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 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-33- 0.24% |
$2.24K - $2.64K
|
13.9K
$1.34M
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-34- 0.07% |
$2.3K - $2.72K
|
48.8K
$4.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Mc Donough Capital Management, Inc
Orlando, FL |
SELL
|
- |
-37- 0.87% |
$2.51K - $2.96K
|
4.22K
$406K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-37- 0.67% |
$2.51K - $2.96K
|
5.52K
$531K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-39- 11.96% |
$2.64K - $3.12K
|
287
$27.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-40- 0.02% |
$2.71K - $3.2K
|
162K
$15.6M
|
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-44- 1.31% |
$2.98K - $3.52K
|
3.32K
$319K
|
|
|
Jan 24, 2024
Q4 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-45- 0.58% |
$3.05K - $3.6K
|
7.69K
$739K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-50- 1.54% |
$3.39K - $4K
|
3.19K
$307K
|
|
|
Feb 12, 2024
Q4 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-52- 2.58% |
$3.52K - $4.16K
|
1.97K
$189K
|
|
|
Jan 11, 2024
Q4 2023
|
Norwood Financial Corp
|
SELL
|
- |
-52- 0.62% |
$3.52K - $4.16K
|
8.28K
$796K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-53- 0.33% |
$3.59K - $4.24K
|
16K
$1.54M
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-55- 1.29% |
$3.73K - $4.4K
|
4.21K
$404K
|
|
|
Feb 13, 2024
Q4 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-58- 0.49% |
$3.93K - $4.64K
|
11.7K
$1.12M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-62- 0.82% |
$4.2K - $4.96K
|
7.47K
$719K
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-62- 0.77% |
$4.2K - $4.96K
|
8.04K
$773K
|
|
|
Feb 13, 2024
Q4 2023
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-64- 0.33% |
$4.34K - $5.12K
|
19.3K
$1.85M
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-65- 3.45% |
$4.41K - $5.2K
|
1.82K
$175K
|
|
|
Feb 08, 2024
Q4 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-65- 0.37% |
$4.41K - $5.2K
|
17.4K
$1.68M
|
|
|
Jan 18, 2024
Q4 2023
|
Atlas Brown,Inc.
|
SELL
|
- |
-65- 0.31% |
$4.41K - $5.2K
|
20.8K
$2M
|
|
|
Feb 13, 2024
Q4 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-66- 1.73% |
$4.47K - $5.28K
|
3.76K
$361K
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-68- 1.04% |
$4.61K - $5.44K
|
6.45K
$620K
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-70- 1.57% |
$4.74K - $5.6K
|
4.39K
$422K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-82- 1.79% |
$5.56K - $6.56K
|
4.5K
$433K
|
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-84- 1.44% |
$5.69K - $6.72K
|
5.75K
$553K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-84- 1.79% |
$5.69K - $6.72K
|
4.61K
$443K
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-91- 1.34% |
$6.17K - $7.28K
|
6.71K
$645K
|
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-100- 1.11% |
$6.78K - $8K
|
8.95K
$860K
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-101- 0.09% |
$6.85K - $8.08K
|
111K
$10.7M
|
|
|
Aug 28, 2024
Q4 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-101- 3.51% |
$6.85K - $8.08K
|
2.78K
$267K
|
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-110- 2.57% |
$7.46K - $8.8K
|
4.17K
$401K
|
|
|
May 28, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-110- 2.57% |
$7.46K - $8.8K
|
4.17K
$401K
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-112- 3.77% |
$7.59K - $8.96K
|
2.86K
$275K
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-120- 2.06% |
$8.13K - $9.6K
|
5.7K
$548K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-127- 0.79% |
$8.61K - $10.2K
|
15.9K
$1.52M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-130- 0.4% |
$8.81K - $10.4K
|
32.4K
$3.11M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-137- 0.01% |
$9.29K - $11K
|
991K
$95.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Mechanics Financial Corp
|
SELL
|
- |
-138- 25.75% |
$9.35K - $11K
|
398
$38.3K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-139- 1.2% |
$9.42K - $11.1K
|
11.5K
$1.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-147- 0.26% |
$9.96K - $11.8K
|
56.6K
$5.44M
|
|
|
Feb 12, 2024
Q4 2023
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-166- 1.05% |
$11.3K - $13.3K
|
15.7K
$1.51M
|
|
|
Jan 19, 2024
Q4 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-172- 0.58% |
$11.7K - $13.8K
|
29.6K
$2.84M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-173- 4.41% |
$11.7K - $13.8K
|
3.75K
$360K
|
|
|
Jan 24, 2024
Q4 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-174- 1.43% |
$11.8K - $13.9K
|
12K
$1.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-175- 3.7% |
$11.9K - $14K
|
4.55K
$438K
|
|
|
Feb 26, 2024
Q4 2023
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-195- 4.83% |
$13.2K - $15.6K
|
3.84K
$369K
|
|
|
Feb 13, 2024
Q4 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-200- 3.93% |
$13.6K - $16K
|
4.89K
$470K
|
|
|
Jan 23, 2024
Q4 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-201- 0.64% |
$13.6K - $16.1K
|
31.4K
$3.02M
|
|
|
Jan 12, 2024
Q4 2023
|
Norway Savings Bank
|
SELL
|
- |
-215- 3.33% |
$14.6K - $17.2K
|
6.25K
$601K
|
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-220- 7.78% |
$14.9K - $17.6K
|
2.61K
$251K
|