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
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.02K- 16.7% |
$63.5K - $77.2K
|
5.08K
$502K
|
|
|
Oct 17, 2022
Q3 2022
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-1.04K- 1.59% |
$65K - $79K
|
64.5K
$6.38M
|
|
|
Nov 15, 2022
Q3 2022
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-1.07K- 0.72% |
$66.4K - $80.7K
|
147K
$14.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.07K- 4.05% |
$66.6K - $80.9K
|
25.3K
$2.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.08K- 11.48% |
$67K - $81.5K
|
8.29K
$819K
|
|
|
Nov 03, 2022
Q3 2022
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-1.11K- 2.88% |
$69.1K - $84.1K
|
37.4K
$3.7M
|
|
|
Nov 09, 2022
Q3 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-1.11K- 4.57% |
$69.3K - $84.2K
|
23.2K
$2.29M
|
|
|
Nov 15, 2022
Q3 2022
|
Mainstay Capital Management LLC
|
SELL
|
- |
-1.14K- 16.32% |
$71.3K - $86.6K
|
5.86K
$579K
|
|
|
Oct 26, 2022
Q3 2022
|
Spc Financial, Inc.
|
SELL
|
- |
-1.17K- 0.52% |
$72.9K - $88.7K
|
224K
$22.2M
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.21K- 10.59% |
$75.3K - $91.6K
|
10.2K
$1.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-1.27K- 0.77% |
$79.2K - $96.3K
|
164K
$16.2M
|
|
|
Nov 03, 2022
Q3 2022
|
Private Capital Management LLC
|
SELL
|
- |
-1.3K- 11.41% |
$81.1K - $98.5K
|
10.1K
$998K
|
|
|
Oct 18, 2022
Q3 2022
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-1.47K- 9.96% |
$91.8K - $112K
|
13.3K
$1.32M
|
|
|
Nov 10, 2022
Q3 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.5K- 31.75% |
$93.2K - $113K
|
3.21K
$318K
|
|
|
Nov 07, 2022
Q3 2022
|
South State Corp
|
SELL
|
- |
-1.51K- 16.99% |
$94.2K - $115K
|
7.38K
$730K
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.52K- 0.95% |
$94.7K - $115K
|
159K
$15.7M
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-1.53K- 0.87% |
$95.4K - $116K
|
173K
$17.1M
|
|
|
Oct 27, 2022
Q3 2022
|
Bank Of Stockton
|
SELL
|
- |
-1.59K- 5.05% |
$98.8K - $120K
|
29.8K
$2.94M
|
|
|
Oct 06, 2022
Q3 2022
|
Atlas Brown,Inc.
|
SELL
|
- |
-1.59K- 6.49% |
$99.1K - $121K
|
22.9K
$2.27M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.6K- 1.99% |
$99.5K - $121K
|
78.6K
$7.77M
|
|
|
Nov 14, 2022
Q3 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.6K- 5.98% |
$99.5K - $121K
|
25.1K
$2.48M
|
|
|
Nov 09, 2022
Q3 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.69K- 10.28% |
$105K - $128K
|
14.7K
$1.46M
|
|
|
Oct 18, 2022
Q3 2022
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.7K- 25.85% |
$106K - $128K
|
4.86K
$481K
|
|
|
Oct 17, 2022
Q3 2022
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-1.74K- 2.76% |
$109K - $132K
|
61.3K
$6.06M
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.84K- 1.91% |
$114K - $139K
|
94.5K
$9.34M
|
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.9K- 15.41% |
$118K - $144K
|
10.4K
$1.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.92K- 5.7% |
$120K - $146K
|
31.8K
$3.15M
|
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-1.94K- 44.88% |
$121K - $147K
|
2.38K
$235K
|
|
|
Oct 14, 2022
Q3 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.99K- 4.64% |
$124K - $151K
|
40.9K
$4.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.01K- 1.0% |
$125K - $152K
|
198K
$19.6M
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.09K- 5.37% |
$130K - $159K
|
36.9K
$3.64M
|
|
|
Nov 08, 2022
Q3 2022
|
Nbt Bank N A
|
SELL
|
- |
-2.18K- 36.36% |
$136K - $165K
|
3.82K
$377K
|
|
|
Nov 07, 2022
Q3 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-2.19K- 2.54% |
$136K - $166K
|
83.9K
$8.29M
|
|
|
Nov 14, 2022
Q3 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.2K- 37.71% |
$137K - $167K
|
3.63K
$359K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-2.23KClosed |
$139K - $169K
|
0
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.23K- 31.8% |
$139K - $169K
|
4.79K
$474K
|
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
SELL
|
- |
-2.28K- 2.42% |
$142K - $172K
|
91.8K
$9.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Truepoint, Inc.
|
SELL
|
- |
-2.4K- 19.52% |
$149K - $182K
|
9.88K
$977K
|
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
SELL
|
- |
-2.57K- 35.66% |
$160K - $195K
|
4.65K
$459K
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.57K- 1.41% |
$160K - $195K
|
179K
$17.7M
|
|
|
Oct 31, 2022
Q3 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-2.66K- 18.65% |
$166K - $202K
|
11.6K
$1.15M
|
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
SELL
|
- |
-2.7K- 45.27% |
$169K - $205K
|
3.27K
$323K
|
|
|
Nov 16, 2022
Q3 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-2.89K- 18.77% |
$180K - $219K
|
12.5K
$1.24M
|
|
|
Oct 11, 2022
Q3 2022
|
Pacific Financial Group Inc
|
SELL
|
- |
-2.91K- 7.8% |
$182K - $221K
|
34.4K
$3.4M
|
|
|
Nov 08, 2022
Q3 2022
|
Congress Asset Management CO
|
SELL
|
- |
-3.08K- 31.94% |
$192K - $233K
|
6.55K
$648K
|
|
|
Nov 14, 2022
Q3 2022
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-3.17K- 16.73% |
$198K - $240K
|
15.8K
$1.56M
|
|
|
Oct 05, 2022
Q3 2022
|
First Hawaiian Bank
|
SELL
|
- |
-3.29K- 3.06% |
$205K - $249K
|
104K
$10.3M
|
|
|
Oct 24, 2022
Q3 2022
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-3.33K- 37.98% |
$207K - $252K
|
5.43K
$537K
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.64K- 15.88% |
$227K - $276K
|
19.3K
$1.91M
|
|
|
Nov 14, 2022
Q3 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-3.79K- 7.82% |
$236K - $287K
|
44.7K
$4.41M
|