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 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-9.7K- 2.07% |
$657K - $776K
|
459K
$38.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-10.5K- 1.68% |
$714K - $843K
|
617K
$52.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-11.6K- 0.72% |
$783K - $925K
|
1.58M
$134M
|
|
|
Jan 04, 2024
Q4 2023
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-12.1K- 92.11% |
$820K - $968K
|
1.04K
$88K
|
|
|
Feb 12, 2024
Q4 2023
|
Harvest Investment Services, LLC
|
SELL
|
- |
-13.6K- 54.62% |
$921K - $1.09M
|
11.3K
$958K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-14.8K- 69.67% |
$1.01M - $1.19M
|
6.47K
$549K
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-14.9K- 49.85% |
$1.01M - $1.19M
|
15K
$1.27M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-18K- 30.41% |
$1.22M - $1.44M
|
41.2K
$3.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-19K- 2.44% |
$1.29M - $1.52M
|
757K
$64.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-19.9K- 26.47% |
$1.35M - $1.59M
|
55.1K
$4.68M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-20.9K- 1.26% |
$1.42M - $1.67M
|
1.64M
$139M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-36.6K- 57.94% |
$2.48M - $2.93M
|
26.6K
$2.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-41.1K- 58.35% |
$2.78M - $3.29M
|
29.3K
$2.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-42.8K- 5.39% |
$2.9M - $3.43M
|
751K
$63.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-43.2K- 15.09% |
$2.93M - $3.46M
|
243K
$20.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-55.6K- 13.43% |
$3.77M - $4.45M
|
358K
$30.4M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-56.2K- 89.88% |
$3.81M - $4.5M
|
6.33K
$537K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-76.4K- 1.13% |
$5.18M - $6.12M
|
6.66M
$565M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-78K- 3.86% |
$5.29M - $6.24M
|
1.94M
$165M
|
|
|
Feb 10, 2025
Q4 2023
|
Ramiah Investment Group
Brookfield, WI |
SELL
|
- |
-97.2KClosed |
$6.59M - $7.78M
|
0
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-123K- 85.98% |
$8.34M - $9.85M
|
20.1K
$1.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-210K- 2.62% |
$14.2M - $16.8M
|
7.8M
$662M
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-277K- 96.93% |
$18.8M - $22.2M
|
8.78K
$745K
|
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-535K- 97.93% |
$36.3M - $42.8M
|
11.3K
$960K
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.25M- 98.74% |
$84.6M - $100M
|
16K
$1.36M
|