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 03, 2022
Q1 2022
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
1.66K+ 1.0% |
$120K - $141K
|
167K
$15.3M
|
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
1.59KNew |
$115K - $136K
|
1.59K
$146K
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
1.46K+ 19.03% |
$106K - $125K
|
9.15K
$838K
|
|
|
May 06, 2022
Q1 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.41K+ 4.06% |
$102K - $120K
|
36.1K
$3.31M
|
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
1.41K+ 8.62% |
$102K - $120K
|
17.7K
$1.62M
|
|
|
May 13, 2022
Q1 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
1.33K+ 7.59% |
$95.9K - $113K
|
18.8K
$1.72M
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
1.3K+ 22.83% |
$93.8K - $110K
|
6.98K
$639K
|
|
|
May 11, 2022
Q1 2022
|
Truepoint, Inc.
|
BUY
|
- |
1.29K+ 14.94% |
$93.1K - $110K
|
9.9K
$907K
|
|
|
Apr 19, 2022
Q1 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.23K+ 3.22% |
$88.8K - $105K
|
39.4K
$3.61M
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
1.21K+ 25.36% |
$87.2K - $103K
|
5.96K
$546K
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.2K+ 47.28% |
$86.8K - $102K
|
3.74K
$342K
|
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.18K+ 32.96% |
$85.7K - $101K
|
4.78K
$437K
|
|
|
Apr 21, 2022
Q1 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.13K+ 0.26% |
$81.9K - $96.4K
|
435K
$39.9M
|
|
|
Apr 12, 2022
Q1 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
1.12K+ 7.54% |
$80.9K - $95.3K
|
16K
$1.46M
|
|
|
May 16, 2022
Q1 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
1.1K+ 25.54% |
$79.3K - $93.4K
|
5.39K
$494K
|
|
|
Jan 09, 2024
Q1 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1.08K+ 100.09% |
$78.1K - $92K
|
2.16K
$198K
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.06K+ 4.02% |
$76.8K - $90.4K
|
27.5K
$2.52M
|
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.04K+ 167.74% |
$75.2K - $88.6K
|
1.66K
$152K
|
|
|
Apr 26, 2022
Q1 2022
|
Rodgers & Associates, LTD
|
BUY
|
- |
1.02K+ 1.88% |
$73.5K - $86.6K
|
55K
$5.04M
|
|
|
Apr 13, 2022
Q1 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
BUY
|
- |
1K+ 33.33% |
$72.3K - $85.2K
|
4K
$366K
|
|
|
May 16, 2022
Q1 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
1K+ 3.94% |
$72.3K - $85.2K
|
26.4K
$2.41M
|
|
|
Apr 22, 2022
Q1 2022
|
Concorde Asset Management, LLC
|
BUY
|
- |
962+ 38.31% |
$69.6K - $82K
|
3.47K
$318K
|
|
|
May 17, 2022
Q1 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
952+ 38.9% |
$68.9K - $81.1K
|
3.4K
$311K
|
|
|
May 11, 2022
Q1 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
942+ 21.82% |
$68.1K - $80.2K
|
5.26K
$482K
|
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
932+ 7.09% |
$67.4K - $79.4K
|
14.1K
$1.29M
|
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
BUY
|
- |
919+ 287.19% |
$66.5K - $78.3K
|
1.24K
$113K
|
|
|
Apr 14, 2022
Q1 2022
|
Atlas Brown,Inc.
|
BUY
|
- |
886+ 3.68% |
$64.1K - $75.5K
|
25K
$2.29M
|
|
|
May 05, 2022
Q1 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
853+ 1.42% |
$61.7K - $72.7K
|
61.1K
$5.59M
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
807+ 13.37% |
$58.4K - $68.7K
|
6.85K
$627K
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
801+ 3.01% |
$57.9K - $68.2K
|
27.4K
$2.51M
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
775+ 17.54% |
$56.1K - $66K
|
5.19K
$476K
|
|
|
May 05, 2022
Q1 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
731+ 3.79% |
$52.9K - $62.3K
|
20K
$1.83M
|
|
|
Apr 14, 2022
Q1 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
688New |
$49.8K - $58.6K
|
688
$63K
|
|
|
Apr 29, 2022
Q1 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
680+ 81.73% |
$49.2K - $57.9K
|
1.51K
$138K
|
|
|
Apr 12, 2022
Q1 2022
|
Griffin Asset Management, Inc.
|
BUY
|
- |
653+ 9.47% |
$47.2K - $55.6K
|
7.55K
$691K
|
|
|
May 16, 2022
Q1 2022
|
Jmac Enterprises LLC
|
BUY
|
- |
650+ 0.3% |
$47K - $55.4K
|
216K
$19.8M
|
|
|
May 10, 2022
Q1 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
646+ 2.23% |
$46.7K - $55K
|
29.6K
$2.71M
|
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
645+ 19.72% |
$46.7K - $54.9K
|
3.92K
$359K
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
BUY
|
- |
630+ 6.05% |
$45.6K - $53.7K
|
11K
$1.01M
|
|
|
May 02, 2022
Q1 2022
|
Slow Capital, Inc.
|
BUY
|
- |
611+ 1.24% |
$44.2K - $52.1K
|
49.9K
$4.57M
|
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
600+ 7.14% |
$43.4K - $51.1K
|
9.01K
$825K
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
595+ 54.89% |
$43K - $50.7K
|
1.68K
$154K
|
|
|
Apr 07, 2022
Q1 2022
|
Diversified Trust CO
|
BUY
|
- |
582+ 23.1% |
$42.1K - $49.6K
|
3.1K
$284K
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
564+ 9.15% |
$40.8K - $48K
|
6.73K
$616K
|
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
555+ 10.4% |
$40.1K - $47.3K
|
5.89K
$540K
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
530+ 8.2% |
$38.3K - $45.2K
|
6.99K
$640K
|
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
530+ 15.02% |
$38.3K - $45.2K
|
4.06K
$372K
|
|
|
May 10, 2022
Q1 2022
|
Rkl Wealth Management LLC
|
BUY
|
- |
521+ 3.41% |
$37.7K - $44.4K
|
15.8K
$1.45M
|
|
|
Apr 08, 2022
Q1 2022
|
Norway Savings Bank
|
BUY
|
- |
516+ 6.08% |
$37.3K - $44K
|
9.01K
$825K
|
|
|
May 16, 2022
Q1 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
514+ 0.96% |
$37.2K - $43.8K
|
54.2K
$4.96M
|