Purchases and Sales Made in Q4 2023 in Ishares S&P Midcap 400 Growth (IJK)

IJK Quotes by TradingView

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 12, 2024 Q4 2023
Independent Wealth Network Inc.

BUY
 -
134
+ 2.16%
$9.08K - $10.7K
6.34K $617K
Jan 18, 2024 Q4 2023
Maltin Wealth Management, Inc.

BUY
 -
134
+ 0.66%
$9.08K - $10.7K
20.4K $1.99M
Feb 05, 2024 Q4 2023
Di Nuzzo Private Wealth, Inc.

Beaver, PA
BUY
 -
132
New
$8.95K - $10.6K
132 $12.9K
Feb 13, 2024 Q4 2023
Black Rock Inc.

New York, NY
BUY
 -
130
+ 1.23%
$8.81K - $10.4K
10.7K $1.04M
Aug 13, 2024 Q4 2023
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
129
+ 1.88%
$8.74K - $10.3K
6.99K $681K
Feb 02, 2024 Q4 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
126
+ 0.2%
$8.54K - $10.1K
63.3K $6.16M
Jan 18, 2024 Q4 2023
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
122
+ 3.06%
$8.27K - $9.76K
4.11K $400K
Jan 10, 2024 Q4 2023
Dynamic Advisor Solutions LLC

BUY
 -
118
+ 3.23%
$8K - $9.44K
3.77K $367K
Feb 05, 2024 Q4 2023
Family Firm, Inc.

BUY
 -
104
+ 0.71%
$7.05K - $8.32K
14.8K $1.44M
Jan 18, 2024 Q4 2023
Cutler Group LP

BUY
 -
100
New
$6.78K - $8K
100 $9.74K
Jan 17, 2024 Q4 2023
Armstrong Advisory Group, Inc

Needham, MA
BUY
 -
99
+ 1.26%
$6.71K - $7.92K
7.95K $774K
Feb 01, 2024 Q4 2023
First Command Advisory Services, Inc.

BUY
 -
94
+ 8.34%
$6.37K - $7.52K
1.22K $119K
Jan 12, 2024 Q4 2023
Sterling Investment Counsel, LLC

BUY
 -
93
+ 3.31%
$6.3K - $7.44K
2.9K $283K
Jan 18, 2024 Q4 2023
Sage Financial Group Inc

BUY
 -
92
+ 3.09%
$6.24K - $7.36K
3.07K $298K
Feb 08, 2024 Q4 2023
First Heartland Consultants, Inc.

BUY
 -
89
+ 0.32%
$6.03K - $7.12K
28.3K $2.76M
Feb 13, 2024 Q4 2023
Laurel Wealth Advisors LLC

Charlotte, NC
BUY
 -
77
+ 0.64%
$5.22K - $6.16K
12.2K $1.19M
Feb 01, 2024 Q4 2023
Bfsg, LLC

BUY
 -
76
New
$5.15K - $6.08K
76 $7.4K
Feb 06, 2024 Q4 2023
Sawgrass Asset Management LLC

BUY
 -
76
+ 0.87%
$5.15K - $6.08K
8.8K $856K
Jan 31, 2024 Q4 2023
Davidson Trust CO

BUY
 -
75
+ 1.28%
$5.08K - $6K
5.94K $578K
Feb 13, 2024 Q4 2023
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
70
New
$4.74K - $5.6K
70 $6.81K
Feb 12, 2024 Q4 2023
Financial Avengers, Inc.

Oakland, CA
BUY
 -
70
+ 25.93%
$4.74K - $5.6K
340 $33.1K
Jan 12, 2024 Q4 2023
Gps Wealth Strategies Group, LLC

BUY
 -
68
+ 3.64%
$4.61K - $5.44K
1.94K $189K
Feb 16, 2024 Q4 2023
Hobbs Group Advisors, LLC

Columbia, SC
BUY
 -
62
New
$4.2K - $4.96K
62 $6.04K
Feb 13, 2024 Q4 2023
First Manhattan CO

New York, NY
BUY
 -
62
New
$4.2K - $4.96K
62 $6.04K
Feb 06, 2024 Q4 2023
My Purposeful Wealth Corp.

Omaha, NE
BUY
 -
58
+ 1.59%
$3.93K - $4.64K
3.71K $361K
Jan 29, 2024 Q4 2023
Bay Colony Advisory Group, Inc D

BUY
 -
54
+ 1.6%
$3.66K - $4.32K
3.42K $333K
Feb 07, 2024 Q4 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
50
+ 1.5%
$3.39K - $4K
3.37K $328K
Jan 25, 2024 Q4 2023
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
48
+ 1.14%
$3.25K - $3.84K
4.26K $414K
Feb 09, 2024 Q4 2023
Lws Wealth Advisors, Inc.

BUY
 -
47
+ 0.53%
$3.19K - $3.76K
8.88K $865K
Feb 13, 2024 Q4 2023
Wellspring Financial Advisors, LLC

Cleveland, OH
BUY
 -
38
+ 0.18%
$2.58K - $3.04K
20.6K $2.01M
Feb 01, 2024 Q4 2023
Capital Investment Advisory Services, LLC

BUY
 -
35
+ 4.86%
$2.37K - $2.8K
755 $73.5K
Feb 14, 2024 Q4 2023
Asset Management Group, Inc.

Stamford, CT
BUY
 -
33
+ 0.06%
$2.24K - $2.64K
59.8K $5.82M
Feb 02, 2024 Q4 2023
Citizens Financial Group Inc

BUY
 -
33
+ 0.48%
$2.24K - $2.64K
6.93K $674K
Jan 30, 2024 Q4 2023
Macroview Investment Management LLC

BUY
 -
33
+ 2.02%
$2.24K - $2.64K
1.66K $162K
Jan 16, 2024 Q4 2023
Hubbell Strickland Wealth Management, LLC

BUY
 -
32
+ 0.37%
$2.17K - $2.56K
8.68K $845K
Jan 02, 2024 Q4 2023
Dentgroup LLC

BUY
 -
32
+ 0.52%
$2.17K - $2.56K
6.25K $608K
Jan 09, 2024 Q4 2023
Hyperion Partners, LLC

Berwyn, PA
BUY
 -
31
+ 0.43%
$2.1K - $2.48K
7.17K $698K
Jan 25, 2024 Q4 2023
Mainstay Capital Management LLC

BUY
 -
29
+ 0.51%
$1.97K - $2.32K
5.66K $551K
Feb 13, 2024 Q4 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
28
+ 0.29%
$1.9K - $2.24K
9.73K $947K
Jan 17, 2024 Q4 2023
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
28
+ 0.25%
$1.9K - $2.24K
11.2K $1.09M
Jan 29, 2024 Q4 2023
Outlook Wealth Advisors, LLC

BUY
 -
28
+ 0.32%
$1.9K - $2.24K
8.92K $868K
Jan 29, 2024 Q4 2023
Mosaic Family Wealth Partners, LLC

St. Louis, MO
BUY
 -
27
+ 0.53%
$1.83K - $2.16K
5.08K $494K
Feb 05, 2024 Q4 2023
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
27
+ 0.17%
$1.83K - $2.16K
15.6K $1.51M
Mar 13, 2024 Q4 2023
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
27
+ 0.17%
$1.83K - $2.16K
15.6K $1.51M
Feb 05, 2024 Q4 2023
Mine & Arao Wealth Creation & Management, Llc.

Campbell, CA
BUY
 -
26
+ 0.4%
$1.76K - $2.08K
6.53K $636K
Feb 08, 2024 Q4 2023
Sheaff Brock Investment Advisors, LLC

BUY
 -
25
+ 0.56%
$1.69K - $2K
4.49K $437K
Feb 05, 2024 Q4 2023
Howe & Rusling Inc

Rochester, NY
BUY
 -
25
+ 54.35%
$1.69K - $2K
71 $6.91K
Jan 10, 2024 Q4 2023
Lex Aurum Advisors, LLC

BUY
 -
25
+ 0.4%
$1.69K - $2K
6.31K $614K
Mar 26, 2024 Q4 2023
Fairman Group, LLC

Chesterbrook, PA
BUY
 -
22
New
$1.49K - $1.76K
22 $2.14K

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