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 05, 2024
Q4 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-666- 2.19% |
$45.1K - $53.3K
|
29.7K
$2.89M
|
|
|
Feb 21, 2024
Q4 2023
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-723- 2.02% |
$49K - $57.9K
|
35.1K
$3.41M
|
|
|
Jan 26, 2024
Q4 2023
|
West Bancorporation Inc
|
SELL
|
- |
-735- 20.05% |
$49.8K - $58.8K
|
2.93K
$285K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-747- 23.48% |
$50.6K - $59.8K
|
2.43K
$237K
|
|
|
Jan 24, 2024
Q4 2023
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-750- 16.57% |
$50.8K - $60K
|
3.78K
$367K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-754- 5.04% |
$51.1K - $60.4K
|
14.2K
$1.38M
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-768- 19.49% |
$52.1K - $61.5K
|
3.17K
$309K
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
SELL
|
- |
-791- 31.78% |
$53.6K - $63.3K
|
1.7K
$165K
|
|
|
Jan 23, 2024
Q4 2023
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-811- 4.05% |
$55K - $64.9K
|
19.2K
$1.87M
|
|
|
Feb 01, 2024
Q4 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-837- 12.58% |
$56.7K - $67K
|
5.81K
$566K
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-868- 5.11% |
$58.8K - $69.5K
|
16.1K
$1.57M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-901- 14.14% |
$61.1K - $72.1K
|
5.47K
$533K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-914- 22.95% |
$62K - $73.2K
|
3.07K
$299K
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-956- 10.5% |
$64.8K - $76.5K
|
8.15K
$793K
|
|
|
Feb 15, 2024
Q4 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-963- 7.27% |
$65.3K - $77.1K
|
12.3K
$1.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-996- 17.84% |
$67.5K - $79.7K
|
4.59K
$446K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1K- 4.61% |
$67.8K - $80K
|
20.7K
$2.01M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.01K- 3.4% |
$68.5K - $80.8K
|
28.7K
$2.79M
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
SELL
|
- |
-1.1K- 7.54% |
$74.4K - $87.9K
|
13.5K
$1.31M
|
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-1.11K- 2.03% |
$75.1K - $88.7K
|
53.4K
$5.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-1.11K- 17.18% |
$75.4K - $89K
|
5.36K
$522K
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.12K- 2.12% |
$75.6K - $89.2K
|
51.4K
$5M
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-1.2K- 24.13% |
$81.3K - $96K
|
3.77K
$367K
|
|
|
Jan 29, 2024
Q4 2023
|
First Personal Financial Services
|
SELL
|
- |
-1.22K- 1.45% |
$83K - $98K
|
83.5K
$8.12M
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
SELL
|
- |
-1.23K- 7.87% |
$83.4K - $98.4K
|
14.4K
$1.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.3K- 5.29% |
$88.1K - $104K
|
23.3K
$2.26M
|
|
|
Feb 01, 2024
Q4 2023
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-1.41K- 33.32% |
$95.4K - $113K
|
2.82K
$274K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.41K- 1.36% |
$95.5K - $113K
|
102K
$9.97M
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-1.43K- 10.53% |
$97.1K - $115K
|
12.2K
$1.18M
|
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
SELL
|
- |
-1.47K- 16.72% |
$99.8K - $118K
|
7.33K
$714K
|
|
|
Feb 14, 2024
Q4 2023
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-1.49K- 1.38% |
$101K - $119K
|
107K
$10.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.49K- 9.85% |
$101K - $119K
|
13.7K
$1.33M
|
|
|
Feb 09, 2024
Q4 2023
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-1.54K- 17.35% |
$104K - $123K
|
7.33K
$713K
|
|
|
Jan 29, 2024
Q4 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-1.55K- 25.58% |
$105K - $124K
|
4.5K
$438K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.55K- 0.94% |
$105K - $124K
|
163K
$15.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-1.55K- 1.88% |
$105K - $124K
|
81.1K
$7.89M
|
|
|
Feb 07, 2024
Q4 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-1.56K- 7.25% |
$105K - $125K
|
19.9K
$1.94M
|
|
|
Feb 13, 2024
Q4 2023
|
Dorsey Wright & Associates
|
SELL
|
- |
-1.58K- 4.35% |
$107K - $126K
|
34.7K
$3.38M
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
SELL
|
- |
-1.69K- 1.77% |
$114K - $135K
|
93.4K
$9.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.71K- 2.13% |
$116K - $136K
|
78.3K
$7.63M
|
|
|
Jan 30, 2024
Q4 2023
|
Slow Capital, Inc.
|
SELL
|
- |
-1.76K- 3.45% |
$119K - $141K
|
49.2K
$4.79M
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-1.76K- 29.09% |
$119K - $141K
|
4.3K
$418K
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1.77K- 14.89% |
$120K - $142K
|
10.1K
$985K
|
|
|
Feb 08, 2024
Q4 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.79K- 1.84% |
$121K - $143K
|
95.5K
$9.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.98K- 0.72% |
$134K - $158K
|
274K
$26.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-2.03K- 14.1% |
$137K - $162K
|
12.3K
$1.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.03K- 5.44% |
$137K - $162K
|
35.2K
$3.43M
|
|
|
Feb 07, 2024
Q4 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-2.2K- 23.79% |
$149K - $176K
|
7.05K
$686K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2.2K- 6.77% |
$149K - $176K
|
30.3K
$2.95M
|
|
|
Feb 13, 2024
Q4 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-2.22K- 9.58% |
$150K - $177K
|
20.9K
$2.04M
|