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 |
---|---|---|---|---|---|---|---|
Apr 12, 2022
Q1 2022
|
Private Trust CO Na
|
SELL
|
- |
-3.45K- 11.73% |
$250K - $294K
|
26K
$2.38M
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.7K- 2.02% |
$268K - $315K
|
180K
$16.5M
|
|
Apr 29, 2022
Q1 2022
|
Gratus Capital LLC
|
SELL
|
- |
-3.72KClosed |
$269K - $317K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-3.96KClosed |
$286K - $337K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-4.01K- 4.41% |
$290K - $341K
|
86.9K
$7.96M
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-4.24KClosed |
$307K - $361K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-4.3K- 48.31% |
$311K - $366K
|
4.6K
$421K
|
|
May 05, 2022
Q1 2022
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-4.33KClosed |
$313K - $369K
|
0
$0
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-4.33K- 25.84% |
$313K - $369K
|
12.4K
$1.14M
|
|
May 16, 2022
Q1 2022
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-4.39KClosed |
$318K - $374K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.46K- 6.92% |
$323K - $380K
|
60K
$5.5M
|
|
Apr 28, 2022
Q1 2022
|
Hardy Reed LLC
|
SELL
|
- |
-4.53K- 95.61% |
$328K - $386K
|
208
$19.1K
|
|
Apr 20, 2022
Q1 2022
|
Hms Capital Management, LLC
|
SELL
|
- |
-4.57KClosed |
$331K - $390K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-4.91K- 21.6% |
$355K - $419K
|
17.8K
$1.63M
|
|
May 12, 2022
Q1 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-4.93K- 23.82% |
$357K - $420K
|
15.8K
$1.44M
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-5.21K- 29.89% |
$377K - $444K
|
12.2K
$1.12M
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-5.21KClosed |
$377K - $444K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-5.25KClosed |
$379K - $447K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Mattern Wealth Management LLC
|
SELL
|
- |
-5.35K- 38.38% |
$387K - $456K
|
8.59K
$787K
|
|
May 12, 2022
Q1 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-5.53KClosed |
$400K - $471K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-5.68K- 3.84% |
$411K - $484K
|
142K
$13M
|
|
May 02, 2022
Q1 2022
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-5.86K- 41.12% |
$424K - $499K
|
8.39K
$768K
|
|
Apr 08, 2022
Q1 2022
|
Planned Solutions, Inc.
|
SELL
|
- |
-5.88KClosed |
$426K - $501K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Keybank National Association
|
SELL
|
- |
-6.2K- 0.92% |
$449K - $528K
|
671K
$61.4M
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6.22K- 62.99% |
$450K - $530K
|
3.65K
$335K
|
|
May 05, 2022
Q1 2022
|
626 Financial, LLC
|
SELL
|
- |
-6.32KClosed |
$457K - $538K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-6.34K- 36.55% |
$458K - $540K
|
11K
$1.01M
|
|
May 03, 2022
Q1 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-6.4KClosed |
$463K - $545K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-6.57K- 8.94% |
$475K - $560K
|
67K
$6.13M
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.07K- 1.28% |
$511K - $602K
|
544K
$49.9M
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-7.28K- 51.74% |
$527K - $620K
|
6.79K
$622K
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-7.36K- 29.29% |
$533K - $627K
|
17.8K
$1.63M
|
|
May 13, 2022
Q1 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-7.55K- 31.05% |
$546K - $644K
|
16.8K
$1.54M
|
|
Jan 25, 2023
Q1 2022
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-7.62K- 7.0% |
$552K - $649K
|
101K
$9.27M
|
|
Apr 26, 2022
Q1 2022
|
First Merchants Corp
|
SELL
|
- |
-8.48K- 3.75% |
$613K - $722K
|
217K
$19.9M
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-8.75KClosed |
$633K - $745K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-9.42K- 41.69% |
$681K - $802K
|
13.2K
$1.21M
|
|
Apr 27, 2022
Q1 2022
|
Bank Of Stockton
|
SELL
|
- |
-10.1K- 23.13% |
$730K - $859K
|
33.5K
$3.07M
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-10.2K- 10.86% |
$740K - $872K
|
84K
$7.69M
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
SELL
|
- |
-10.3K- 12.83% |
$747K - $879K
|
70.1K
$6.42M
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-10.8K- 32.73% |
$784K - $923K
|
22.3K
$2.04M
|
|
Jun 21, 2022
Q1 2022
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-11.4K- 80.11% |
$826K - $972K
|
2.83K
$260K
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
SELL
|
- |
-11.8KClosed |
$851K - $1M
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Sg Americas Securities, LLC
|
SELL
|
- |
-13KClosed |
$940K - $1.11M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-14.5K- 2.88% |
$1.05M - $1.23M
|
488K
$44.7M
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-14.6K- 11.38% |
$1.05M - $1.24M
|
113K
$10.4M
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-14.7K- 26.46% |
$1.06M - $1.25M
|
40.8K
$3.73M
|
|
May 03, 2022
Q1 2022
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-14.8KClosed |
$1.07M - $1.26M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-15.3K- 8.95% |
$1.1M - $1.3M
|
155K
$14.2M
|
|
May 11, 2022
Q1 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-15.4K- 15.65% |
$1.12M - $1.32M
|
83.2K
$7.62M
|