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 11, 2023
Q1 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-27.2K- 72.34% |
$1.84M - $2.03M
|
10.4K
$953K
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-29.3K- 85.17% |
$1.98M - $2.19M
|
5.1K
$467K
|
|
|
May 09, 2023
Q1 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-30K- 8.64% |
$2.03M - $2.24M
|
317K
$29M
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-30.9K- 39.19% |
$2.1M - $2.31M
|
48K
$4.4M
|
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-33.3K- 1.9% |
$2.26M - $2.49M
|
1.72M
$157M
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-43.4K- 43.43% |
$2.94M - $3.25M
|
56.6K
$5.18M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-44.7K- 24.01% |
$3.03M - $3.34M
|
141K
$13M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-47.8K- 7.34% |
$3.24M - $3.57M
|
604K
$55.3M
|
|
|
May 16, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-49.6K- 61.38% |
$3.36M - $3.71M
|
31.2K
$2.86M
|
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-49.6K- 61.38% |
$3.36M - $3.71M
|
31.2K
$2.86M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-51.3K- 89.1% |
$3.48M - $3.84M
|
6.27K
$575K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-66.5K- 4.16% |
$4.5M - $4.97M
|
1.53M
$140M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-73.5K- 3.48% |
$4.98M - $5.5M
|
2.04M
$186M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-104K- 1.53% |
$7.05M - $7.78M
|
6.68M
$612M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-160K- 13.1% |
$10.9M - $12M
|
1.06M
$97.4M
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-160K- 23.22% |
$10.9M - $12M
|
530K
$48.5M
|
|
|
May 03, 2023
Q1 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-162K- 46.59% |
$11M - $12.1M
|
186K
$17M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-294K- 3.31% |
$19.9M - $22M
|
8.58M
$786M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-299K- 7.73% |
$20.3M - $22.4M
|
3.57M
$327M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-331K- 57.82% |
$22.4M - $24.7M
|
241K
$22.1M
|
|
|
Apr 26, 2023
Q1 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-608K- 59.05% |
$41.2M - $45.4M
|
421K
$38.6M
|