Purchases and Sales Made in Q1 2022 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 Q1 2022. 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 |
---|---|---|---|---|---|---|---|
May 27, 2022
Q1 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
5.01M+ 7522.38% |
$362M - $427M
|
5.07M
$465M
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
209KNew |
$15.1M - $17.8M
|
209K
$19.1M
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
208K+ 1063.11% |
$15M - $17.7M
|
227K
$20.8M
|
|
May 12, 2022
Q1 2022
|
Jsf Financial, LLC
|
BUY
|
- |
136KNew |
$9.87M - $11.6M
|
136K
$12.5M
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
133K+ 4.22% |
$9.6M - $11.3M
|
3.27M
$300M
|
|
Apr 27, 2022
Q1 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
117K+ 65.72% |
$8.49M - $10M
|
296K
$27.1M
|
|
May 12, 2022
Q1 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
69.9K+ 3.85% |
$5.06M - $5.95M
|
1.88M
$172M
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
58.7K+ 4.7% |
$4.25M - $5M
|
1.31M
$120M
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
58.4KNew |
$4.23M - $4.98M
|
58.4K
$5.35M
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
56.1K+ 261.92% |
$4.06M - $4.78M
|
77.5K
$7.1M
|
|
May 16, 2022
Q1 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
40.5KNew |
$2.93M - $3.45M
|
40.5K
$3.71M
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
40.5K+ 0.61% |
$2.93M - $3.45M
|
6.66M
$610M
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
34KNew |
$2.46M - $2.9M
|
34K
$3.12M
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
28.5K+ 4.45% |
$2.06M - $2.43M
|
668K
$61.2M
|
|
May 16, 2022
Q1 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
27.1K+ 81.09% |
$1.96M - $2.31M
|
60.6K
$5.55M
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
25.8KNew |
$1.87M - $2.2M
|
25.8K
$2.36M
|
|
May 16, 2022
Q1 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
25.6K+ 4.43% |
$1.85M - $2.18M
|
603K
$55.3M
|
|
May 13, 2022
Q1 2022
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
25.3KNew |
$1.83M - $2.16M
|
25.3K
$2.32M
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
24.2K+ 0.88% |
$1.75M - $2.07M
|
2.79M
$255M
|
|
May 06, 2022
Q1 2022
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
23.6KNew |
$1.71M - $2.01M
|
23.6K
$2.16M
|
|
May 10, 2022
Q1 2022
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
23.3K+ 5.02% |
$1.68M - $1.98M
|
488K
$44.7M
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
22.9K+ 275.8% |
$1.66M - $1.95M
|
31.3K
$2.86M
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
21.2K+ 14.53% |
$1.53M - $1.8M
|
167K
$15.3M
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
21K+ 1.11% |
$1.52M - $1.79M
|
1.91M
$175M
|
|
May 10, 2022
Q1 2022
|
Mai Capital Management
|
BUY
|
- |
20K+ 3.15% |
$1.45M - $1.71M
|
656K
$60.1M
|
|
May 13, 2022
Q1 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
18.5KNew |
$1.34M - $1.57M
|
18.5K
$1.69M
|
|
Apr 14, 2022
Q1 2022
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
17.9K+ 20.7% |
$1.29M - $1.52M
|
104K
$9.56M
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
17.9K+ 12.24% |
$1.29M - $1.52M
|
164K
$15M
|
|
May 10, 2022
Q1 2022
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
17.6KNew |
$1.27M - $1.5M
|
17.6K
$1.61M
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
14K+ 7.1% |
$1.01M - $1.19M
|
211K
$19.3M
|
|
May 09, 2022
Q1 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
13.6K+ 91.89% |
$982K - $1.16M
|
28.3K
$2.6M
|
|
Apr 19, 2024
Q1 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
12.7K+ 75.83% |
$919K - $1.08M
|
29.5K
$2.7M
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.5K+ 201.97% |
$903K - $1.06M
|
18.7K
$1.71M
|
|
May 05, 2022
Q1 2022
|
Sunesis Advisors, LLC
|
BUY
|
- |
12.3KNew |
$891K - $1.05M
|
12.3K
$1.13M
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.7K+ 0.46% |
$844K - $993K
|
2.55M
$234M
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.2K+ 307.87% |
$739K - $870K
|
13.5K
$1.24M
|
|
Apr 25, 2022
Q1 2022
|
Hudson Capital Management LLC
|
BUY
|
- |
9.96K+ 6.79% |
$720K - $848K
|
157K
$14.3M
|
|
May 06, 2022
Q1 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
9.25K+ 59.15% |
$669K - $788K
|
24.9K
$2.28M
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
9.02K+ 1.08% |
$652K - $768K
|
840K
$77M
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
8.94K+ 2758.95% |
$647K - $762K
|
9.26K
$848K
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
8.16K+ 17.64% |
$591K - $695K
|
54.4K
$4.99M
|
|
May 04, 2022
Q1 2022
|
Slate Stone Wealth, LLC
|
BUY
|
- |
6.81KNew |
$493K - $580K
|
6.81K
$624K
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.31K+ 2.66% |
$456K - $537K
|
244K
$22.3M
|
|
May 11, 2022
Q1 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
6.1K+ 506.47% |
$441K - $520K
|
7.31K
$669K
|
|
May 17, 2022
Q1 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
5.96K+ 42.15% |
$431K - $508K
|
20.1K
$1.84M
|
|
Apr 12, 2022
Q1 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
5.9KNew |
$427K - $503K
|
5.9K
$540K
|
|
May 06, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
5.83K+ 11.57% |
$422K - $497K
|
56.2K
$5.15M
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
5.83K+ 11.57% |
$422K - $497K
|
56.2K
$5.15M
|
|
Apr 29, 2022
Q1 2022
|
Lake Street Financial LLC
|
BUY
|
- |
5.64KNew |
$408K - $480K
|
5.64K
$517K
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.75K+ 90.62% |
$343K - $404K
|
9.98K
$914K
|