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 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
386+ 2.0% |
$24.1K - $29.3K
|
19.7K
$1.89M
|
|
|
Oct 26, 2022
Q3 2022
|
Inverness Counsel LLC
|
BUY
|
- |
380+ 7.11% |
$23.7K - $28.8K
|
5.72K
$550K
|
|
|
Nov 07, 2022
Q3 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
365+ 10.95% |
$22.8K - $27.7K
|
3.7K
$356K
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
363+ 4.44% |
$22.6K - $27.5K
|
8.55K
$822K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
357+ 33.09% |
$22.3K - $27.1K
|
1.44K
$138K
|
|
|
Oct 26, 2022
Q3 2022
|
Atlas Private Wealth Management
|
BUY
|
- |
354+ 2.49% |
$22.1K - $26.8K
|
14.6K
$1.4M
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
346+ 9.91% |
$21.6K - $26.2K
|
3.84K
$369K
|
|
|
Nov 15, 2022
Q3 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
345+ 6.95% |
$21.5K - $26.1K
|
5.31K
$510K
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
326+ 0.99% |
$20.3K - $24.7K
|
33.3K
$3.2M
|
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
314+ 2.53% |
$19.6K - $23.8K
|
12.7K
$1.22M
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
304+ 0.54% |
$19K - $23K
|
56.8K
$5.46M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
303+ 3.92% |
$18.9K - $23K
|
8.03K
$772K
|
|
|
Oct 27, 2022
Q3 2022
|
First Personal Financial Services
|
BUY
|
- |
297+ 0.34% |
$18.5K - $22.5K
|
88.6K
$8.52M
|
|
|
Oct 21, 2022
Q3 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
291+ 25.39% |
$18.1K - $22.1K
|
1.44K
$138K
|
|
|
Oct 20, 2022
Q3 2022
|
Country Trust Bank
|
BUY
|
- |
276+ 71.88% |
$17.2K - $20.9K
|
660
$63.5K
|
|
|
Oct 11, 2022
Q3 2022
|
Norwood Financial Corp
|
BUY
|
- |
268+ 2.89% |
$16.7K - $20.3K
|
9.54K
$917K
|
|
|
Nov 14, 2022
Q3 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
263+ 0.95% |
$16.4K - $19.9K
|
28K
$2.69M
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
262+ 3.32% |
$16.3K - $19.9K
|
8.16K
$785K
|
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
261+ 1.3% |
$16.3K - $19.8K
|
20.3K
$1.95M
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
224New |
$14K - $17K
|
224
$21.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
BUY
|
- |
220+ 1.86% |
$13.7K - $16.7K
|
12K
$1.16M
|
|
|
Nov 03, 2022
Q3 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
210+ 1.05% |
$13.1K - $15.9K
|
20.2K
$1.94M
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
210New |
$13.1K - $15.9K
|
210
$20.2K
|
|
|
Oct 14, 2022
Q3 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
186+ 0.3% |
$11.6K - $14.1K
|
62.8K
$6.04M
|
|
|
Oct 12, 2022
Q3 2022
|
Sol Capital Management CO
|
BUY
|
- |
185+ 1.76% |
$11.5K - $14K
|
10.7K
$1.03M
|
|
|
Oct 12, 2022
Q3 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
172+ 5.37% |
$10.7K - $13K
|
3.37K
$324K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
172+ 1.19% |
$10.7K - $13K
|
14.6K
$1.4M
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
147New |
$9.17K - $11.1K
|
147
$14.1K
|
|
|
Oct 18, 2022
Q3 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
120+ 7.94% |
$7.48K - $9.09K
|
1.63K
$157K
|
|
|
Oct 05, 2022
Q3 2022
|
American National Bank
|
BUY
|
- |
110+ 15.63% |
$6.86K - $8.34K
|
814
$78.3K
|
|
|
Oct 12, 2022
Q3 2022
|
C2 C Wealth Management, LLC
|
BUY
|
- |
108+ 0.6% |
$6.73K - $8.19K
|
18K
$1.73M
|
|
|
Oct 06, 2022
Q3 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
102+ 2.07% |
$6.36K - $7.73K
|
5.02K
$482K
|
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
89+ 1.63% |
$5.55K - $6.75K
|
5.54K
$532K
|
|
|
Nov 14, 2022
Q3 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
72+ 1.16% |
$4.49K - $5.46K
|
6.28K
$603K
|
|
|
Nov 03, 2022
Q3 2022
|
Slate Stone Wealth, LLC
|
BUY
|
- |
72+ 0.67% |
$4.49K - $5.46K
|
10.9K
$1.04M
|
|
|
Oct 17, 2022
Q3 2022
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
68+ 0.98% |
$4.24K - $5.15K
|
7.01K
$674K
|
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
61+ 2.14% |
$3.8K - $4.62K
|
2.91K
$279K
|
|
|
Oct 05, 2022
Q3 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
52+ 0.83% |
$3.24K - $3.94K
|
6.29K
$605K
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust CO
|
BUY
|
- |
50+ 10.42% |
$3.12K - $3.79K
|
530
$51K
|
|
|
Nov 14, 2022
Q3 2022
|
Neumann Capital Management, LLC
|
BUY
|
- |
50+ 0.11% |
$3.12K - $3.79K
|
44.1K
$4.24M
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
42+ 1.57% |
$2.62K - $3.18K
|
2.72K
$262K
|
|
|
Nov 15, 2022
Q3 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
39+ 0.35% |
$2.43K - $2.96K
|
11.1K
$1.06M
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
24+ 0.15% |
$1.5K - $1.82K
|
15.7K
$1.51M
|
|
|
Oct 12, 2022
Q3 2022
|
Dentgroup LLC
|
BUY
|
- |
22+ 0.36% |
$1.37K - $1.67K
|
6.15K
$592K
|
|
|
Nov 09, 2022
Q3 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
18+ 0.36% |
$1.12K - $1.36K
|
5.05K
$485K
|
|
|
Nov 09, 2022
Q3 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
18+ 0.54% |
$1.12K - $1.36K
|
3.33K
$320K
|
|
|
Oct 12, 2022
Q3 2022
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
17+ 0.07% |
$1.06K - $1.29K
|
25.7K
$2.47M
|
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
16+ 0.21% |
$998 - $1.21K
|
7.5K
$721K
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
15+ 0.38% |
$935 - $1.14K
|
3.94K
$379K
|
|
|
Oct 13, 2022
Q3 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
14+ 0.39% |
$873 - $1.06K
|
3.63K
$349K
|