Purchases and Sales Made in Q3 2022 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 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
3.68M+ 5733.39% |
$229M - $279M
|
3.74M
$368M
|
|
|
Nov 14, 2022
Q3 2022
|
Main Management ETF Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.05MNew |
$65.6M - $79.8M
|
1.05M
$104M
|
|
|
Nov 14, 2022
Q3 2022
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
555KNew |
$34.6M - $42.1M
|
555K
$54.6M
|
|
|
Nov 02, 2022
Q3 2022
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
486KNew |
$30.3M - $36.8M
|
486K
$47.8M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
377K+ 44.31% |
$23.5M - $28.6M
|
1.23M
$121M
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
325K+ 57.38% |
$20.3M - $24.6M
|
891K
$87.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
77.9K+ 5.11% |
$4.86M - $5.9M
|
1.6M
$158M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
59.4K+ 3.21% |
$3.71M - $4.5M
|
1.91M
$188M
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
44.7K+ 102.43% |
$2.79M - $3.39M
|
88.3K
$8.69M
|
|
|
Nov 14, 2022
Q3 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
44.2K+ 5.11% |
$2.75M - $3.35M
|
909K
$89.5M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
35.4K+ 6.32% |
$2.21M - $2.68M
|
596K
$58.6M
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
34.5KNew |
$2.15M - $2.61M
|
34.5K
$3.39M
|
|
|
Nov 01, 2022
Q3 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
33.9K+ 368.0% |
$2.11M - $2.57M
|
43.1K
$4.24M
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
31.1K+ 157.71% |
$1.94M - $2.36M
|
50.8K
$5M
|
|
|
Oct 26, 2022
Q3 2022
|
Hancock Whitney Corp
|
BUY
|
- |
28.6K+ 262.49% |
$1.78M - $2.17M
|
39.5K
$3.89M
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
28.1K+ 3.26% |
$1.75M - $2.13M
|
891K
$87.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
19.4K+ 2.78% |
$1.21M - $1.47M
|
715K
$70.4M
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
19.1K+ 69.2% |
$1.19M - $1.45M
|
46.8K
$4.61M
|
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
BUY
|
- |
18.6KNew |
$1.16M - $1.41M
|
18.6K
$1.83M
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
BUY
|
- |
17.1K+ 380.82% |
$1.07M - $1.3M
|
21.6K
$2.12M
|
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
16.6K+ 3.81% |
$1.03M - $1.26M
|
452K
$44.5M
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
15.3K+ 12.23% |
$951K - $1.16M
|
140K
$13.8M
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
13.6KNew |
$845K - $1.03M
|
13.6K
$1.33M
|
|
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
13.4K+ 82.43% |
$834K - $1.01M
|
29.6K
$2.91M
|
|
|
Nov 10, 2022
Q3 2022
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
13.1KNew |
$816K - $991K
|
13.1K
$1.29M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
13K+ 75.71% |
$811K - $986K
|
30.2K
$2.97M
|
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
12.8K+ 15.43% |
$799K - $971K
|
95.9K
$9.43M
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
12.3K+ 119.95% |
$766K - $932K
|
22.5K
$2.22M
|
|
|
Nov 15, 2022
Q3 2022
|
Mai Capital Management
|
BUY
|
- |
12.1K+ 1.66% |
$754K - $917K
|
742K
$73M
|
|
|
Feb 14, 2023
Q3 2022
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
12KNew |
$749K - $910K
|
12K
$1.18M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12K+ 2.31% |
$747K - $908K
|
530K
$52.1M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
12K+ 2.08% |
$746K - $907K
|
587K
$57.8M
|
|
|
Oct 24, 2022
Q3 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
11.9KNew |
$740K - $900K
|
11.9K
$1.17M
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
11.8KNew |
$737K - $896K
|
11.8K
$1.16M
|
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
11.8KNew |
$736K - $894K
|
11.8K
$1.16M
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
11K+ 7.38% |
$685K - $833K
|
160K
$15.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
10.2K+ 2.93% |
$637K - $775K
|
359K
$35.4M
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
10.1KNew |
$629K - $765K
|
10.1K
$993K
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.62K+ 1.98% |
$600K - $729K
|
495K
$48.7M
|
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
9.23K+ 82.12% |
$576K - $700K
|
20.5K
$2.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Waldron Private Wealth LLC
|
BUY
|
- |
8.41K+ 234.39% |
$524K - $637K
|
12K
$1.18M
|
|
|
Oct 18, 2022
Q3 2022
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
8.32K+ 6.27% |
$519K - $631K
|
141K
$13.9M
|
|
|
Oct 13, 2022
Q3 2022
|
Retirement Planning Group
|
BUY
|
- |
7.56K+ 208.2% |
$472K - $573K
|
11.2K
$1.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
7.17K+ 123.67% |
$447K - $544K
|
13K
$1.28M
|
|
|
Nov 01, 2022
Q3 2022
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
7.12K+ 5.62% |
$444K - $540K
|
134K
$13.2M
|
|
|
Oct 18, 2022
Q3 2022
|
Corundum Group, Inc.
|
BUY
|
- |
7K+ 70.03% |
$436K - $531K
|
17K
$1.67M
|
|
|
Nov 04, 2022
Q3 2022
|
Independent Advisor Alliance
|
BUY
|
- |
6.62KNew |
$412K - $501K
|
6.62K
$651K
|
|
|
Oct 31, 2022
Q3 2022
|
Trust CO Of Virginia
|
BUY
|
- |
6.34KNew |
$395K - $480K
|
6.34K
$623K
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.14K+ 11.46% |
$383K - $465K
|
59.7K
$5.88M
|
|
|
Oct 12, 2022
Q3 2022
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
6.03K+ 100.55% |
$376K - $457K
|
12K
$1.18M
|