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
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-5.76K- 43.24% |
$412K - $449K
|
7.56K
$744K
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
SELL
|
- |
-6.38K- 16.28% |
$456K - $497K
|
32.8K
$3.23M
|
|
|
Oct 19, 2023
Q3 2023
|
Slow Capital, Inc.
|
SELL
|
- |
-6.52K- 11.33% |
$466K - $508K
|
51K
$5.02M
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-7.05K- 11.45% |
$504K - $549K
|
54.5K
$5.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-7.12K- 2.13% |
$509K - $555K
|
328K
$32.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-7.81K- 17.35% |
$558K - $609K
|
37.2K
$3.66M
|
|
|
Oct 26, 2023
Q3 2023
|
First Merchants Corp
|
SELL
|
- |
-8.76K- 4.49% |
$626K - $683K
|
186K
$18.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-10.6K- 3.58% |
$758K - $826K
|
286K
$28.1M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-11.1K- 0.17% |
$795K - $867K
|
6.59M
$648M
|
|
|
Nov 08, 2023
Q3 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-12.8K- 19.77% |
$912K - $995K
|
51.8K
$5.1M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-12.9K- 43.47% |
$924K - $1.01M
|
16.8K
$1.65M
|
|
|
Oct 24, 2023
Q3 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-13.6K- 4.53% |
$970K - $1.06M
|
286K
$28.2M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-14.4K- 2.32% |
$1.03M - $1.12M
|
605K
$59.6M
|
|
|
Feb 02, 2024
Q3 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-15KClosed |
$1.07M - $1.17M
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-15.3K- 3.56% |
$1.09M - $1.19M
|
414K
$40.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-15.5K- 32.34% |
$1.11M - $1.21M
|
32.5K
$3.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-16.9K- 14.01% |
$1.21M - $1.32M
|
104K
$10.2M
|
|
|
Nov 02, 2023
Q3 2023
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-18.3K- 22.12% |
$1.31M - $1.43M
|
64.5K
$6.35M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-19.2K- 4.48% |
$1.37M - $1.5M
|
409K
$40.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-19.6K- 3.53% |
$1.4M - $1.52M
|
534K
$52.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-23.8K- 21.46% |
$1.7M - $1.86M
|
87.2K
$8.58M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-26.9K- 1.66% |
$1.92M - $2.09M
|
1.59M
$157M
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
SELL
|
- |
-27.7K- 5.58% |
$1.98M - $2.16M
|
468K
$46.1M
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-28.1K- 85.62% |
$2.01M - $2.19M
|
4.73K
$465K
|
|
|
Nov 15, 2023
Q3 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-32.1K- 4.84% |
$2.29M - $2.5M
|
631K
$62.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-42.2K- 2.48% |
$3.02M - $3.29M
|
1.66M
$163M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-50.3K- 45.92% |
$3.6M - $3.92M
|
59.3K
$5.83M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-55.8K- 9.43% |
$3.99M - $4.35M
|
536K
$52.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-147K- 1.8% |
$10.5M - $11.5M
|
8.01M
$788M
|
|
|
Nov 08, 2023
Q3 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-173K- 96.39% |
$12.4M - $13.5M
|
6.47K
$637K
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-179K- 42.06% |
$12.8M - $13.9M
|
246K
$24.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-211K- 17.95% |
$15.1M - $16.4M
|
963K
$94.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-301K- 85.16% |
$21.5M - $23.5M
|
52.5K
$5.16M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-303K- 8.85% |
$21.6M - $23.6M
|
3.12M
$307M
|