.02K
+ 8.37%
$69.1K - $76.3K
13.2K $1.27M
May 09, 2023 Q1 2023
Griffin Asset Management, Inc.

BUY
 -
1.01K
+ 12.33%
$68.3K - $75.4K
9.18K $883K
May 15, 2023 Q1 2023
First Horizon Advisors, Inc.

BUY
 -
1.01K
+ 5.17%
$68.1K - $75.2K
20.4K $1.97M
May 09, 2023 Q1 2023
25 LLC

St. Louis, MO
BUY
 -
973
New
$65.9K - $72.8K
973 $93.6K
May 15, 2023 Q1 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
954
+ 9.43%
$64.7K - $71.3K
11.1K $1.06M
May 03, 2023 Q1 2023
Kistler Tiffany Companies, LLC

Berwyn, PA
BUY
 -
915
+ 12.41%
$62K - $68.4K
8.29K $797K
Apr 28, 2023 Q1 2023
Sja Financial Advisory, LLC

BUY
 -
907
+ 0.83%
$61.5K - $67.8K
111K $10.7M
Apr 19, 2023 Q1 2023
Jfs Wealth Advisors, LLC

BUY
 -
871
+ 1.63%
$59K - $65.1K
54.3K $5.22M
May 16, 2023 Q1 2023
Colony Group LLC

Boston, MA
BUY
 -
855
+ 8.2%
$57.9K - $63.9K
11.3K $1.09M
May 17, 2023 Q1 2023
Centaurus Financial, Inc.

BUY
 -
718
+ 29.94%
$48.7K - $53.7K
3.12K $300K
Apr 21, 2023 Q1 2023
Ahrens Investment Partners LLC

BUY
 -
700
New
$47.4K - $52.3K
700 $67.3K
Jun 05, 2023 Q1 2023
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
700
+ 8.89%
$47.4K - $52.3K
8.57K $824K
May 10, 2023 Q1 2023
Private Advisor Group, LLC

BUY
 -
696
+ 0.75%
$47.2K - $52K
92.9K $8.93M
Apr 21, 2023 Q1 2023
Bok Financial Private Wealth, Inc.

Denver, CO
BUY
 -
661
+ 140.04%
$44.8K - $49.4K
1.13K $109K
May 12, 2023 Q1 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
659
+ 8.05%
$44.7K - $49.3K
8.85K $851K
Apr 24, 2023 Q1 2023
Thompson Investment Management, Inc.

BUY
 -
656
New
$44.5K - $49.1K
656 $63.1K
May 05, 2023 Q1 2023
Allegheny Financial Group LTD

Pittsburgh, PA
BUY
 -
623
+ 3.78%
$42.2K - $46.6K
17.1K $1.65M
Apr 06, 2023 Q1 2023
Bartlett & Co. LLC

BUY
 -
600
+ 165.75%
$40.7K - $44.9K
962 $92.5K
Feb 14, 2024 Q1 2023
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
600
+ 165.75%
$40.7K - $44.9K
962 $92.5K
Apr 19, 2023 Q1 2023
Maltin Wealth Management, Inc.

BUY
 -
598
+ 3.06%
$40.5K - $44.7K
20.1K $1.93M
May 15, 2023 Q1 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
593
+ 0.94%
$40.2K - $44.3K
64K $6.15M
May 12, 2023 Q1 2023
Regions Financial Corp

BUY
 -
583
+ 0.12%
$39.5K - $43.6K
503K $48.4M
May 12, 2023 Q1 2023
Pointe Capital Management LLC

BUY
 -
560
New
$38K - $41.9K
560 $53.8K
Apr 21, 2023 Q1 2023
Harbor Investment Advisory, LLC

BUY
 -
546
+ 8.78%
$37K - $40.8K
6.76K $650K
May 01, 2023 Q1 2023
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
537
+ 5.75%
$36.4K - $40.2K
9.87K $949K
Jul 22, 2024 Q1 2023
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
531
+ 8.18%
$36K - $39.7K
7.03K $676K
Apr 28, 2023 Q1 2023
Salomon & Ludwin, LLC

BUY
 -
502
+ 0.16%
$34K - $37.5K
314K $30.2M
Apr 26, 2023 Q1 2023
My Purposeful Wealth Corp.

Omaha, NE
BUY
 -
489
+ 12.31%
$33.1K - $36.6K
4.46K $429K
May 08, 2023 Q1 2023
Laurel Wealth Advisors LLC

Charlotte, NC
BUY
 -
487
+ 4.21%
$33K - $36.4K
12.1K $1.16M
Apr 12, 2023 Q1 2023
Edmonds Duncan Registered Investment Advisors, LLC

BUY
 -
487
+ 1.94%
$33K - $36.4K
25.5K $2.45M
May 02, 2023 Q1 2023
Aaron Wealth Advisors LLC

BUY
 -
483
+ 11.19%
$32.7K - $36.1K
4.8K $461K
Apr 12, 2023 Q1 2023
Mayflower Financial Advisors, LLC

BUY
 -
470
+ 13.34%
$31.9K - $35.1K
3.99K $384K
May 02, 2023 Q1 2023
Key F Inancial Inc

BUY
 -
402
+ 5.3%
$27.2K - $30.1K
7.99K $768K
May 15, 2023 Q1 2023
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
400
+ 7.24%
$27.1K - $29.9K
5.92K $570K
May 11, 2023 Q1 2023
Financial Advisory Service, Inc.

BUY
 -
393
+ 9.95%
$26.6K - $29.4K
4.34K $418K
May 15, 2023 Q1 2023
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
390
+ 30.59%
$26.4K - $29.2K
1.67K $160K
May 12, 2023 Q1 2023
Mogy Joel R Investment Counsel Inc

Beverly Hills, CA
BUY
 -
386
New
$26.2K - $28.9K
386 $37.1K
Apr 14, 2023 Q1 2023
Ironwood Financial, LLC

BUY
 -
381
+ 1.29%
$25.8K - $28.5K
30K $2.88M
May 15, 2023 Q1 2023
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
380
+ 8.19%
$25.8K - $28.4K
5.02K $483K
May 10, 2023 Q1 2023
Clearstead Trust, LLC

Portland, ME
BUY
 -
360
New
$24.4K - $26.9K
360 $34.6K
May 15, 2023 Q1 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
344
+ 12.41%
$23.3K - $25.7K
3.12K $300K
Apr 12, 2023 Q1 2023
Worth Asset Management, LLC

BUY
 -
320
New
$21.7K - $23.9K
320 $30.8K
Apr 21, 2023 Q1 2023
Asset Dedication, LLC

BUY
 -
314
+ 8.82%
$21.3K - $23.5K
3.88K $373K
Apr 07, 2023 Q1 2023
Mission Wealth Management, LP

BUY
 -
299
+ 5.8%
$20.3K - $22.4K
5.46K $525K

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