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
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.14KNew |
$281K - $331K
|
4.14K
$398K
|
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
3.99KNew |
$271K - $319K
|
3.99K
$384K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.99K+ 31.2% |
$270K - $319K
|
16.8K
$1.61M
|
|
|
Jan 04, 2024
Q4 2023
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
3.94K+ 8.77% |
$267K - $315K
|
48.8K
$4.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
3.63KNew |
$246K - $290K
|
3.63K
$349K
|
|
|
Feb 16, 2024
Q4 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
3.53KNew |
$239K - $282K
|
3.53K
$339K
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
BUY
|
- |
3.52K+ 1.53% |
$239K - $282K
|
233K
$22.4M
|
|
|
Aug 13, 2024
Q4 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
3.5KNew |
$237K - $280K
|
3.5K
$336K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
3.46K+ 5.13% |
$235K - $277K
|
71K
$6.82M
|
|
|
Jan 09, 2024
Q4 2023
|
Allied Investment Advisors, LLC
|
BUY
|
- |
3.36KNew |
$228K - $269K
|
3.36K
$323K
|
|
|
Mar 15, 2024
Q4 2023
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
3.35KNew |
$227K - $268K
|
3.35K
$322K
|
|
|
Jan 31, 2024
Q4 2023
|
Htlf Bank
Denver, CO |
BUY
|
- |
3.31KNew |
$224K - $265K
|
3.31K
$318K
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
3.28KNew |
$222K - $262K
|
3.28K
$315K
|
|
|
Feb 20, 2024
Q4 2023
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
3.19KNew |
$216K - $256K
|
3.19K
$307K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.05K+ 0.57% |
$207K - $244K
|
539K
$51.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
3.04KNew |
$206K - $243K
|
3.04K
$292K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
2.95KNew |
$200K - $236K
|
2.95K
$283K
|
|
|
Jan 23, 2024
Q4 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
2.89K+ 2.54% |
$196K - $232K
|
117K
$11.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
2.74KNew |
$185K - $219K
|
2.74K
$263K
|
|
|
Feb 07, 2024
Q4 2023
|
First City Capital Management, Inc.
|
BUY
|
- |
2.73KNew |
$185K - $219K
|
2.73K
$263K
|
|
|
Jan 03, 2024
Q4 2023
|
Fc Advisory LLC
|
BUY
|
- |
2.73KNew |
$185K - $219K
|
2.73K
$263K
|
|
|
Jan 11, 2024
Q4 2023
|
Bremer Bank National Association
|
BUY
|
- |
2.72KNew |
$184K - $218K
|
2.72K
$261K
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
2.7K+ 21.68% |
$183K - $216K
|
15.2K
$1.46M
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
2.7K+ 688.78% |
$183K - $216K
|
3.09K
$297K
|
|
|
Sep 23, 2024
Q4 2023
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
2.68KNew |
$182K - $215K
|
2.68K
$258K
|
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.68KNew |
$181K - $214K
|
2.68K
$257K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.67K+ 10.72% |
$181K - $214K
|
27.6K
$2.65M
|
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
2.66K+ 18.86% |
$180K - $213K
|
16.8K
$1.61M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.66KNew |
$180K - $213K
|
2.66K
$255K
|
|
|
Jan 08, 2024
Q4 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
2.65KNew |
$180K - $212K
|
2.65K
$255K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.65KNew |
$179K - $212K
|
2.65K
$254K
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
2.64KNew |
$179K - $211K
|
2.64K
$254K
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.64KNew |
$179K - $211K
|
2.64K
$254K
|
|
|
Feb 05, 2024
Q4 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
2.56KNew |
$174K - $205K
|
2.56K
$246K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.55KNew |
$173K - $204K
|
2.55K
$245K
|
|
|
Feb 14, 2024
Q4 2023
|
Sandler Capital Management
New York, NY |
BUY
|
- |
2.54K+ 5.35% |
$172K - $203K
|
50K
$4.81M
|
|
|
Mar 06, 2024
Q4 2023
|
Alamar Capital Management, LLC
|
BUY
|
- |
2.53KNew |
$172K - $203K
|
2.53K
$244K
|
|
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
2.53KNew |
$171K - $202K
|
2.53K
$243K
|
|
|
Jan 31, 2024
Q4 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
2.4K+ 2000.0% |
$163K - $192K
|
2.52K
$242K
|
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2.2K+ 0.47% |
$149K - $176K
|
470K
$45.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
2.16K+ 16.21% |
$146K - $172K
|
15.5K
$1.49M
|
|
|
Jan 10, 2024
Q4 2023
|
Mechanics Bank Trust Department
|
BUY
|
- |
2.15K+ 2.68% |
$145K - $172K
|
82.1K
$7.89M
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
2.12K+ 4.72% |
$143K - $169K
|
47K
$4.51M
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
2.09KNew |
$141K - $167K
|
2.09K
$200K
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
2.02K+ 70.12% |
$137K - $161K
|
4.89K
$470K
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
BUY
|
- |
2K+ 16.99% |
$135K - $160K
|
13.7K
$1.32M
|
|
|
Feb 15, 2024
Q4 2023
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
1.97K+ 1.28% |
$133K - $158K
|
156K
$15M
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
1.95KNew |
$132K - $156K
|
1.95K
$188K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
1.89K+ 67.33% |
$128K - $151K
|
4.69K
$451K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.86K+ 44.51% |
$126K - $149K
|
6.05K
$582K
|