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 |
|---|---|---|---|---|---|---|---|
|
Dec 12, 2022
Q3 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
11+ 0.16% |
$686 - $834
|
6.93K
$685K
|
|
|
Oct 19, 2022
Q3 2022
|
West Branch Capital LLC
|
BUY
|
- |
11+ 0.38% |
$686 - $834
|
2.91K
$288K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
10+ 1.98% |
$624 - $758
|
514
$50.8K
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
8+ 0.37% |
$499 - $606
|
2.2K
$217K
|
|
|
Nov 03, 2022
Q3 2022
|
Ieq Capital, LLC
|
BUY
|
- |
8+ 0.25% |
$499 - $606
|
3.23K
$319K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
6+ 0.12% |
$374 - $455
|
5.16K
$510K
|
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
5+ 0.05% |
$312 - $379
|
10.3K
$1.01M
|
|
|
Oct 11, 2022
Q3 2022
|
Rise Advisors, LLC
|
BUY
|
- |
5+ 0.39% |
$312 - $379
|
1.28K
$126K
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
5New |
$312 - $379
|
5
$494
|
|
|
Nov 09, 2022
Q3 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
5+ 0.07% |
$312 - $379
|
6.92K
$684K
|
|
|
Feb 16, 2023
Q3 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
3+ 0.07% |
$187 - $227
|
4.37K
$432K
|
|
|
Oct 27, 2022
Q3 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
3+ 0.07% |
$187 - $227
|
4.12K
$407K
|
|
|
Nov 14, 2022
Q3 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
3+ 0.43% |
$187 - $227
|
701
$69.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
2+ 0.0% |
$125 - $152
|
59.5K
$5.88M
|
|
|
Nov 14, 2022
Q3 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
2+ 0.06% |
$125 - $152
|
3.4K
$336K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2+ 0.09% |
$125 - $152
|
2.31K
$228K
|
|
|
Nov 08, 2022
Q3 2022
|
Element Wealth, LLC
|
BUY
|
- |
2+ 0.44% |
$125 - $152
|
459
$45.4K
|
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2+ 0.48% |
$125 - $152
|
415
$41K
|
|
|
Oct 11, 2022
Q3 2022
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.67% |
$62.4 - $75.8
|
150
$14.8K
|
|
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.03% |
$62.4 - $75.8
|
3.46K
$342K
|
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 0.78% |
$62.4 - $75.8
|
129
$12.8K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
1+ 0.88% |
$62.4 - $75.8
|
115
$11.4K
|
|
|
Oct 07, 2022
Q3 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
1+ 0.03% |
$62.4 - $75.8
|
3.4K
$336K
|
|
|
Nov 01, 2022
Q3 2022
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-5- 0.12% |
$312 - $379
|
4.04K
$399K
|
|
|
Nov 08, 2022
Q3 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-6- 0.04% |
$374 - $455
|
14.7K
$1.45M
|
|
|
Oct 18, 2022
Q3 2022
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-6- 0.08% |
$374 - $455
|
7.52K
$743K
|
|
|
Nov 10, 2022
Q3 2022
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-10- 0.06% |
$624 - $758
|
17.2K
$1.7M
|
|
|
Oct 21, 2022
Q3 2022
|
Cra Financial Services, LLC
|
SELL
|
- |
-10- 0.15% |
$624 - $758
|
6.54K
$647K
|
|
|
Nov 14, 2022
Q3 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-13- 0.05% |
$811 - $985
|
27.8K
$2.75M
|
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-14- 0.02% |
$873 - $1.06K
|
56.8K
$5.62M
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-14- 0.02% |
$873 - $1.06K
|
56.8K
$5.62M
|
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-15- 0.21% |
$935 - $1.14K
|
7.07K
$699K
|
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-15- 0.06% |
$935 - $1.14K
|
23.9K
$2.37M
|
|
|
Nov 08, 2022
Q3 2022
|
Wms Partners, LLC
|
SELL
|
- |
-19- 0.26% |
$1.18K - $1.44K
|
7.2K
$712K
|
|
|
Nov 15, 2022
Q3 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-20- 0.18% |
$1.25K - $1.52K
|
10.8K
$1.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-26- 0.49% |
$1.62K - $1.97K
|
5.31K
$525K
|
|
|
Nov 04, 2022
Q3 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-26- 0.17% |
$1.62K - $1.97K
|
15K
$1.48M
|
|
|
Oct 24, 2022
Q3 2022
|
First Purpose Wealth LLC
|
SELL
|
- |
-28- 0.56% |
$1.75K - $2.12K
|
4.97K
$491K
|
|
|
Oct 11, 2022
Q3 2022
|
Steph & CO
|
SELL
|
- |
-28- 2.64% |
$1.75K - $2.12K
|
1.03K
$102K
|
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-38- 0.32% |
$2.37K - $2.88K
|
11.8K
$1.17M
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-38- 0.71% |
$2.37K - $2.88K
|
5.28K
$522K
|
|
|
Nov 03, 2022
Q3 2022
|
Renasant Bank
|
SELL
|
- |
-39- 0.19% |
$2.43K - $2.96K
|
20.8K
$2.06M
|
|
|
Nov 09, 2022
Q3 2022
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-40- 0.19% |
$2.49K - $3.03K
|
20.7K
$2.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-40- 0.51% |
$2.49K - $3.03K
|
7.74K
$766K
|
|
|
Jan 09, 2024
Q3 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-56- 2.59% |
$3.49K - $4.24K
|
2.11K
$208K
|
|
|
Nov 08, 2022
Q3 2022
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-57- 0.23% |
$3.55K - $4.32K
|
24.8K
$2.45M
|
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-76- 9.18% |
$4.74K - $5.76K
|
752
$74.3K
|
|
|
Oct 18, 2022
Q3 2022
|
Norway Savings Bank
|
SELL
|
- |
-86- 0.97% |
$5.36K - $6.52K
|
8.76K
$866K
|
|
|
Nov 08, 2022
Q3 2022
|
Private Management Group Inc
|
SELL
|
- |
-88- 1.19% |
$5.49K - $6.67K
|
7.29K
$720K
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-89- 2.19% |
$5.55K - $6.75K
|
3.97K
$393K
|