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 |
---|---|---|---|---|---|---|---|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
4.94K+ 57.52% |
$305K - $385K
|
13.5K
$1.34M
|
|
Jul 08, 2022
Q2 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
4.92KNew |
$304K - $384K
|
4.92K
$486K
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.78K+ 3.31% |
$296K - $373K
|
149K
$14.7M
|
|
Aug 15, 2022
Q2 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
4.73K+ 23.52% |
$292K - $369K
|
24.8K
$2.46M
|
|
Aug 03, 2022
Q2 2022
|
Sja Financial Advisory, LLC
|
BUY
|
- |
4.18K+ 3.84% |
$258K - $326K
|
113K
$11.2M
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
BUY
|
- |
4.16K+ 29.09% |
$257K - $325K
|
18.5K
$1.83M
|
|
Aug 01, 2022
Q2 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
4.12KNew |
$255K - $322K
|
4.12K
$408K
|
|
Jul 15, 2022
Q2 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
4.12K+ 0.95% |
$255K - $322K
|
440K
$43.5M
|
|
Aug 04, 2022
Q2 2022
|
Slate Stone Wealth, LLC
|
BUY
|
- |
3.97K+ 58.31% |
$246K - $310K
|
10.8K
$1.07M
|
|
Aug 04, 2022
Q2 2022
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
3.79KNew |
$234K - $296K
|
3.79K
$375K
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.77K+ 23.93% |
$233K - $294K
|
19.5K
$1.93M
|
|
Jul 13, 2022
Q2 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
3.7K+ 9.4% |
$229K - $289K
|
43.1K
$4.26M
|
|
Jul 13, 2022
Q2 2022
|
Retirement Planning Group
|
BUY
|
- |
3.63KNew |
$225K - $284K
|
3.63K
$359K
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.52K+ 52.26% |
$218K - $275K
|
10.2K
$1.01M
|
|
Aug 15, 2022
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
3.41KNew |
$211K - $266K
|
3.41K
$337K
|
|
Aug 12, 2022
Q2 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
3.32KNew |
$205K - $259K
|
3.32K
$328K
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Inc
|
BUY
|
- |
3.02K+ 23.37% |
$187K - $236K
|
15.9K
$1.58M
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
2.89K+ 4.13% |
$179K - $226K
|
73K
$7.22M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.88K+ 37.68% |
$178K - $224K
|
10.5K
$1.04M
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.75K+ 1.13% |
$170K - $215K
|
246K
$24.3M
|
|
Jul 28, 2022
Q2 2022
|
Oldfather Financial Services, LLC
|
BUY
|
- |
2.44K+ 4.98% |
$151K - $191K
|
51.4K
$5.08M
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.41K+ 4.72% |
$149K - $188K
|
53.6K
$5.3M
|
|
Aug 08, 2022
Q2 2022
|
Truepoint, Inc.
|
BUY
|
- |
2.38K+ 24.02% |
$147K - $186K
|
12.3K
$1.21M
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.3K+ 1.28% |
$142K - $180K
|
182K
$18M
|
|
Aug 08, 2022
Q2 2022
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
2.26KNew |
$140K - $177K
|
2.26K
$224K
|
|
Aug 04, 2022
Q2 2022
|
Brighton Jones LLC
|
BUY
|
- |
2.23K+ 59.71% |
$138K - $174K
|
5.97K
$590K
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.18K+ 3.66% |
$135K - $170K
|
61.7K
$6.1M
|
|
Jul 08, 2022
Q2 2022
|
First Citizens Financial Corp
|
BUY
|
- |
2.13K+ 3.24% |
$132K - $166K
|
67.9K
$6.72M
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.87K+ 4.39% |
$116K - $146K
|
44.5K
$4.4M
|
|
Jul 07, 2022
Q2 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
1.79K+ 14.12% |
$110K - $139K
|
14.4K
$1.43M
|
|
Jul 21, 2022
Q2 2022
|
Sol Capital Management CO
|
BUY
|
- |
1.78K+ 20.31% |
$110K - $139K
|
10.5K
$1.04M
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.76K+ 1.18% |
$109K - $137K
|
150K
$14.9M
|
|
Aug 15, 2022
Q2 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.71K+ 856.0% |
$106K - $134K
|
1.91K
$189K
|
|
Jul 29, 2022
Q2 2022
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
1.65K+ 12.59% |
$102K - $129K
|
14.8K
$1.46M
|
|
Aug 16, 2024
Q2 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.65K+ 6.82% |
$102K - $129K
|
25.9K
$2.56M
|
|
Aug 15, 2022
Q2 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
1.63K+ 47.9% |
$101K - $127K
|
5.03K
$497K
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.61K+ 35.1% |
$99.7K - $126K
|
6.2K
$613K
|
|
Jul 15, 2022
Q2 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
1.6K+ 30.81% |
$99K - $125K
|
6.79K
$672K
|
|
Jul 15, 2022
Q2 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
1.59K+ 207.42% |
$98.5K - $124K
|
2.36K
$233K
|
|
Jul 28, 2022
Q2 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
1.55K+ 2.54% |
$95.9K - $121K
|
62.6K
$6.19M
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.51K+ 6.53% |
$93.1K - $118K
|
24.6K
$2.43M
|
|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
BUY
|
- |
1.5K+ 23.32% |
$93K - $117K
|
7.95K
$786K
|
|
Aug 11, 2022
Q2 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.47K+ 44.74% |
$91K - $115K
|
4.76K
$471K
|
|
Oct 03, 2022
Q2 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.34K+ 2.48% |
$82.9K - $105K
|
55.5K
$5.49M
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.32K+ 27.7% |
$81.8K - $103K
|
6.1K
$603K
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.28K+ 31.81% |
$79.4K - $100K
|
5.32K
$526K
|
|
Aug 12, 2022
Q2 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1.25K+ 4.25% |
$77.2K - $97.4K
|
30.6K
$3.03M
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1.22K+ 8.39% |
$75.1K - $94.8K
|
15.7K
$1.55M
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.18K+ 20.0% |
$72.9K - $92K
|
7.07K
$699K
|
|
Aug 02, 2022
Q2 2022
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
1.18K+ 3.69% |
$72.9K - $92K
|
33.1K
$3.27M
|