Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Sandler Capital Management
New York, NY |
BUY
|
- |
242KNew |
$19.1M - $21.3M
|
242K
$22M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
234K+ 7.25% |
$18.5M - $20.6M
|
3.46M
$315M
|
|
|
Feb 14, 2022
Q4 2021
|
Jmac Enterprises LLC
|
BUY
|
- |
216KNew |
$17.1M - $19M
|
216K
$19.6M
|
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
211K+ 35.47% |
$16.7M - $18.5M
|
806K
$73.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
146KNew |
$11.5M - $12.8M
|
146K
$13.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
128K+ 1.98% |
$10.2M - $11.3M
|
6.62M
$602M
|
|
|
Jan 25, 2023
Q4 2021
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
109KNew |
$8.61M - $9.57M
|
109K
$9.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
105KNew |
$8.32M - $9.24M
|
105K
$9.56M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
98.9K+ 4.05% |
$7.82M - $8.69M
|
2.54M
$231M
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
91.1K+ 3.41% |
$7.21M - $8.01M
|
2.76M
$251M
|
|
|
Feb 03, 2022
Q4 2021
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
73.5KNew |
$5.82M - $6.46M
|
73.5K
$6.69M
|
|
|
Mar 11, 2022
Q4 2021
|
First Citizens Bank & Trust CO
|
BUY
|
- |
67.2K+ 337.27% |
$5.32M - $5.91M
|
87.1K
$7.93M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
62.4K+ 9.26% |
$4.94M - $5.49M
|
736K
$67M
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
55.7KNew |
$4.41M - $4.89M
|
55.7K
$5.06M
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
54.8K+ 30.06% |
$4.34M - $4.82M
|
237K
$21.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
BUY
|
- |
53.4KNew |
$4.22M - $4.69M
|
53.4K
$4.86M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
51.7K+ 6.62% |
$4.09M - $4.54M
|
831K
$75.6M
|
|
|
Jul 22, 2022
Q4 2021
|
Ltg Capital LLC
|
BUY
|
- |
49.9KNew |
$3.95M - $4.39M
|
49.9K
$4.54M
|
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
39.3K+ 4.57% |
$3.11M - $3.45M
|
899K
$81.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
35.2K+ 3.76% |
$2.78M - $3.09M
|
972K
$88.4M
|
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
33.5KNew |
$2.65M - $2.94M
|
33.5K
$3.04M
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
32.9KNew |
$2.6M - $2.89M
|
32.9K
$2.99M
|
|
|
Feb 02, 2022
Q4 2021
|
Darrow Company, Inc.
|
BUY
|
- |
32.2KNew |
$2.55M - $2.83M
|
32.2K
$2.93M
|
|
|
Jan 31, 2022
Q4 2021
|
Regions Financial Corp
|
BUY
|
- |
31.2K+ 6.64% |
$2.47M - $2.75M
|
502K
$45.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
28.4KNew |
$2.25M - $2.5M
|
28.4K
$2.59M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
26.5K+ 398.43% |
$2.09M - $2.33M
|
33.1K
$3.01M
|
|
|
Jan 31, 2022
Q4 2021
|
Smith Anglin Financial, LLC
|
BUY
|
- |
23.5K+ 18.8% |
$1.86M - $2.07M
|
149K
$13.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
23.3K+ 3.8% |
$1.84M - $2.05M
|
636K
$57.9M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
22.1K+ 17.88% |
$1.75M - $1.95M
|
146K
$13.3M
|
|
|
Jan 28, 2022
Q4 2021
|
Congress Asset Management CO
|
BUY
|
- |
21.6KNew |
$1.71M - $1.9M
|
21.6K
$1.97M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
21K+ 1.91% |
$1.66M - $1.84M
|
1.12M
$102M
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
19.5KNew |
$1.55M - $1.72M
|
19.5K
$1.78M
|
|
|
Feb 08, 2022
Q4 2021
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
19.3KNew |
$1.52M - $1.69M
|
19.3K
$1.75M
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
19K+ 1.54% |
$1.5M - $1.67M
|
1.25M
$114M
|
|
|
Feb 23, 2022
Q4 2021
|
C2 C Wealth Management, LLC
|
BUY
|
- |
18.1KNew |
$1.43M - $1.59M
|
18.1K
$1.64M
|
|
|
Feb 01, 2022
Q4 2021
|
Tag Stone Capital, Inc.
|
BUY
|
- |
17.4KNew |
$1.38M - $1.53M
|
17.4K
$1.58M
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
16.4K+ 50.76% |
$1.29M - $1.44M
|
48.6K
$4.42M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
15.9K+ 287.28% |
$1.26M - $1.4M
|
21.4K
$1.95M
|
|
|
Feb 09, 2022
Q4 2021
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
15.6KNew |
$1.24M - $1.37M
|
15.6K
$1.42M
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
15.1K+ 8.28% |
$1.19M - $1.33M
|
197K
$17.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15K+ 1.28% |
$1.19M - $1.32M
|
1.19M
$108M
|
|
|
Feb 02, 2022
Q4 2021
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
14.8KNew |
$1.17M - $1.3M
|
14.8K
$1.35M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
14.8K+ 2.37% |
$1.17M - $1.3M
|
640K
$58.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
14.4K+ 2.55% |
$1.14M - $1.26M
|
578K
$52.5M
|
|
|
Feb 07, 2022
Q4 2021
|
Sg Americas Securities, LLC
|
BUY
|
- |
13KNew |
$1.03M - $1.14M
|
13K
$1.18M
|
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
12.8KNew |
$1.02M - $1.13M
|
12.8K
$1.17M
|
|
|
Feb 09, 2022
Q4 2021
|
Tiedemann Advisors, LLC
|
BUY
|
- |
12.8K+ 7.71% |
$1.01M - $1.12M
|
179K
$16.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
12.7KNew |
$1.01M - $1.12M
|
12.7K
$1.16M
|
|
|
Jan 21, 2022
Q4 2021
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
12.1K+ 2.69% |
$961K - $1.07M
|
464K
$42.2M
|
|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
11.8K+ 20.09% |
$933K - $1.04M
|
70.5K
$6.41M
|