Purchases and Sales Made in Q2 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 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
Aug 07, 2023 Q2 2023
Modera Wealth Management, LLC

BUY
 -
1.79K
+ 54.58%
$124K - $134K
5.06K $464K
Jul 26, 2023 Q2 2023
Patten Group, Inc.

BUY
 -
1.61K
+ 12.38%
$111K - $121K
14.6K $1.34M
Aug 14, 2023 Q2 2023
Bleakley Financial Group, LLC

Fairfield, NJ
BUY
 -
1.61K
+ 35.0%
$111K - $121K
6.2K $568K
Aug 10, 2023 Q2 2023
Wade G W & Inc

Wellesley, MA
BUY
 -
1.6K
+ 2.7%
$110K - $120K
60.8K $5.57M
Jul 20, 2023 Q2 2023
Pfg Advisors

BUY
 -
1.59K
+ 7.7%
$110K - $119K
22.3K $2.04M
Aug 02, 2023 Q2 2023
Bank Of Montreal

Toronto, A6
BUY
 -
1.54K
+ 0.25%
$107K - $116K
620K $56.8M
Jul 24, 2023 Q2 2023
Breakwater Capital Group

Paramus, NJ
BUY
 -
1.53K
+ 21.87%
$106K - $115K
8.51K $780K
Aug 10, 2023 Q2 2023
Great Lakes Advisors, LLC

Chicago, IL
BUY
 -
1.49K
+ 1.58%
$103K - $112K
95.7K $8.76M
Aug 09, 2023 Q2 2023
Slow Capital, Inc.

BUY
 -
1.46K
+ 2.6%
$101K - $110K
57.5K $5.27M
Jul 20, 2023 Q2 2023
C2 C Wealth Management, LLC

BUY
 -
1.45K
+ 8.1%
$100K - $109K
19.4K $1.78M
Aug 14, 2023 Q2 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
1.44K
+ 10.88%
$99.3K - $108K
14.6K $1.34M
Aug 11, 2023 Q2 2023
Assetmark, Inc

BUY
 -
1.37K
+ 17075.0%
$94.4K - $102K
1.37K $126K
Aug 15, 2023 Q2 2023
Integrated Wealth Concepts LLC

BUY
 -
1.36K
+ 0.82%
$94.1K - $102K
167K $15.3M
Jul 28, 2023 Q2 2023
Foundation Wealth Management, LLC

Clayton, MO
BUY
 -
1.35K
+ 6.45%
$93.6K - $102K
22.3K $2.05M
Aug 09, 2023 Q2 2023
Moors & Cabot, Inc.

Boston, MA
BUY
 -
1.3K
+ 26.25%
$90.1K - $97.7K
6.27K $574K
Aug 09, 2023 Q2 2023
Advisory Services Network, LLC

BUY
 -
1.25K
+ 4.2%
$86.6K - $94K
31.1K $2.85M
Aug 03, 2023 Q2 2023
Northwest Capital Management Inc

BUY
 -
1.16K
New
$80.3K - $87.1K
1.16K $106K
Aug 03, 2023 Q2 2023
Cwm, LLC

BUY
 -
1.13K
+ 11.05%
$78K - $84.7K
11.3K $1.04M
Jul 07, 2023 Q2 2023
Founders Capital Management

BUY
 -
1.13K
+ 371.62%
$77.8K - $84.5K
1.43K $131K
Aug 14, 2023 Q2 2023
Mma Asset Management LLC

New York, NY
BUY
 -
1.11K
+ 9.06%
$76.5K - $83K
13.3K $1.22M
Aug 11, 2023 Q2 2023
Pacific Financial Group Inc

BUY
 -
1.04K
+ 2.88%
$72.2K - $78.3K
37.3K $3.42M
Jul 11, 2023 Q2 2023
Atlantic Union Bankshares Corp

BUY
 -
1.02K
+ 26.02%
$70.3K - $76.3K
4.93K $451K
Jul 18, 2023 Q2 2023
Northwest Bank & Trust CO

Davenport, IA
BUY
 -
960
New
$66.4K - $72K
960 $87.9K
Aug 02, 2023 Q2 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
819
+ 3.61%
$56.6K - $61.4K
23.5K $2.15M
Jul 13, 2023 Q2 2023
Atlas Private Wealth Management

BUY
 -
811
+ 6.13%
$56.1K - $60.8K
14K $1.29M
Aug 15, 2023 Q2 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
802
+ 1.5%
$55.4K - $60.2K
54.4K $4.98M
Jul 21, 2023 Q2 2023
Salomon & Ludwin, LLC

BUY
 -
801
+ 0.25%
$55.4K - $60.1K
315K $28.8M
Jul 25, 2023 Q2 2023
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
BUY
 -
780
+ 3.83%
$53.9K - $58.5K
21.2K $1.94M
Aug 07, 2023 Q2 2023
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
777
+ 3.6%
$53.7K - $58.3K
22.4K $2.05M
Jul 18, 2023 Q2 2023
Octavia Wealth Advisors, LLC

BUY
 -
767
+ 9.82%
$53K - $57.5K
8.58K $786K
Jul 24, 2023 Q2 2023
Retirement Planning Group

BUY
 -
711
+ 2.18%
$49.2K - $53.3K
33.3K $3.05M
Aug 11, 2023 Q2 2023
Tiemann Investment Advisors, LLC

Menlo Park, CA
BUY
 -
710
+ 3.62%
$49.1K - $53.3K
20.3K $1.86M
Aug 03, 2023 Q2 2023
Coldstream Capital Management Inc

BUY
 -
708
+ 0.88%
$48.9K - $53.1K
81K $7.42M
Jul 14, 2023 Q2 2023
Advisor Net Financial, Inc

BUY
 -
679
+ 2.24%
$46.9K - $50.9K
31K $2.84M
Aug 11, 2023 Q2 2023
Franklin Resources Inc

San Mateo, CA
BUY
 -
652
+ 3.42%
$45.1K - $48.9K
19.7K $1.81M
Jul 27, 2023 Q2 2023
Grove Bank & Trust

BUY
 -
635
New
$43.9K - $47.6K
635 $58.2K
Jul 19, 2023 Q2 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
635
+ 7.09%
$43.9K - $47.6K
9.59K $878K
Aug 09, 2023 Q2 2023
Private Advisor Group, LLC

BUY
 -
574
+ 0.62%
$39.7K - $43.1K
93.5K $8.56M
Jul 25, 2023 Q2 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
572
+ 6.16%
$39.5K - $42.9K
9.86K $903K
Aug 14, 2023 Q2 2023
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
559
+ 9.44%
$38.6K - $41.9K
6.48K $594K
Jul 27, 2023 Q2 2023
Washington Trust CO

BUY
 -
550
+ 103.77%
$38K - $41.3K
1.08K $98.9K
Aug 09, 2023 Q2 2023
Ddfg, Inc

Thousand Oaks, CA
BUY
 -
543
+ 0.66%
$37.5K - $40.7K
82.9K $7.59M
Jul 28, 2023 Q2 2023
Key F Inancial Inc

BUY
 -
533
+ 6.67%
$36.8K - $40K
8.52K $781K
Jul 26, 2023 Q2 2023
Sol Capital Management CO

BUY
 -
530
+ 3.84%
$36.6K - $39.8K
14.3K $1.31M
Aug 15, 2023 Q2 2023
Cornerstone Planning Group LLC

Fairfield, NJ
BUY
 -
475
New
$32.8K - $35.6K
475 $43.5K
Jul 26, 2023 Q2 2023
Arkadios Wealth Advisors

BUY
 -
422
+ 3.89%
$29.2K - $31.7K
11.3K $1.03M
Aug 09, 2023 Q2 2023
Highland Capital Management, LLC

BUY
 -
420
+ 8.29%
$29K - $31.5K
5.49K $503K
Jul 13, 2023 Q2 2023
Ullmann Wealth Partners Group, LLC

BUY
 -
381
+ 1.51%
$26.3K - $28.6K
25.7K $2.35M
Aug 08, 2023 Q2 2023
Kestra Private Wealth Services, LLC

BUY
 -
367
+ 12.24%
$25.4K - $27.5K
3.37K $308K

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