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 08, 2021
Q3 2021
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-3.66K- 1.14% |
$284K - $306K
|
318K
$29.1M
|
|
|
Oct 19, 2021
Q3 2021
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-3.7KClosed |
$288K - $310K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-3.77K- 3.61% |
$293K - $315K
|
101K
$9.22M
|
|
|
Oct 28, 2021
Q3 2021
|
M&T Bank Corp
|
SELL
|
- |
-3.8K- 4.77% |
$295K - $318K
|
75.9K
$6.95M
|
|
|
Nov 09, 2021
Q3 2021
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.88K- 4.01% |
$302K - $325K
|
93K
$8.52M
|
|
|
Nov 15, 2021
Q3 2021
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-4.03K- 0.47% |
$313K - $337K
|
860K
$78.8M
|
|
|
Nov 16, 2021
Q3 2021
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-4.22KClosed |
$328K - $352K
|
0
$0
|
|
|
Jul 24, 2024
Q3 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-4.49K- 24.19% |
$349K - $375K
|
14.1K
$1.29M
|
|
|
Nov 12, 2021
Q3 2021
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-4.58K- 3.78% |
$356K - $383K
|
117K
$10.7M
|
|
|
Nov 05, 2021
Q3 2021
|
Spc Financial, Inc.
|
SELL
|
- |
-4.69K- 2.03% |
$365K - $392K
|
227K
$20.8M
|
|
|
Nov 01, 2021
Q3 2021
|
Wealthpoint, LLC
|
SELL
|
- |
-4.7KClosed |
$365K - $393K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Coldstream Capital Management Inc
|
SELL
|
- |
-4.75K- 4.9% |
$369K - $397K
|
92.1K
$8.44M
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-4.75KClosed |
$369K - $397K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Courier Capital LLC
|
SELL
|
- |
-5.19K- 2.14% |
$404K - $434K
|
237K
$21.7M
|
|
|
Nov 08, 2021
Q3 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-5.29K- 3.15% |
$411K - $442K
|
163K
$14.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.65K- 8.23% |
$439K - $472K
|
63K
$5.77M
|
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-5.68K- 13.32% |
$442K - $475K
|
37K
$3.39M
|
|
|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
SELL
|
- |
-5.81K- 47.4% |
$452K - $486K
|
6.45K
$591K
|
|
|
Oct 20, 2021
Q3 2021
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-5.88K- 4.49% |
$457K - $491K
|
125K
$11.5M
|
|
|
Oct 20, 2021
Q3 2021
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-6.32KClosed |
$491K - $529K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-6.41K- 0.91% |
$498K - $536K
|
695K
$63.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-7.5K- 57.25% |
$583K - $627K
|
5.6K
$513K
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-7.9K- 10.8% |
$614K - $660K
|
65.3K
$5.98M
|
|
|
Oct 25, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-8.88KClosed |
$690K - $742K
|
0
$0
|
|
|
Jan 25, 2022
Q3 2021
|
Fulcrum Equity Management
|
SELL
|
- |
-8.88KClosed |
$690K - $743K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Wolff Financial Management LLC
|
SELL
|
- |
-8.94KClosed |
$695K - $747K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-9.36K- 99.7% |
$727K - $782K
|
28
$2.56K
|
|
|
Nov 05, 2021
Q3 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-9.54K- 15.76% |
$741K - $798K
|
51K
$4.67M
|
|
|
Dec 01, 2022
Q3 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-9.54K- 15.76% |
$741K - $798K
|
51K
$4.67M
|
|
|
Aug 16, 2024
Q3 2021
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-9.86K- 30.31% |
$766K - $824K
|
22.7K
$2.08M
|
|
|
Nov 12, 2021
Q3 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-9.96KClosed |
$774K - $832K
|
0
$0
|
|
|
Jul 17, 2024
Q3 2021
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-10.2K- 98.76% |
$791K - $851K
|
128
$11.7K
|
|
|
Oct 14, 2021
Q3 2021
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-10.4KClosed |
$811K - $872K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Keybank National Association
|
SELL
|
- |
-12.1K- 1.74% |
$937K - $1.01M
|
683K
$62.5M
|
|
|
Oct 13, 2021
Q3 2021
|
Churchill Management Corp
|
SELL
|
- |
-12.8K- 6.23% |
$995K - $1.07M
|
193K
$17.6M
|
|
|
Nov 04, 2021
Q3 2021
|
Prw Wealth Management LLC
|
SELL
|
- |
-13.1KClosed |
$1.02M - $1.1M
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-14.9KClosed |
$1.16M - $1.25M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-18.4K- 73.51% |
$1.43M - $1.54M
|
6.64K
$608K
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-20.2K- 3.14% |
$1.57M - $1.69M
|
625K
$57.2M
|
|
|
Oct 12, 2021
Q3 2021
|
Windsor Group LTD
|
SELL
|
- |
-20.7K- 29.49% |
$1.61M - $1.73M
|
49.4K
$4.53M
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-29.3K- 1.58% |
$2.28M - $2.45M
|
1.83M
$167M
|
|
|
Nov 12, 2021
Q3 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-30.4KClosed |
$2.36M - $2.54M
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
SELL
|
- |
-33.6K- 4.08% |
$2.61M - $2.81M
|
790K
$72.3M
|
|
|
Oct 26, 2021
Q3 2021
|
Dorsey Wright & Associates
|
SELL
|
- |
-35.3KClosed |
$2.75M - $2.95M
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-39.1K- 5.38% |
$3.04M - $3.27M
|
687K
$63M
|
|
|
Nov 16, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-57.7K- 95.28% |
$4.48M - $4.82M
|
2.86K
$262K
|
|
|
Nov 12, 2021
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-159K- 94.53% |
$12.3M - $13.3M
|
9.19K
$842K
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-562K- 5.07% |
$43.6M - $47M
|
10.5M
$964M
|
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
SELL
|
- |
-1.06M- 100.0% |
$82.4M - $88.7M
|
8
$733
|