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 09, 2024
Q4 2023
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
21+ 0.1% |
$1.42K - $1.68K
|
21.1K
$2.06M
|
|
|
Jan 22, 2024
Q4 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
21+ 0.63% |
$1.42K - $1.68K
|
3.37K
$328K
|
|
|
Jan 25, 2024
Q4 2023
|
Wolff Financial Management LLC
|
BUY
|
- |
20+ 0.71% |
$1.36K - $1.6K
|
2.85K
$277K
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
18+ 0.61% |
$1.22K - $1.44K
|
2.98K
$290K
|
|
|
Jan 16, 2024
Q4 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
14+ 0.1% |
$949 - $1.12K
|
14.5K
$1.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
14+ 0.33% |
$949 - $1.12K
|
4.21K
$410K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
14+ 0.69% |
$949 - $1.12K
|
2.03K
$198K
|
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
11+ 0.16% |
$746 - $880
|
6.81K
$663K
|
|
|
Jan 17, 2024
Q4 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
10+ 0.29% |
$678 - $800
|
3.41K
$332K
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
BUY
|
- |
9+ 0.1% |
$610 - $720
|
9K
$876K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
8+ 0.06% |
$542 - $640
|
14K
$1.36M
|
|
|
Jan 22, 2024
Q4 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
6+ 0.14% |
$407 - $480
|
4.38K
$426K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
5+ 0.81% |
$339 - $400
|
624
$60.7K
|
|
|
Feb 05, 2024
Q4 2023
|
Total Wealth Planning, LLC
|
BUY
|
- |
5+ 0.12% |
$339 - $400
|
4.29K
$418K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
4New |
$271 - $320
|
4
$389
|
|
|
Jan 23, 2024
Q4 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
3+ 0.04% |
$203 - $240
|
7.46K
$726K
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
3+ 0.1% |
$203 - $240
|
2.92K
$284K
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 0.67% |
$203 - $240
|
452
$44K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
3+ 0.08% |
$203 - $240
|
3.64K
$354K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2+ 2.08% |
$136 - $160
|
98
$9.54K
|
|
|
Feb 12, 2024
Q4 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
2+ 0.03% |
$136 - $160
|
5.84K
$568K
|
|
|
Jan 22, 2024
Q4 2023
|
Veracity Capital LLC
|
BUY
|
- |
2+ 0.03% |
$136 - $160
|
7.09K
$690K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
2+ 0.11% |
$136 - $160
|
1.87K
$182K
|
|
|
Jan 26, 2024
Q4 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
2+ 0.12% |
$136 - $160
|
1.64K
$159K
|
|
|
Feb 01, 2024
Q4 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.28% |
$136 - $160
|
711
$69.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.11% |
$67.8 - $80
|
911
$88.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 0.92% |
$67.8 - $80
|
110
$10.7K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.34% |
$67.8 - $80
|
299
$29.1K
|
|
|
Jan 19, 2024
Q4 2023
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.66% |
$67.8 - $80
|
152
$14.8K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 0.77% |
$67.8 - $80
|
131
$12.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1New |
$67.8 - $80
|
1
$97.4
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1+ 0.02% |
$67.8 - $80
|
4.35K
$423K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-1- 0.02% |
$67.8 - $80
|
5.63K
$548K
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
SELL
|
- |
-1- 0.04% |
$67.8 - $80
|
2.81K
$273K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1- 0.02% |
$67.8 - $80
|
6.39K
$622K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1- 0.02% |
$67.8 - $80
|
5.63K
$548K
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-5- 0.09% |
$339 - $400
|
5.32K
$518K
|
|
|
Feb 06, 2024
Q4 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-7- 0.04% |
$474 - $560
|
19.1K
$1.86M
|
|
|
Jan 11, 2024
Q4 2023
|
Thomasville National Bank
|
SELL
|
- |
-8- 0.23% |
$542 - $640
|
3.51K
$342K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-11- 0.16% |
$746 - $880
|
6.85K
$667K
|
|
|
Feb 07, 2024
Q4 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-13- 0.41% |
$881 - $1.04K
|
3.13K
$305K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-13- 0.42% |
$881 - $1.04K
|
3.11K
$302K
|
|
|
Feb 02, 2024
Q4 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-14- 0.37% |
$949 - $1.12K
|
3.82K
$372K
|
|
|
Jan 17, 2024
Q4 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-14- 0.25% |
$949 - $1.12K
|
5.58K
$543K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-15- 0.1% |
$1.02K - $1.2K
|
14.4K
$1.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
SELL
|
- |
-15- 0.19% |
$1.02K - $1.2K
|
7.71K
$751K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-20- 0.1% |
$1.36K - $1.6K
|
19.7K
$1.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-20- 0.31% |
$1.36K - $1.6K
|
6.46K
$629K
|
|
|
Mar 04, 2024
Q4 2023
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-25- 2.6% |
$1.69K - $2K
|
935
$91K
|
|
|
Feb 07, 2024
Q4 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-26- 0.94% |
$1.76K - $2.08K
|
2.73K
$266K
|