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 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
140+ 3.83% |
$8.66K - $10.9K
|
3.79K
$375K
|
|
|
Jul 14, 2022
Q2 2022
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
122+ 0.59% |
$7.55K - $9.52K
|
20.9K
$2.07M
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
118New |
$7.3K - $9.21K
|
118
$11.7K
|
|
|
Jul 27, 2022
Q2 2022
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
111+ 2.81% |
$6.87K - $8.66K
|
4.07K
$402K
|
|
|
Aug 15, 2022
Q2 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
98New |
$6.06K - $7.65K
|
98
$9.69K
|
|
|
Aug 12, 2022
Q2 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
96+ 1.36% |
$5.94K - $7.49K
|
7.13K
$705K
|
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
91+ 22.75% |
$5.63K - $7.1K
|
491
$48.5K
|
|
|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
BUY
|
- |
91+ 7.7% |
$5.63K - $7.1K
|
1.27K
$126K
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
90+ 3.36% |
$5.57K - $7.03K
|
2.77K
$273K
|
|
|
Jul 21, 2022
Q2 2022
|
Accredited Investors Inc.
|
BUY
|
- |
89+ 2.7% |
$5.5K - $6.95K
|
3.39K
$335K
|
|
|
Jul 28, 2022
Q2 2022
|
Slow Capital, Inc.
|
BUY
|
- |
87+ 0.17% |
$5.38K - $6.79K
|
49.9K
$4.94M
|
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
76+ 10.11% |
$4.7K - $5.93K
|
828
$81.9K
|
|
|
Oct 12, 2022
Q2 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
67+ 0.41% |
$4.14K - $5.23K
|
16.3K
$1.61M
|
|
|
Aug 18, 2022
Q2 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
60New |
$3.71K - $4.68K
|
60
$5.93K
|
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
60New |
$3.71K - $4.68K
|
60
$5.93K
|
|
|
Jul 13, 2022
Q2 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
56+ 1.58% |
$3.46K - $4.37K
|
3.61K
$357K
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
55+ 0.6% |
$3.4K - $4.29K
|
9.23K
$912K
|
|
|
Jul 18, 2022
Q2 2022
|
Patten Group, Inc.
|
BUY
|
- |
51+ 0.39% |
$3.15K - $3.98K
|
13.1K
$1.3M
|
|
|
Jul 22, 2022
Q2 2022
|
Welch & Forbes LLC
|
BUY
|
- |
46+ 0.64% |
$2.85K - $3.59K
|
7.25K
$716K
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
45+ 0.64% |
$2.78K - $3.51K
|
7.02K
$694K
|
|
|
Jul 19, 2022
Q2 2022
|
Sym Financial Corp
|
BUY
|
- |
43New |
$2.66K - $3.36K
|
43
$4.25K
|
|
|
Jul 25, 2022
Q2 2022
|
Arlington Partners LLC
|
BUY
|
- |
33New |
$2.04K - $2.58K
|
33
$3.26K
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
33New |
$2.04K - $2.58K
|
33
$3.26K
|
|
|
Aug 03, 2022
Q2 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
29+ 0.85% |
$1.79K - $2.26K
|
3.44K
$340K
|
|
|
Aug 03, 2022
Q2 2022
|
Mcmillion Capital Management Inc
|
BUY
|
- |
28New |
$1.73K - $2.19K
|
28
$2.77K
|
|
|
Aug 09, 2022
Q2 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
23+ 0.08% |
$1.42K - $1.8K
|
29.6K
$2.93M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
22+ 0.01% |
$1.36K - $1.72K
|
215K
$21.2M
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
19+ 1.24% |
$1.18K - $1.48K
|
1.55K
$153K
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
15+ 1.41% |
$928 - $1.17K
|
1.08K
$107K
|
|
|
Jul 12, 2022
Q2 2022
|
Dentgroup LLC
|
BUY
|
- |
13+ 0.21% |
$804 - $1.01K
|
6.13K
$606K
|
|
|
Aug 05, 2022
Q2 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
11+ 0.16% |
$680 - $859
|
6.84K
$676K
|
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
BUY
|
- |
11+ 0.07% |
$680 - $859
|
15.2K
$1.5M
|
|
|
Jul 25, 2022
Q2 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
11+ 0.22% |
$680 - $859
|
5K
$494K
|
|
|
Aug 02, 2022
Q2 2022
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
10+ 0.11% |
$619 - $781
|
8.8K
$870K
|
|
|
Jul 13, 2022
Q2 2022
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.17% |
$619 - $781
|
6K
$593K
|
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
10+ 0.09% |
$619 - $781
|
10.9K
$1.08M
|
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
10+ 0.05% |
$619 - $781
|
18.3K
$1.81M
|
|
|
Aug 16, 2022
Q2 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
9+ 0.14% |
$557 - $703
|
6.67K
$659K
|
|
|
Jul 19, 2022
Q2 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
9+ 0.12% |
$557 - $703
|
7.53K
$744K
|
|
|
Aug 15, 2022
Q2 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
9+ 0.05% |
$557 - $703
|
16.8K
$1.66M
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
9+ 0.23% |
$557 - $703
|
3.93K
$388K
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
8+ 0.21% |
$495 - $624
|
3.9K
$386K
|
|
|
Aug 05, 2022
Q2 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
8+ 0.13% |
$495 - $624
|
6.23K
$616K
|
|
|
Aug 15, 2022
Q2 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
8+ 0.24% |
$495 - $624
|
3.31K
$328K
|
|
|
Jul 28, 2022
Q2 2022
|
West Branch Capital LLC
|
BUY
|
- |
7+ 0.24% |
$433 - $546
|
2.9K
$287K
|
|
|
Jul 28, 2022
Q2 2022
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
7+ 0.03% |
$433 - $546
|
22K
$2.17M
|
|
|
Aug 11, 2022
Q2 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
6+ 1.03% |
$371 - $468
|
588
$58.1K
|
|
|
Aug 04, 2022
Q2 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
6+ 0.04% |
$371 - $468
|
14.7K
$1.45M
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
6+ 0.05% |
$371 - $468
|
11K
$1.09M
|
|
|
Jul 29, 2022
Q2 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
5+ 0.15% |
$309 - $390
|
3.4K
$336K
|