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 03, 2023
Q3 2023
|
Neumann Capital Management, LLC
|
SELL
|
- |
-1.1K- 2.51% |
$78.6K - $85.7K
|
42.8K
$4.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Private Capital Management LLC
|
SELL
|
- |
-1.1K- 12.1% |
$78.6K - $85.7K
|
7.99K
$786K
|
|
|
Nov 03, 2023
Q3 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-1.11K- 8.37% |
$79.2K - $86.4K
|
12.1K
$1.19M
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-1.21K- 7.0% |
$86.6K - $94.4K
|
16.1K
$1.58M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.25K- 1.34% |
$89.5K - $97.6K
|
92.2K
$9.07M
|
|
|
Oct 30, 2023
Q3 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-1.32K- 2.5% |
$94.5K - $103K
|
51.6K
$5.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.38K- 12.56% |
$98.5K - $107K
|
9.6K
$944K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-1.39K- 0.8% |
$99.3K - $108K
|
173K
$17.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.41K- 4.55% |
$101K - $110K
|
29.7K
$2.92M
|
|
|
Nov 15, 2023
Q3 2023
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-1.42K- 1.29% |
$101K - $110K
|
108K
$10.7M
|
|
|
Nov 01, 2023
Q3 2023
|
Renasant Bank
|
SELL
|
- |
-1.42K- 7.02% |
$101K - $110K
|
18.7K
$1.84M
|
|
|
Nov 14, 2023
Q3 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.45K- 3.0% |
$104K - $113K
|
47K
$4.62M
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.5K- 0.48% |
$107K - $117K
|
313K
$30.8M
|
|
|
Nov 01, 2023
Q3 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-1.52K- 1.86% |
$109K - $119K
|
80.3K
$7.9M
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.52K- 33.99% |
$109K - $119K
|
2.96K
$291K
|
|
|
Oct 31, 2023
Q3 2023
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-1.76K- 7.86% |
$126K - $137K
|
20.6K
$2.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.8K- 0.65% |
$129K - $140K
|
276K
$27.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.85K- 2.26% |
$132K - $144K
|
80K
$7.87M
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-1.9K- 21.35% |
$136K - $148K
|
7K
$689K
|
|
|
Oct 20, 2023
Q3 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-2K- 3.4% |
$143K - $155K
|
56.7K
$5.58M
|
|
|
Nov 15, 2023
Q3 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-2K- 22.73% |
$143K - $156K
|
6.8K
$669K
|
|
|
Oct 19, 2023
Q3 2023
|
Sol Capital Management CO
|
SELL
|
- |
-2.12K- 14.78% |
$152K - $165K
|
12.2K
$1.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-2.37K- 1.74% |
$169K - $184K
|
133K
$13.1M
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.54K- 4.44% |
$182K - $198K
|
54.8K
$5.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.57K- 22.29% |
$184K - $200K
|
8.96K
$882K
|
|
|
Nov 14, 2023
Q3 2023
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-2.62K- 1.68% |
$187K - $204K
|
154K
$15.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
SELL
|
- |
-2.66K- 44.49% |
$190K - $208K
|
3.32K
$327K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.67K- 1.6% |
$191K - $208K
|
164K
$16.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-2.74K- 0.43% |
$196K - $213K
|
627K
$61.7M
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-2.85K- 44.06% |
$204K - $222K
|
3.62K
$356K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.91K- 37.49% |
$208K - $227K
|
4.85K
$478K
|
|
|
Oct 24, 2023
Q3 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-2.92K- 5.64% |
$209K - $227K
|
48.8K
$4.8M
|
|
|
Nov 03, 2023
Q3 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-2.97K- 42.72% |
$212K - $232K
|
3.98K
$392K
|
|
|
Nov 09, 2023
Q3 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-3.1K- 1.32% |
$222K - $242K
|
233K
$22.9M
|
|
|
Oct 17, 2023
Q3 2023
|
Corundum Group, Inc.
|
SELL
|
- |
-3.18K- 26.52% |
$227K - $248K
|
8.81K
$867K
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
SELL
|
- |
-3.37K- 4.54% |
$241K - $262K
|
70.7K
$6.96M
|
|
|
Nov 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-3.51K- 15.01% |
$251K - $274K
|
19.9K
$1.96M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.61K- 12.24% |
$258K - $281K
|
25.8K
$2.54M
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3.61K- 11.64% |
$258K - $281K
|
27.4K
$2.69M
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-3.73K- 49.96% |
$267K - $291K
|
3.74K
$368K
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3.74K- 33.14% |
$267K - $291K
|
7.54K
$742K
|
|
|
Nov 06, 2023
Q3 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-3.88K- 2.18% |
$277K - $302K
|
174K
$17.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-3.99K- 16.17% |
$285K - $311K
|
20.7K
$2.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-4.43K- 0.22% |
$316K - $345K
|
2.02M
$199M
|
|
|
Oct 23, 2023
Q3 2023
|
Corundum Trust Company, Inc
Sioux Falls, SD |
SELL
|
- |
-4.5K- 16.49% |
$322K - $351K
|
22.8K
$2.24M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.64K- 9.1% |
$332K - $362K
|
46.3K
$4.56M
|
|
|
Oct 13, 2023
Q3 2023
|
First Citizens Financial Corp
|
SELL
|
- |
-4.76K- 6.12% |
$340K - $371K
|
73.1K
$7.19M
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-4.98K- 3.68% |
$356K - $388K
|
130K
$12.8M
|
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-5.24K- 26.71% |
$374K - $408K
|
14.4K
$1.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
SELL
|
- |
-5.38K- 0.69% |
$385K - $419K
|
776K
$76.4M
|