Purchases and Sales Made in Q3 2022 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 2022. 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, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.9K+ 10.23% |
$368K - $447K
|
63.6K
$5.79M
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
5.88K+ 115.42% |
$367K - $446K
|
11K
$1M
|
|
Oct 20, 2022
Q3 2022
|
Planned Solutions, Inc.
|
BUY
|
- |
5.88KNew |
$367K - $446K
|
5.88K
$536K
|
|
Nov 02, 2022
Q3 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
5.88KNew |
$367K - $446K
|
5.88K
$536K
|
|
Nov 10, 2022
Q3 2022
|
Jsf Financial, LLC
|
BUY
|
- |
5.37K+ 3.38% |
$335K - $407K
|
164K
$15M
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.28K+ 3.21% |
$329K - $400K
|
170K
$15.5M
|
|
Nov 14, 2022
Q3 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
5.26K+ 5.58% |
$328K - $399K
|
99.5K
$9.06M
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.23K+ 84.95% |
$326K - $396K
|
11.4K
$1.04M
|
|
Nov 14, 2022
Q3 2022
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
5.22KNew |
$326K - $396K
|
5.22K
$476K
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.16K+ 1.88% |
$322K - $391K
|
279K
$25.4M
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
5.11K+ 80.72% |
$318K - $387K
|
11.4K
$1.04M
|
|
Nov 08, 2022
Q3 2022
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
5.04K+ 41.84% |
$314K - $382K
|
17.1K
$1.56M
|
|
Nov 14, 2022
Q3 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
4.92KNew |
$307K - $373K
|
4.92K
$448K
|
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
4.89KNew |
$305K - $371K
|
4.89K
$445K
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
4.84KNew |
$302K - $367K
|
4.84K
$440K
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.5K+ 17.06% |
$280K - $341K
|
30.9K
$2.81M
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.26K+ 2.93% |
$265K - $323K
|
149K
$13.6M
|
|
Nov 09, 2022
Q3 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
4.12K+ 54.67% |
$257K - $312K
|
11.7K
$1.06M
|
|
Oct 13, 2022
Q3 2022
|
Aprio Wealth Management, LLC
|
BUY
|
- |
3.84KNew |
$240K - $291K
|
3.84K
$350K
|
|
Oct 21, 2022
Q3 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.8KNew |
$237K - $288K
|
3.8K
$346K
|
|
Oct 20, 2022
Q3 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
3.78K+ 8.78% |
$236K - $287K
|
46.9K
$4.27M
|
|
Oct 18, 2022
Q3 2022
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
3.75KNew |
$234K - $284K
|
3.75K
$341K
|
|
Nov 14, 2022
Q3 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
3.69K+ 23.56% |
$230K - $280K
|
19.4K
$1.76M
|
|
Nov 14, 2022
Q3 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3.66KNew |
$228K - $277K
|
3.66K
$333K
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
3.64KNew |
$227K - $276K
|
3.64K
$331K
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
3.57K+ 0.57% |
$223K - $271K
|
630K
$57.3M
|
|
Oct 21, 2022
Q3 2022
|
Delta Investment Management, LLC
|
BUY
|
- |
3.43KNew |
$214K - $260K
|
3.43K
$313K
|
|
Nov 01, 2022
Q3 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
3.29KNew |
$205K - $249K
|
3.29K
$300K
|
|
Nov 09, 2022
Q3 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
3.27K+ 5.0% |
$204K - $248K
|
68.8K
$6.26M
|
|
Nov 14, 2022
Q3 2022
|
Enzi Wealth
Austin, TX |
BUY
|
- |
3.22KNew |
$201K - $244K
|
3.22K
$293K
|
|
Oct 13, 2022
Q3 2022
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
3.2KNew |
$199K - $242K
|
3.2K
$291K
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.18K+ 0.1% |
$198K - $241K
|
3.26M
$297M
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
3.12KNew |
$194K - $236K
|
3.12K
$284K
|
|
Nov 10, 2022
Q3 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
3.09K+ 10.42% |
$193K - $234K
|
32.7K
$2.98M
|
|
Nov 01, 2022
Q3 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
3.07K+ 23.58% |
$191K - $233K
|
16.1K
$1.46M
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
2.88K+ 15.79% |
$180K - $219K
|
21.2K
$1.93M
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.72K+ 25.31% |
$169K - $206K
|
13.4K
$1.22M
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.33K+ 18.73% |
$145K - $176K
|
14.7K
$1.34M
|
|
Oct 28, 2022
Q3 2022
|
Welch & Forbes LLC
|
BUY
|
- |
2.31K+ 31.87% |
$144K - $175K
|
9.56K
$870K
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
2.3K+ 3.15% |
$143K - $174K
|
75.3K
$6.86M
|
|
Nov 21, 2022
Q3 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.28K+ 4.11% |
$142K - $173K
|
57.8K
$5.26M
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
2.2K+ 46.74% |
$137K - $166K
|
6.89K
$627K
|
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.16K+ 7.44% |
$135K - $164K
|
31.2K
$2.84M
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.02K+ 66.35% |
$126K - $153K
|
5.06K
$460K
|
|
Oct 17, 2022
Q3 2022
|
Rodgers & Associates, LTD
|
BUY
|
- |
1.93K+ 3.21% |
$121K - $147K
|
62.3K
$5.67M
|
|
Oct 14, 2022
Q3 2022
|
Oldfather Financial Services, LLC
|
BUY
|
- |
1.87K+ 3.64% |
$117K - $142K
|
53.3K
$4.85M
|
|
Nov 08, 2022
Q3 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
1.78K+ 25.75% |
$111K - $135K
|
8.67K
$789K
|
|
Nov 10, 2022
Q3 2022
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
1.72K+ 2.09% |
$107K - $131K
|
84.4K
$7.68M
|
|
Feb 17, 2023
Q3 2022
|
Old National Bancorp
|
BUY
|
- |
1.68K+ 40.81% |
$105K - $127K
|
5.8K
$528K
|
|
Oct 28, 2022
Q3 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.6K+ 1.06% |
$99.8K - $121K
|
152K
$13.8M
|