Purchases and Sales Made in Q1 2023 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 2023. 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 12, 2023
Q1 2023
|
Main Management ETF Advisors, LLC
San Francisco, CA |
BUY
|
- |
774K+ 51.08% |
$52.4M - $57.9M
|
2.29M
$210M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
692KNew |
$46.9M - $51.8M
|
692K
$63.4M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
334K+ 29.32% |
$22.6M - $25M
|
1.47M
$135M
|
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
310K+ 982.67% |
$21M - $23.2M
|
342K
$31.3M
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
288K+ 2700.2% |
$19.5M - $21.5M
|
298K
$27.3M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
162K+ 4038.36% |
$11M - $12.1M
|
166K
$15.2M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
157K+ 14.18% |
$10.6M - $11.7M
|
1.26M
$116M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
131K+ 26.26% |
$8.85M - $9.76M
|
628K
$57.5M
|
|
|
May 12, 2023
Q1 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
121K+ 17.28% |
$8.2M - $9.05M
|
821K
$75.2M
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
102KNew |
$6.88M - $7.59M
|
102K
$9.3M
|
|
|
May 11, 2023
Q1 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
85.3KNew |
$5.78M - $6.38M
|
85.3K
$7.81M
|
|
|
Apr 10, 2023
Q1 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
72.4KNew |
$4.91M - $5.41M
|
72.4K
$6.63M
|
|
|
May 15, 2023
Q1 2023
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
71.7KNew |
$4.86M - $5.36M
|
71.7K
$6.56M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
69.4K+ 51.31% |
$4.71M - $5.19M
|
205K
$18.8M
|
|
|
May 15, 2023
Q1 2023
|
Sandler Capital Management
New York, NY |
BUY
|
- |
62KNew |
$4.2M - $4.64M
|
62K
$5.68M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
61.2K+ 10.44% |
$4.15M - $4.57M
|
647K
$59.3M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
57K+ 68.19% |
$3.87M - $4.27M
|
141K
$12.9M
|
|
|
May 15, 2023
Q1 2023
|
Becker Capital Management Inc
|
BUY
|
- |
53.8KNew |
$3.64M - $4.02M
|
53.8K
$4.93M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
49.9K+ 6.74% |
$3.38M - $3.73M
|
790K
$72.4M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
49.5K+ 14.09% |
$3.35M - $3.7M
|
400K
$36.7M
|
|
|
May 05, 2023
Q1 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
49KNew |
$3.32M - $3.66M
|
49K
$4.49M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
48.9K+ 5.87% |
$3.31M - $3.65M
|
882K
$80.8M
|
|
|
Apr 13, 2023
Q1 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
44.1KNew |
$2.99M - $3.3M
|
44.1K
$4.04M
|
|
|
Apr 05, 2023
Q1 2023
|
Empowered Funds, LLC
|
BUY
|
- |
42.2KNew |
$2.86M - $3.16M
|
42.2K
$3.87M
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
40.7KNew |
$2.76M - $3.04M
|
40.7K
$3.72M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
40.6K+ 680.46% |
$2.75M - $3.03M
|
46.5K
$4.26M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
32.7K+ 3.85% |
$2.22M - $2.45M
|
883K
$80.9M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
28.8K+ 5.55% |
$1.95M - $2.15M
|
548K
$50.2M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
25.6K+ 2.79% |
$1.74M - $1.92M
|
945K
$86.5M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
23.4K+ 27.62% |
$1.59M - $1.75M
|
108K
$9.91M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
21.9K+ 325.23% |
$1.48M - $1.64M
|
28.6K
$2.62M
|
|
|
Apr 06, 2023
Q1 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
20.8K+ 3.96% |
$1.41M - $1.56M
|
548K
$50.2M
|
|
|
May 12, 2023
Q1 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
19K+ 48.51% |
$1.29M - $1.42M
|
58.2K
$5.34M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
18.5K+ 0.59% |
$1.26M - $1.39M
|
3.14M
$287M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
18.5K+ 0.59% |
$1.26M - $1.39M
|
3.14M
$287M
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
18.5K+ 116.24% |
$1.25M - $1.38M
|
34.4K
$3.16M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
18.5K+ 4.82% |
$1.25M - $1.38M
|
402K
$36.8M
|
|
|
Apr 07, 2023
Q1 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
18.1K+ 10.34% |
$1.22M - $1.35M
|
193K
$17.7M
|
|
|
May 09, 2023
Q1 2023
|
Spc Financial, Inc.
|
BUY
|
- |
17.4K+ 8.07% |
$1.18M - $1.3M
|
233K
$21.3M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
16.5K+ 46.64% |
$1.12M - $1.23M
|
51.9K
$4.75M
|
|
|
May 16, 2023
Q1 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
15.6KNew |
$1.06M - $1.17M
|
15.6K
$1.43M
|
|
|
Apr 24, 2023
Q1 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
15.2KNew |
$1.03M - $1.14M
|
15.2K
$1.4M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
15.1KNew |
$1.03M - $1.13M
|
15.1K
$1.39M
|
|
|
May 15, 2023
Q1 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
14.7KNew |
$996K - $1.1M
|
14.7K
$1.35M
|
|
|
May 15, 2023
Q1 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
13.9KNew |
$941K - $1.04M
|
13.9K
$1.27M
|
|
|
May 15, 2023
Q1 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
12.4KNew |
$842K - $929K
|
12.4K
$1.14M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
12.4KNew |
$838K - $925K
|
12.4K
$1.13M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
12.4KNew |
$838K - $925K
|
12.4K
$1.13M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
11.8K+ 288.63% |
$798K - $881K
|
15.9K
$1.45M
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
11.7K+ 1297.67% |
$791K - $873K
|
12.6K
$1.15M
|