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 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-14- 0.08% |
$949 - $1.05K
|
17K
$1.56M
|
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-16- 0.35% |
$1.08K - $1.2K
|
4.52K
$414K
|
|
|
Apr 11, 2023
Q1 2023
|
Hyperion Partners, LLC
Berwyn, PA |
SELL
|
- |
-16- 0.22% |
$1.08K - $1.2K
|
7.13K
$653K
|
|
|
Apr 28, 2023
Q1 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-20- 71.43% |
$1.36K - $1.5K
|
8
$733
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-21- 1.57% |
$1.42K - $1.57K
|
1.32K
$121K
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-22- 0.18% |
$1.49K - $1.65K
|
12.2K
$1.11M
|
|
|
Apr 14, 2023
Q1 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-25- 0.53% |
$1.69K - $1.87K
|
4.68K
$429K
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-28- 13.66% |
$1.9K - $2.09K
|
177
$16.2K
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-29- 0.56% |
$1.97K - $2.17K
|
5.11K
$468K
|
|
|
Apr 06, 2023
Q1 2023
|
Saxon Interests, Inc.
|
SELL
|
- |
-29- 0.64% |
$1.97K - $2.17K
|
4.53K
$415K
|
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
SELL
|
- |
-30- 0.25% |
$2.03K - $2.24K
|
11.8K
$1.09M
|
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-30- 39.47% |
$2.03K - $2.24K
|
46
$4.21K
|
|
|
Apr 19, 2023
Q1 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-35- 50.0% |
$2.37K - $2.62K
|
35
$3.21K
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-35- 0.61% |
$2.37K - $2.62K
|
5.72K
$524K
|
|
|
Apr 18, 2023
Q1 2023
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-65- 2.17% |
$4.41K - $4.86K
|
2.94K
$269K
|
|
|
Apr 13, 2023
Q1 2023
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-65- 0.75% |
$4.41K - $4.86K
|
8.64K
$791K
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-69- 0.16% |
$4.68K - $5.16K
|
42K
$3.85M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-70- 1.44% |
$4.74K - $5.23K
|
4.78K
$438K
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-75- 0.22% |
$5.08K - $5.61K
|
34K
$3.11M
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-79- 0.41% |
$5.35K - $5.91K
|
19.1K
$1.75M
|
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-80- 4.6% |
$5.42K - $5.98K
|
1.66K
$152K
|
|
|
May 15, 2023
Q1 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-80- 1.51% |
$5.42K - $5.98K
|
5.23K
$479K
|
|
|
May 04, 2023
Q1 2023
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-81- 0.27% |
$5.49K - $6.06K
|
29.6K
$2.71M
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-81- 1.76% |
$5.49K - $6.06K
|
4.52K
$414K
|
|
|
May 10, 2023
Q1 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-85- 2.63% |
$5.76K - $6.36K
|
3.15K
$288K
|
|
|
May 09, 2023
Q1 2023
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-87- 1.52% |
$5.9K - $6.51K
|
5.64K
$516K
|
|
|
May 12, 2023
Q1 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-93- 2.3% |
$6.3K - $6.95K
|
3.95K
$362K
|
|
|
Apr 27, 2023
Q1 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-93- 1.97% |
$6.3K - $6.95K
|
4.63K
$424K
|
|
|
Apr 06, 2023
Q1 2023
|
Veracity Capital LLC
|
SELL
|
- |
-99- 1.38% |
$6.71K - $7.4K
|
7.08K
$649K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-99- 1.98% |
$6.71K - $7.4K
|
4.9K
$449K
|
|
|
May 05, 2023
Q1 2023
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-100- 0.94% |
$6.78K - $7.48K
|
10.5K
$960K
|
|
|
May 10, 2023
Q1 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-108- 0.97% |
$7.32K - $8.08K
|
11K
$1.01M
|
|
|
May 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-112- 4.35% |
$7.59K - $8.38K
|
2.46K
$225K
|
|
|
May 11, 2023
Q1 2023
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-114- 0.72% |
$7.73K - $8.52K
|
15.7K
$1.44M
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-125Closed |
$8.47K - $9.35K
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-126- 0.39% |
$8.54K - $9.42K
|
32.6K
$2.98M
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-126- 5.47% |
$8.54K - $9.42K
|
2.18K
$200K
|
|
|
May 17, 2023
Q1 2023
|
Pacific Financial Group Inc
|
SELL
|
- |
-136- 0.37% |
$9.22K - $10.2K
|
36.3K
$3.32M
|
|
|
Apr 18, 2023
Q1 2023
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-137- 0.65% |
$9.28K - $10.2K
|
20.9K
$1.91M
|
|
|
May 12, 2023
Q1 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-138- 0.75% |
$9.35K - $10.3K
|
18.2K
$1.66M
|
|
|
May 12, 2023
Q1 2023
|
Wms Partners, LLC
|
SELL
|
- |
-141- 1.96% |
$9.56K - $10.5K
|
7.06K
$647K
|
|
|
Apr 13, 2023
Q1 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-147- 3.1% |
$9.96K - $11K
|
4.59K
$421K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-148- 1.11% |
$10K - $11.1K
|
13.2K
$1.21M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-150- 1.19% |
$10.2K - $11.2K
|
12.5K
$1.14M
|
|
|
Apr 14, 2023
Q1 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-160- 50.0% |
$10.8K - $12K
|
160
$14.7K
|
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-164- 0.94% |
$11.1K - $12.3K
|
17.2K
$1.58M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-170- 3.62% |
$11.5K - $12.7K
|
4.53K
$415K
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-175Closed |
$11.9K - $13.1K
|
0
$0
|
|
|
Apr 18, 2023
Q1 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-177- 2.59% |
$12K - $13.2K
|
6.65K
$609K
|
|
|
Apr 25, 2023
Q1 2023
|
Norwood Financial Corp
|
SELL
|
- |
-185- 2.13% |
$12.5K - $13.8K
|
8.51K
$779K
|