Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 13, 2023
Q2 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-4.19K- 7.34% |
$290K - $314K
|
52.9K
$4.85M
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
SELL
|
- |
-4.27K- 0.54% |
$295K - $320K
|
782K
$71.6M
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
SELL
|
- |
-4.68K- 10.66% |
$323K - $351K
|
39.2K
$3.59M
|
|
|
Aug 07, 2023
Q2 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-4.83K- 28.21% |
$334K - $362K
|
12.3K
$1.13M
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-4.94K- 50.11% |
$341K - $370K
|
4.92K
$450K
|
|
|
Aug 03, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-5.44K- 21.18% |
$376K - $408K
|
20.2K
$1.85M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-6.01K- 13.54% |
$416K - $451K
|
38.4K
$3.52M
|
|
|
Jul 24, 2023
Q2 2023
|
Country Club Bank
|
SELL
|
- |
-6.51K- 33.65% |
$450K - $488K
|
12.8K
$1.18M
|
|
|
Nov 13, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-6.54K- 20.96% |
$452K - $491K
|
24.7K
$2.26M
|
|
|
Aug 10, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-6.54K- 20.96% |
$452K - $491K
|
24.7K
$2.26M
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
SELL
|
- |
-6.59K- 6.41% |
$456K - $495K
|
96.2K
$8.81M
|
|
|
Aug 11, 2023
Q2 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-7.28K- 26.12% |
$503K - $546K
|
20.6K
$1.89M
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
SELL
|
- |
-7.29K- 1.45% |
$504K - $547K
|
496K
$45.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-8.24K- 4.43% |
$570K - $618K
|
178K
$16.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-8.31K- 21.0% |
$574K - $623K
|
31.3K
$2.86M
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-8.97K- 6.2% |
$620K - $673K
|
136K
$12.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-11.5K- 0.56% |
$792K - $860K
|
2.02M
$185M
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-12.2K- 1.5% |
$845K - $917K
|
803K
$73.5M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-12.9K- 6.99% |
$889K - $965K
|
171K
$15.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Sandler Capital Management
New York, NY |
SELL
|
- |
-14.5K- 23.45% |
$1.01M - $1.09M
|
47.5K
$4.35M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-14.8K- 17.34% |
$1.02M - $1.11M
|
70.5K
$6.46M
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-15.5K- 39.76% |
$1.07M - $1.16M
|
23.4K
$2.15M
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-16K- 46.34% |
$1.1M - $1.2M
|
18.5K
$1.69M
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-16.8K- 0.98% |
$1.16M - $1.26M
|
1.7M
$156M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-17.1K- 25.12% |
$1.18M - $1.28M
|
51K
$4.67M
|
|
|
Jul 31, 2023
Q2 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-17.1K- 5.4% |
$1.18M - $1.28M
|
300K
$27.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-17.2K- 3.14% |
$1.19M - $1.29M
|
530K
$48.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-17.9K- 5.68% |
$1.23M - $1.34M
|
297K
$27.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-19.4K- 45.42% |
$1.34M - $1.46M
|
23.3K
$2.14M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-19.9K- 4.43% |
$1.37M - $1.49M
|
429K
$39.3M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-21.2K- 0.68% |
$1.47M - $1.59M
|
3.12M
$285M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-21.2K- 0.68% |
$1.47M - $1.59M
|
3.12M
$285M
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-28.1K- 5.31% |
$1.94M - $2.11M
|
502K
$46M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-29.4K- 9.57% |
$2.03M - $2.2M
|
278K
$25.4M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-35.4K- 90.98% |
$2.45M - $2.66M
|
3.51K
$322K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-35.7K- 25.58% |
$2.47M - $2.68M
|
104K
$9.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-35.8K- 13.05% |
$2.47M - $2.68M
|
238K
$21.8M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-36.1K- 5.75% |
$2.49M - $2.71M
|
592K
$54.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-36.3K- 78.08% |
$2.51M - $2.72M
|
10.2K
$934K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-39.1K- 27.77% |
$2.7M - $2.93M
|
102K
$9.31M
|
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-46.3K- 41.77% |
$3.2M - $3.47M
|
64.6K
$5.91M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-49.9K- 8.27% |
$3.45M - $3.74M
|
554K
$50.7M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-72.2K- 6.79% |
$4.99M - $5.42M
|
991K
$90.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-81K- 1.21% |
$5.6M - $6.08M
|
6.6M
$605M
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-86.3K- 20.49% |
$5.97M - $6.47M
|
335K
$30.7M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-95.3K- 93.89% |
$6.59M - $7.15M
|
6.2K
$568K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-319K- 36.16% |
$22.1M - $23.9M
|
564K
$51.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-324K- 32.82% |
$22.4M - $24.3M
|
663K
$60.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-370K- 10.35% |
$25.6M - $27.7M
|
3.2M
$293M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-426K- 4.96% |
$29.4M - $31.9M
|
8.16M
$747M
|