Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2023
Q2 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
497K+ 1518.67% |
$34.3M - $37.3M
|
530K
$48.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
386K+ 2972.76% |
$26.7M - $28.9M
|
399K
$36.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
292K+ 33.08% |
$20.2M - $21.9M
|
1.17M
$107M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
275K+ 18.67% |
$19M - $20.6M
|
1.75M
$159M
|
|
|
Aug 14, 2023
Q2 2023
|
Main Management ETF Advisors, LLC
San Francisco, CA |
BUY
|
- |
153K+ 6.67% |
$10.5M - $11.4M
|
2.44M
$222M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
141K+ 7.64% |
$9.76M - $10.6M
|
1.99M
$181M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
91.3K+ 5.96% |
$6.31M - $6.85M
|
1.62M
$148M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
47.1K+ 33.3% |
$3.25M - $3.53M
|
188K
$17.1M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
39.6K+ 16.39% |
$2.74M - $2.97M
|
281K
$25.6M
|
|
|
Jul 05, 2023
Q2 2023
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
39.2KNew |
$2.71M - $2.94M
|
39.2K
$3.57M
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
32.4KNew |
$2.24M - $2.43M
|
32.4K
$2.95M
|
|
|
Aug 22, 2023
Q2 2023
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
31.1KNew |
$2.15M - $2.33M
|
31.1K
$2.83M
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
28.8KNew |
$1.99M - $2.16M
|
28.8K
$2.62M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
28.6K+ 7.13% |
$1.97M - $2.14M
|
429K
$39M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
28.2K+ 2.98% |
$1.95M - $2.11M
|
973K
$88.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
27.7K+ 15.2% |
$1.91M - $2.07M
|
210K
$19.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
27.6KNew |
$1.91M - $2.07M
|
27.6K
$2.51M
|
|
|
Aug 03, 2023
Q2 2023
|
Corundum Trust Company, Inc
Sioux Falls, SD |
BUY
|
- |
27.3KNew |
$1.89M - $2.05M
|
27.3K
$2.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
26.2K+ 2.08% |
$1.81M - $1.97M
|
1.29M
$117M
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
24K+ 21.53% |
$1.66M - $1.8M
|
135K
$12.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
23.9K+ 11.68% |
$1.65M - $1.79M
|
229K
$20.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
22.5K+ 5.6% |
$1.56M - $1.69M
|
425K
$38.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
20K+ 79.95% |
$1.38M - $1.5M
|
45K
$4.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
18.9K+ 4.56% |
$1.3M - $1.41M
|
432K
$39.3M
|
|
|
Jul 17, 2023
Q2 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
16.8K+ 3.07% |
$1.16M - $1.26M
|
564K
$51.3M
|
|
|
Feb 02, 2024
Q2 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
15KNew |
$1.04M - $1.13M
|
15K
$1.37M
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
14.8K+ 16.42% |
$1.02M - $1.11M
|
105K
$9.54M
|
|
|
Jul 28, 2023
Q2 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
14.4K+ 9.91% |
$993K - $1.08M
|
159K
$14.5M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
13.9K+ 87.57% |
$960K - $1.04M
|
29.7K
$2.71M
|
|
|
Aug 10, 2023
Q2 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
12.9KNew |
$893K - $969K
|
12.9K
$1.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
12.6K+ 1.54% |
$874K - $949K
|
834K
$75.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
11.7K+ 3.42% |
$807K - $876K
|
353K
$32.2M
|
|
|
Aug 09, 2023
Q2 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
11.3KNew |
$784K - $851K
|
11.3K
$1.03M
|
|
|
Jul 31, 2023
Q2 2023
|
Codex Capital, L.L.C.
New York, NY |
BUY
|
- |
11.3K+ 104.17% |
$778K - $844K
|
22.1K
$2.01M
|
|
|
Jul 31, 2023
Q2 2023
|
Courier Capital LLC
|
BUY
|
- |
11.1K+ 5.11% |
$769K - $835K
|
229K
$20.8M
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
10.7K+ 27.57% |
$740K - $803K
|
49.5K
$4.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
10.2K+ 138.36% |
$703K - $763K
|
17.5K
$1.59M
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
9.85KNew |
$681K - $739K
|
9.85K
$896K
|
|
|
Jul 26, 2023
Q2 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
9.56K+ 2.13% |
$661K - $717K
|
459K
$41.8M
|
|
|
Jul 07, 2023
Q2 2023
|
First Citizens Financial Corp
|
BUY
|
- |
9.49K+ 13.89% |
$656K - $712K
|
77.8K
$7.08M
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
8.9KNew |
$615K - $668K
|
8.9K
$810K
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
8.86K+ 5.43% |
$612K - $664K
|
172K
$15.7M
|
|
|
Jul 14, 2023
Q2 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
8.79KNew |
$608K - $659K
|
8.79K
$800K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
8.51K+ 281.75% |
$588K - $638K
|
11.5K
$1.05M
|
|
|
Aug 11, 2023
Q2 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
8.43K+ 48.37% |
$583K - $632K
|
25.8K
$2.35M
|
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
8.36K+ 46.64% |
$578K - $627K
|
26.3K
$2.39M
|
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
BUY
|
- |
8.32KNew |
$575K - $624K
|
8.32K
$757K
|
|
|
Aug 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
7.84K+ 135.68% |
$542K - $588K
|
13.6K
$1.24M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.71K+ 11.61% |
$533K - $578K
|
74.1K
$6.74M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
7.55K+ 104.92% |
$522K - $566K
|
14.7K
$1.34M
|