Purchases and Sales Made in Q3 2023 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 2023. 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, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
227K+ 12.96% |
$16.2M - $17.7M
|
1.98M
$180M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
217KNew |
$15.5M - $16.9M
|
217K
$19.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
192K+ 14.91% |
$13.7M - $15M
|
1.48M
$135M
|
|
|
Nov 13, 2023
Q3 2023
|
Main Management ETF Advisors, LLC
San Francisco, CA |
BUY
|
- |
131K+ 5.36% |
$9.35M - $10.2M
|
2.57M
$234M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
131K+ 1044.79% |
$9.34M - $10.2M
|
143K
$13M
|
|
|
Nov 15, 2023
Q3 2023
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
111KNew |
$7.96M - $8.68M
|
111K
$10.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
68.4KNew |
$4.89M - $5.33M
|
68.4K
$6.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
48.1K+ 20.17% |
$3.44M - $3.75M
|
287K
$26.1M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
46K+ 16.38% |
$3.29M - $3.59M
|
327K
$29.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
44KNew |
$3.15M - $3.43M
|
44K
$4M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
41.6K+ 304.27% |
$2.97M - $3.24M
|
55.3K
$5.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
38.9K+ 55.22% |
$2.78M - $3.03M
|
109K
$9.96M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
37.4K+ 1.88% |
$2.67M - $2.91M
|
2.03M
$184M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
36.7K+ 36.15% |
$2.63M - $2.86M
|
138K
$12.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Dorsey Wright & Associates
|
BUY
|
- |
36.3KNew |
$2.6M - $2.83M
|
36.3K
$3.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
35.9K+ 581.51% |
$2.57M - $2.8M
|
42.1K
$3.83M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
35.4K+ 1009.0% |
$2.53M - $2.76M
|
38.9K
$3.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
34.7K+ 1047.84% |
$2.48M - $2.7M
|
38K
$3.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
33.3K+ 57.18% |
$2.38M - $2.6M
|
91.6K
$8.33M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
32.1K+ 114.8% |
$2.29M - $2.5M
|
60K
$5.46M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
27.8K+ 549.28% |
$1.99M - $2.17M
|
32.9K
$2.99M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
27.1K+ 12.94% |
$1.94M - $2.11M
|
237K
$21.5M
|
|
|
Oct 19, 2023
Q3 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
25.9KNew |
$1.85M - $2.02M
|
25.9K
$2.36M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
23.1K+ 22.29% |
$1.65M - $1.8M
|
127K
$11.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
22.1K+ 36.73% |
$1.58M - $1.72M
|
82.2K
$7.48M
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
21.4K+ 69.09% |
$1.53M - $1.67M
|
52.5K
$4.77M
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
19.2KNew |
$1.37M - $1.5M
|
19.2K
$1.75M
|
|
|
Oct 31, 2023
Q3 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
19.1KNew |
$1.37M - $1.49M
|
19.1K
$1.74M
|
|
|
Oct 25, 2023
Q3 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
18.8K+ 3.34% |
$1.35M - $1.47M
|
583K
$53.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
18.8K+ 9.99% |
$1.35M - $1.47M
|
207K
$18.9M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
18.4KNew |
$1.31M - $1.43M
|
18.4K
$1.67M
|
|
|
Nov 14, 2023
Q3 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
17.7K+ 247.53% |
$1.27M - $1.38M
|
24.9K
$2.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
17.7K+ 33951.92% |
$1.26M - $1.38M
|
17.7K
$1.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
16.9KNew |
$1.2M - $1.31M
|
16.9K
$1.53M
|
|
|
Oct 11, 2023
Q3 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
16.8K+ 3.16% |
$1.2M - $1.31M
|
546K
$49.7M
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
16.2K+ 31.48% |
$1.16M - $1.26M
|
67.5K
$6.14M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
15K+ 31.13% |
$1.07M - $1.17M
|
63.1K
$5.74M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
14.5K+ 26.74% |
$1.04M - $1.13M
|
68.7K
$6.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
13.4K+ 3.37% |
$960K - $1.05M
|
412K
$37.5M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.4K+ 2.38% |
$957K - $1.04M
|
577K
$52.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
13.1K+ 47.49% |
$938K - $1.02M
|
40.7K
$3.71M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
12.9K+ 33.72% |
$925K - $1.01M
|
51.3K
$4.67M
|
|
|
Oct 19, 2023
Q3 2023
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
12.8K+ 4398.29% |
$918K - $1M
|
13.1K
$1.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
12.7K+ 128.87% |
$908K - $990K
|
22.5K
$2.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
12.4K+ 7.22% |
$888K - $969K
|
185K
$16.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.6K+ 120.2% |
$832K - $907K
|
21.3K
$1.94M
|
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
11.2KNew |
$804K - $876K
|
11.2K
$1.02M
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
11.1K+ 34.17% |
$792K - $863K
|
43.5K
$3.96M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
11.1K+ 1.14% |
$791K - $863K
|
984K
$89.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
10.8K+ 18.18% |
$774K - $844K
|
70.4K
$6.4M
|