Purchases and Sales Made in Q4 2022 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 2022. 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, 2023
Q4 2022
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
22.1KNew |
$1.41M - $1.61M
|
22.1K
$2.02M
|
|
|
Jan 27, 2023
Q4 2022
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
21.7K+ 185.45% |
$1.38M - $1.58M
|
33.3K
$3.05M
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
20.4KNew |
$1.3M - $1.49M
|
20.4K
$1.87M
|
|
|
Feb 01, 2023
Q4 2022
|
Windsor Group LTD
|
BUY
|
- |
20.1K+ 338.49% |
$1.29M - $1.47M
|
26.1K
$2.39M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
16.4K+ 84.99% |
$1.05M - $1.2M
|
35.7K
$3.27M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
16.4K+ 2.58% |
$1.05M - $1.19M
|
651K
$59.6M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
15.3K+ 19.83% |
$977K - $1.11M
|
92.4K
$8.46M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14.9K+ 1.82% |
$953K - $1.09M
|
833K
$76.3M
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
14.9K+ 108.04% |
$953K - $1.09M
|
28.7K
$2.63M
|
|
|
Jan 27, 2023
Q4 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
14.8K+ 3.46% |
$947K - $1.08M
|
443K
$40.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Slow Capital, Inc.
|
BUY
|
- |
14.5K+ 33.34% |
$927K - $1.06M
|
58K
$5.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
14.5KNew |
$926K - $1.06M
|
14.5K
$1.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
12.8K+ 107.77% |
$818K - $934K
|
24.7K
$2.26M
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
12.7K+ 13.23% |
$810K - $925K
|
109K
$9.94M
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
12.2KNew |
$779K - $889K
|
12.2K
$1.12M
|
|
|
Jan 23, 2023
Q4 2022
|
Hms Capital Management, LLC
|
BUY
|
- |
12.1KNew |
$773K - $882K
|
12.1K
$1.11M
|
|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
12K+ 152.28% |
$767K - $876K
|
19.9K
$1.82M
|
|
|
Apr 21, 2023
Q4 2022
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
11.2KNew |
$714K - $815K
|
11.2K
$1.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Columbia Trust CO 01012016
|
BUY
|
- |
11.1KNew |
$707K - $807K
|
11.1K
$1.01M
|
|
|
Mar 10, 2023
Q4 2022
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
10.6KNew |
$676K - $772K
|
10.6K
$969K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
10.3K+ 1994.55% |
$655K - $748K
|
10.8K
$986K
|
|
|
Jan 12, 2023
Q4 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
10.1KNew |
$646K - $737K
|
10.1K
$925K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
10KNew |
$642K - $733K
|
10K
$920K
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
9.8KNew |
$626K - $715K
|
9.8K
$897K
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
BUY
|
- |
9.56K+ 1.94% |
$611K - $697K
|
503K
$46M
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
9.34KNew |
$597K - $681K
|
9.34K
$855K
|
|
|
Jan 20, 2023
Q4 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
8.61K+ 52.38% |
$550K - $628K
|
25K
$2.29M
|
|
|
Jan 30, 2023
Q4 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
7.84KNew |
$501K - $572K
|
7.84K
$718K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
7.82KNew |
$500K - $570K
|
7.82K
$716K
|
|
|
Jan 18, 2023
Q4 2022
|
Hudson Capital Management LLC
|
BUY
|
- |
7.72K+ 4.71% |
$493K - $563K
|
172K
$15.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.7K+ 24.21% |
$492K - $562K
|
39.5K
$3.62M
|
|
|
Feb 15, 2023
Q4 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
7.63K+ 88.01% |
$487K - $557K
|
16.3K
$1.49M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.51K+ 1.88% |
$480K - $548K
|
407K
$37.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
7.47K+ 26.15% |
$477K - $545K
|
36K
$3.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
7.4K+ 8.83% |
$473K - $540K
|
91.3K
$8.36M
|
|
|
Apr 06, 2023
Q4 2022
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
7.14KNew |
$456K - $521K
|
7.14K
$654K
|
|
|
Jan 23, 2023
Q4 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
6.95KNew |
$444K - $507K
|
6.95K
$637K
|
|
|
Feb 13, 2023
Q4 2022
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
6.78K+ 4.6% |
$433K - $494K
|
154K
$14.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.73KNew |
$430K - $491K
|
6.73K
$617K
|
|
|
Apr 03, 2023
Q4 2022
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
6.59KNew |
$421K - $481K
|
6.59K
$604K
|
|
|
Feb 06, 2023
Q4 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
6.5K+ 157.54% |
$415K - $474K
|
10.6K
$973K
|
|
|
Feb 09, 2023
Q4 2022
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
6.17KNew |
$394K - $450K
|
6.17K
$565K
|
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
5.99K+ 79.94% |
$383K - $437K
|
13.5K
$1.24M
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
5.93KNew |
$379K - $432K
|
5.93K
$543K
|
|
|
Feb 10, 2023
Q4 2022
|
Jsf Financial, LLC
|
BUY
|
- |
5.87K+ 3.57% |
$375K - $428K
|
170K
$15.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.69K+ 11.19% |
$364K - $415K
|
56.5K
$5.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.68KNew |
$363K - $415K
|
5.68K
$520K
|
|
|
Jan 24, 2023
Q4 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
5.66K+ 17.71% |
$361K - $413K
|
37.6K
$3.44M
|
|
|
Feb 10, 2023
Q4 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
5.43K+ 7.89% |
$347K - $396K
|
74.2K
$6.79M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5.34K+ 355.9% |
$341K - $390K
|
6.84K
$627K
|