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 10, 2022
Q1 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.59KNew |
$332K - $391K
|
4.59K
$421K
|
|
|
Apr 11, 2022
Q1 2022
|
Orser Capital Management, LLC
|
BUY
|
- |
4.57K+ 85.02% |
$331K - $389K
|
9.95K
$911K
|
|
|
Feb 16, 2023
Q1 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
4.36KNew |
$316K - $372K
|
4.36K
$400K
|
|
|
Apr 29, 2022
Q1 2022
|
Paragon Advisors, LLC
|
BUY
|
- |
4.24KNew |
$306K - $361K
|
4.24K
$388K
|
|
|
May 11, 2022
Q1 2022
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
4.21K+ 1912.27% |
$304K - $358K
|
4.43K
$406K
|
|
|
Apr 28, 2022
Q1 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
4.11K+ 7.0% |
$298K - $350K
|
62.9K
$5.76M
|
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
4.1K+ 2.83% |
$296K - $349K
|
149K
$13.6M
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.89KNew |
$282K - $332K
|
3.89K
$357K
|
|
|
May 13, 2022
Q1 2022
|
Total Wealth Planning, LLC
|
BUY
|
- |
3.84K+ 368.43% |
$278K - $327K
|
4.88K
$447K
|
|
|
Nov 14, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
3.8K+ 41.67% |
$275K - $324K
|
12.9K
$1.18M
|
|
|
Jun 08, 2022
Q1 2022
|
American Trust
Lexington, KY |
BUY
|
- |
3.65K+ 38.57% |
$264K - $311K
|
13.1K
$1.2M
|
|
|
Apr 22, 2022
Q1 2022
|
Pacific Financial Group Inc
|
BUY
|
- |
3.55K+ 9.84% |
$257K - $303K
|
39.7K
$3.63M
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
3.54KNew |
$256K - $302K
|
3.54K
$324K
|
|
|
May 16, 2022
Q1 2022
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
3.48K+ 12.23% |
$251K - $296K
|
31.9K
$2.92M
|
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
3.45KNew |
$250K - $294K
|
3.45K
$316K
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
3.4K+ 43.08% |
$246K - $289K
|
11.3K
$1.03M
|
|
|
May 06, 2022
Q1 2022
|
Accredited Investors Inc.
|
BUY
|
- |
3.3KNew |
$239K - $281K
|
3.3K
$302K
|
|
|
May 04, 2022
Q1 2022
|
Northeast Investment Management
|
BUY
|
- |
3.26KNew |
$236K - $277K
|
3.26K
$298K
|
|
|
May 09, 2022
Q1 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3.22K+ 3.75% |
$233K - $274K
|
89K
$8.15M
|
|
|
May 20, 2022
Q1 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
3.2KNew |
$232K - $273K
|
3.2K
$293K
|
|
|
Apr 19, 2022
Q1 2022
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
3.2KNew |
$231K - $273K
|
3.2K
$293K
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
3.15K+ 27.91% |
$228K - $268K
|
14.4K
$1.32M
|
|
|
Apr 20, 2022
Q1 2022
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
3.01K+ 29.67% |
$217K - $256K
|
13.1K
$1.2M
|
|
|
May 12, 2022
Q1 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
3KNew |
$217K - $256K
|
3K
$275K
|
|
|
May 10, 2022
Q1 2022
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
2.98K+ 2.52% |
$215K - $254K
|
121K
$11.1M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
2.83K+ 517.15% |
$205K - $241K
|
3.38K
$310K
|
|
|
Apr 14, 2022
Q1 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
2.83K+ 274.03% |
$205K - $241K
|
3.86K
$354K
|
|
|
May 12, 2022
Q1 2022
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
2.8KNew |
$203K - $239K
|
2.8K
$256K
|
|
|
Apr 15, 2022
Q1 2022
|
Columbia Trust CO 01012016
|
BUY
|
- |
2.75KNew |
$199K - $234K
|
2.75K
$252K
|
|
|
Apr 29, 2022
Q1 2022
|
Oldfather Financial Services, LLC
|
BUY
|
- |
2.74K+ 5.92% |
$198K - $233K
|
49K
$4.49M
|
|
|
May 06, 2022
Q1 2022
|
Aspiriant, LLC
|
BUY
|
- |
2.67KNew |
$193K - $227K
|
2.67K
$245K
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
2.58KNew |
$186K - $219K
|
2.58K
$236K
|
|
|
May 16, 2022
Q1 2022
|
Saxon Interests, Inc.
|
BUY
|
- |
2.54K+ 97.06% |
$184K - $216K
|
5.16K
$473K
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.53K+ 5.21% |
$183K - $216K
|
51.2K
$4.69M
|
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.52K+ 2.79% |
$182K - $215K
|
92.9K
$8.51M
|
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.41K+ 1.7% |
$174K - $205K
|
144K
$13.2M
|
|
|
May 16, 2022
Q1 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.41K+ 18.75% |
$174K - $205K
|
15.2K
$1.4M
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
2.37K+ 85.6% |
$171K - $201K
|
5.13K
$470K
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.26K+ 1.79% |
$163K - $192K
|
128K
$11.7M
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.25K+ 1.41% |
$163K - $192K
|
161K
$14.8M
|
|
|
May 16, 2022
Q1 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.17K+ 7.91% |
$157K - $185K
|
29.6K
$2.72M
|
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
2.15KNew |
$156K - $183K
|
2.15K
$197K
|
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.12K+ 31.65% |
$153K - $180K
|
8.8K
$806K
|
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.12K+ 31.65% |
$153K - $180K
|
8.8K
$806K
|
|
|
May 12, 2022
Q1 2022
|
Tompkins Financial Corp
|
BUY
|
- |
2.07K+ 239.0% |
$149K - $176K
|
2.93K
$268K
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.86K+ 0.67% |
$134K - $158K
|
280K
$25.7M
|
|
|
Apr 11, 2022
Q1 2022
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.83K+ 52.64% |
$133K - $156K
|
5.31K
$487K
|
|
|
Apr 06, 2022
Q1 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1.82K+ 74.5% |
$132K - $155K
|
4.27K
$391K
|
|
|
May 06, 2022
Q1 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
1.81K+ 1.98% |
$131K - $154K
|
93K
$8.52M
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.79K+ 7.11% |
$129K - $152K
|
26.9K
$2.46M
|