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 |
---|---|---|---|---|---|---|---|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
10.3K+ 69.82% |
$735K - $802K
|
25K
$2.46M
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9.85K+ 2.28% |
$704K - $768K
|
442K
$43.5M
|
|
Oct 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
9.8KNew |
$700K - $764K
|
9.8K
$964K
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
9.73K+ 52.66% |
$696K - $759K
|
28.2K
$2.78M
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
9.49K+ 61.44% |
$678K - $739K
|
24.9K
$2.45M
|
|
Oct 23, 2023
Q3 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
8.95K+ 1.95% |
$640K - $697K
|
468K
$46M
|
|
Oct 18, 2023
Q3 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
8.86KNew |
$634K - $691K
|
8.86K
$872K
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
8.83K+ 5.16% |
$631K - $688K
|
180K
$17.7M
|
|
Nov 14, 2023
Q3 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
8.8KNew |
$629K - $686K
|
8.8K
$866K
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
7.84KNew |
$560K - $611K
|
7.84K
$771K
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
7.79KNew |
$556K - $607K
|
7.79K
$766K
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.76K+ 1.46% |
$554K - $605K
|
538K
$53M
|
|
Oct 13, 2023
Q3 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
7.48K+ 3.77% |
$535K - $583K
|
206K
$20.3M
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
7.3K+ 27.78% |
$522K - $569K
|
33.6K
$3.31M
|
|
Oct 23, 2023
Q3 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
7.13KNew |
$509K - $555K
|
7.13K
$701K
|
|
Nov 09, 2023
Q3 2023
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
6.96K+ 39.73% |
$498K - $543K
|
24.5K
$2.41M
|
|
Nov 14, 2023
Q3 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
6.91K+ 26.72% |
$494K - $538K
|
32.8K
$3.22M
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.85K+ 3.0% |
$490K - $534K
|
236K
$23.2M
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
6.56K+ 465.63% |
$469K - $511K
|
7.96K
$784K
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
6.51K+ 27.88% |
$465K - $507K
|
29.8K
$2.94M
|
|
Nov 01, 2023
Q3 2023
|
Congress Asset Management CO
|
BUY
|
- |
6.47K+ 200.96% |
$463K - $505K
|
9.69K
$954K
|
|
Oct 23, 2023
Q3 2023
|
Norway Savings Bank
|
BUY
|
- |
6.47KNew |
$462K - $504K
|
6.47K
$636K
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
6.39KNew |
$456K - $498K
|
6.39K
$628K
|
|
Nov 13, 2023
Q3 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
6.06KNew |
$433K - $472K
|
6.06K
$596K
|
|
Oct 17, 2023
Q3 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
5.78KNew |
$413K - $450K
|
5.78K
$569K
|
|
Oct 03, 2023
Q3 2023
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
5.68K+ 14.49% |
$406K - $443K
|
44.9K
$4.42M
|
|
Nov 14, 2023
Q3 2023
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
5.29KNew |
$378K - $412K
|
5.29K
$520K
|
|
Nov 14, 2023
Q3 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
5.2K+ 42.3% |
$372K - $405K
|
17.5K
$1.72M
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
5.12K+ 0.64% |
$366K - $399K
|
808K
$79.5M
|
|
Oct 19, 2023
Q3 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
4.96K+ 2.52% |
$354K - $386K
|
202K
$19.9M
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
4.88KNew |
$349K - $380K
|
4.88K
$480K
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
4.74KNew |
$339K - $370K
|
4.74K
$467K
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
BUY
|
- |
4.65K+ 51.97% |
$332K - $362K
|
13.6K
$1.34M
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.64K+ 45.48% |
$332K - $362K
|
14.8K
$1.46M
|
|
Oct 16, 2023
Q3 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
4.53KNew |
$323K - $353K
|
4.53K
$445K
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
4.38KNew |
$313K - $341K
|
4.38K
$431K
|
|
Nov 02, 2023
Q3 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
4.26K+ 21.54% |
$305K - $332K
|
24K
$2.37M
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
4.25KNew |
$304K - $331K
|
4.25K
$418K
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
4.2K+ 10.32% |
$300K - $327K
|
44.8K
$4.41M
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
BUY
|
- |
4.11K+ 13.51% |
$293K - $320K
|
34.5K
$3.4M
|
|
Nov 13, 2023
Q3 2023
|
Sawgrass Asset Management LLC
|
BUY
|
- |
4K+ 84.73% |
$286K - $312K
|
8.72K
$858K
|
|
Oct 25, 2023
Q3 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
3.98KNew |
$285K - $311K
|
3.98K
$392K
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.61KNew |
$258K - $281K
|
3.61K
$355K
|
|
Nov 01, 2023
Q3 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.6K+ 44.97% |
$257K - $281K
|
11.6K
$1.14M
|
|
Oct 31, 2023
Q3 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
3.59KNew |
$256K - $280K
|
3.59K
$353K
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.46KNew |
$247K - $269K
|
3.46K
$340K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.39KNew |
$243K - $265K
|
3.39K
$334K
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
3.16K+ 13.42% |
$226K - $246K
|
26.7K
$2.62M
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.04K+ 28.55% |
$217K - $237K
|
13.7K
$1.35M
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.01K+ 0.1% |
$215K - $235K
|
3.12M
$307M
|