Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2021
Q3 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
8.81K+ 5.33% |
$685K - $737K
|
174K
$16.7M
|
|
|
Oct 19, 2021
Q3 2021
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
8.45KNew |
$656K - $706K
|
8.45K
$812K
|
|
|
Nov 08, 2021
Q3 2021
|
Cim, LLC
|
BUY
|
- |
8.4KNew |
$653K - $702K
|
8.4K
$808K
|
|
|
Dec 13, 2021
Q3 2021
|
Tnf LLC
|
BUY
|
- |
7.62KNew |
$592K - $637K
|
7.62K
$733K
|
|
|
Nov 04, 2021
Q3 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
7.29KNew |
$566K - $609K
|
7.29K
$701K
|
|
|
Nov 01, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.2KNew |
$560K - $602K
|
7.2K
$692K
|
|
|
Oct 18, 2021
Q3 2021
|
Umb Bank, N.A.
|
BUY
|
- |
7.01K+ 27.81% |
$545K - $586K
|
32.2K
$3.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
6.7K+ 35.04% |
$520K - $560K
|
25.8K
$2.48M
|
|
|
Nov 12, 2021
Q3 2021
|
Pacific Sun Financial Corp
|
BUY
|
- |
6.68K+ 257.2% |
$519K - $558K
|
9.27K
$892K
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
6.08K+ 31.26% |
$473K - $509K
|
25.5K
$2.46M
|
|
|
Apr 19, 2024
Q3 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
5.78KNew |
$449K - $483K
|
5.78K
$556K
|
|
|
Oct 27, 2021
Q3 2021
|
B&D White Capital Company, LLC
|
BUY
|
- |
5.64KNew |
$438K - $472K
|
5.64K
$542K
|
|
|
Nov 15, 2021
Q3 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
5.46KNew |
$424K - $456K
|
5.46K
$525K
|
|
|
Nov 12, 2021
Q3 2021
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
5.2KNew |
$404K - $435K
|
5.2K
$500K
|
|
|
Nov 10, 2021
Q3 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
5.18K+ 0.88% |
$403K - $433K
|
595K
$57.2M
|
|
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4.85KNew |
$377K - $406K
|
4.85K
$467K
|
|
|
Nov 15, 2021
Q3 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
4.36K+ 1.13% |
$339K - $364K
|
390K
$37.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
4.26K+ 57.26% |
$331K - $356K
|
11.7K
$1.12M
|
|
|
Nov 16, 2021
Q3 2021
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
4.22KNew |
$328K - $352K
|
4.22K
$405K
|
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.15K+ 3.7% |
$323K - $347K
|
116K
$11.2M
|
|
|
Nov 04, 2021
Q3 2021
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
4.11KNew |
$319K - $344K
|
4.11K
$395K
|
|
|
Oct 21, 2021
Q3 2021
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
4.11K+ 0.97% |
$319K - $343K
|
427K
$41M
|
|
|
Nov 04, 2021
Q3 2021
|
Hancock Whitney Corp
|
BUY
|
- |
4.03K+ 11.61% |
$313K - $337K
|
38.8K
$3.73M
|
|
|
Nov 12, 2021
Q3 2021
|
Mainstay Capital Management LLC
|
BUY
|
- |
3.98K+ 54.21% |
$309K - $333K
|
11.3K
$1.09M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
3.82K+ 24.37% |
$297K - $319K
|
19.5K
$1.87M
|
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
3.81K+ 80.29% |
$296K - $319K
|
8.56K
$823K
|
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.69K+ 69.45% |
$287K - $309K
|
9.01K
$866K
|
|
|
Nov 09, 2021
Q3 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.68K+ 135.21% |
$286K - $308K
|
6.4K
$615K
|
|
|
Nov 09, 2021
Q3 2021
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
3.35KNew |
$260K - $280K
|
3.35K
$322K
|
|
|
Nov 09, 2021
Q3 2021
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
3.32K+ 20.8% |
$258K - $278K
|
19.3K
$1.85M
|
|
|
Nov 12, 2021
Q3 2021
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
3.17K+ 18.06% |
$246K - $265K
|
20.7K
$1.99M
|
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
3.01K+ 0.61% |
$234K - $252K
|
494K
$47.5M
|
|
|
Oct 21, 2021
Q3 2021
|
Hudson Capital Management LLC
|
BUY
|
- |
2.88K+ 1.92% |
$224K - $241K
|
153K
$14.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.74K+ 2.34% |
$213K - $229K
|
120K
$11.5M
|
|
|
Nov 01, 2021
Q3 2021
|
Klingman & Associates, LLC
|
BUY
|
- |
2.73KNew |
$212K - $228K
|
2.73K
$263K
|
|
|
Oct 21, 2021
Q3 2021
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
2.71KNew |
$210K - $226K
|
2.71K
$260K
|
|
|
Nov 15, 2021
Q3 2021
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
2.62K+ 1.83% |
$203K - $219K
|
146K
$14M
|
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
BUY
|
- |
2.59K+ 96.46% |
$201K - $217K
|
5.28K
$508K
|
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.35K+ 21.75% |
$183K - $196K
|
13.2K
$1.26M
|
|
|
Oct 19, 2021
Q3 2021
|
Pacific Financial Group Inc
|
BUY
|
- |
2.32K+ 7.17% |
$181K - $194K
|
34.7K
$3.34M
|
|
|
Nov 15, 2021
Q3 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
BUY
|
- |
2.3K+ 28.42% |
$179K - $193K
|
10.4K
$1M
|
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.23K+ 29.68% |
$174K - $187K
|
9.76K
$938K
|
|
|
Oct 25, 2021
Q3 2021
|
Atlas Private Wealth Management
|
BUY
|
- |
2.18K+ 18.34% |
$170K - $182K
|
14.1K
$1.35M
|
|
|
Oct 21, 2021
Q3 2021
|
Fulcrum Capital LLC
|
BUY
|
- |
2.15K+ 2.25% |
$167K - $180K
|
97.9K
$9.41M
|
|
|
Nov 12, 2021
Q3 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.12K+ 7.09% |
$165K - $177K
|
32.1K
$3.08M
|
|
|
Oct 29, 2021
Q3 2021
|
Busey Wealth Management
|
BUY
|
- |
2.01K+ 43.99% |
$156K - $168K
|
6.58K
$633K
|
|
|
Nov 12, 2021
Q3 2021
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.92K+ 1.36% |
$149K - $161K
|
143K
$13.8M
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.91K+ 67.58% |
$148K - $159K
|
4.73K
$455K
|
|
|
Nov 10, 2021
Q3 2021
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.65K+ 32.61% |
$128K - $138K
|
6.7K
$644K
|
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.59K+ 13.34% |
$123K - $133K
|
13.5K
$1.3M
|