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 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
17.4K+ 23.04% |
$1.18M - $1.39M
|
92.7K
$8.91M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
16.7K+ 99.15% |
$1.13M - $1.33M
|
33.5K
$3.22M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
15.8K+ 66.28% |
$1.07M - $1.27M
|
39.7K
$3.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15.2K+ 2.82% |
$1.03M - $1.22M
|
553K
$53.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
14.1K+ 2.33% |
$955K - $1.13M
|
619K
$59.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
13.5K+ 41.37% |
$912K - $1.08M
|
46K
$4.42M
|
|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
13.2KNew |
$895K - $1.06M
|
13.2K
$1.27M
|
|
|
Feb 09, 2024
Q4 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
12.7K+ 7.32% |
$863K - $1.02M
|
187K
$17.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
12.4KNew |
$842K - $995K
|
12.4K
$1.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.1K+ 13.86% |
$819K - $967K
|
99.3K
$9.54M
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
11.9K+ 19.4% |
$804K - $949K
|
73K
$7.02M
|
|
|
Jan 17, 2024
Q4 2023
|
Hms Capital Management, LLC
|
BUY
|
- |
11.9KNew |
$803K - $949K
|
11.9K
$1.14M
|
|
|
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
10.7K+ 344.28% |
$726K - $858K
|
13.8K
$1.33M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
10.5K+ 279.54% |
$708K - $837K
|
14.2K
$1.36M
|
|
|
Jan 10, 2024
Q4 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
10.2KNew |
$688K - $813K
|
10.2K
$976K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
9.98K+ 4.24% |
$677K - $799K
|
245K
$23.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
9.78KNew |
$663K - $783K
|
9.78K
$941K
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
8.91K+ 142.33% |
$604K - $713K
|
15.2K
$1.46M
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
8.51KNew |
$577K - $681K
|
8.51K
$818K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.36K+ 3.4% |
$566K - $669K
|
254K
$24.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
8.15K+ 4.42% |
$553K - $652K
|
193K
$18.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
8.14K+ 10.06% |
$551K - $651K
|
89K
$8.56M
|
|
|
Feb 13, 2024
Q4 2023
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
8.07KNew |
$547K - $646K
|
8.07K
$776K
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
7.87KNew |
$533K - $630K
|
7.87K
$757K
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
7.41KNew |
$502K - $593K
|
7.41K
$713K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.21K+ 5.41% |
$489K - $577K
|
141K
$13.5M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
7.12K+ 0.72% |
$483K - $570K
|
991K
$95.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.1K+ 23.24% |
$481K - $568K
|
37.7K
$3.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.01K+ 39.58% |
$475K - $561K
|
24.7K
$2.38M
|
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
6.83K+ 95.8% |
$463K - $546K
|
14K
$1.34M
|
|
|
Jan 10, 2024
Q4 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
6.75K+ 3.27% |
$458K - $540K
|
213K
$20.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
6.57K+ 76.06% |
$446K - $526K
|
15.2K
$1.46M
|
|
|
Jan 26, 2024
Q4 2023
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
6.49KNew |
$440K - $519K
|
6.49K
$624K
|
|
|
Jan 26, 2024
Q4 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
6.31K+ 3.12% |
$428K - $505K
|
208K
$20M
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
6.23KNew |
$422K - $499K
|
6.23K
$599K
|
|
|
Jan 11, 2024
Q4 2023
|
Hudson Capital Management LLC
|
BUY
|
- |
5.93K+ 3.31% |
$402K - $475K
|
185K
$17.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
5.74KNew |
$389K - $459K
|
5.74K
$552K
|
|
|
Feb 14, 2024
Q4 2023
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
5.54KNew |
$376K - $443K
|
5.54K
$533K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.46K+ 22.17% |
$370K - $437K
|
30.1K
$2.89M
|
|
|
Feb 20, 2024
Q4 2023
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
5.4KNew |
$366K - $432K
|
5.4K
$519K
|
|
|
Feb 13, 2024
Q4 2023
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
5.17K+ 21.12% |
$351K - $414K
|
29.7K
$2.85M
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
5.09K+ 127.76% |
$345K - $407K
|
9.07K
$872K
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
4.84KNew |
$328K - $387K
|
4.84K
$465K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.62K+ 19.58% |
$313K - $370K
|
28.2K
$2.71M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.61KNew |
$313K - $369K
|
4.61K
$443K
|
|
|
Jan 22, 2024
Q4 2023
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
4.6KNew |
$312K - $368K
|
4.6K
$442K
|
|
|
Jan 18, 2024
Q4 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
4.52KNew |
$306K - $361K
|
4.52K
$434K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
4.49K+ 0.54% |
$305K - $360K
|
839K
$80.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Tnf LLC
|
BUY
|
- |
4.42KNew |
$300K - $354K
|
4.42K
$425K
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
4.26KNew |
$289K - $341K
|
4.26K
$410K
|