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 05, 2021
Q3 2021
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-100- 1.83% |
$7.77K - $8.36K
|
5.36K
$515K
|
|
|
Oct 28, 2021
Q3 2021
|
Montecito Bank & Trust
|
SELL
|
- |
-100- 0.91% |
$7.77K - $8.36K
|
10.9K
$1.04M
|
|
|
Oct 15, 2021
Q3 2021
|
Transform Wealth, LLC
|
SELL
|
- |
-112- 2.36% |
$8.7K - $9.36K
|
4.64K
$446K
|
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
SELL
|
- |
-115- 27.78% |
$8.94K - $9.61K
|
299
$28.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-121- 0.78% |
$9.4K - $10.1K
|
15.3K
$1.47M
|
|
|
Nov 12, 2021
Q3 2021
|
Brown Advisory Inc
|
SELL
|
- |
-121- 0.78% |
$9.4K - $10.1K
|
15.4K
$1.48M
|
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-124Closed |
$9.64K - $10.4K
|
0
$0
|
|
|
Nov 24, 2021
Q3 2021
|
Mcdonald Partners LLC
|
SELL
|
- |
-126- 3.68% |
$9.79K - $10.5K
|
3.3K
$317K
|
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-138- 3.79% |
$10.7K - $11.5K
|
3.5K
$337K
|
|
|
Nov 09, 2021
Q3 2021
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-145- 0.48% |
$11.3K - $12.1K
|
30.3K
$2.91M
|
|
|
Oct 29, 2021
Q3 2021
|
Versant Capital Management, Inc
|
SELL
|
- |
-152Closed |
$11.8K - $12.7K
|
0
$0
|
|
|
Oct 07, 2021
Q3 2021
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-169Closed |
$13.1K - $14.1K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Cordasco Financial Network
|
SELL
|
- |
-185- 23.72% |
$14.4K - $15.5K
|
595
$57.2K
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-188- 1.79% |
$14.6K - $15.7K
|
10.3K
$989K
|
|
|
Nov 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-189- 1.12% |
$14.7K - $15.8K
|
16.7K
$1.61M
|
|
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-190- 10.03% |
$14.8K - $15.9K
|
1.71K
$164K
|
|
|
Nov 10, 2021
Q3 2021
|
Oakworth Capital, Inc.
|
SELL
|
- |
-191- 2.29% |
$14.8K - $16K
|
8.14K
$783K
|
|
|
Nov 15, 2021
Q3 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-195- 1.33% |
$15.2K - $16.3K
|
14.4K
$1.39M
|
|
|
Oct 27, 2021
Q3 2021
|
Westside Investment Management, Inc.
|
SELL
|
- |
-200Closed |
$15.5K - $16.7K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-200- 3.92% |
$15.5K - $16.7K
|
4.9K
$471K
|
|
|
Nov 12, 2021
Q3 2021
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-200- 4.56% |
$15.5K - $16.7K
|
4.19K
$403K
|
|
|
Oct 12, 2021
Q3 2021
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-200- 5.87% |
$15.5K - $16.7K
|
3.21K
$308K
|
|
|
Nov 08, 2021
Q3 2021
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-200- 6.78% |
$15.5K - $16.7K
|
2.75K
$265K
|
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-200- 19.61% |
$15.5K - $16.7K
|
820
$78.8K
|
|
|
Oct 19, 2021
Q3 2021
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-203- 0.78% |
$15.8K - $17K
|
25.8K
$2.48M
|
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-226Closed |
$17.6K - $18.9K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-230- 2.87% |
$17.9K - $19.2K
|
7.79K
$749K
|
|
|
Nov 02, 2021
Q3 2021
|
Corundum Group, Inc.
|
SELL
|
- |
-232- 1.9% |
$18K - $19.4K
|
12K
$1.15M
|
|
|
Nov 08, 2021
Q3 2021
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-240- 7.34% |
$18.7K - $20.1K
|
3.03K
$291K
|
|
|
Nov 12, 2021
Q3 2021
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-240- 6.83% |
$18.7K - $20.1K
|
3.28K
$315K
|
|
|
Oct 22, 2021
Q3 2021
|
Cadence Bank Na
|
SELL
|
- |
-256- 1.98% |
$19.9K - $21.4K
|
12.6K
$1.22M
|
|
|
Oct 26, 2021
Q3 2021
|
Financial Counselors Inc
|
SELL
|
- |
-275- 1.12% |
$21.4K - $23K
|
24.3K
$2.33M
|
|
|
Oct 13, 2021
Q3 2021
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-279- 4.38% |
$21.7K - $23.3K
|
6.09K
$586K
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-289- 4.81% |
$22.5K - $24.2K
|
5.72K
$549K
|
|
|
Nov 15, 2021
Q3 2021
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-289- 1.7% |
$22.5K - $24.2K
|
16.7K
$1.6M
|
|
|
Oct 28, 2021
Q3 2021
|
Advisors Management Group Inc
|
SELL
|
- |
-300- 7.69% |
$23.3K - $25.1K
|
3.6K
$346K
|
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
SELL
|
- |
-300- 7.62% |
$23.3K - $25.1K
|
3.64K
$350K
|
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-312- 16.92% |
$24.2K - $26.1K
|
1.53K
$147K
|
|
|
Nov 15, 2021
Q3 2021
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-314- 7.2% |
$24.4K - $26.3K
|
4.05K
$389K
|
|
|
Nov 01, 2021
Q3 2021
|
Orser Capital Management, LLC
|
SELL
|
- |
-320- 8.37% |
$24.9K - $26.8K
|
3.51K
$337K
|
|
|
Nov 12, 2021
Q3 2021
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-320- 3.52% |
$24.9K - $26.8K
|
8.76K
$842K
|
|
|
Nov 01, 2021
Q3 2021
|
Key F Inancial Inc
|
SELL
|
- |
-321- 4.93% |
$24.9K - $26.8K
|
6.19K
$595K
|
|
|
Oct 25, 2021
Q3 2021
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-332- 11.38% |
$25.8K - $27.8K
|
2.59K
$249K
|
|
|
Nov 09, 2021
Q3 2021
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-334- 0.92% |
$26K - $27.9K
|
36.1K
$3.47M
|
|
|
Nov 19, 2021
Q3 2021
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-342- 8.31% |
$26.6K - $28.6K
|
3.77K
$363K
|
|
|
Nov 09, 2021
Q3 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-348- 3.24% |
$27K - $29.1K
|
10.4K
$999K
|
|
|
Oct 14, 2021
Q3 2021
|
First Citizens Financial Corp
|
SELL
|
- |
-365- 0.54% |
$28.4K - $30.5K
|
66.8K
$6.43M
|
|
|
Nov 01, 2021
Q3 2021
|
Neumann Capital Management, LLC
|
SELL
|
- |
-370- 0.85% |
$28.8K - $30.9K
|
43.3K
$4.16M
|
|
|
Nov 15, 2021
Q3 2021
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-370- 1.21% |
$28.8K - $30.9K
|
30.3K
$2.91M
|
|
|
Nov 10, 2021
Q3 2021
|
Ntv Asset Management LLC
|
SELL
|
- |
-400- 1.84% |
$31.1K - $33.4K
|
21.4K
$2.06M
|