Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2021
Q3 2021
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.56K+ 22.6% |
$121K - $130K
|
8.46K
$775K
|
|
|
Oct 20, 2021
Q3 2021
|
Csenge Advisory Group
|
BUY
|
- |
1.53K+ 0.41% |
$119K - $128K
|
372K
$34.1M
|
|
|
Oct 12, 2021
Q3 2021
|
Webster Bank, N. A.
|
BUY
|
- |
1.47KNew |
$114K - $123K
|
1.47K
$135K
|
|
|
Oct 28, 2021
Q3 2021
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
1.44K+ 1.25% |
$112K - $121K
|
117K
$10.7M
|
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
1.44K+ 9.1% |
$112K - $120K
|
17.2K
$1.58M
|
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.43KNew |
$111K - $120K
|
1.43K
$131K
|
|
|
Nov 03, 2021
Q3 2021
|
Davidson Trust CO
|
BUY
|
- |
1.4K+ 25.0% |
$108K - $117K
|
6.98K
$639K
|
|
|
Nov 03, 2021
Q3 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
1.38K+ 8.11% |
$107K - $116K
|
18.4K
$1.69M
|
|
|
Oct 12, 2021
Q3 2021
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.36K+ 3.85% |
$105K - $113K
|
36.6K
$3.35M
|
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.15K+ 6.02% |
$89.2K - $96K
|
20.2K
$1.85M
|
|
|
Nov 09, 2021
Q3 2021
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
1.12K+ 6.9% |
$87.3K - $93.9K
|
17.4K
$1.59M
|
|
|
Oct 12, 2021
Q3 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.12K+ 437.5% |
$87K - $93.6K
|
1.38K
$126K
|
|
|
Nov 16, 2021
Q3 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.08K+ 18.65% |
$83.6K - $90K
|
6.85K
$627K
|
|
|
Nov 16, 2021
Q3 2021
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.07K+ 4.83% |
$83.5K - $89.8K
|
23.3K
$2.13M
|
|
|
Oct 08, 2021
Q3 2021
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
1.07K+ 1.26% |
$83K - $89.3K
|
85.8K
$7.86M
|
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
BUY
|
- |
1.03K+ 1.73% |
$80.3K - $86.4K
|
60.7K
$5.56M
|
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.03K+ 7.16% |
$80K - $86.1K
|
15.4K
$1.41M
|
|
|
Oct 07, 2021
Q3 2021
|
First National Bank Of South Miami
|
BUY
|
- |
1.03K+ 5.76% |
$79.8K - $85.9K
|
18.9K
$1.73M
|
|
|
Nov 12, 2021
Q3 2021
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
1.02KNew |
$79.3K - $85.3K
|
1.02K
$93.4K
|
|
|
Nov 02, 2021
Q3 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
992New |
$77.1K - $82.9K
|
992
$90.9K
|
|
|
Nov 15, 2021
Q3 2021
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
991+ 4.7% |
$77K - $82.8K
|
22.1K
$2.02M
|
|
|
Nov 10, 2021
Q3 2021
|
Jnba Financial Advisors
|
BUY
|
- |
974+ 1.08% |
$75.7K - $81.4K
|
91.2K
$8.35M
|
|
|
Oct 21, 2021
Q3 2021
|
Slow Capital, Inc.
|
BUY
|
- |
963+ 1.97% |
$74.8K - $80.5K
|
49.9K
$4.58M
|
|
|
Nov 15, 2021
Q3 2021
|
Rkl Wealth Management LLC
|
BUY
|
- |
846+ 5.87% |
$65.7K - $70.7K
|
15.3K
$1.4M
|
|
|
Oct 21, 2021
Q3 2021
|
Townsend Asset Management Corp
|
BUY
|
- |
830+ 546.05% |
$64.5K - $69.4K
|
982
$90K
|
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
738+ 0.31% |
$57.3K - $61.7K
|
236K
$21.6M
|
|
|
Oct 22, 2021
Q3 2021
|
Family Firm, Inc.
|
BUY
|
- |
705+ 5.09% |
$54.8K - $58.9K
|
14.6K
$1.33M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
667+ 9.75% |
$51.8K - $55.8K
|
7.51K
$688K
|
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
651+ 13.69% |
$50.6K - $54.4K
|
5.41K
$495K
|
|
|
Oct 08, 2021
Q3 2021
|
Freedman Financial Associates, Inc.
Peabody, MA |
BUY
|
- |
620+ 26.05% |
$48.2K - $51.8K
|
3K
$275K
|
|
|
Nov 04, 2021
Q3 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
467+ 13.16% |
$36.3K - $39K
|
4.02K
$368K
|
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
466+ 79.25% |
$36.2K - $39K
|
1.05K
$96.5K
|
|
|
Nov 09, 2021
Q3 2021
|
Graypoint LLC
|
BUY
|
- |
460+ 3.91% |
$35.7K - $38.5K
|
12.2K
$1.12M
|
|
|
Oct 27, 2021
Q3 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
411New |
$31.9K - $34.4K
|
411
$37.6K
|
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
411+ 3.27% |
$31.9K - $34.4K
|
13K
$1.19M
|
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
406+ 22.37% |
$31.6K - $33.9K
|
2.22K
$203K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
400New |
$31.1K - $33.4K
|
400
$36.6K
|
|
|
Oct 14, 2021
Q3 2021
|
Norway Savings Bank
|
BUY
|
- |
373+ 4.74% |
$29K - $31.2K
|
8.24K
$755K
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
334New |
$26K - $27.9K
|
334
$30.6K
|
|
|
Nov 02, 2021
Q3 2021
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
326+ 1.05% |
$25.3K - $27.3K
|
31.5K
$2.89M
|
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
320New |
$24.9K - $26.8K
|
320
$29.3K
|
|
|
Oct 21, 2021
Q3 2021
|
Hanson & Doremus Investment Management
|
BUY
|
- |
297+ 300.0% |
$23.1K - $24.8K
|
396
$36.3K
|
|
|
Nov 03, 2021
Q3 2021
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
295+ 8.35% |
$22.9K - $24.7K
|
3.83K
$350K
|
|
|
Oct 28, 2021
Q3 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
292+ 9.32% |
$22.7K - $24.4K
|
3.43K
$314K
|
|
|
Nov 10, 2021
Q3 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
288+ 2.23% |
$22.4K - $24.1K
|
13.2K
$1.21M
|
|
|
Nov 17, 2021
Q3 2021
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
284New |
$22.1K - $23.7K
|
284
$26K
|
|
|
Nov 09, 2021
Q3 2021
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
284+ 0.84% |
$22.1K - $23.7K
|
34K
$3.12M
|
|
|
Oct 19, 2021
Q3 2021
|
Acas, LLC
|
BUY
|
- |
265+ 2.61% |
$20.6K - $22.2K
|
10.4K
$956K
|
|
|
Nov 15, 2021
Q3 2021
|
Oldfather Financial Services, LLC
|
BUY
|
- |
259+ 0.6% |
$20.1K - $21.7K
|
43.2K
$3.96M
|
|
|
Oct 20, 2021
Q3 2021
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
251+ 0.6% |
$19.5K - $21K
|
42.3K
$3.87M
|