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 |
|---|---|---|---|---|---|---|---|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
3.1KNew |
$210K - $232K
|
3.1K
$284K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3KNew |
$203K - $224K
|
3K
$275K
|
|
|
May 12, 2023
Q1 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2.93K+ 20.25% |
$199K - $219K
|
17.4K
$1.6M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.92K+ 1.82% |
$198K - $218K
|
163K
$15M
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2.92KNew |
$198K - $218K
|
2.92K
$267K
|
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
2.92KNew |
$198K - $218K
|
2.92K
$267K
|
|
|
Apr 18, 2023
Q1 2023
|
Sage Financial Group Inc
|
BUY
|
- |
2.9KNew |
$197K - $217K
|
2.9K
$266K
|
|
|
May 01, 2023
Q1 2023
|
Heritage Investors Management Corp
|
BUY
|
- |
2.9KNew |
$197K - $217K
|
2.9K
$266K
|
|
|
Apr 18, 2023
Q1 2023
|
Hudson Capital Management LLC
|
BUY
|
- |
2.89K+ 1.68% |
$196K - $216K
|
174K
$16M
|
|
|
Apr 17, 2023
Q1 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
2.88KNew |
$195K - $215K
|
2.88K
$264K
|
|
|
Apr 25, 2023
Q1 2023
|
First National Bank Of Hutchinson
|
BUY
|
- |
2.85KNew |
$193K - $213K
|
2.85K
$261K
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
2.83KNew |
$192K - $211K
|
2.83K
$259K
|
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
2.83KNew |
$192K - $211K
|
2.83K
$259K
|
|
|
May 02, 2023
Q1 2023
|
Tfg Advisers LLC
|
BUY
|
- |
2.83KNew |
$192K - $211K
|
2.83K
$259K
|
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
2.82KNew |
$191K - $211K
|
2.82K
$258K
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2.82K+ 2.59% |
$191K - $211K
|
111K
$10.2M
|
|
|
Apr 20, 2023
Q1 2023
|
Vera Bank, N.A.
|
BUY
|
- |
2.81KNew |
$190K - $210K
|
2.81K
$257K
|
|
|
Apr 13, 2023
Q1 2023
|
Independent Investors Inc
|
BUY
|
- |
2.8KNew |
$190K - $209K
|
2.8K
$256K
|
|
|
May 08, 2023
Q1 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
2.8KNew |
$190K - $209K
|
2.8K
$256K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.68K+ 4.21% |
$182K - $201K
|
66.4K
$6.08M
|
|
|
May 15, 2023
Q1 2023
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
2.58K+ 1.67% |
$175K - $193K
|
157K
$14.4M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.56K+ 31.61% |
$173K - $191K
|
10.7K
$976K
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.46K+ 67.53% |
$167K - $184K
|
6.1K
$559K
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.32K+ 16.44% |
$157K - $174K
|
16.4K
$1.51M
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
2.28K+ 77.83% |
$155K - $171K
|
5.21K
$478K
|
|
|
Apr 21, 2023
Q1 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
2.22K+ 19.83% |
$150K - $166K
|
13.4K
$1.23M
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
2.19KNew |
$148K - $164K
|
2.19K
$200K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.18K+ 1.59% |
$148K - $163K
|
140K
$12.8M
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.92K+ 1.58% |
$130K - $143K
|
123K
$11.3M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
1.88K+ 22.51% |
$127K - $140K
|
10.2K
$936K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.84KNew |
$125K - $138K
|
1.84K
$169K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
1.8K+ 300.0% |
$122K - $135K
|
2.4K
$220K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.77KNew |
$120K - $133K
|
1.77K
$162K
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1.68KNew |
$114K - $126K
|
1.68K
$154K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
1.65K+ 5889.29% |
$112K - $123K
|
1.68K
$154K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.64K+ 5.83% |
$111K - $123K
|
29.9K
$2.73M
|
|
|
May 10, 2023
Q1 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
1.5K+ 0.87% |
$102K - $112K
|
174K
$16M
|
|
|
May 15, 2023
Q1 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
1.46K+ 13.5% |
$99K - $109K
|
12.3K
$1.12M
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
1.44K+ 4.0% |
$97.7K - $108K
|
37.5K
$3.43M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.43K+ 2.53% |
$96.8K - $107K
|
58K
$5.31M
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
1.39K+ 16.37% |
$94K - $104K
|
9.86K
$903K
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
1.32K+ 8.91% |
$89.7K - $98.9K
|
16.2K
$1.48M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.32K+ 16.57% |
$89.5K - $98.8K
|
9.29K
$851K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.27K+ 68.83% |
$86.2K - $95.1K
|
3.12K
$286K
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1.26K+ 5.36% |
$85.1K - $93.8K
|
24.7K
$2.26M
|
|
|
May 11, 2023
Q1 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
1.25K+ 32.75% |
$84.7K - $93.5K
|
5.07K
$464K
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.22K+ 32.52% |
$82.5K - $91.1K
|
4.96K
$455K
|
|
|
May 15, 2023
Q1 2023
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
1.2K+ 4.88% |
$81.3K - $89.7K
|
25.8K
$2.36M
|
|
|
May 11, 2023
Q1 2023
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
1.19K+ 19.21% |
$80.3K - $88.6K
|
7.35K
$674K
|
|
|
May 11, 2023
Q1 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.16K+ 6.78% |
$78.5K - $86.6K
|
18.2K
$1.67M
|