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 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
1.8KNew |
$122K - $144K
|
1.8K
$173K
|
|
|
Jan 16, 2024
Q4 2023
|
Oldfather Financial Services, LLC
|
BUY
|
- |
1.8K+ 2.66% |
$122K - $144K
|
69.5K
$6.69M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.77K+ 23.1% |
$120K - $141K
|
9.42K
$906K
|
|
|
Feb 06, 2024
Q4 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
1.72K+ 1.14% |
$117K - $138K
|
153K
$14.7M
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
1.7KNew |
$115K - $136K
|
1.7K
$164K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.67K+ 0.72% |
$113K - $133K
|
234K
$22.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.62K+ 8.81% |
$110K - $130K
|
20K
$1.92M
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.52K+ 17.95% |
$103K - $122K
|
9.99K
$960K
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
1.45K+ 25.91% |
$98.4K - $116K
|
7.06K
$679K
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
1.39KNew |
$94.3K - $111K
|
1.39K
$134K
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.32K+ 4.43% |
$89.3K - $105K
|
31K
$2.98M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1.31K+ 6.4% |
$88.5K - $105K
|
21.7K
$2.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.26K+ 18.68% |
$85.5K - $101K
|
8.01K
$770K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.25KNew |
$84.9K - $100K
|
1.25K
$120K
|
|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
1.21K+ 42.93% |
$81.9K - $96.8K
|
4.03K
$387K
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.2K+ 14.36% |
$81.3K - $96K
|
9.56K
$919K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.17K+ 10.51% |
$79K - $93.3K
|
12.3K
$1.18M
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1.13KNew |
$76.8K - $90.7K
|
1.13K
$109K
|
|
|
Feb 09, 2024
Q4 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
1.11K+ 9.95% |
$75.1K - $88.7K
|
12.2K
$1.18M
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.1K+ 1.34% |
$74.4K - $87.9K
|
83.3K
$8.01M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1.09K+ 22.42% |
$73.7K - $87.1K
|
5.94K
$571K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1.08KNew |
$73.1K - $86.4K
|
1.08K
$104K
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.04K+ 3.1% |
$70.6K - $83.4K
|
34.6K
$3.33M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
1.04KNew |
$70.6K - $83.3K
|
1.04K
$100K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.04KNew |
$70.6K - $83.3K
|
1.04K
$100K
|
|
|
Feb 14, 2024
Q4 2023
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
1.01K+ 1.34% |
$68.7K - $81.2K
|
76.8K
$7.38M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
1.01K+ 6.89% |
$68.1K - $80.4K
|
15.6K
$1.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
969New |
$65.7K - $77.6K
|
969
$93.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
950New |
$64.4K - $76K
|
950
$91.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
940New |
$63.7K - $75.2K
|
940
$90.4K
|
|
|
Feb 02, 2024
Q4 2023
|
Rodgers & Associates, LTD
|
BUY
|
- |
935+ 1.31% |
$63.4K - $74.8K
|
72.2K
$6.94M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
884+ 9.65% |
$59.9K - $70.8K
|
10K
$966K
|
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
876New |
$59.4K - $70.1K
|
876
$84.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
847+ 1.06% |
$57.4K - $67.8K
|
80.6K
$7.75M
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
BUY
|
- |
837+ 131.81% |
$56.7K - $67K
|
1.47K
$142K
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
821+ 4.56% |
$55.6K - $65.7K
|
18.8K
$1.81M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
799+ 1.45% |
$54.2K - $64K
|
56.1K
$5.39M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
798+ 5.84% |
$54.1K - $63.9K
|
14.5K
$1.39M
|
|
|
Jan 24, 2024
Q4 2023
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
782+ 3.8% |
$53K - $62.6K
|
21.4K
$2.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
767+ 3.8% |
$52K - $61.4K
|
20.9K
$2.01M
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
767+ 6.44% |
$52K - $61.4K
|
12.7K
$1.22M
|
|
|
Jan 22, 2024
Q4 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
760+ 12.4% |
$51.5K - $60.8K
|
6.89K
$662K
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
756+ 4.11% |
$51.2K - $60.5K
|
19.2K
$1.84M
|
|
|
Jan 31, 2024
Q4 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
755+ 0.48% |
$51.2K - $60.4K
|
159K
$15.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
692+ 9.69% |
$46.9K - $55.4K
|
7.84K
$753K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
691+ 1.12% |
$46.8K - $55.3K
|
62.7K
$6.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Pacific Financial Group Inc
|
BUY
|
- |
653+ 1.75% |
$44.3K - $52.3K
|
38K
$3.66M
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
639New |
$43.3K - $51.1K
|
639
$61.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
617+ 1.12% |
$41.8K - $49.4K
|
55.8K
$5.37M
|
|
|
Jan 19, 2024
Q4 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
585+ 6.71% |
$39.7K - $46.8K
|
9.3K
$894K
|