Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
518K+ 951.69% |
$32M - $40.4M
|
572K
$52.1M
|
|
Aug 09, 2022
Q2 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
323K+ 1257.71% |
$20M - $25.2M
|
349K
$31.8M
|
|
Aug 11, 2022
Q2 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
262K+ 43.42% |
$16.2M - $20.4M
|
865K
$78.7M
|
|
Aug 15, 2022
Q2 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
94.2KNew |
$5.83M - $7.35M
|
94.2K
$8.57M
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
78K+ 8.62% |
$4.83M - $6.09M
|
983K
$89.5M
|
|
Jul 19, 2022
Q2 2022
|
Mai Capital Management
|
BUY
|
- |
73.2K+ 11.14% |
$4.53M - $5.71M
|
730K
$66.4M
|
|
Aug 03, 2022
Q2 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
66.6K+ 22.52% |
$4.12M - $5.2M
|
363K
$33M
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
63.4K+ 0.95% |
$3.92M - $4.95M
|
6.72M
$612M
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
63.4K+ 0.95% |
$3.92M - $4.95M
|
6.72M
$612M
|
|
Jul 27, 2022
Q2 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
31.8KNew |
$1.97M - $2.48M
|
31.8K
$2.89M
|
|
Aug 05, 2022
Q2 2022
|
M&T Bank Corp
|
BUY
|
- |
28.5K+ 43.42% |
$1.76M - $2.22M
|
94.1K
$8.56M
|
|
Jul 27, 2022
Q2 2022
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
28.4K+ 27.25% |
$1.76M - $2.22M
|
133K
$12.1M
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
27.5K+ 4.12% |
$1.7M - $2.15M
|
696K
$63.3M
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
27K+ 162.64% |
$1.67M - $2.11M
|
43.6K
$3.97M
|
|
Jul 28, 2022
Q2 2022
|
Jsf Financial, LLC
|
BUY
|
- |
22.6K+ 16.57% |
$1.4M - $1.76M
|
159K
$14.5M
|
|
Jul 27, 2022
Q2 2022
|
Country Club Bank
|
BUY
|
- |
19.6KNew |
$1.21M - $1.53M
|
19.6K
$1.78M
|
|
Aug 15, 2022
Q2 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
16K+ 49.42% |
$991K - $1.25M
|
48.4K
$4.41M
|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
16K+ 97.5% |
$990K - $1.25M
|
32.4K
$2.95M
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
15.7K+ 84.26% |
$972K - $1.23M
|
34.4K
$3.13M
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
15.4K+ 13.56% |
$952K - $1.2M
|
129K
$11.7M
|
|
Jul 18, 2022
Q2 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
14.6K+ 51.35% |
$900K - $1.14M
|
42.9K
$3.9M
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
14K+ 3148.2% |
$865K - $1.09M
|
14.4K
$1.31M
|
|
Jul 18, 2022
Q2 2022
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
14K+ 2.86% |
$863K - $1.09M
|
502K
$45.6M
|
|
Jan 25, 2023
Q2 2022
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
12.6K+ 12.41% |
$777K - $981K
|
114K
$10.4M
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12.4KNew |
$768K - $969K
|
12.4K
$1.13M
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
12K+ 16.95% |
$744K - $939K
|
83K
$7.55M
|
|
Aug 09, 2022
Q2 2022
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
11.9KNew |
$734K - $927K
|
11.9K
$1.08M
|
|
Jul 13, 2022
Q2 2022
|
Intergy Private Wealth, LLC
|
BUY
|
- |
11.6KNew |
$720K - $909K
|
11.6K
$1.06M
|
|
Aug 02, 2022
Q2 2022
|
Congress Asset Management CO
|
BUY
|
- |
9.63KNew |
$595K - $752K
|
9.63K
$876K
|
|
Aug 09, 2022
Q2 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
9.52KNew |
$589K - $743K
|
9.52K
$866K
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
8.84K+ 62.74% |
$546K - $690K
|
22.9K
$2.08M
|
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
8.04K+ 8.66% |
$497K - $628K
|
101K
$9.18M
|
|
Aug 08, 2022
Q2 2022
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
7.63K+ 172.24% |
$472K - $595K
|
12.1K
$1.1M
|
|
Aug 11, 2022
Q2 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
7.54KNew |
$466K - $589K
|
7.54K
$686K
|
|
Jul 18, 2022
Q2 2022
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
7.5KNew |
$464K - $585K
|
7.5K
$682K
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.42K+ 1.84% |
$459K - $579K
|
410K
$37.3M
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
7.22KNew |
$446K - $564K
|
7.22K
$657K
|
|
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
7K+ 152.17% |
$433K - $546K
|
11.6K
$1.06M
|
|
Aug 10, 2022
Q2 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
6.89KNew |
$426K - $538K
|
6.89K
$627K
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.6K+ 2.06% |
$408K - $515K
|
327K
$29.7M
|
|
Aug 12, 2022
Q2 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
6.56K+ 214.94% |
$406K - $512K
|
9.61K
$874K
|
|
Aug 10, 2022
Q2 2022
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
6.33K+ 4.46% |
$392K - $494K
|
148K
$13.5M
|
|
Jul 12, 2022
Q2 2022
|
626 Financial, LLC
|
BUY
|
- |
6.32KNew |
$391K - $493K
|
6.32K
$575K
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.16KNew |
$381K - $481K
|
6.16K
$560K
|
|
Jul 13, 2022
Q2 2022
|
Hudson Capital Management LLC
|
BUY
|
- |
6.05K+ 3.86% |
$374K - $472K
|
163K
$14.8M
|
|
Aug 16, 2022
Q2 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
5.83KNew |
$360K - $455K
|
5.83K
$530K
|
|
Aug 11, 2022
Q2 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
5.71K+ 78.07% |
$353K - $445K
|
13K
$1.18M
|
|
Aug 15, 2022
Q2 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
5.62KNew |
$347K - $438K
|
5.62K
$511K
|
|
Jul 27, 2022
Q2 2022
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
5.61K+ 4.63% |
$347K - $438K
|
127K
$11.5M
|
|
Jul 18, 2022
Q2 2022
|
Rodgers & Associates, LTD
|
BUY
|
- |
5.32K+ 9.67% |
$329K - $415K
|
60.3K
$5.49M
|