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 |
|---|---|---|---|---|---|---|---|
|
Nov 28, 2023
Q3 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-390- 6.52% |
$27.9K - $30.4K
|
5.59K
$550K
|
|
|
Nov 09, 2023
Q3 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-396- 4.38% |
$28.3K - $30.9K
|
8.64K
$850K
|
|
|
Nov 02, 2023
Q3 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-416- 8.98% |
$29.7K - $32.4K
|
4.22K
$415K
|
|
|
Nov 14, 2023
Q3 2023
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-432- 1.19% |
$30.9K - $33.7K
|
35.8K
$3.52M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-438- 0.34% |
$31.3K - $34.1K
|
130K
$12.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-451- 1.49% |
$32.2K - $35.2K
|
29.7K
$2.93M
|
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-471- 1.9% |
$33.7K - $36.7K
|
24.3K
$2.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-531- 3.51% |
$38K - $41.4K
|
14.6K
$1.44M
|
|
|
Nov 13, 2023
Q3 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-550- 3.99% |
$39.3K - $42.9K
|
13.2K
$1.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-558- 23.67% |
$39.9K - $43.5K
|
1.8K
$177K
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-561- 0.67% |
$40.1K - $43.7K
|
82.6K
$8.13M
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-567- 9.14% |
$40.5K - $44.2K
|
5.64K
$554K
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-567- 9.14% |
$40.5K - $44.2K
|
5.64K
$554K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-580- 3.88% |
$41.5K - $45.2K
|
14.4K
$1.41M
|
|
|
Nov 08, 2023
Q3 2023
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-581- 3.54% |
$41.5K - $45.3K
|
15.8K
$1.56M
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-593- 4.9% |
$42.4K - $46.2K
|
11.5K
$1.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-608- 1.84% |
$43.5K - $47.4K
|
32.5K
$3.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-608- 11.08% |
$43.5K - $47.4K
|
4.88K
$480K
|
|
|
Nov 14, 2023
Q3 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-632- 2.86% |
$45.2K - $49.3K
|
21.5K
$2.11M
|
|
|
Nov 01, 2023
Q3 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-635- 16.32% |
$45.4K - $49.5K
|
3.26K
$320K
|
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-648- 1.76% |
$46.3K - $50.5K
|
36.1K
$3.56M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-658- 1.04% |
$47K - $51.3K
|
62.5K
$6.15M
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-660- 3.96% |
$47.2K - $51.4K
|
16K
$1.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-678- 4.22% |
$48.5K - $52.8K
|
15.4K
$1.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-693- 2.22% |
$49.5K - $54K
|
30.6K
$3.01M
|
|
|
Oct 23, 2023
Q3 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-700- 3.43% |
$50K - $54.6K
|
19.7K
$1.94M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-700- 6.3% |
$50K - $54.6K
|
10.4K
$1.02M
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-715- 6.06% |
$51.1K - $55.7K
|
11.1K
$1.09M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-729- 4.93% |
$52.1K - $56.8K
|
14.1K
$1.38M
|
|
|
Oct 16, 2023
Q3 2023
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-741- 3.57% |
$53K - $57.8K
|
20K
$1.97M
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-764- 2.52% |
$54.6K - $59.5K
|
29.6K
$2.91M
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
SELL
|
- |
-793- 9.31% |
$56.7K - $61.8K
|
7.73K
$760K
|
|
|
Nov 06, 2023
Q3 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-800- 4.45% |
$57.2K - $62.4K
|
17.2K
$1.69M
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-820- 2.55% |
$58.6K - $63.9K
|
31.4K
$3.09M
|
|
|
Oct 10, 2023
Q3 2023
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-825- 3.74% |
$59K - $64.3K
|
21.2K
$2.09M
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-839- 65.14% |
$60K - $65.4K
|
449
$44.2K
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-872- 0.83% |
$62.3K - $68K
|
104K
$10.2M
|
|
|
Oct 30, 2023
Q3 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-903- 9.64% |
$64.5K - $70.4K
|
8.47K
$833K
|
|
|
Nov 07, 2023
Q3 2023
|
Awm Capital, LLC
|
SELL
|
- |
-908- 11.17% |
$64.9K - $70.8K
|
7.22K
$711K
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-914- 0.18% |
$65.3K - $71.2K
|
501K
$49.3M
|
|
|
Oct 25, 2023
Q3 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-925- 13.11% |
$66.1K - $72.1K
|
6.13K
$603K
|
|
|
Oct 30, 2023
Q3 2023
|
Bank Of Stockton
|
SELL
|
- |
-935- 3.32% |
$66.8K - $72.9K
|
27.2K
$2.68M
|
|
|
Nov 01, 2023
Q3 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-955- 8.11% |
$68.3K - $74.4K
|
10.8K
$1.06M
|
|
|
Nov 08, 2023
Q3 2023
|
Ltg Capital LLC
|
SELL
|
- |
-960- 2.01% |
$68.6K - $74.8K
|
46.8K
$4.6M
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-989- 1.22% |
$70.7K - $77.1K
|
80.1K
$7.88M
|
|
|
Oct 19, 2023
Q3 2023
|
First Personal Financial Services
|
SELL
|
- |
-1K- 1.17% |
$71.7K - $78.2K
|
84.7K
$8.33M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
SELL
|
- |
-1.05K- 76.27% |
$74.9K - $81.7K
|
326
$32.1K
|
|
|
Nov 03, 2023
Q3 2023
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-1.05K- 0.66% |
$75.1K - $81.9K
|
158K
$15.6M
|
|
|
Oct 17, 2023
Q3 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-1.09K- 20.34% |
$78.1K - $85.1K
|
4.28K
$421K
|
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
SELL
|
- |
-1.1K- 1.14% |
$78.5K - $85.6K
|
95.1K
$9.36M
|