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 |
|---|---|---|---|---|---|---|---|
|
May 04, 2023
Q1 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-187- 0.95% |
$12.7K - $14K
|
19.6K
$1.79M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-196- 3.8% |
$13.3K - $14.7K
|
4.96K
$454K
|
|
|
May 04, 2023
Q1 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-198- 1.63% |
$13.4K - $14.8K
|
12K
$1.1M
|
|
|
May 05, 2023
Q1 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-200- 6.01% |
$13.6K - $15K
|
3.13K
$287K
|
|
|
May 02, 2023
Q1 2023
|
Neumann Capital Management, LLC
|
SELL
|
- |
-200- 0.45% |
$13.6K - $15K
|
43.9K
$4.02M
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-200- 2.58% |
$13.6K - $15K
|
7.54K
$691K
|
|
|
May 28, 2024
Q1 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-209- 6.72% |
$14.2K - $15.6K
|
2.9K
$266K
|
|
|
May 10, 2023
Q1 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-212- 6.18% |
$14.4K - $15.9K
|
3.22K
$295K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-213- 4.45% |
$14.4K - $15.9K
|
4.58K
$419K
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-222- 4.35% |
$15K - $16.6K
|
4.88K
$447K
|
|
|
May 02, 2023
Q1 2023
|
Ltg Capital LLC
|
SELL
|
- |
-229- 0.47% |
$15.5K - $17.1K
|
48K
$4.4M
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-230- 0.3% |
$15.6K - $17.2K
|
76.1K
$6.97M
|
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-232- 5.63% |
$15.7K - $17.3K
|
3.89K
$356K
|
|
|
May 15, 2023
Q1 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-256- 0.23% |
$17.3K - $19.1K
|
112K
$10.3M
|
|
|
May 04, 2023
Q1 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-262- 5.35% |
$17.8K - $19.6K
|
4.63K
$424K
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-271- 1.81% |
$18.4K - $20.3K
|
14.7K
$1.35M
|
|
|
Apr 24, 2023
Q1 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-275- 8.05% |
$18.6K - $20.6K
|
3.14K
$288K
|
|
|
May 15, 2023
Q1 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-277- 11.89% |
$18.8K - $20.7K
|
2.05K
$188K
|
|
|
Apr 14, 2023
Q1 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-279- 0.9% |
$18.9K - $20.9K
|
30.8K
$2.82M
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-279- 13.83% |
$18.9K - $20.9K
|
1.74K
$159K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-282- 1.89% |
$19.1K - $21.1K
|
14.6K
$1.34M
|
|
|
May 15, 2023
Q1 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-292- 2.09% |
$19.8K - $21.8K
|
13.7K
$1.26M
|
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-300- 1.21% |
$20.3K - $22.4K
|
24.5K
$2.25M
|
|
|
May 09, 2023
Q1 2023
|
Palisade Asset Management, LLC
|
SELL
|
- |
-321- 4.68% |
$21.8K - $24K
|
6.53K
$598K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-340- 9.28% |
$23K - $25.4K
|
3.32K
$304K
|
|
|
May 04, 2023
Q1 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-340- 5.76% |
$23K - $25.4K
|
5.56K
$509K
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-365- 0.63% |
$24.7K - $27.3K
|
57.5K
$5.26M
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-367- 0.44% |
$24.9K - $27.4K
|
83.7K
$7.67M
|
|
|
Apr 17, 2023
Q1 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-375- 3.23% |
$25.4K - $28K
|
11.2K
$1.03M
|
|
|
May 09, 2023
Q1 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-400- 47.62% |
$27.1K - $29.9K
|
440
$40.3K
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-404- 6.36% |
$27.4K - $30.2K
|
5.95K
$545K
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-407- 8.14% |
$27.6K - $30.4K
|
4.59K
$421K
|
|
|
Apr 28, 2023
Q1 2023
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-428- 4.64% |
$29K - $32K
|
8.79K
$805K
|
|
|
Apr 21, 2023
Q1 2023
|
Acas, LLC
|
SELL
|
- |
-434- 3.94% |
$29.4K - $32.5K
|
10.6K
$970K
|
|
|
May 15, 2023
Q1 2023
|
Washington Trust Bank
|
SELL
|
- |
-436- 6.8% |
$29.5K - $32.6K
|
5.98K
$547K
|
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
SELL
|
- |
-446- 1.84% |
$30.2K - $33.4K
|
23.8K
$2.17M
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-451- 86.73% |
$30.6K - $33.7K
|
69
$6.32K
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
SELL
|
- |
-456- 7.08% |
$30.9K - $34.1K
|
5.99K
$548K
|
|
|
May 11, 2023
Q1 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-467- 2.33% |
$31.6K - $34.9K
|
19.6K
$1.79M
|
|
|
Apr 19, 2023
Q1 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-476- 10.05% |
$32.3K - $35.6K
|
4.26K
$390K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-477- 5.95% |
$32.3K - $35.7K
|
7.53K
$690K
|
|
|
May 15, 2023
Q1 2023
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-483- 0.44% |
$32.7K - $36.1K
|
110K
$10M
|
|
|
Apr 21, 2023
Q1 2023
|
Atlas Brown,Inc.
|
SELL
|
- |
-494- 2.3% |
$33.5K - $36.9K
|
20.9K
$1.92M
|
|
|
May 15, 2023
Q1 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-500- 11.36% |
$33.9K - $37.4K
|
3.9K
$357K
|
|
|
Apr 10, 2023
Q1 2023
|
First Premier Bank
|
SELL
|
- |
-504- 63.0% |
$34.2K - $37.7K
|
296
$27.1K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-517- 7.27% |
$35K - $38.7K
|
6.59K
$604K
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-523- 3.18% |
$35.4K - $39.1K
|
15.9K
$1.46M
|
|
|
May 09, 2023
Q1 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-524- 53.69% |
$35.5K - $39.2K
|
452
$41.4K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-529- 99.81% |
$35.9K - $39.6K
|
1
$91.6
|
|
|
May 10, 2023
Q1 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-589- 15.39% |
$39.9K - $44K
|
3.24K
$296K
|