Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Jul 26, 2022
Q2 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.17K+ 3.91% |
$72.6K - $91.6K
|
31.2K
$2.84M
|
|
Aug 12, 2022
Q2 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.05K+ 1.41% |
$64.6K - $81.6K
|
75.4K
$6.86M
|
|
Jul 25, 2022
Q2 2022
|
Jmac Enterprises LLC
|
BUY
|
- |
1.01K+ 0.47% |
$62.6K - $79K
|
217K
$19.8M
|
|
Jul 20, 2022
Q2 2022
|
Courier Capital LLC
|
BUY
|
- |
1K+ 0.48% |
$62.1K - $78.4K
|
210K
$19.1M
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
991+ 1.04% |
$61.3K - $77.4K
|
96.3K
$8.77M
|
|
Jul 11, 2022
Q2 2022
|
Piscataqua Savings Bank
|
BUY
|
- |
960New |
$59.4K - $74.9K
|
960
$87.4K
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
940New |
$58.1K - $73.4K
|
940
$85.6K
|
|
Aug 10, 2022
Q2 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
889+ 1.38% |
$55K - $69.4K
|
65.5K
$5.96M
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
885+ 0.54% |
$54.7K - $69.1K
|
165K
$15M
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
882+ 12.89% |
$54.6K - $68.8K
|
7.73K
$704K
|
|
Aug 09, 2022
Q2 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
808+ 0.87% |
$50K - $63.1K
|
93.8K
$8.54M
|
|
Jul 11, 2022
Q2 2022
|
Cva Family Office, LLC
|
BUY
|
- |
800+ 79.68% |
$49.5K - $62.4K
|
1.8K
$164K
|
|
Jul 12, 2022
Q2 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
780+ 26.0% |
$48.2K - $60.9K
|
3.78K
$344K
|
|
Aug 05, 2022
Q2 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
685+ 171.25% |
$42.4K - $53.5K
|
1.09K
$98.8K
|
|
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
624+ 1.11% |
$38.6K - $48.7K
|
56.8K
$5.18M
|
|
Aug 02, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
624+ 1.11% |
$38.6K - $48.7K
|
56.8K
$5.18M
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
617+ 3.48% |
$38.2K - $48.2K
|
18.3K
$1.67M
|
|
Jul 13, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
600+ 13.39% |
$37.1K - $46.8K
|
5.08K
$463K
|
|
Aug 17, 2022
Q2 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
560+ 71.98% |
$34.6K - $43.7K
|
1.34K
$122K
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
552+ 6.83% |
$34.1K - $43.1K
|
8.64K
$787K
|
|
Aug 15, 2022
Q2 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
542+ 10.31% |
$33.5K - $42.3K
|
5.8K
$528K
|
|
Aug 10, 2022
Q2 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
490+ 5.54% |
$30.3K - $38.2K
|
9.33K
$849K
|
|
Jul 18, 2022
Q2 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
474+ 5.84% |
$29.3K - $37K
|
8.6K
$783K
|
|
Aug 15, 2022
Q2 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
472New |
$29.2K - $36.8K
|
472
$43K
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
471+ 12.53% |
$29.1K - $36.8K
|
4.23K
$385K
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
414+ 3.76% |
$25.6K - $32.3K
|
11.4K
$1.04M
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
410+ 82.49% |
$25.4K - $32K
|
907
$82.6K
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
398+ 1.48% |
$24.6K - $31.1K
|
27.3K
$2.49M
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
380+ 8.36% |
$23.5K - $29.7K
|
4.93K
$449K
|
|
Aug 12, 2022
Q2 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
370+ 1.97% |
$22.9K - $28.9K
|
19.2K
$1.74M
|
|
Jul 26, 2022
Q2 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
358+ 4.6% |
$22.1K - $27.9K
|
8.14K
$742K
|
|
Aug 05, 2022
Q2 2022
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
337+ 3.87% |
$20.8K - $26.3K
|
9.04K
$823K
|
|
Jul 27, 2022
Q2 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
333+ 9.53% |
$20.6K - $26K
|
3.83K
$348K
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
332New |
$20.5K - $25.9K
|
332
$30.2K
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
331+ 12.22% |
$20.5K - $25.8K
|
3.04K
$277K
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
328+ 6.25% |
$20.3K - $25.6K
|
5.57K
$507K
|
|
Aug 02, 2022
Q2 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
327New |
$20.2K - $25.5K
|
327
$29.8K
|
|
Aug 04, 2022
Q2 2022
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
304+ 1.01% |
$18.8K - $23.7K
|
30.3K
$2.76M
|
|
Jul 20, 2022
Q2 2022
|
Founders Capital Management
|
BUY
|
- |
303New |
$18.7K - $23.7K
|
303
$27.6K
|
|
Aug 10, 2022
Q2 2022
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
300+ 0.17% |
$18.6K - $23.4K
|
173K
$15.7M
|
|
Sep 06, 2022
Q2 2022
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
300+ 3.55% |
$18.6K - $23.4K
|
8.76K
$798K
|
|
Jul 19, 2022
Q2 2022
|
Atlas Private Wealth Management
|
BUY
|
- |
298+ 2.14% |
$18.4K - $23.3K
|
14.2K
$1.3M
|
|
Dec 01, 2022
Q2 2022
|
Family Firm, Inc.
|
BUY
|
- |
254+ 1.77% |
$15.7K - $19.8K
|
14.6K
$1.33M
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
244+ 7.51% |
$15.1K - $19K
|
3.49K
$318K
|
|
Jul 27, 2022
Q2 2022
|
Davidson Trust CO
|
BUY
|
- |
205+ 2.93% |
$12.7K - $16K
|
7.2K
$656K
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
203+ 4.1% |
$12.6K - $15.8K
|
5.15K
$469K
|
|
Jul 20, 2022
Q2 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
183+ 19.0% |
$11.3K - $14.3K
|
1.15K
$104K
|
|
Aug 11, 2022
Q2 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
161+ 1.08% |
$9.96K - $12.6K
|
15K
$1.37M
|
|
Jul 28, 2022
Q2 2022
|
Pacific Sun Financial Corp
|
BUY
|
- |
160+ 1.71% |
$9.9K - $12.5K
|
9.53K
$868K
|
|
Aug 15, 2022
Q2 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
160New |
$9.9K - $12.5K
|
160
$14.6K
|