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 05, 2023
Q1 2023
|
Renasant Bank
|
SELL
|
- |
-614- 2.96% |
$41.6K - $45.9K
|
20.2K
$1.85M
|
|
|
May 08, 2023
Q1 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-646- 3.02% |
$43.8K - $48.3K
|
20.7K
$1.9M
|
|
|
Apr 11, 2023
Q1 2023
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-649- 2.5% |
$44K - $48.5K
|
25.3K
$2.32M
|
|
|
May 04, 2023
Q1 2023
|
Darrow Company, Inc.
|
SELL
|
- |
-654- 2.14% |
$44.3K - $48.9K
|
29.9K
$2.74M
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-676- 4.17% |
$45.8K - $50.6K
|
15.6K
$1.42M
|
|
|
Apr 06, 2023
Q1 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-680- 10.43% |
$46.1K - $50.9K
|
5.84K
$535K
|
|
|
May 10, 2023
Q1 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-700- 13.18% |
$47.4K - $52.3K
|
4.61K
$422K
|
|
|
May 15, 2023
Q1 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-700- 84.13% |
$47.4K - $52.3K
|
132
$12.1K
|
|
|
Apr 11, 2023
Q1 2023
|
Norway Savings Bank
|
SELL
|
- |
-727- 8.9% |
$49.3K - $54.4K
|
7.44K
$681K
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-733- 2.83% |
$49.7K - $54.8K
|
25.2K
$2.31M
|
|
|
May 11, 2023
Q1 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-768- 7.83% |
$52K - $57.4K
|
9.04K
$828K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-771- 4.53% |
$52.3K - $57.7K
|
16.3K
$1.49M
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-780- 18.88% |
$52.9K - $58.3K
|
3.35K
$307K
|
|
|
May 01, 2023
Q1 2023
|
Wolff Financial Management LLC
|
SELL
|
- |
-786- 19.38% |
$53.3K - $58.8K
|
3.27K
$299K
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
SELL
|
- |
-798- 0.77% |
$54.1K - $59.7K
|
103K
$9.41M
|
|
|
May 05, 2023
Q1 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-800- 4.26% |
$54.2K - $59.8K
|
18K
$1.65M
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-835- 0.99% |
$56.6K - $62.4K
|
83.4K
$7.64M
|
|
|
Apr 10, 2023
Q1 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-845- 1.02% |
$57.3K - $63.2K
|
82K
$7.51M
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-848- 7.04% |
$57.5K - $63.4K
|
11.2K
$1.03M
|
|
|
Apr 13, 2023
Q1 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-924- 20.3% |
$62.6K - $69.1K
|
3.63K
$332K
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-931- 24.35% |
$63.1K - $69.6K
|
2.89K
$265K
|
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-943- 11.58% |
$63.9K - $70.5K
|
7.2K
$659K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-949- 0.71% |
$64.3K - $71K
|
133K
$12.2M
|
|
|
May 03, 2023
Q1 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-963- 3.34% |
$65.3K - $72K
|
27.8K
$2.55M
|
|
|
Apr 24, 2023
Q1 2023
|
Corundum Group, Inc.
|
SELL
|
- |
-1K- 7.47% |
$67.8K - $74.8K
|
12.4K
$1.13M
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.01K- 7.81% |
$68.3K - $75.4K
|
11.9K
$1.09M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.03K- 11.72% |
$70K - $77.2K
|
7.78K
$713K
|
|
|
Apr 25, 2023
Q1 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-1.03K- 1.71% |
$70.1K - $77.3K
|
59.5K
$5.45M
|
|
|
Apr 26, 2023
Q1 2023
|
Atlas Private Wealth Management
|
SELL
|
- |
-1.07K- 7.47% |
$72.4K - $79.9K
|
13.2K
$1.21M
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.09K- 0.7% |
$74.1K - $81.7K
|
155K
$14.2M
|
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.11K- 3.47% |
$75.4K - $83.2K
|
31K
$2.83M
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.11K- 5.23% |
$75.4K - $83.2K
|
20.2K
$1.85M
|
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
SELL
|
- |
-1.13K- 6.44% |
$76.7K - $84.7K
|
16.4K
$1.5M
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.17K- 1.28% |
$79.4K - $87.6K
|
90.1K
$8.25M
|
|
|
May 08, 2023
Q1 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.23K- 12.04% |
$83.6K - $92.2K
|
9.01K
$825K
|
|
|
May 05, 2023
Q1 2023
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-1.26K- 1.51% |
$85.5K - $94.4K
|
82.3K
$7.54M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.28K- 4.18% |
$87K - $96K
|
29.4K
$2.69M
|
|
|
May 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-1.3K- 51.98% |
$88.2K - $97.3K
|
1.2K
$110K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.43K- 2.47% |
$96.8K - $107K
|
56.5K
$5.18M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.49K- 12.52% |
$101K - $111K
|
10.4K
$952K
|
|
|
Apr 27, 2023
Q1 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.55K- 1.88% |
$105K - $116K
|
80.7K
$7.39M
|
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-1.61K- 23.46% |
$109K - $120K
|
5.26K
$481K
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.62K- 17.62% |
$110K - $121K
|
7.6K
$695K
|
|
|
Apr 27, 2023
Q1 2023
|
Bank Of Stockton
|
SELL
|
- |
-1.68K- 5.42% |
$114K - $126K
|
29.3K
$2.69M
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.78K- 8.03% |
$121K - $133K
|
20.4K
$1.87M
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.79K- 4.03% |
$122K - $134K
|
42.7K
$3.91M
|
|
|
May 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.83K- 11.24% |
$124K - $137K
|
14.5K
$1.32M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-1.83K- 8.13% |
$124K - $137K
|
20.7K
$1.9M
|
|
|
Apr 25, 2023
Q1 2023
|
First Merchants Corp
|
SELL
|
- |
-1.88K- 0.95% |
$127K - $140K
|
196K
$18M
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.89K- 24.74% |
$128K - $141K
|
5.74K
$526K
|