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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
356+ 2.27% |
$24.6K - $26.7K
|
16.1K
$1.47M
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
348+ 10.72% |
$24.1K - $26.1K
|
3.59K
$329K
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
316+ 5.18% |
$21.8K - $23.7K
|
6.41K
$588K
|
|
|
Aug 14, 2023
Q2 2023
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
292New |
$20.2K - $21.9K
|
292
$26.7K
|
|
|
Jul 06, 2023
Q2 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
292+ 1.14% |
$20.2K - $21.9K
|
25.8K
$2.36M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
290+ 5.92% |
$20K - $21.8K
|
5.19K
$476K
|
|
|
Jul 20, 2023
Q2 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
286New |
$19.8K - $21.5K
|
286
$26.2K
|
|
|
Jul 18, 2023
Q2 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
260+ 4.76% |
$18K - $19.5K
|
5.72K
$524K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
256New |
$17.7K - $19.2K
|
256
$23.4K
|
|
|
Jul 19, 2023
Q2 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
252+ 0.43% |
$17.4K - $18.9K
|
58.3K
$5.34M
|
|
|
Aug 08, 2023
Q2 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
249+ 0.89% |
$17.2K - $18.7K
|
28.1K
$2.57M
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
BUY
|
- |
245+ 2.82% |
$16.9K - $18.4K
|
8.95K
$820K
|
|
|
Aug 08, 2023
Q2 2023
|
Truepoint, Inc.
|
BUY
|
- |
242+ 2.77% |
$16.7K - $18.2K
|
8.98K
$823K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
242+ 7.77% |
$16.7K - $18.2K
|
3.36K
$308K
|
|
|
Aug 08, 2023
Q2 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
221+ 7.89% |
$15.3K - $16.6K
|
3.02K
$277K
|
|
|
Aug 03, 2023
Q2 2023
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
218+ 0.71% |
$15.1K - $16.4K
|
31K
$2.84M
|
|
|
Jul 20, 2023
Q2 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
206+ 0.69% |
$14.2K - $15.5K
|
30.2K
$2.76M
|
|
|
Jul 25, 2023
Q2 2023
|
Mainstay Capital Management LLC
|
BUY
|
- |
206+ 3.77% |
$14.2K - $15.5K
|
5.67K
$519K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
203+ 11.37% |
$14K - $15.2K
|
1.99K
$182K
|
|
|
Jul 28, 2023
Q2 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
203+ 2.31% |
$14K - $15.2K
|
8.99K
$823K
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
202+ 1.7% |
$14K - $15.2K
|
12.1K
$1.11M
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
187+ 10.55% |
$12.9K - $14K
|
1.96K
$180K
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
173+ 3.82% |
$12K - $13K
|
4.7K
$431K
|
|
|
Aug 11, 2023
Q2 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
171+ 0.29% |
$11.8K - $12.8K
|
60.1K
$5.51M
|
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
161+ 8.97% |
$11.1K - $12.1K
|
1.96K
$179K
|
|
|
Jul 25, 2023
Q2 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
152+ 5.07% |
$10.5K - $11.4K
|
3.15K
$289K
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
133+ 4.71% |
$9.19K - $9.98K
|
2.96K
$271K
|
|
|
Aug 15, 2023
Q2 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
132+ 0.73% |
$9.13K - $9.9K
|
18.3K
$1.68M
|
|
|
Jul 24, 2023
Q2 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
110+ 0.18% |
$7.6K - $8.25K
|
61.7K
$5.65M
|
|
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
110+ 0.47% |
$7.6K - $8.25K
|
23.4K
$2.14M
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
102+ 3.17% |
$7.05K - $7.65K
|
3.32K
$304K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
100+ 13.3% |
$6.91K - $7.5K
|
852
$78K
|
|
|
Aug 08, 2023
Q2 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
100New |
$6.91K - $7.5K
|
100
$9.16K
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
99+ 2.9% |
$6.84K - $7.43K
|
3.51K
$322K
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
95+ 1.86% |
$6.57K - $7.13K
|
5.19K
$476K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
93+ 0.63% |
$6.43K - $6.98K
|
14.8K
$1.35M
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
88+ 1.3% |
$6.08K - $6.6K
|
6.85K
$628K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
87+ 20.14% |
$6.01K - $6.53K
|
519
$47.5K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
87New |
$6.01K - $6.53K
|
87
$7.97K
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
86+ 0.59% |
$5.95K - $6.45K
|
14.7K
$1.35M
|
|
|
Aug 07, 2023
Q2 2023
|
Private Management Group Inc
|
BUY
|
- |
81+ 1.11% |
$5.6K - $6.08K
|
7.37K
$675K
|
|
|
Jul 27, 2023
Q2 2023
|
Sage Financial Group Inc
|
BUY
|
- |
70+ 2.41% |
$4.84K - $5.25K
|
2.97K
$272K
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
65+ 1.19% |
$4.49K - $4.88K
|
5.52K
$506K
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
62+ 2.14% |
$4.29K - $4.65K
|
2.96K
$271K
|
|
|
Aug 14, 2023
Q2 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
62+ 0.51% |
$4.29K - $4.65K
|
12.1K
$1.11M
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
56+ 0.49% |
$3.87K - $4.2K
|
11.5K
$1.06M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
54+ 1.82% |
$3.73K - $4.05K
|
3.02K
$277K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
54+ 1.56% |
$3.73K - $4.05K
|
3.51K
$321K
|
|
|
Jul 11, 2023
Q2 2023
|
Pacific Sun Financial Corp
|
BUY
|
- |
50+ 0.52% |
$3.46K - $3.75K
|
9.61K
$881K
|
|
|
Jul 06, 2023
Q2 2023
|
Dentgroup LLC
|
BUY
|
- |
48+ 0.78% |
$3.32K - $3.6K
|
6.23K
$571K
|