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 27, 2023
Q3 2023
|
Hudson Capital Management LLC
|
BUY
|
- |
709+ 0.4% |
$50.7K - $55.3K
|
179K
$17.7M
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
671+ 12.92% |
$48K - $52.3K
|
5.86K
$580K
|
|
Nov 03, 2023
Q3 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
663+ 2.23% |
$47.4K - $51.7K
|
30.4K
$3M
|
|
Oct 27, 2023
Q3 2023
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
655+ 2.11% |
$46.8K - $51.1K
|
31.6K
$3.13M
|
|
Nov 14, 2023
Q3 2023
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
645+ 2.01% |
$46.1K - $50.3K
|
32.7K
$3.23M
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
604+ 0.08% |
$43.2K - $47.1K
|
794K
$78.5M
|
|
Dec 08, 2023
Q3 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
574+ 0.51% |
$41K - $44.7K
|
114K
$11.3M
|
|
Nov 13, 2023
Q3 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
562+ 3.15% |
$40.2K - $43.8K
|
18.4K
$1.82M
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
554+ 16.46% |
$39.6K - $43.2K
|
3.92K
$388K
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
547+ 16.48% |
$39.1K - $42.6K
|
3.87K
$382K
|
|
Oct 30, 2023
Q3 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
525+ 6.12% |
$37.5K - $40.9K
|
9.1K
$900K
|
|
Nov 07, 2023
Q3 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
525+ 9.43% |
$37.5K - $40.9K
|
6.1K
$603K
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
516New |
$36.9K - $40.2K
|
516
$51K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
515+ 0.05% |
$36.8K - $40.1K
|
991K
$98M
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
515+ 2.43% |
$36.8K - $40.1K
|
21.7K
$2.14M
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
500New |
$35.7K - $39K
|
500
$49.4K
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
BUY
|
- |
500+ 5.29% |
$35.7K - $39K
|
9.95K
$983K
|
|
Oct 24, 2023
Q3 2023
|
Retirement Planning Group
|
BUY
|
- |
468+ 1.4% |
$33.5K - $36.5K
|
33.8K
$3.34M
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
464+ 4.7% |
$33.2K - $36.2K
|
10.3K
$1.02M
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
458+ 4.31% |
$32.7K - $35.7K
|
11.1K
$1.1M
|
|
Oct 30, 2023
Q3 2023
|
Private Management Group Inc
|
BUY
|
- |
444+ 6.03% |
$31.7K - $34.6K
|
7.81K
$772K
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
436+ 1.05% |
$31.2K - $34K
|
42.1K
$4.17M
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
431New |
$30.8K - $33.6K
|
431
$42.6K
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
420+ 2.85% |
$30K - $32.7K
|
15.2K
$1.5M
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
410+ 1.75% |
$29.3K - $32K
|
23.9K
$2.36M
|
|
Oct 16, 2023
Q3 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
404+ 6.9% |
$28.9K - $31.5K
|
6.26K
$619K
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
392New |
$28K - $30.6K
|
392
$38.8K
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
358+ 2.26% |
$25.6K - $27.9K
|
16.2K
$1.6M
|
|
Oct 31, 2023
Q3 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
358+ 3.32% |
$25.6K - $27.9K
|
11.1K
$1.1M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
356+ 3.81% |
$25.4K - $27.7K
|
9.7K
$959K
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
BUY
|
- |
342+ 2.51% |
$24.4K - $26.7K
|
14K
$1.38M
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
341+ 4.39% |
$24.4K - $26.6K
|
8.1K
$801K
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
340+ 9.33% |
$24.3K - $26.5K
|
3.99K
$394K
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
335+ 5.22% |
$23.9K - $26.1K
|
6.75K
$667K
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
333+ 10.67% |
$23.8K - $26K
|
3.45K
$341K
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
330+ 9.03% |
$23.6K - $25.7K
|
3.98K
$394K
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
315+ 2.06% |
$22.5K - $24.6K
|
15.6K
$1.54M
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
288New |
$20.6K - $22.4K
|
288
$28.5K
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
279+ 0.37% |
$19.9K - $21.7K
|
75.3K
$7.45M
|
|
Oct 23, 2023
Q3 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
261+ 1.92% |
$18.7K - $20.3K
|
13.8K
$1.37M
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
260+ 1.29% |
$18.6K - $20.3K
|
20.4K
$2.02M
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
258+ 2.27% |
$18.4K - $20.1K
|
11.6K
$1.15M
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
258+ 9.66% |
$18.4K - $20.1K
|
2.93K
$290K
|
|
Nov 15, 2023
Q3 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
257+ 2.11% |
$18.4K - $20K
|
12.5K
$1.23M
|
|
Oct 17, 2023
Q3 2023
|
Rodgers & Associates, LTD
|
BUY
|
- |
231+ 0.33% |
$16.5K - $18K
|
71.2K
$7.04M
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
211+ 6.13% |
$15.1K - $16.4K
|
3.65K
$361K
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
BUY
|
- |
208New |
$14.9K - $16.2K
|
208
$20.6K
|
|
Oct 25, 2023
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
204New |
$14.6K - $15.9K
|
204
$20.2K
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
182+ 156.9% |
$13K - $14.2K
|
298
$29.5K
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
180+ 0.75% |
$12.9K - $14K
|
24.3K
$2.4M
|