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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.55K+ 17.25% |
$96.8K - $118K
|
10.5K
$1.04M
|
|
|
Oct 14, 2022
Q3 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
1.49K+ 9.99% |
$93K - $113K
|
16.4K
$1.62M
|
|
|
Nov 03, 2022
Q3 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.44K+ 0.46% |
$89.9K - $109K
|
315K
$31.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.41KNew |
$87.8K - $107K
|
1.41K
$139K
|
|
|
Nov 21, 2022
Q3 2022
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
1.38K+ 32.5% |
$86.2K - $105K
|
5.63K
$557K
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
BUY
|
- |
1.36K+ 7.35% |
$84.6K - $103K
|
19.8K
$1.96M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.25KNew |
$78.1K - $94.9K
|
1.25K
$124K
|
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
1.23K+ 9.06% |
$76.4K - $92.8K
|
14.7K
$1.46M
|
|
|
Oct 12, 2022
Q3 2022
|
Hudson Capital Management LLC
|
BUY
|
- |
1.21K+ 0.74% |
$75.3K - $91.6K
|
164K
$16.2M
|
|
|
Oct 18, 2022
Q3 2022
|
Mill Capital Management, LLC
|
BUY
|
- |
1.2KNew |
$74.8K - $90.9K
|
1.2K
$119K
|
|
|
Oct 12, 2022
Q3 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
1.16K+ 33.18% |
$72.3K - $87.9K
|
4.66K
$460K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.15K+ 4.21% |
$71.6K - $87K
|
28.4K
$2.81M
|
|
|
Oct 26, 2022
Q3 2022
|
Ironwood Financial, LLC
|
BUY
|
- |
1.08K+ 3.56% |
$67.5K - $82.1K
|
31.5K
$3.11M
|
|
|
Nov 15, 2022
Q3 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
1.08K+ 5.63% |
$67.2K - $81.7K
|
20.2K
$2M
|
|
|
Nov 09, 2022
Q3 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
1.07K+ 1.14% |
$66.5K - $80.9K
|
94.8K
$9.38M
|
|
|
Nov 14, 2022
Q3 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1.04K+ 3.4% |
$64.8K - $78.7K
|
31.6K
$3.13M
|
|
|
Nov 02, 2022
Q3 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
1.04KNew |
$64.6K - $78.5K
|
1.04K
$102K
|
|
|
Nov 14, 2022
Q3 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
1.03K+ 10.74% |
$64.3K - $78.2K
|
10.6K
$1.05M
|
|
|
Nov 01, 2022
Q3 2022
|
Financial Counselors Inc
|
BUY
|
- |
971+ 4.17% |
$60.5K - $73.6K
|
24.3K
$2.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
944+ 5.19% |
$58.9K - $71.5K
|
19.1K
$1.89M
|
|
|
Nov 14, 2022
Q3 2022
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
900+ 9.96% |
$56.1K - $68.2K
|
9.94K
$982K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
863+ 22.12% |
$53.8K - $65.4K
|
4.77K
$471K
|
|
|
Oct 18, 2022
Q3 2022
|
Courier Capital LLC
|
BUY
|
- |
831+ 0.4% |
$51.8K - $63K
|
211K
$20.8M
|
|
|
Nov 07, 2022
Q3 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
820+ 12.66% |
$51.1K - $62.1K
|
7.3K
$721K
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
801+ 3.32% |
$49.9K - $60.7K
|
25K
$2.47M
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
801+ 500.62% |
$49.9K - $60.7K
|
961
$95K
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
767+ 13.77% |
$47.8K - $58.1K
|
6.34K
$627K
|
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
BUY
|
- |
765+ 2.75% |
$47.7K - $58K
|
28.5K
$2.82M
|
|
|
Oct 20, 2022
Q3 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
765+ 2.45% |
$47.7K - $58K
|
31.9K
$3.16M
|
|
|
Oct 27, 2022
Q3 2022
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
716+ 16.42% |
$44.6K - $54.3K
|
5.08K
$502K
|
|
|
Nov 03, 2022
Q3 2022
|
Amg National Trust Bank
|
BUY
|
- |
712+ 4.01% |
$44.4K - $54K
|
18.5K
$1.82M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
706+ 0.09% |
$44K - $53.5K
|
818K
$80.9M
|
|
|
Oct 12, 2022
Q3 2022
|
Prosperity Planning, Inc.
|
BUY
|
- |
692+ 10.98% |
$43.1K - $52.4K
|
7K
$692K
|
|
|
Nov 15, 2022
Q3 2022
|
Washington Trust Bank
|
BUY
|
- |
680+ 10.64% |
$42.4K - $51.5K
|
7.07K
$699K
|
|
|
Nov 14, 2022
Q3 2022
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
609+ 1.84% |
$38K - $46.2K
|
33.7K
$3.33M
|
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
562+ 7.95% |
$35K - $42.6K
|
7.63K
$754K
|
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
540+ 12.98% |
$33.7K - $40.9K
|
4.7K
$465K
|
|
|
Oct 25, 2022
Q3 2022
|
First Merchants Corp
|
BUY
|
- |
520+ 0.25% |
$32.4K - $39.4K
|
212K
$20.9M
|
|
|
Oct 13, 2022
Q3 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
484+ 11.79% |
$30.2K - $36.7K
|
4.59K
$454K
|
|
|
Nov 14, 2022
Q3 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
481+ 2.6% |
$30K - $36.5K
|
18.9K
$1.87M
|
|
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
472New |
$29.4K - $35.8K
|
472
$46.7K
|
|
|
Oct 28, 2022
Q3 2022
|
Comerica Bank
|
BUY
|
- |
459+ 2.61% |
$28.6K - $34.8K
|
18K
$1.78M
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
452New |
$28.2K - $34.3K
|
452
$44.7K
|
|
|
Oct 19, 2022
Q3 2022
|
Griffin Asset Management, Inc.
|
BUY
|
- |
435+ 5.76% |
$27.1K - $33K
|
7.98K
$789K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
434+ 4.13% |
$27.1K - $32.9K
|
10.9K
$1.08M
|
|
|
Nov 01, 2022
Q3 2022
|
Tag Stone Capital, Inc.
|
BUY
|
- |
424+ 2.48% |
$26.4K - $32.1K
|
17.5K
$1.73M
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
420New |
$26.2K - $31.8K
|
420
$41.5K
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
402New |
$25.1K - $30.5K
|
402
$39.7K
|
|
|
Nov 15, 2022
Q3 2022
|
Family Firm, Inc.
|
BUY
|
- |
399+ 2.86% |
$24.9K - $30.2K
|
14.3K
$1.42M
|
|
|
Nov 14, 2022
Q3 2022
|
Pacific Sun Financial Corp
|
BUY
|
- |
390+ 4.09% |
$24.3K - $29.6K
|
9.92K
$981K
|