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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2021
Q3 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
2+ 0.03% |
$155 - $167
|
7.12K
$652K
|
|
|
Oct 12, 2021
Q3 2021
|
Tarbox Family Office, Inc.
|
BUY
|
- |
2+ 0.13% |
$155 - $167
|
1.56K
$143K
|
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1+ 0.04% |
$77.7 - $83.6
|
2.53K
$232K
|
|
|
Oct 13, 2021
Q3 2021
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.14% |
$77.7 - $83.6
|
694
$63.6K
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$77.7 - $83.6
|
5.68K
$520K
|
|
|
Nov 02, 2021
Q3 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1+ 0.02% |
$77.7 - $83.6
|
4.11K
$377K
|
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1New |
$77.7 - $83.6
|
1
$91.6
|
|
|
Nov 01, 2021
Q3 2021
|
Element Wealth, LLC
|
SELL
|
- |
-1- 0.22% |
$77.7 - $83.6
|
455
$41.7K
|
|
|
Oct 21, 2021
Q3 2021
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-4- 0.06% |
$311 - $334
|
6.8K
$622K
|
|
|
Nov 04, 2021
Q3 2021
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-4Closed |
$311 - $334
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-5- 0.2% |
$389 - $418
|
2.46K
$226K
|
|
|
Oct 12, 2021
Q3 2021
|
Wesbanco Bank Inc
|
SELL
|
- |
-6- 0.23% |
$466 - $502
|
2.63K
$241K
|
|
|
Nov 15, 2021
Q3 2021
|
Patten Group, Inc.
|
SELL
|
- |
-12- 0.09% |
$933 - $1K
|
13.1K
$1.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-12Closed |
$933 - $1K
|
0
$0
|
|
|
Aug 28, 2024
Q3 2021
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-13- 0.45% |
$1.01K - $1.09K
|
2.87K
$263K
|
|
|
Nov 12, 2021
Q3 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-16- 0.14% |
$1.24K - $1.34K
|
11.2K
$1.03M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-17- 0.26% |
$1.32K - $1.42K
|
6.63K
$607K
|
|
|
Nov 05, 2021
Q3 2021
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-19- 0.45% |
$1.48K - $1.59K
|
4.17K
$382K
|
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-24- 0.68% |
$1.87K - $2.01K
|
3.53K
$323K
|
|
|
Nov 12, 2021
Q3 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-30- 0.92% |
$2.33K - $2.51K
|
3.23K
$296K
|
|
|
Oct 15, 2021
Q3 2021
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-31- 0.26% |
$2.41K - $2.59K
|
12.1K
$1.11M
|
|
|
Nov 15, 2021
Q3 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-32- 0.77% |
$2.49K - $2.68K
|
4.14K
$379K
|
|
|
Oct 12, 2021
Q3 2021
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-35- 1.18% |
$2.72K - $2.93K
|
2.93K
$269K
|
|
|
Nov 08, 2021
Q3 2021
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-40- 0.47% |
$3.11K - $3.34K
|
8.53K
$781K
|
|
|
Oct 26, 2021
Q3 2021
|
Sol Capital Management CO
|
SELL
|
- |
-40- 0.56% |
$3.11K - $3.34K
|
7.06K
$646K
|
|
|
Oct 21, 2021
Q3 2021
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-43- 1.56% |
$3.34K - $3.59K
|
2.71K
$248K
|
|
|
Nov 05, 2021
Q3 2021
|
Sandy Spring Bank
|
SELL
|
- |
-45- 0.15% |
$3.5K - $3.76K
|
30.1K
$2.76M
|
|
|
Oct 15, 2021
Q3 2021
|
City Holding CO
|
SELL
|
- |
-50- 0.53% |
$3.89K - $4.18K
|
9.4K
$861K
|
|
|
Nov 12, 2021
Q3 2021
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-50- 0.21% |
$3.89K - $4.18K
|
23.7K
$2.17M
|
|
|
Nov 12, 2021
Q3 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-52- 12.53% |
$4.04K - $4.35K
|
363
$33.3K
|
|
|
Nov 17, 2021
Q3 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-53- 0.4% |
$4.12K - $4.43K
|
13.3K
$1.22M
|
|
|
Oct 13, 2021
Q3 2021
|
Veracity Capital LLC
|
SELL
|
- |
-55- 0.67% |
$4.27K - $4.6K
|
8.17K
$748K
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
SELL
|
- |
-57- 1.26% |
$4.43K - $4.77K
|
4.47K
$409K
|
|
|
Oct 21, 2021
Q3 2021
|
Tfg Advisers LLC
|
SELL
|
- |
-58- 1.87% |
$4.51K - $4.85K
|
3.05K
$279K
|
|
|
Nov 08, 2021
Q3 2021
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-62- 1.19% |
$4.82K - $5.18K
|
5.16K
$472K
|
|
|
Oct 08, 2021
Q3 2021
|
Prosperity Planning, Inc.
|
SELL
|
- |
-63- 0.98% |
$4.9K - $5.27K
|
6.35K
$582K
|
|
|
Jan 09, 2024
Q3 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-63- 5.52% |
$4.9K - $5.27K
|
1.08K
$98.8K
|
|
|
Oct 26, 2021
Q3 2021
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-65- 0.59% |
$5.05K - $5.43K
|
11K
$1.01M
|
|
|
Nov 04, 2021
Q3 2021
|
First Personal Financial Services
|
SELL
|
- |
-67- 0.07% |
$5.21K - $5.6K
|
99.4K
$9.11M
|
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
SELL
|
- |
-69- 0.54% |
$5.36K - $5.77K
|
12.8K
$1.17M
|
|
|
Nov 05, 2021
Q3 2021
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-72- 1.15% |
$5.6K - $6.02K
|
6.21K
$569K
|
|
|
Nov 15, 2021
Q3 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-77- 1.54% |
$5.98K - $6.44K
|
4.92K
$450K
|
|
|
Nov 15, 2021
Q3 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-80Closed |
$6.22K - $6.69K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-80Closed |
$6.22K - $6.69K
|
0
$0
|
|
|
Oct 05, 2021
Q3 2021
|
Bremer Bank National Association
|
SELL
|
- |
-81- 1.65% |
$6.29K - $6.77K
|
4.82K
$441K
|
|
|
Oct 07, 2021
Q3 2021
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-84- 2.42% |
$6.53K - $7.02K
|
3.39K
$310K
|
|
|
Oct 12, 2021
Q3 2021
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-90- 3.8% |
$6.99K - $7.52K
|
2.28K
$209K
|
|
|
Nov 02, 2021
Q3 2021
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-91- 0.94% |
$7.07K - $7.61K
|
9.62K
$882K
|
|
|
Nov 02, 2021
Q3 2021
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-92- 4.69% |
$7.15K - $7.69K
|
1.87K
$171K
|
|
|
Nov 04, 2021
Q3 2021
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-97- 3.4% |
$7.54K - $8.11K
|
2.76K
$252K
|