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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-75- 4.32% |
$5.18K - $5.63K
|
1.66K
$151K
|
|
|
Jul 14, 2023
Q2 2023
|
Steph & CO
|
SELL
|
- |
-77- 7.46% |
$5.32K - $5.78K
|
955
$86.9K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-77- 1.68% |
$5.32K - $5.78K
|
4.5K
$409K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-77- 1.68% |
$5.32K - $5.78K
|
4.5K
$409K
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-78- 2.35% |
$5.39K - $5.85K
|
3.24K
$295K
|
|
|
Aug 15, 2023
Q2 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-82- 0.67% |
$5.67K - $6.15K
|
12.2K
$1.11M
|
|
|
Jul 13, 2023
Q2 2023
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-87- 1.25% |
$6.01K - $6.53K
|
6.9K
$628K
|
|
|
Jul 31, 2023
Q2 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-92- 1.96% |
$6.36K - $6.9K
|
4.59K
$418K
|
|
|
Aug 15, 2023
Q2 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-93- 0.68% |
$6.43K - $6.98K
|
13.6K
$1.24M
|
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-94- 2.27% |
$6.5K - $7.05K
|
4.04K
$368K
|
|
|
Jul 13, 2023
Q2 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-94- 2.45% |
$6.5K - $7.05K
|
3.75K
$341K
|
|
|
Jul 17, 2023
Q2 2023
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-96- 0.46% |
$6.64K - $7.2K
|
20.8K
$1.89M
|
|
|
Aug 14, 2023
Q2 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-100- 0.79% |
$6.91K - $7.5K
|
12.5K
$1.14M
|
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
SELL
|
- |
-100- 0.84% |
$6.91K - $7.5K
|
11.7K
$1.07M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-104- 1.25% |
$7.19K - $7.8K
|
8.18K
$744K
|
|
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-128- 2.69% |
$8.85K - $9.6K
|
4.63K
$421K
|
|
|
Aug 07, 2023
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-128- 2.69% |
$8.85K - $9.6K
|
4.63K
$421K
|
|
|
Jul 19, 2023
Q2 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-130- 3.61% |
$8.99K - $9.75K
|
3.47K
$316K
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-139- 1.97% |
$9.61K - $10.4K
|
6.91K
$629K
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-140- 25.93% |
$9.68K - $10.5K
|
400
$36.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Washington Trust Bank
|
SELL
|
- |
-142- 2.38% |
$9.82K - $10.7K
|
5.83K
$531K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-142- 3.67% |
$9.82K - $10.7K
|
3.73K
$339K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-146- 0.33% |
$10.1K - $11K
|
43.5K
$3.96M
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-148- 51.39% |
$10.2K - $11.1K
|
140
$12.7K
|
|
|
Jul 12, 2023
Q2 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-150- 9.04% |
$10.4K - $11.3K
|
1.51K
$137K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-150- 0.99% |
$10.4K - $11.3K
|
14.9K
$1.36M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-152- 0.92% |
$10.5K - $11.4K
|
16.4K
$1.49M
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-160- 90.4% |
$11.1K - $12K
|
17
$1.55K
|
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-164- 2.07% |
$11.3K - $12.3K
|
7.76K
$706K
|
|
|
Jul 07, 2023
Q2 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-167- 3.21% |
$11.5K - $12.5K
|
5.04K
$458K
|
|
|
Jul 27, 2023
Q2 2023
|
Norwood Financial Corp
|
SELL
|
- |
-170- 2.0% |
$11.8K - $12.8K
|
8.34K
$758K
|
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-170- 2.36% |
$11.8K - $12.8K
|
7.03K
$640K
|
|
|
Aug 01, 2023
Q2 2023
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-172- 1.87% |
$11.9K - $12.9K
|
9.01K
$820K
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-177- 1.57% |
$12.2K - $13.3K
|
11.1K
$1.01M
|
|
|
Jul 12, 2023
Q2 2023
|
Windsor Group LTD
|
SELL
|
- |
-186- 0.81% |
$12.9K - $14K
|
22.9K
$2.08M
|
|
|
Jul 17, 2023
Q2 2023
|
Bremer Bank National Association
|
SELL
|
- |
-186- 5.55% |
$12.9K - $14K
|
3.17K
$288K
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-187- 0.33% |
$12.9K - $14K
|
57.3K
$5.21M
|
|
|
Aug 03, 2023
Q2 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-200- 1.67% |
$13.8K - $15K
|
11.8K
$1.07M
|
|
|
Aug 07, 2023
Q2 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-202- 3.01% |
$14K - $15.2K
|
6.5K
$592K
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-206- 1.22% |
$14.2K - $15.5K
|
16.7K
$1.52M
|
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-210- 2.33% |
$14.5K - $15.8K
|
8.8K
$800K
|
|
|
Jul 26, 2023
Q2 2023
|
Acas, LLC
|
SELL
|
- |
-211- 1.99% |
$14.6K - $15.8K
|
10.4K
$944K
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-216- 0.58% |
$14.9K - $16.2K
|
36.8K
$3.35M
|
|
|
Jul 10, 2023
Q2 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-220- 0.27% |
$15.2K - $16.5K
|
81.8K
$7.44M
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-223- 5.75% |
$15.4K - $16.7K
|
3.65K
$332K
|
|
|
Aug 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-238- 4.56% |
$16.5K - $17.9K
|
4.98K
$453K
|
|
|
Aug 14, 2023
Q2 2023
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-238- 0.74% |
$16.5K - $17.9K
|
32K
$2.91M
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-241- 0.29% |
$16.7K - $18.1K
|
83.2K
$7.57M
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-249- 2.9% |
$17.2K - $18.7K
|
8.33K
$757K
|
|
|
Aug 07, 2023
Q2 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-251- 1.86% |
$17.4K - $18.8K
|
13.2K
$1.2M
|