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 13, 2022
Q1 2022
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-471- 11.7% |
$34.1K - $40.1K
|
3.56K
$326K
|
|
May 12, 2022
Q1 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-473- 2.25% |
$34.2K - $40.3K
|
20.6K
$1.88M
|
|
May 11, 2022
Q1 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-479- 4.86% |
$34.7K - $40.8K
|
9.37K
$858K
|
|
Apr 28, 2022
Q1 2022
|
Financial Counselors Inc
|
SELL
|
- |
-479- 2.0% |
$34.7K - $40.8K
|
23.5K
$2.15M
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-492Closed |
$35.6K - $41.9K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-496- 2.71% |
$35.9K - $42.3K
|
17.8K
$1.63M
|
|
May 16, 2022
Q1 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-498- 7.26% |
$36K - $42.4K
|
6.36K
$582K
|
|
Apr 25, 2022
Q1 2022
|
First Premier Bank
|
SELL
|
- |
-500- 50.0% |
$36.2K - $42.6K
|
500
$45.8K
|
|
May 13, 2022
Q1 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-553- 2.64% |
$40K - $47.1K
|
20.4K
$1.87M
|
|
Apr 25, 2022
Q1 2022
|
Norwood Financial Corp
|
SELL
|
- |
-560- 5.45% |
$40.5K - $47.7K
|
9.71K
$890K
|
|
Apr 08, 2022
Q1 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-563- 3.33% |
$40.7K - $48K
|
16.3K
$1.5M
|
|
Apr 20, 2022
Q1 2022
|
Ironwood Financial, LLC
|
SELL
|
- |
-588- 1.87% |
$42.5K - $50.1K
|
30.9K
$2.83M
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-600Closed |
$43.4K - $51.1K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-600- 83.33% |
$43.4K - $51.1K
|
120
$11K
|
|
May 16, 2022
Q1 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-608- 4.63% |
$44K - $51.8K
|
12.5K
$1.15M
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-610- 9.69% |
$44.1K - $52K
|
5.68K
$521K
|
|
May 10, 2022
Q1 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-620- 12.29% |
$44.9K - $52.8K
|
4.42K
$405K
|
|
May 13, 2022
Q1 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-654- 0.07% |
$47.3K - $55.7K
|
899K
$82.3M
|
|
May 02, 2022
Q1 2022
|
Spc Financial, Inc.
|
SELL
|
- |
-655- 0.29% |
$47.4K - $55.8K
|
225K
$20.6M
|
|
May 02, 2022
Q1 2022
|
Courier Capital LLC
|
SELL
|
- |
-665- 0.32% |
$48.1K - $56.7K
|
209K
$19.1M
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-700- 52.83% |
$50.6K - $59.6K
|
625
$57.3K
|
|
May 09, 2022
Q1 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-744- 2.11% |
$53.8K - $63.4K
|
34.5K
$3.16M
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
SELL
|
- |
-789- 7.57% |
$57.1K - $67.2K
|
9.64K
$883K
|
|
May 03, 2022
Q1 2022
|
West Branch Capital LLC
|
SELL
|
- |
-806- 21.8% |
$58.3K - $68.7K
|
2.89K
$265K
|
|
May 04, 2022
Q1 2022
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-807- 7.32% |
$58.4K - $68.7K
|
10.2K
$936K
|
|
May 13, 2022
Q1 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-823- 2.73% |
$59.5K - $70.1K
|
29.4K
$2.69M
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-842- 18.93% |
$60.9K - $71.7K
|
3.61K
$330K
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-844- 57.34% |
$61.1K - $71.9K
|
628
$57.5K
|
|
May 16, 2022
Q1 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-881- 0.76% |
$63.7K - $75.1K
|
115K
$10.6M
|
|
May 13, 2022
Q1 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-895- 7.46% |
$64.7K - $76.2K
|
11.1K
$1.02M
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-898- 24.9% |
$65K - $76.5K
|
2.71K
$248K
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-918- 14.9% |
$66.4K - $78.2K
|
5.24K
$480K
|
|
Apr 25, 2022
Q1 2022
|
Bailard, Inc.
|
SELL
|
- |
-948- 11.12% |
$68.6K - $80.8K
|
7.57K
$694K
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-967- 2.78% |
$70K - $82.4K
|
33.8K
$3.09M
|
|
May 03, 2022
Q1 2022
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-998- 14.79% |
$72.2K - $85K
|
5.75K
$527K
|
|
Apr 27, 2022
Q1 2022
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.14K- 1.51% |
$82.4K - $97K
|
74.3K
$6.81M
|
|
May 02, 2022
Q1 2022
|
First Personal Financial Services
|
SELL
|
- |
-1.19K- 1.2% |
$85.9K - $101K
|
98K
$8.98M
|
|
Apr 20, 2022
Q1 2022
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-1.21K- 12.99% |
$87.7K - $103K
|
8.12K
$744K
|
|
Apr 14, 2022
Q1 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-1.22K- 14.4% |
$87.9K - $104K
|
7.22K
$662K
|
|
May 06, 2022
Q1 2022
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.23K- 0.39% |
$89K - $105K
|
317K
$29M
|
|
Jul 22, 2022
Q1 2022
|
Ltg Capital LLC
|
SELL
|
- |
-1.23K- 2.47% |
$89.1K - $105K
|
48.7K
$4.46M
|
|
May 03, 2022
Q1 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.28K- 5.59% |
$92.5K - $109K
|
21.6K
$1.98M
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.29K- 12.36% |
$93.6K - $110K
|
9.18K
$840K
|
|
May 06, 2022
Q1 2022
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-1.3K- 29.1% |
$93.8K - $110K
|
3.16K
$289K
|
|
Apr 21, 2022
Q1 2022
|
Darrow Company, Inc.
|
SELL
|
- |
-1.3K- 4.02% |
$93.8K - $110K
|
30.9K
$2.83M
|
|
May 12, 2022
Q1 2022
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-1.3K- 5.18% |
$93.8K - $110K
|
23.7K
$2.17M
|
|
Apr 06, 2022
Q1 2022
|
First Hawaiian Bank
|
SELL
|
- |
-1.37K- 1.25% |
$98.8K - $116K
|
108K
$9.9M
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.53K- 7.72% |
$110K - $130K
|
18.3K
$1.67M
|
|
May 13, 2022
Q1 2022
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-1.56K- 17.21% |
$113K - $133K
|
7.52K
$689K
|
|
Apr 22, 2022
Q1 2022
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-1.57K- 20.73% |
$113K - $133K
|
5.99K
$548K
|