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
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-400- 3.51% |
$31.1K - $33.4K
|
11K
$1.01M
|
|
Nov 12, 2021
Q3 2021
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-403Closed |
$31.3K - $33.7K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-419- 1.54% |
$32.6K - $35K
|
26.8K
$2.46M
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-423- 6.15% |
$32.9K - $35.4K
|
6.46K
$592K
|
|
Oct 12, 2021
Q3 2021
|
Cra Financial Services, LLC
|
SELL
|
- |
-425- 5.62% |
$33K - $35.5K
|
7.13K
$653K
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-446- 0.24% |
$34.7K - $37.3K
|
182K
$16.7M
|
|
Nov 03, 2021
Q3 2021
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-447- 2.22% |
$34.7K - $37.4K
|
19.7K
$1.81M
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-470- 3.9% |
$36.5K - $39.3K
|
11.6K
$1.06M
|
|
Oct 27, 2021
Q3 2021
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-480- 3.34% |
$37.3K - $40.1K
|
13.9K
$1.27M
|
|
Oct 12, 2021
Q3 2021
|
Hya Advisors, Inc
|
SELL
|
- |
-495- 2.09% |
$38.5K - $41.4K
|
23.2K
$2.12M
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-500- 2.24% |
$38.9K - $41.8K
|
21.8K
$1.99M
|
|
Nov 09, 2021
Q3 2021
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-520- 32.42% |
$40.4K - $43.5K
|
1.08K
$99.3K
|
|
Oct 13, 2021
Q3 2021
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-520- 13.0% |
$40.4K - $43.5K
|
3.48K
$319K
|
|
Nov 12, 2021
Q3 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-555- 3.33% |
$43.1K - $46.4K
|
16.1K
$1.48M
|
|
Nov 03, 2021
Q3 2021
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-558- 1.28% |
$43.4K - $46.6K
|
43.1K
$3.94M
|
|
Nov 12, 2021
Q3 2021
|
Gables Capital Management Inc.
|
SELL
|
- |
-568- 4.85% |
$44.1K - $47.5K
|
11.1K
$1.02M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-575- 0.87% |
$44.7K - $48.1K
|
65.2K
$5.97M
|
|
Nov 22, 2021
Q3 2021
|
Comerica Bank
|
SELL
|
- |
-588- 2.63% |
$45.7K - $49.2K
|
21.8K
$1.99M
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-605- 6.6% |
$47K - $50.6K
|
8.57K
$785K
|
|
Nov 12, 2021
Q3 2021
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-612- 0.93% |
$47.6K - $51.2K
|
65.1K
$5.96M
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
SELL
|
- |
-614Closed |
$47.7K - $51.3K
|
0
$0
|
|
Oct 25, 2021
Q3 2021
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-640- 0.99% |
$49.7K - $53.5K
|
64K
$5.86M
|
|
Oct 27, 2021
Q3 2021
|
Dearborn Partners LLC
|
SELL
|
- |
-645- 4.9% |
$50.1K - $53.9K
|
12.5K
$1.15M
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-685Closed |
$53.2K - $57.3K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Rodgers & Associates, LTD
|
SELL
|
- |
-689- 1.23% |
$53.5K - $57.6K
|
55.2K
$5.06M
|
|
Nov 15, 2021
Q3 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-693- 3.39% |
$53.9K - $57.9K
|
19.7K
$1.81M
|
|
Oct 12, 2021
Q3 2021
|
Renasant Bank
|
SELL
|
- |
-697- 2.59% |
$54.2K - $58.3K
|
26.2K
$2.4M
|
|
Oct 21, 2021
Q3 2021
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-700Closed |
$54.4K - $58.5K
|
0
$0
|
|
Oct 20, 2021
Q3 2021
|
Hoese & CO LLP
|
SELL
|
- |
-720- 52.17% |
$56K - $60.2K
|
660
$60.4K
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-733- 6.2% |
$57K - $61.3K
|
11.1K
$1.02M
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
SELL
|
- |
-741- 6.32% |
$57.6K - $61.9K
|
11K
$1.01M
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-747- 1.07% |
$58K - $62.4K
|
69.1K
$6.32M
|
|
Oct 12, 2021
Q3 2021
|
Cva Family Office, LLC
|
SELL
|
- |
-753- 75.0% |
$58.5K - $63K
|
251
$23K
|
|
Nov 12, 2021
Q3 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-790- 2.38% |
$61.4K - $66K
|
32.4K
$2.97M
|
|
Nov 01, 2021
Q3 2021
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-806- 0.48% |
$62.6K - $67.4K
|
166K
$15.2M
|
|
Oct 28, 2021
Q3 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-829- 3.3% |
$64.4K - $69.3K
|
24.3K
$2.23M
|
|
Nov 12, 2021
Q3 2021
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-876- 0.53% |
$68.1K - $73.2K
|
166K
$15.2M
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-893- 3.28% |
$69.4K - $74.7K
|
26.3K
$2.41M
|
|
Nov 12, 2021
Q3 2021
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-899- 2.27% |
$69.9K - $75.2K
|
38.6K
$3.54M
|
|
Oct 26, 2021
Q3 2021
|
First Merchants Corp
|
SELL
|
- |
-909- 0.39% |
$70.6K - $76K
|
229K
$21M
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-931- 13.05% |
$72.3K - $77.8K
|
6.2K
$568K
|
|
Oct 19, 2021
Q3 2021
|
Gemmer Asset Management LLC
|
SELL
|
- |
-936- 31.97% |
$72.7K - $78.2K
|
1.99K
$182K
|
|
Oct 14, 2021
Q3 2021
|
Atlas Brown,Inc.
|
SELL
|
- |
-950- 3.73% |
$73.8K - $79.4K
|
24.5K
$2.25M
|
|
Oct 26, 2021
Q3 2021
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-952- 7.72% |
$74K - $79.6K
|
11.4K
$1.04M
|
|
Nov 12, 2021
Q3 2021
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-968- 21.53% |
$75.2K - $80.9K
|
3.53K
$323K
|
|
Oct 15, 2021
Q3 2021
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-986- 4.71% |
$76.6K - $82.4K
|
19.9K
$1.82M
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-989- 20.33% |
$76.9K - $82.7K
|
3.88K
$355K
|
|
Nov 01, 2021
Q3 2021
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.02K- 0.3% |
$78.9K - $84.9K
|
336K
$30.8M
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.04K- 0.64% |
$80.4K - $86.5K
|
161K
$14.8M
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.09K- 1.25% |
$84.9K - $91.3K
|
86.3K
$7.9M
|