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 04, 2021
Q3 2021
|
Brighton Jones LLC
|
BUY
|
- |
247+ 7.88% |
$19.2K - $20.6K
|
3.38K
$310K
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
231+ 3.21% |
$18K - $19.3K
|
7.42K
$679K
|
|
|
Nov 03, 2021
Q3 2021
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
222+ 1.2% |
$17.3K - $18.6K
|
18.7K
$1.72M
|
|
|
Nov 05, 2021
Q3 2021
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
208New |
$16.2K - $17.4K
|
208
$19K
|
|
|
Nov 30, 2021
Q3 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
200New |
$15.5K - $16.7K
|
200
$18.3K
|
|
|
Nov 12, 2021
Q3 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
200+ 0.91% |
$15.5K - $16.7K
|
22.1K
$2.03M
|
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
200New |
$15.5K - $16.7K
|
200
$18.3K
|
|
|
Nov 10, 2021
Q3 2021
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
187+ 1.08% |
$14.5K - $15.6K
|
17.6K
$1.61M
|
|
|
Oct 08, 2021
Q3 2021
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
180New |
$14K - $15K
|
180
$16.5K
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
154+ 1.99% |
$12K - $12.9K
|
7.88K
$722K
|
|
|
Nov 15, 2021
Q3 2021
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
127+ 3.03% |
$9.87K - $10.6K
|
4.32K
$395K
|
|
|
Nov 12, 2021
Q3 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
124New |
$9.64K - $10.4K
|
124
$11.4K
|
|
|
Nov 02, 2021
Q3 2021
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
115+ 0.4% |
$8.94K - $9.61K
|
28.5K
$2.61M
|
|
|
Oct 28, 2021
Q3 2021
|
Macroview Investment Management LLC
|
BUY
|
- |
111+ 14.27% |
$8.63K - $9.28K
|
889
$81.4K
|
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
108+ 0.75% |
$8.39K - $9.03K
|
14.6K
$1.33M
|
|
|
Nov 15, 2021
Q3 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
94+ 2.85% |
$7.3K - $7.86K
|
3.39K
$311K
|
|
|
Oct 20, 2021
Q3 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
92+ 0.15% |
$7.15K - $7.69K
|
61.2K
$5.61M
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
72+ 0.61% |
$5.6K - $6.02K
|
11.9K
$1.09M
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
70+ 3.28% |
$5.44K - $5.85K
|
2.21K
$202K
|
|
|
Nov 12, 2021
Q3 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
70+ 0.91% |
$5.44K - $5.85K
|
7.76K
$711K
|
|
|
Oct 19, 2021
Q3 2021
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
65+ 0.45% |
$5.05K - $5.43K
|
14.6K
$1.34M
|
|
|
Nov 16, 2021
Q3 2021
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
61+ 0.38% |
$4.74K - $5.1K
|
16.2K
$1.49M
|
|
|
Nov 02, 2021
Q3 2021
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
51+ 1.42% |
$3.96K - $4.26K
|
3.63K
$332K
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
49+ 1.2% |
$3.81K - $4.1K
|
4.13K
$378K
|
|
|
Oct 18, 2021
Q3 2021
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
49+ 1.39% |
$3.81K - $4.1K
|
3.58K
$328K
|
|
|
Nov 09, 2021
Q3 2021
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
46+ 0.54% |
$3.57K - $3.85K
|
8.62K
$789K
|
|
|
Oct 26, 2021
Q3 2021
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
44New |
$3.42K - $3.68K
|
44
$4.03K
|
|
|
Oct 20, 2021
Q3 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
42+ 3.34% |
$3.26K - $3.51K
|
1.3K
$119K
|
|
|
Nov 10, 2021
Q3 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
40+ 0.72% |
$3.11K - $3.34K
|
5.63K
$515K
|
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
36+ 0.66% |
$2.8K - $3.01K
|
5.53K
$506K
|
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
33+ 0.25% |
$2.56K - $2.76K
|
13.1K
$1.2M
|
|
|
Oct 28, 2021
Q3 2021
|
Truepoint, Inc.
|
BUY
|
- |
30+ 0.35% |
$2.33K - $2.51K
|
8.61K
$788K
|
|
|
Nov 05, 2021
Q3 2021
|
Kendall Capital Management
|
BUY
|
- |
24+ 0.79% |
$1.87K - $2.01K
|
3.07K
$281K
|
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
20+ 0.04% |
$1.55K - $1.67K
|
45.2K
$4.14M
|
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
20+ 0.36% |
$1.55K - $1.67K
|
5.55K
$508K
|
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
18+ 0.63% |
$1.4K - $1.5K
|
2.9K
$265K
|
|
|
Nov 12, 2021
Q3 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
14+ 0.22% |
$1.09K - $1.17K
|
6.49K
$594K
|
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
13+ 0.5% |
$1.01K - $1.09K
|
2.61K
$239K
|
|
|
Nov 03, 2021
Q3 2021
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
7+ 0.14% |
$544 - $585
|
4.95K
$453K
|
|
|
Nov 15, 2021
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6+ 0.08% |
$466 - $502
|
7.74K
$709K
|
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6+ 0.08% |
$466 - $502
|
7.74K
$709K
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
6+ 0.06% |
$466 - $502
|
10.9K
$997K
|
|
|
Nov 09, 2021
Q3 2021
|
West Branch Capital LLC
|
BUY
|
- |
5+ 0.14% |
$389 - $418
|
3.69K
$338K
|
|
|
Oct 15, 2021
Q3 2021
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
5+ 0.06% |
$389 - $418
|
7.74K
$709K
|
|
|
Oct 06, 2021
Q3 2021
|
Private Trust CO Na
|
BUY
|
- |
5+ 0.02% |
$389 - $418
|
29.1K
$2.67M
|
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
4+ 0.14% |
$311 - $334
|
2.96K
$271K
|
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
4+ 0.1% |
$311 - $334
|
4.12K
$377K
|
|
|
Nov 09, 2021
Q3 2021
|
Ieq Capital, LLC
|
BUY
|
- |
3+ 0.09% |
$233 - $251
|
3.21K
$294K
|
|
|
Nov 08, 2021
Q3 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3+ 0.03% |
$233 - $251
|
10.1K
$920K
|
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
2+ 0.32% |
$155 - $167
|
627
$57.4K
|