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 19, 2023
Q3 2023
|
Family Firm, Inc.
|
SELL
|
- |
-130- 0.88% |
$9.29K - $10.1K
|
14.7K
$1.45M
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-139- 0.09% |
$9.94K - $10.8K
|
152K
$15M
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-140- 1.63% |
$10K - $10.9K
|
8.43K
$834K
|
|
|
Nov 14, 2023
Q3 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-141- 0.24% |
$10.1K - $11K
|
59.8K
$5.91M
|
|
|
Nov 13, 2023
Q3 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-145- 0.71% |
$10.4K - $11.3K
|
20.2K
$1.99M
|
|
|
Nov 09, 2023
Q3 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-148- 1.19% |
$10.6K - $11.5K
|
12.3K
$1.21M
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-150- 11.39% |
$10.7K - $11.7K
|
1.17K
$115K
|
|
|
Oct 30, 2023
Q3 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-150- 9.93% |
$10.7K - $11.7K
|
1.36K
$134K
|
|
|
Oct 19, 2023
Q3 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-152- 4.82% |
$10.9K - $11.8K
|
3K
$297K
|
|
|
Oct 20, 2023
Q3 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-152- 15.48% |
$10.9K - $11.8K
|
830
$82.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-156- 1.74% |
$11.2K - $12.2K
|
8.83K
$873K
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-157- 0.7% |
$11.2K - $12.2K
|
22.1K
$2.19M
|
|
|
Oct 11, 2023
Q3 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-158- 2.48% |
$11.3K - $12.3K
|
6.21K
$614K
|
|
|
Oct 16, 2023
Q3 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-160- 1.74% |
$11.4K - $12.5K
|
9.05K
$894K
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-176- 3.89% |
$12.6K - $13.7K
|
4.34K
$429K
|
|
|
Oct 03, 2023
Q3 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-179- 2.26% |
$12.8K - $14K
|
7.74K
$765K
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-182- 1.15% |
$13K - $14.2K
|
15.7K
$1.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-185- 2.82% |
$13.2K - $14.4K
|
6.37K
$630K
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-187- 1.98% |
$13.4K - $14.6K
|
9.28K
$917K
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
SELL
|
- |
-192- 1.59% |
$13.7K - $15K
|
11.9K
$1.18M
|
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-195- 1.56% |
$13.9K - $15.2K
|
12.3K
$1.21M
|
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
SELL
|
- |
-197- 2.72% |
$14.1K - $15.4K
|
7.04K
$696K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
SELL
|
- |
-200- 1.41% |
$14.3K - $15.6K
|
14K
$1.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-200- 1.67% |
$14.3K - $15.6K
|
11.8K
$1.16M
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-203- 10.21% |
$14.5K - $15.8K
|
1.79K
$177K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-207- 1.04% |
$14.8K - $16.1K
|
19.7K
$1.95M
|
|
|
Oct 24, 2023
Q3 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-214- 6.93% |
$15.3K - $16.7K
|
2.87K
$284K
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-237- 0.54% |
$16.9K - $18.5K
|
43.3K
$4.28M
|
|
|
Dec 06, 2023
Q3 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-238- 6.61% |
$17K - $18.5K
|
3.36K
$332K
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-249- 2.31% |
$17.8K - $19.4K
|
10.5K
$1.04M
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-251- 0.11% |
$17.9K - $19.6K
|
233K
$23M
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-269- 5.81% |
$19.2K - $21K
|
4.36K
$431K
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-272- 40.96% |
$19.4K - $21.2K
|
392
$38.8K
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-278- 6.2% |
$19.9K - $21.7K
|
4.21K
$416K
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-279- 3.85% |
$19.9K - $21.7K
|
6.96K
$688K
|
|
|
Nov 15, 2023
Q3 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-280- 1.53% |
$20K - $21.8K
|
18K
$1.78M
|
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-290- 1.78% |
$20.7K - $22.6K
|
16K
$1.58M
|
|
|
Oct 19, 2023
Q3 2023
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-296- 3.29% |
$21.2K - $23.1K
|
8.71K
$861K
|
|
|
Oct 10, 2023
Q3 2023
|
Founders Capital Management
|
SELL
|
- |
-303- 21.2% |
$21.7K - $23.6K
|
1.13K
$111K
|
|
|
Nov 08, 2023
Q3 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-304- 6.62% |
$21.7K - $23.7K
|
4.29K
$424K
|
|
|
Nov 13, 2023
Q3 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-318- 0.4% |
$22.7K - $24.8K
|
79.8K
$7.89M
|
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-319- 2.34% |
$22.8K - $24.9K
|
13.3K
$1.31M
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-322- 1.41% |
$23K - $25.1K
|
22.6K
$2.23M
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-324- 16.57% |
$23.2K - $25.3K
|
1.63K
$161K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-325- 3.39% |
$23.2K - $25.3K
|
9.26K
$916K
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-335- 5.66% |
$23.9K - $26.1K
|
5.58K
$552K
|
|
|
Oct 19, 2023
Q3 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-352- 77.88% |
$25.2K - $27.4K
|
100
$9.89K
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-362Closed |
$25.9K - $28.2K
|
0
$0
|
|
|
Jan 11, 2024
Q3 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-365- 3.8% |
$26.1K - $28.4K
|
9.25K
$914K
|
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-380- 5.4% |
$27.2K - $29.6K
|
6.65K
$658K
|