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 19, 2023
Q1 2023
|
Dentgroup LLC
|
BUY
|
- |
16+ 0.26% |
$1.08K - $1.2K
|
6.18K
$566K
|
|
|
Nov 27, 2023
Q1 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
13New |
$881 - $972
|
13
$1.19K
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
13+ 0.19% |
$881 - $972
|
6.88K
$630K
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
12+ 0.11% |
$813 - $897
|
10.9K
$994K
|
|
|
May 08, 2023
Q1 2023
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
11+ 0.18% |
$745 - $823
|
6.03K
$553K
|
|
|
Apr 10, 2023
Q1 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
11+ 0.08% |
$745 - $823
|
14.5K
$1.32M
|
|
|
Apr 18, 2023
Q1 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
11+ 0.11% |
$745 - $823
|
10.1K
$921K
|
|
|
May 09, 2023
Q1 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
11+ 0.16% |
$745 - $823
|
6.71K
$614K
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
11+ 0.22% |
$745 - $823
|
4.93K
$451K
|
|
|
May 01, 2023
Q1 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
11+ 0.2% |
$745 - $823
|
5.46K
$500K
|
|
|
May 04, 2023
Q1 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
11+ 0.15% |
$745 - $823
|
7.49K
$686K
|
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
10+ 0.16% |
$678 - $748
|
6.26K
$573K
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
9+ 0.0% |
$610 - $673
|
234K
$21.4M
|
|
|
Apr 21, 2023
Q1 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
8+ 0.24% |
$542 - $598
|
3.34K
$306K
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
8+ 0.18% |
$542 - $598
|
4.49K
$411K
|
|
|
May 08, 2023
Q1 2023
|
Truepoint, Inc.
|
BUY
|
- |
8+ 0.09% |
$542 - $598
|
8.74K
$800K
|
|
|
May 02, 2023
Q1 2023
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
8+ 0.04% |
$542 - $598
|
22K
$2.02M
|
|
|
Apr 20, 2023
Q1 2023
|
West Branch Capital LLC
|
BUY
|
- |
7+ 0.28% |
$474 - $523
|
2.48K
$227K
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
6+ 0.19% |
$407 - $449
|
3.24K
$297K
|
|
|
Apr 05, 2023
Q1 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
6+ 0.08% |
$407 - $449
|
7.91K
$724K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
6+ 0.3% |
$407 - $449
|
2.02K
$185K
|
|
|
May 11, 2023
Q1 2023
|
Kendall Capital Management
|
BUY
|
- |
5+ 0.16% |
$339 - $374
|
3.14K
$287K
|
|
|
Apr 28, 2023
Q1 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
4+ 0.06% |
$271 - $299
|
6.8K
$622K
|
|
|
May 10, 2023
Q1 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
4+ 0.0% |
$271 - $299
|
162K
$14.8M
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
4+ 0.31% |
$271 - $299
|
1.29K
$118K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
3+ 0.03% |
$203 - $224
|
10.3K
$944K
|
|
|
Apr 17, 2023
Q1 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
3+ 0.09% |
$203 - $224
|
3.4K
$311K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3+ 0.03% |
$203 - $224
|
8.95K
$820K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3+ 0.08% |
$203 - $224
|
3.64K
$334K
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
3+ 0.09% |
$203 - $224
|
3.45K
$316K
|
|
|
May 11, 2023
Q1 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
3+ 0.02% |
$203 - $224
|
17.2K
$1.57M
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.28% |
$136 - $150
|
705
$64.6K
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
2+ 0.34% |
$136 - $150
|
590
$54K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2+ 0.03% |
$136 - $150
|
7.05K
$646K
|
|
|
May 04, 2023
Q1 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
2+ 0.33% |
$136 - $150
|
617
$56.5K
|
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
2+ 0.03% |
$136 - $150
|
5.78K
$529K
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
1+ 0.01% |
$67.8 - $74.8
|
8.96K
$821K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.25% |
$67.8 - $74.8
|
404
$37K
|
|
|
May 12, 2023
Q1 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
1+ 0.03% |
$67.8 - $74.8
|
3.4K
$311K
|
|
|
May 02, 2023
Q1 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
1+ 1.18% |
$67.8 - $74.8
|
86
$7.88K
|
|
|
Apr 20, 2023
Q1 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$67.8 - $74.8
|
7.81K
$715K
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1+ 0.24% |
$67.8 - $74.8
|
417
$38.2K
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
SELL
|
- |
-1- 0.01% |
$67.8 - $74.8
|
7.26K
$665K
|
|
|
Apr 13, 2023
Q1 2023
|
Prosperity Planning, Inc.
|
SELL
|
- |
-2- 0.03% |
$136 - $150
|
7K
$641K
|
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-3- 0.06% |
$203 - $224
|
5.02K
$459K
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-4- 0.12% |
$271 - $299
|
3.22K
$295K
|
|
|
Apr 04, 2023
Q1 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-8- 0.62% |
$542 - $598
|
1.27K
$117K
|
|
|
May 12, 2023
Q1 2023
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-8- 0.02% |
$542 - $598
|
36.5K
$3.35M
|
|
|
Apr 06, 2023
Q1 2023
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-11- 0.16% |
$745 - $823
|
6.99K
$640K
|
|
|
May 12, 2023
Q1 2023
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-12- 0.24% |
$813 - $897
|
5.01K
$458K
|