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 27, 2022
Q2 2022
|
Sunesis Advisors, LLC
|
SELL
|
- |
-59- 0.48% |
$3.65K - $4.61K
|
12.3K
$1.12M
|
|
|
Aug 15, 2022
Q2 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-60Closed |
$3.71K - $4.68K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
South State Corp
|
SELL
|
- |
-65- 0.73% |
$4.02K - $5.07K
|
8.89K
$810K
|
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-70Closed |
$4.33K - $5.46K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-74- 1.04% |
$4.58K - $5.78K
|
7.02K
$639K
|
|
|
Aug 02, 2022
Q2 2022
|
Mechanics Financial Corp
|
SELL
|
- |
-76- 12.42% |
$4.7K - $5.93K
|
536
$48.8K
|
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-78- 0.14% |
$4.82K - $6.09K
|
56.5K
$5.14M
|
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-80- 27.78% |
$4.95K - $6.24K
|
208
$18.9K
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-80Closed |
$4.95K - $6.24K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-80- 2.39% |
$4.95K - $6.24K
|
3.27K
$298K
|
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-80- 0.53% |
$4.95K - $6.24K
|
15K
$1.36M
|
|
|
Aug 09, 2022
Q2 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-81- 1.49% |
$5.01K - $6.32K
|
5.35K
$487K
|
|
|
Aug 15, 2022
Q2 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-88- 1.62% |
$5.44K - $6.87K
|
5.34K
$486K
|
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-89- 0.13% |
$5.5K - $6.95K
|
69.7K
$6.34M
|
|
|
Jul 12, 2022
Q2 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-90- 4.86% |
$5.57K - $7.03K
|
1.76K
$160K
|
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-91- 2.06% |
$5.63K - $7.1K
|
4.32K
$393K
|
|
|
Jul 07, 2022
Q2 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-93- 0.5% |
$5.75K - $7.26K
|
18.6K
$1.69M
|
|
|
Aug 01, 2022
Q2 2022
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-96- 0.56% |
$5.94K - $7.49K
|
17.1K
$1.56M
|
|
|
Oct 23, 2023
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-99- 2.82% |
$6.12K - $7.73K
|
3.41K
$311K
|
|
|
Aug 01, 2022
Q2 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-104- 1.0% |
$6.43K - $8.12K
|
10.3K
$934K
|
|
|
Jul 12, 2022
Q2 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-106Closed |
$6.56K - $8.27K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-106- 10.39% |
$6.56K - $8.27K
|
914
$83.2K
|
|
|
Aug 11, 2022
Q2 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-107- 0.07% |
$6.62K - $8.35K
|
163K
$14.8M
|
|
|
Jul 21, 2022
Q2 2022
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-108- 1.53% |
$6.68K - $8.43K
|
6.94K
$632K
|
|
|
Aug 15, 2022
Q2 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-108- 0.81% |
$6.68K - $8.43K
|
13.3K
$1.21M
|
|
|
Jul 22, 2022
Q2 2022
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-108- 0.6% |
$6.68K - $8.43K
|
17.9K
$1.63M
|
|
|
Aug 12, 2022
Q2 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-116- 38.16% |
$7.17K - $9.05K
|
188
$17.1K
|
|
|
Aug 11, 2022
Q2 2022
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-117- 9.97% |
$7.24K - $9.13K
|
1.06K
$96.2K
|
|
|
Aug 09, 2022
Q2 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-136- 36.86% |
$8.41K - $10.6K
|
233
$21.2K
|
|
|
Aug 25, 2022
Q2 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-137- 1.32% |
$8.47K - $10.7K
|
10.3K
$934K
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Counselors Inc
|
SELL
|
- |
-140- 0.6% |
$8.66K - $10.9K
|
23.3K
$2.12M
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-140Closed |
$8.66K - $10.9K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Cra Financial Services, LLC
|
SELL
|
- |
-142- 2.12% |
$8.78K - $11.1K
|
6.55K
$596K
|
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
SELL
|
- |
-144- 0.7% |
$8.91K - $11.2K
|
20.4K
$1.86M
|
|
|
Jul 20, 2022
Q2 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-150- 12.36% |
$9.28K - $11.7K
|
1.06K
$96.9K
|
|
|
Aug 01, 2022
Q2 2022
|
Acas, LLC
|
SELL
|
- |
-157- 1.56% |
$9.71K - $12.3K
|
9.93K
$904K
|
|
|
Jul 08, 2022
Q2 2022
|
City Holding CO
|
SELL
|
- |
-160- 1.72% |
$9.9K - $12.5K
|
9.15K
$833K
|
|
|
Jul 15, 2022
Q2 2022
|
Norway Savings Bank
|
SELL
|
- |
-160- 1.78% |
$9.9K - $12.5K
|
8.85K
$805K
|
|
|
Aug 30, 2022
Q2 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-164- 3.84% |
$10.1K - $12.8K
|
4.11K
$374K
|
|
|
Jul 15, 2022
Q2 2022
|
West Bancorporation Inc
|
SELL
|
- |
-173- 6.12% |
$10.7K - $13.5K
|
2.65K
$241K
|
|
|
Jul 13, 2022
Q2 2022
|
Mechanics Bank Trust Department
|
SELL
|
- |
-180- 0.22% |
$11.1K - $14.1K
|
82.5K
$7.51M
|
|
|
Jul 27, 2022
Q2 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-182- 1.02% |
$11.3K - $14.2K
|
17.6K
$1.61M
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-200- 5.35% |
$12.4K - $15.6K
|
3.54K
$322K
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-206- 1.56% |
$12.7K - $16.1K
|
13K
$1.18M
|
|
|
Aug 12, 2022
Q2 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-208- 20.63% |
$12.9K - $16.2K
|
800
$72.8K
|
|
|
Aug 12, 2022
Q2 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-212- 2.94% |
$13.1K - $16.5K
|
7.01K
$638K
|
|
|
Aug 03, 2022
Q2 2022
|
Ltg Capital LLC
|
SELL
|
- |
-215- 0.44% |
$13.3K - $16.8K
|
48.4K
$4.41M
|
|
|
Aug 15, 2022
Q2 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-219- 2.74% |
$13.5K - $17.1K
|
7.78K
$709K
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-220- 1.86% |
$13.6K - $17.2K
|
11.6K
$1.06M
|
|
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-222- 1.77% |
$13.7K - $17.3K
|
12.3K
$1.12M
|