Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.25M+ 7164.12% |
$84.5M - $99.8M
|
1.26M
$115M
|
|
|
Feb 07, 2024
Q4 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
842K+ 6476084.5% |
$57.1M - $67.4M
|
842K
$76.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
809KNew |
$54.8M - $64.8M
|
809K
$73.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
517K+ 16.14% |
$35M - $41.4M
|
3.72M
$338M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
411K+ 92.95% |
$27.9M - $32.9M
|
853K
$77.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
404KNew |
$27.4M - $32.3M
|
404K
$36.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
344K+ 656.2% |
$23.3M - $27.6M
|
397K
$36.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
319KNew |
$21.6M - $25.5M
|
319K
$29M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
303K+ 9.71% |
$20.5M - $24.2M
|
3.42M
$311M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
257K+ 26.72% |
$17.4M - $20.6M
|
1.22M
$111M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
256K+ 44.29% |
$17.3M - $20.5M
|
833K
$75.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
249K+ 12.62% |
$16.9M - $20M
|
2.23M
$202M
|
|
|
Jan 25, 2024
Q4 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
240K+ 219.0% |
$16.2M - $19.2M
|
349K
$31.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Main Management ETF Advisors, LLC
San Francisco, CA |
BUY
|
- |
209K+ 8.14% |
$14.2M - $16.8M
|
2.78M
$253M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
144KNew |
$9.74M - $11.5M
|
144K
$13.1M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
127K+ 38.85% |
$8.61M - $10.2M
|
454K
$41.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
123K+ 283.29% |
$8.35M - $9.86M
|
167K
$15.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
121KNew |
$8.23M - $9.71M
|
121K
$11M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
79.1K+ 506.31% |
$5.36M - $6.33M
|
94.7K
$8.61M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
71.6K+ 1.09% |
$4.86M - $5.73M
|
6.66M
$606M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
64.1K+ 124.94% |
$4.35M - $5.13M
|
115K
$10.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
63.9K+ 7.92% |
$4.33M - $5.12M
|
872K
$79.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
59.4KNew |
$4.03M - $4.76M
|
59.4K
$5.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
58.3K+ 45.9% |
$3.95M - $4.67M
|
185K
$16.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
54.3K+ 3.67% |
$3.68M - $4.34M
|
1.53M
$140M
|
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
48.7KNew |
$3.3M - $3.9M
|
48.7K
$4.43M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
48.7K+ 2.4% |
$3.3M - $3.9M
|
2.07M
$189M
|
|
|
Jan 23, 2024
Q4 2023
|
Regency Capital Management Inc.\De
|
BUY
|
- |
48.5KNew |
$3.29M - $3.88M
|
48.5K
$4.41M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
45.4K+ 21.92% |
$3.08M - $3.64M
|
253K
$23M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
44.5K+ 32.16% |
$3.02M - $3.56M
|
183K
$16.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
44.1KNew |
$2.99M - $3.53M
|
44.1K
$4.02M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
38.7K+ 9.39% |
$2.62M - $3.1M
|
451K
$41M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
38K+ 255.91% |
$2.57M - $3.04M
|
52.8K
$4.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
37.7KNew |
$2.55M - $3.01M
|
37.7K
$3.43M
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
35.6KNew |
$2.41M - $2.85M
|
35.6K
$3.24M
|
|
|
Feb 02, 2024
Q4 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
35.3K+ 136.08% |
$2.39M - $2.82M
|
61.2K
$5.57M
|
|
|
Apr 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
34.2KNew |
$2.32M - $2.74M
|
34.2K
$3.11M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
31K+ 395.34% |
$2.1M - $2.48M
|
38.8K
$3.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
30.9K+ 13.05% |
$2.09M - $2.47M
|
268K
$24.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
27.9K+ 25.0% |
$1.89M - $2.23M
|
139K
$12.7M
|
|
|
Jan 10, 2024
Q4 2023
|
Triangle Securities Wealth Management
|
BUY
|
- |
26.1KNew |
$1.77M - $2.09M
|
26.1K
$2.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
26K+ 37.79% |
$1.76M - $2.08M
|
94.7K
$8.61M
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
25.6KNew |
$1.74M - $2.05M
|
25.6K
$2.33M
|
|
|
Jan 23, 2024
Q4 2023
|
Estate Counselors, LLC
|
BUY
|
- |
20.1KNew |
$1.36M - $1.61M
|
20.1K
$1.83M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
19.3KNew |
$1.31M - $1.54M
|
19.3K
$1.75M
|
|
|
Jan 12, 2024
Q4 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
18.8K+ 3.22% |
$1.27M - $1.5M
|
602K
$54.8M
|
|
|
Feb 21, 2024
Q4 2023
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
18.4KNew |
$1.25M - $1.47M
|
18.4K
$1.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
18.1K+ 20.63% |
$1.23M - $1.45M
|
106K
$9.62M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
17.7K+ 25.91% |
$1.2M - $1.42M
|
86.1K
$7.83M
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
17.5K+ 16.85% |
$1.19M - $1.4M
|
122K
$11.1M
|