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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-477- 4.62% |
$32.3K - $38.2K
|
9.85K
$868K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-490- 2.21% |
$33.2K - $39.2K
|
21.6K
$1.91M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-494- 1.57% |
$33.5K - $39.5K
|
30.9K
$2.72M
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-506- 2.08% |
$34.3K - $40.5K
|
23.8K
$2.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-532- 0.3% |
$36.1K - $42.6K
|
179K
$15.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-595- 0.65% |
$40.3K - $47.6K
|
91.6K
$8.07M
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-606- 6.76% |
$41.1K - $48.5K
|
8.36K
$736K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-651- 7.03% |
$44.1K - $52.1K
|
8.61K
$759K
|
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
SELL
|
- |
-657- 1.94% |
$44.5K - $52.6K
|
33.1K
$2.92M
|
|
|
Feb 05, 2024
Q4 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-666- 2.19% |
$45.1K - $53.3K
|
29.7K
$2.62M
|
|
|
Feb 21, 2024
Q4 2023
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-723- 2.02% |
$49K - $57.9K
|
35.1K
$3.09M
|
|
|
Jan 26, 2024
Q4 2023
|
West Bancorporation Inc
|
SELL
|
- |
-735- 20.05% |
$49.8K - $58.8K
|
2.93K
$258K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-747- 23.48% |
$50.6K - $59.8K
|
2.43K
$214K
|
|
|
Jan 24, 2024
Q4 2023
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-750- 16.57% |
$50.8K - $60K
|
3.78K
$333K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-754- 5.04% |
$51.1K - $60.4K
|
14.2K
$1.25M
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-768- 19.49% |
$52.1K - $61.5K
|
3.17K
$280K
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
SELL
|
- |
-791- 31.78% |
$53.6K - $63.3K
|
1.7K
$150K
|
|
|
Jan 23, 2024
Q4 2023
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-811- 4.05% |
$55K - $64.9K
|
19.2K
$1.69M
|
|
|
Feb 01, 2024
Q4 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-837- 12.58% |
$56.7K - $67K
|
5.81K
$512K
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-868- 5.11% |
$58.8K - $69.5K
|
16.1K
$1.42M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-901- 14.14% |
$61.1K - $72.1K
|
5.47K
$482K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-914- 22.95% |
$62K - $73.2K
|
3.07K
$270K
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-956- 10.5% |
$64.8K - $76.5K
|
8.15K
$717K
|
|
|
Feb 15, 2024
Q4 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-963- 7.27% |
$65.3K - $77.1K
|
12.3K
$1.08M
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-996- 17.84% |
$67.5K - $79.7K
|
4.59K
$404K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1K- 4.61% |
$67.8K - $80K
|
20.7K
$1.82M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.01K- 3.4% |
$68.5K - $80.8K
|
28.7K
$2.53M
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
SELL
|
- |
-1.1K- 7.54% |
$74.4K - $87.9K
|
13.5K
$1.19M
|
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-1.11K- 2.03% |
$75.1K - $88.7K
|
53.4K
$4.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-1.11K- 17.18% |
$75.4K - $89K
|
5.36K
$472K
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.12K- 2.12% |
$75.6K - $89.2K
|
51.4K
$4.53M
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-1.2K- 24.13% |
$81.3K - $96K
|
3.77K
$332K
|
|
|
Jan 29, 2024
Q4 2023
|
First Personal Financial Services
|
SELL
|
- |
-1.22K- 1.45% |
$83K - $98K
|
83.5K
$7.35M
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
SELL
|
- |
-1.23K- 7.87% |
$83.4K - $98.4K
|
14.4K
$1.27M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.3K- 5.29% |
$88.1K - $104K
|
23.3K
$2.05M
|
|
|
Feb 01, 2024
Q4 2023
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-1.41K- 33.32% |
$95.4K - $113K
|
2.82K
$248K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.41K- 1.36% |
$95.5K - $113K
|
102K
$9.02M
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-1.43K- 10.53% |
$97.1K - $115K
|
12.2K
$1.07M
|
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
SELL
|
- |
-1.47K- 16.72% |
$99.8K - $118K
|
7.33K
$646K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.49K- 9.85% |
$101K - $119K
|
13.7K
$1.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-1.49K- 1.38% |
$101K - $119K
|
107K
$9.42M
|
|
|
Feb 09, 2024
Q4 2023
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-1.54K- 17.35% |
$104K - $123K
|
7.33K
$645K
|
|
|
Jan 29, 2024
Q4 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-1.55K- 25.58% |
$105K - $124K
|
4.5K
$396K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.55K- 0.94% |
$105K - $124K
|
163K
$14.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-1.55K- 1.88% |
$105K - $124K
|
81.1K
$7.14M
|
|
|
Feb 07, 2024
Q4 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-1.56K- 7.25% |
$105K - $125K
|
19.9K
$1.75M
|
|
|
Feb 13, 2024
Q4 2023
|
Dorsey Wright & Associates
|
SELL
|
- |
-1.58K- 4.35% |
$107K - $126K
|
34.7K
$3.06M
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
SELL
|
- |
-1.69K- 1.77% |
$114K - $135K
|
93.4K
$8.23M
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.71K- 2.13% |
$116K - $136K
|
78.3K
$6.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Slow Capital, Inc.
|
SELL
|
- |
-1.76K- 3.45% |
$119K - $141K
|
49.2K
$4.34M
|