Purchases and Sales Made in Q1 2023 in Ishares S&P Midcap 400 Growth (IJK)

IJK Quotes by TradingView

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 24, 2023 Q1 2023
Davidson Trust CO

BUY
 -
295
+ 4.74%
$20K - $22.1K
6.53K $598K
May 08, 2023 Q1 2023
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
290
New
$19.7K - $21.7K
290 $26.6K
Nov 21, 2023 Q1 2023
Cibc Private Wealth Group, LLC

BUY
 -
265
+ 1.09%
$18K - $19.8K
24.5K $2.25M
Apr 18, 2023 Q1 2023
Brookstone Capital Management

BUY
 -
263
+ 3.8%
$17.8K - $19.7K
7.19K $659K
Apr 20, 2023 Q1 2023
Jmac Enterprises LLC

BUY
 -
258
+ 0.13%
$17.5K - $19.3K
194K $17.8M
May 02, 2023 Q1 2023
Magnolia Capital Management LTD

BUY
 -
256
New
$17.3K - $19.1K
256 $23.4K
May 10, 2023 Q1 2023
Vance Wealth, Inc.

Santa Clarita, CA
BUY
 -
231
+ 0.69%
$15.7K - $17.3K
33.6K $3.08M
Apr 13, 2023 Q1 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
224
New
$15.2K - $16.8K
224 $20.5K
Aug 14, 2023 Q1 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
218
+ 0.34%
$14.8K - $16.3K
63.4K $5.81M
Apr 12, 2023 Q1 2023
Farmers & Merchants Trust CO Of Chambersburg Pa

BUY
 -
211
New
$14.3K - $15.8K
211 $19.3K
May 12, 2023 Q1 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
200
+ 4.84%
$13.6K - $15K
4.33K $397K
May 11, 2023 Q1 2023
Alpha Core Capital LLC

La Jolla, CA
BUY
 -
200
New
$13.6K - $15K
200 $18.3K
May 11, 2023 Q1 2023
Bristlecone Advisors, LLC

BUY
 -
198
New
$13.4K - $14.8K
198 $18.1K
May 08, 2023 Q1 2023
Brown Advisory Inc

BUY
 -
180
+ 1.51%
$12.2K - $13.5K
12.1K $1.11M
May 11, 2023 Q1 2023
Pin Oak Investment Advisors Inc

Houston, TX
BUY
 -
168
New
$11.4K - $12.6K
168 $15.4K
May 08, 2023 Q1 2023
Brighton Jones LLC

BUY
 -
164
+ 5.36%
$11.1K - $12.3K
3.22K $295K
May 08, 2023 Q1 2023
Curtis Advisory Group, LLC

Santa Barbara, CA
BUY
 -
160
+ 2.04%
$10.8K - $12K
8K $733K
Apr 18, 2023 Q1 2023
Allworth Financial LP

BUY
 -
160
+ 6.04%
$10.8K - $12K
2.81K $257K
Apr 20, 2023 Q1 2023
Cranbrook Wealth Management, LLC

BUY
 -
141
+ 0.27%
$9.56K - $10.5K
52.2K $4.78M
Apr 20, 2023 Q1 2023
Institute For Wealth Management, Llc.

BUY
 -
141
+ 4.54%
$9.56K - $10.5K
3.25K $297K
Apr 20, 2023 Q1 2023
Guidance Point Advisors, LLC

BUY
 -
138
+ 0.22%
$9.35K - $10.3K
61.6K $5.64M
May 03, 2023 Q1 2023
Dt Investment Partners, LLC

BUY
 -
120
New
$8.13K - $8.97K
120 $11K
Apr 10, 2023 Q1 2023
Sound Income Strategies, LLC

BUY
 -
120
+ 38.46%
$8.13K - $8.97K
432 $39.6K
May 10, 2023 Q1 2023
Ellis Investment Partners, LLC

BUY
 -
118
+ 0.74%
$8K - $8.82K
16K $1.46M
May 08, 2023 Q1 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
106
+ 0.73%
$7.18K - $7.93K
14.7K $1.35M
Apr 18, 2023 Q1 2023
Macroview Investment Management LLC

BUY
 -
98
+ 5.78%
$6.64K - $7.33K
1.79K $164K
Apr 24, 2023 Q1 2023
First Personal Financial Services

BUY
 -
77
+ 0.09%
$5.22K - $5.76K
87.2K $7.99M
May 15, 2023 Q1 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
69
+ 0.6%
$4.68K - $5.16K
11.5K $1.05M
May 11, 2023 Q1 2023
Cerity Partners LLC

New York, NY
BUY
 -
69
+ 0.53%
$4.68K - $5.16K
13K $1.19M
May 11, 2023 Q1 2023
Tradition Wealth Management, LLC

BUY
 -
63
+ 6.94%
$4.27K - $4.71K
971 $88.9K
May 15, 2023 Q1 2023
Mill Creek Capital Advisors, LLC

Conshohocken, PA
BUY
 -
60
+ 0.07%
$4.07K - $4.49K
87.7K $8.03M
Jul 18, 2023 Q1 2023
Integrated Investment Consultants, LLC

BUY
 -
57
+ 1.06%
$3.86K - $4.26K
5.43K $497K
May 20, 2024 Q1 2023
Parallel Advisors, LLC

BUY
 -
52
+ 1.15%
$3.52K - $3.89K
4.58K $419K
Aug 28, 2024 Q1 2023
Farmers National Bank

Danville, KY
BUY
 -
49
+ 1.7%
$3.32K - $3.66K
2.93K $268K
May 15, 2023 Q1 2023
Asset Management Group, Inc.

Stamford, CT
BUY
 -
44
+ 0.07%
$2.98K - $3.29K
59.9K $5.49M
Apr 03, 2023 Q1 2023
Kozak & Associates, Inc.

Highlands Ranch, CO
BUY
 -
43
+ 0.27%
$2.91K - $3.22K
16.3K $1.49M
May 01, 2023 Q1 2023
Family Firm, Inc.

BUY
 -
41
+ 0.27%
$2.78K - $3.07K
15.1K $1.38M
Apr 21, 2023 Q1 2023
Tsfg, LLC

BUY
 -
41
+ 9.49%
$2.78K - $3.07K
473 $43.3K
Apr 03, 2023 Q1 2023
M&R Capital Management Inc

BUY
 -
40
+ 266.67%
$2.71K - $2.99K
55 $5.04K
Apr 10, 2023 Q1 2023
Capital Investment Advisors, LLC

BUY
 -
37
+ 0.59%
$2.51K - $2.77K
6.28K $575K
May 12, 2023 Q1 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
36
+ 0.09%
$2.44K - $2.69K
39.6K $3.62M
Apr 26, 2023 Q1 2023
Chicago Partners Investment Group LLC

BUY
 -
35
+ 0.46%
$2.37K - $2.62K
7.61K $697K
May 01, 2023 Q1 2023
Rkl Wealth Management LLC

BUY
 -
30
+ 0.22%
$2.03K - $2.24K
13.5K $1.24M
Apr 07, 2023 Q1 2023
Armstrong Advisory Group, Inc

Needham, MA
BUY
 -
30
+ 0.38%
$2.03K - $2.24K
7.85K $719K
Apr 20, 2023 Q1 2023
Beacon Capital Management, LLC

BUY
 -
25
New
$1.69K - $1.87K
25 $2.29K
May 15, 2023 Q1 2023
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
22
+ 0.22%
$1.49K - $1.65K
9.85K $903K
May 12, 2023 Q1 2023
Wellspring Financial Advisors, LLC

Cleveland, OH
BUY
 -
20
+ 0.07%
$1.36K - $1.5K
27.9K $2.55M
Oct 12, 2023 Q1 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
20
New
$1.36K - $1.5K
20 $1.83K
May 04, 2023 Q1 2023
Aspire Wealth Management Corp

Waltham, MA
BUY
 -
18
New
$1.22K - $1.35K
18 $1.65K

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