Purchases and Sales Made in Q3 2023 in Ishares S&P Midcap 400 Growth (IJK)

IJK Quotes by TradingView

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
Westwood Holdings Group Inc

Dallas, TX
BUY
 -
2.99K
New
$214K - $233K
2.99K $295K
Jan 12, 2024 Q3 2023
Burns Matteson Capital Management, LLC

Corning, NY
BUY
 -
2.86K
New
$204K - $223K
2.86K $281K
Oct 30, 2023 Q3 2023
Wolff Financial Management LLC

BUY
 -
2.83K
New
$202K - $221K
2.83K $278K
Oct 10, 2023 Q3 2023
Revolve Wealth Partners, LLC

BUY
 -
2.83K
New
$202K - $220K
2.83K $278K
Nov 06, 2023 Q3 2023
Savant Capital, LLC

BUY
 -
2.64K
+ 0.89%
$189K - $206K
299K $29.4M
Oct 24, 2023 Q3 2023
J.W. Cole Advisors, Inc.

BUY
 -
2.6K
+ 17.38%
$186K - $202K
17.5K $1.72M
Nov 09, 2023 Q3 2023
Associated Banc Corp

Green Bay, WI
BUY
 -
2.57K
+ 3.28%
$183K - $200K
80.9K $7.96M
Nov 13, 2023 Q3 2023
Franklin Resources Inc

San Mateo, CA
BUY
 -
2.5K
+ 12.68%
$179K - $195K
22.2K $2.19M
Oct 24, 2023 Q3 2023
Legacy Financial Group LLC

BUY
 -
2.32K
New
$166K - $181K
2.32K $228K
Nov 02, 2023 Q3 2023
Jfs Wealth Advisors, LLC

BUY
 -
2.3K
+ 3.9%
$164K - $179K
61.1K $6.02M
Nov 07, 2023 Q3 2023
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
2.25K
+ 10.06%
$161K - $175K
24.6K $2.42M
Oct 24, 2023 Q3 2023
Acas, LLC

BUY
 -
2.04K
+ 19.63%
$146K - $159K
12.4K $1.22M
Oct 13, 2023 Q3 2023
Stordahl Capital Management, Inc.

BUY
 -
2.02K
+ 6.96%
$145K - $158K
31.1K $3.06M
Nov 03, 2023 Q3 2023
Lincoln National Corp

BUY
 -
1.74K
+ 33.42%
$124K - $135K
6.93K $682K
Oct 27, 2023 Q3 2023
Allspring Global Investments Holdings, LLC

BUY
 -
1.73K
New
$123K - $134K
1.73K $170K
Nov 13, 2023 Q3 2023
Gsb Wealth Management, LLC

BUY
 -
1.72K
+ 8.0%
$123K - $134K
23.2K $2.28M
Nov 13, 2023 Q3 2023
National Wealth Management Group, LLC

Cincinnati, OH
BUY
 -
1.71K
+ 15.03%
$122K - $133K
13.1K $1.28M
Nov 07, 2023 Q3 2023
Great Lakes Advisors, LLC

Chicago, IL
BUY
 -
1.62K
+ 1.7%
$116K - $126K
97.3K $9.57M
Nov 08, 2023 Q3 2023
Soltis Investment Advisors LLC

St. George, UT
BUY
 -
1.62K
+ 5.77%
$116K - $126K
29.7K $2.92M
Nov 06, 2023 Q3 2023
Wealthspire Advisors, LLC

New York, NY
BUY
 -
1.55K
+ 9.48%
$111K - $121K
17.9K $1.76M
Nov 06, 2023 Q3 2023
Ifrah Financial Services, Inc.

BUY
 -
1.54K
+ 1.03%
$110K - $120K
151K $14.9M
Oct 10, 2023 Q3 2023
Dhjj Financial Advisors, Ltd.

BUY
 -
1.53K
New
$110K - $119K
1.53K $151K
Oct 05, 2023 Q3 2023
Whitaker Myers Wealth Managers, Ltd.

Mansfield, OH
BUY
 -
1.42K
+ 10.66%
$102K - $111K
14.7K $1.45M
Nov 08, 2023 Q3 2023
Idaho Trust Bank

Boise, ID
BUY
 -
1.41K
+ 4.55%
$101K - $110K
32.5K $3.2M
Nov 14, 2023 Q3 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
1.24K
+ 9.02%
$88.5K - $96.5K
15K $1.47M
Nov 07, 2023 Q3 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
1.24K
+ 10.73%
$88.5K - $96.5K
12.8K $1.26M
Nov 13, 2023 Q3 2023
Clearstead Trust, LLC

Portland, ME
BUY
 -
1.22K
+ 340.0%
$87.5K - $95.4K
1.58K $156K
Nov 08, 2023 Q3 2023
Wade G W & Inc

Wellesley, MA
BUY
 -
1.19K
+ 1.96%
$85K - $92.7K
62K $6.1M
Nov 08, 2023 Q3 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
1.16K
+ 1.87%
$82.8K - $90.3K
63.1K $6.21M
Nov 13, 2023 Q3 2023
Main Management LLC

San Francisco, CA
BUY
 -
1.15K
+ 0.14%
$81.8K - $89.2K
835K $82.1M
Nov 08, 2023 Q3 2023
First Command Advisory Services, Inc.

BUY
 -
1.13K
New
$80.6K - $87.8K
1.13K $111K
Oct 13, 2023 Q3 2023
Courier Capital LLC

BUY
 -
1.11K
+ 0.48%
$79.2K - $86.4K
230K $22.6M
Nov 14, 2023 Q3 2023
Flaharty Asset Management, LLC

BUY
 -
1.08K
New
$77.2K - $84.2K
1.08K $106K
Nov 08, 2023 Q3 2023
Thoroughbred Financial Services, LLC

BUY
 -
1.06K
+ 33.47%
$75.9K - $82.8K
4.24K $417K
Oct 18, 2023 Q3 2023
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
1.06K
+ 10.52%
$75.7K - $82.5K
11.1K $1.09M
Oct 10, 2023 Q3 2023
Indiana Trust & Investment Management CO

BUY
 -
972
New
$69.5K - $75.8K
972 $95.6K
Nov 14, 2023 Q3 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
918
+ 11.13%
$65.6K - $71.5K
9.16K $902K
Nov 07, 2023 Q3 2023
Avantax Advisory Services, Inc.

BUY
 -
879
+ 1.19%
$62.8K - $68.5K
75K $7.38M
Nov 07, 2023 Q3 2023
Moors & Cabot, Inc.

Boston, MA
BUY
 -
878
+ 14.01%
$62.8K - $68.4K
7.14K $703K
Nov 14, 2023 Q3 2023
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
870
+ 17.33%
$62.2K - $67.8K
5.89K $580K
Dec 11, 2023 Q3 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
834
+ 1.53%
$59.6K - $65K
55.2K $5.43M
Nov 15, 2023 Q3 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
828
+ 24.66%
$59.2K - $64.5K
4.19K $412K
Nov 13, 2023 Q3 2023
Mfa Wealth Advisors, LLC

Pittsburgh, PA
BUY
 -
810
+ 1.08%
$57.9K - $63.1K
75.8K $7.46M
Nov 03, 2023 Q3 2023
Breakwater Capital Group

Paramus, NJ
BUY
 -
807
+ 9.48%
$57.7K - $62.9K
9.32K $917K
Nov 06, 2023 Q3 2023
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
800
+ 16.27%
$57.2K - $62.4K
5.72K $562K
Nov 14, 2023 Q3 2023
Glenmede Trust CO Na

Philadelphia, PA
BUY
 -
795
+ 4.67%
$56.8K - $62K
17.8K $1.75M
Oct 12, 2023 Q3 2023
Fifth Third Securities, Inc.

BUY
 -
760
+ 2.49%
$54.3K - $59.2K
31.3K $3.08M
Oct 17, 2023 Q3 2023
Davenport & CO LLC

BUY
 -
754
+ 24.35%
$53.9K - $58.8K
3.85K $379K
Oct 04, 2023 Q3 2023
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
735
+ 4.41%
$52.5K - $57.3K
17.4K $1.71M

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