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
|
Rkl Wealth Management LLC
|
SELL
|
- |
-174- 1.43% |
$11.8K - $13.9K
|
12K
$1.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-175- 3.7% |
$11.9K - $14K
|
4.55K
$386K
|
|
|
Feb 26, 2024
Q4 2023
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-195- 4.83% |
$13.2K - $15.6K
|
3.84K
$326K
|
|
|
Feb 13, 2024
Q4 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-200- 3.93% |
$13.6K - $16K
|
4.89K
$415K
|
|
|
Jan 23, 2024
Q4 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-201- 0.64% |
$13.6K - $16.1K
|
31.4K
$2.67M
|
|
|
Jan 12, 2024
Q4 2023
|
Norway Savings Bank
|
SELL
|
- |
-215- 3.33% |
$14.6K - $17.2K
|
6.25K
$531K
|
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-220- 7.78% |
$14.9K - $17.6K
|
2.61K
$221K
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-225- 13.04% |
$15.3K - $18K
|
1.5K
$127K
|
|
|
Dec 19, 2024
Q4 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-228- 9.24% |
$15.5K - $18.2K
|
2.24K
$190K
|
|
|
Jan 08, 2025
Q4 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-228- 9.24% |
$15.5K - $18.2K
|
2.24K
$190K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-229- 4.7% |
$15.5K - $18.3K
|
4.65K
$394K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-240- 13.64% |
$16.3K - $19.2K
|
1.52K
$129K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-245- 2.19% |
$16.6K - $19.6K
|
11K
$930K
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-261- 1.77% |
$17.7K - $20.9K
|
14.4K
$1.23M
|
|
|
Jan 12, 2024
Q4 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-268- 1.82% |
$18.2K - $21.5K
|
14.5K
$1.23M
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-274- 1.71% |
$18.6K - $21.9K
|
15.7K
$1.34M
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-275- 6.49% |
$18.6K - $22K
|
3.96K
$336K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-278- 0.73% |
$18.8K - $22.3K
|
37.7K
$3.2M
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-284- 5.66% |
$19.2K - $22.7K
|
4.73K
$402K
|
|
|
Feb 13, 2024
Q4 2023
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-284- 5.03% |
$19.2K - $22.7K
|
5.37K
$455K
|
|
|
Jan 08, 2024
Q4 2023
|
Bennett Selby Investments LP
|
SELL
|
- |
-290- 8.29% |
$19.7K - $23.2K
|
3.21K
$272K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-298- 10.17% |
$20.2K - $23.9K
|
2.63K
$223K
|
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
SELL
|
- |
-300- 5.24% |
$20.3K - $24K
|
5.43K
$461K
|
|
|
Jan 12, 2024
Q4 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-300- 7.92% |
$20.3K - $24K
|
3.49K
$296K
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
SELL
|
- |
-306- 9.23% |
$20.7K - $24.5K
|
3.01K
$256K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-308- 1.72% |
$20.9K - $24.7K
|
17.6K
$1.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-312- 17.34% |
$21.1K - $25K
|
1.49K
$126K
|
|
|
Feb 06, 2024
Q4 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-320- 23.53% |
$21.7K - $25.6K
|
1.04K
$88.3K
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
SELL
|
- |
-323- 3.88% |
$21.9K - $25.9K
|
8K
$679K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-327- 3.95% |
$22.2K - $26.2K
|
7.95K
$675K
|
|
|
Feb 13, 2024
Q4 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-329- 1.42% |
$22.3K - $26.3K
|
22.9K
$1.94M
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-335- 0.8% |
$22.7K - $26.8K
|
41.8K
$3.55M
|
|
|
Feb 06, 2024
Q4 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-350- 2.04% |
$23.7K - $28K
|
16.8K
$1.43M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-353- 1.37% |
$23.9K - $28.3K
|
25.5K
$2.16M
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-358- 0.81% |
$24.3K - $28.7K
|
43.8K
$3.72M
|
|
|
Feb 05, 2024
Q4 2023
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-373- 0.58% |
$25.3K - $29.9K
|
64.1K
$5.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-381- 12.61% |
$25.8K - $30.5K
|
2.64K
$224K
|
|
|
Feb 01, 2024
Q4 2023
|
Acas, LLC
|
SELL
|
- |
-393- 3.16% |
$26.6K - $31.5K
|
12K
$1.02M
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-393- 0.91% |
$26.6K - $31.5K
|
42.9K
$3.64M
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-395- 9.03% |
$26.8K - $31.6K
|
3.98K
$338K
|
|
|
Jan 31, 2024
Q4 2023
|
Steph & CO
|
SELL
|
- |
-395- 41.36% |
$26.8K - $31.6K
|
560
$47.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-417- 4.94% |
$28.3K - $33.4K
|
8.02K
$680K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-417- 1.72% |
$28.3K - $33.4K
|
23.8K
$2.02M
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-431- 10.54% |
$29.2K - $34.5K
|
3.66K
$310K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-432- 11.22% |
$29.3K - $34.6K
|
3.42K
$290K
|
|
|
Jan 19, 2024
Q4 2023
|
Atlas Private Wealth Management
|
SELL
|
- |
-433- 3.06% |
$29.3K - $34.7K
|
13.7K
$1.16M
|
|
|
Jan 11, 2024
Q4 2023
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-461- 1.8% |
$31.2K - $36.9K
|
25.2K
$2.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-477- 4.62% |
$32.3K - $38.2K
|
9.85K
$836K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-490- 2.21% |
$33.2K - $39.2K
|
21.6K
$1.84M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-494- 1.57% |
$33.5K - $39.5K
|
30.9K
$2.62M
|