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 10, 2023
Q3 2023
|
Bank Of New Hampshire
|
BUY
|
- |
170+ 13.35% |
$12.2K - $13.2K
|
1.44K
$143K
|
|
|
Oct 16, 2023
Q3 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
169+ 0.65% |
$12.1K - $13.2K
|
26K
$2.57M
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
160+ 5.48% |
$11.4K - $12.5K
|
3.08K
$305K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
141New |
$10.1K - $11K
|
141
$13.9K
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
132+ 3.76% |
$9.44K - $10.3K
|
3.64K
$360K
|
|
|
May 28, 2024
Q3 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
119+ 2.86% |
$8.51K - $9.27K
|
4.28K
$423K
|
|
|
Oct 24, 2023
Q3 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
115+ 2.01% |
$8.22K - $8.96K
|
5.84K
$577K
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
BUY
|
- |
112+ 3.49% |
$8.01K - $8.73K
|
3.32K
$328K
|
|
|
Oct 10, 2023
Q3 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
112New |
$8.01K - $8.73K
|
112
$11.1K
|
|
|
Nov 13, 2023
Q3 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
110+ 0.79% |
$7.86K - $8.57K
|
14.1K
$1.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
109New |
$7.79K - $8.5K
|
109
$10.8K
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
95+ 1.36% |
$6.79K - $7.4K
|
7.1K
$702K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
94New |
$6.72K - $7.33K
|
94
$9.29K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
91+ 0.39% |
$6.5K - $7.09K
|
23.6K
$2.33M
|
|
|
Oct 23, 2023
Q3 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
89+ 0.63% |
$6.36K - $6.94K
|
14.1K
$1.4M
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
83+ 1.84% |
$5.93K - $6.47K
|
4.58K
$453K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
83+ 1.84% |
$5.93K - $6.47K
|
4.58K
$453K
|
|
|
Nov 09, 2023
Q3 2023
|
Pacific Financial Group Inc
|
BUY
|
- |
80+ 0.21% |
$5.72K - $6.24K
|
37.4K
$3.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
72New |
$5.15K - $5.61K
|
72
$7.12K
|
|
|
Nov 07, 2023
Q3 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
64+ 1.54% |
$4.57K - $4.99K
|
4.21K
$416K
|
|
|
Nov 07, 2023
Q3 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
63+ 1.2% |
$4.5K - $4.91K
|
5.32K
$526K
|
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
56+ 0.74% |
$4K - $4.36K
|
7.57K
$749K
|
|
|
Nov 09, 2023
Q3 2023
|
Ellevest, Inc.
|
BUY
|
- |
56+ 2.04% |
$4K - $4.36K
|
2.81K
$278K
|
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
47+ 0.3% |
$3.36K - $3.66K
|
15.5K
$1.54M
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
47+ 0.3% |
$3.36K - $3.66K
|
15.5K
$1.54M
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
36+ 0.65% |
$2.57K - $2.81K
|
5.56K
$549K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
35New |
$2.5K - $2.73K
|
35
$3.46K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
29New |
$2.07K - $2.26K
|
29
$2.87K
|
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
27+ 1.1% |
$1.93K - $2.1K
|
2.49K
$246K
|
|
|
Nov 14, 2023
Q3 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
26+ 0.95% |
$1.86K - $2.03K
|
2.75K
$272K
|
|
|
Oct 05, 2023
Q3 2023
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
23+ 0.33% |
$1.64K - $1.79K
|
6.92K
$684K
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
21+ 0.38% |
$1.5K - $1.64K
|
5.61K
$554K
|
|
|
Oct 10, 2023
Q3 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
15+ 0.07% |
$1.07K - $1.17K
|
20.3K
$2M
|
|
|
Oct 05, 2023
Q3 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
14+ 0.1% |
$1K - $1.09K
|
14.5K
$1.43M
|
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
13+ 0.21% |
$929 - $1.01K
|
6.28K
$621K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
13+ 0.42% |
$929 - $1.01K
|
3.12K
$308K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
12+ 0.27% |
$858 - $935
|
4.38K
$433K
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
11+ 0.16% |
$786 - $857
|
6.86K
$678K
|
|
|
Nov 09, 2023
Q3 2023
|
Truepoint, Inc.
|
BUY
|
- |
10+ 0.11% |
$715 - $779
|
8.99K
$889K
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
9+ 0.12% |
$643 - $701
|
7.65K
$756K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4+ 0.02% |
$286 - $312
|
17K
$1.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2+ 0.22% |
$143 - $156
|
910
$90K
|
|
|
Oct 13, 2023
Q3 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.28% |
$143 - $156
|
709
$70.1K
|
|
|
Nov 08, 2023
Q3 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Rice Partnership, LLC
|
SELL
|
- |
-1- 0.1% |
$71.5 - $77.9
|
970
$95.9K
|
|
|
Nov 14, 2023
Q3 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-1- 0.03% |
$71.5 - $77.9
|
3.65K
$361K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-5- 0.53% |
$357 - $390
|
940
$92.9K
|
|
|
Oct 18, 2023
Q3 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-8- 0.18% |
$572 - $624
|
4.49K
$444K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-9- 0.32% |
$643 - $701
|
2.8K
$277K
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-9- 0.19% |
$643 - $701
|
4.7K
$464K
|