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 08, 2022
Q3 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-91- 1.7% |
$5.67K - $6.9K
|
5.26K
$479K
|
|
|
Oct 12, 2022
Q3 2022
|
First Citizens Financial Corp
|
SELL
|
- |
-96- 0.14% |
$5.99K - $7.28K
|
67.8K
$6.18M
|
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-96- 16.33% |
$5.99K - $7.28K
|
492
$44.8K
|
|
|
Oct 13, 2022
Q3 2022
|
Patten Group, Inc.
|
SELL
|
- |
-99- 0.75% |
$6.17K - $7.5K
|
13K
$1.19M
|
|
|
Oct 06, 2022
Q3 2022
|
Independence Bank Of Kentucky
|
SELL
|
- |
-100- 2.59% |
$6.24K - $7.58K
|
3.76K
$342K
|
|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-100- 0.92% |
$6.24K - $7.58K
|
10.8K
$986K
|
|
|
Nov 10, 2022
Q3 2022
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-100- 2.83% |
$6.24K - $7.58K
|
3.43K
$312K
|
|
|
Oct 21, 2022
Q3 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-101- 0.57% |
$6.3K - $7.65K
|
17.5K
$1.6M
|
|
|
Oct 31, 2022
Q3 2022
|
Wolff Financial Management LLC
|
SELL
|
- |
-102- 1.16% |
$6.36K - $7.73K
|
8.72K
$794K
|
|
|
Nov 07, 2022
Q3 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-102- 1.47% |
$6.36K - $7.73K
|
6.81K
$620K
|
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-104- 0.23% |
$6.48K - $7.88K
|
44.4K
$4.04M
|
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-106- 2.11% |
$6.61K - $8.03K
|
4.92K
$448K
|
|
|
Nov 10, 2022
Q3 2022
|
Rkl Wealth Management LLC
|
SELL
|
- |
-107- 0.79% |
$6.67K - $8.11K
|
13.4K
$1.22M
|
|
|
Nov 07, 2022
Q3 2022
|
Windsor Group LTD
|
SELL
|
- |
-109- 1.8% |
$6.8K - $8.26K
|
5.95K
$542K
|
|
|
Oct 24, 2022
Q3 2022
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-110- 1.25% |
$6.86K - $8.34K
|
8.69K
$791K
|
|
|
Nov 14, 2022
Q3 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-119- 0.61% |
$7.42K - $9.02K
|
19.2K
$1.75M
|
|
|
Oct 14, 2022
Q3 2022
|
West Bancorporation Inc
|
SELL
|
- |
-121- 4.56% |
$7.54K - $9.17K
|
2.53K
$230K
|
|
|
Nov 14, 2022
Q3 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-126- 0.11% |
$7.86K - $9.55K
|
113K
$10.3M
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-131- 3.45% |
$8.17K - $9.93K
|
3.66K
$334K
|
|
|
Oct 12, 2022
Q3 2022
|
Bremer Bank National Association
|
SELL
|
- |
-132- 3.83% |
$8.23K - $10K
|
3.31K
$302K
|
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-133- 1.48% |
$8.29K - $10.1K
|
8.87K
$808K
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-135- 0.29% |
$8.42K - $10.2K
|
46.7K
$4.25M
|
|
|
Nov 08, 2022
Q3 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-136- 1.91% |
$8.48K - $10.3K
|
7K
$637K
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-136- 0.06% |
$8.48K - $10.3K
|
234K
$21.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-139- 1.07% |
$8.67K - $10.5K
|
12.8K
$1.17M
|
|
|
Oct 17, 2022
Q3 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-140- 1.99% |
$8.73K - $10.6K
|
6.88K
$627K
|
|
|
Nov 03, 2022
Q3 2022
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-146- 10.79% |
$9.1K - $11.1K
|
1.21K
$110K
|
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-147- 1.81% |
$9.17K - $11.1K
|
7.99K
$727K
|
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-147- 1.81% |
$9.17K - $11.1K
|
7.99K
$727K
|
|
|
Oct 20, 2022
Q3 2022
|
First Premier Bank
|
SELL
|
- |
-150- 30.0% |
$9.35K - $11.4K
|
350
$31.9K
|
|
|
Oct 13, 2022
Q3 2022
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-150- 0.17% |
$9.35K - $11.4K
|
89K
$8.11M
|
|
|
Oct 12, 2022
Q3 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-160- 0.98% |
$9.98K - $12.1K
|
16.2K
$1.47M
|
|
|
Oct 20, 2022
Q3 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-172- 3.19% |
$10.7K - $13K
|
5.22K
$476K
|
|
|
Oct 24, 2022
Q3 2022
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-173- 0.54% |
$10.8K - $13.1K
|
31.8K
$2.89M
|
|
|
Nov 08, 2022
Q3 2022
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-180- 86.54% |
$11.2K - $13.6K
|
28
$2.55K
|
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-191- 2.05% |
$11.9K - $14.5K
|
9.14K
$832K
|
|
|
Oct 31, 2022
Q3 2022
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-193- 1.63% |
$12K - $14.6K
|
11.7K
$1.06M
|
|
|
Oct 06, 2022
Q3 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-200- 2.61% |
$12.5K - $15.2K
|
7.48K
$681K
|
|
|
Oct 25, 2022
Q3 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-200- 10.46% |
$12.5K - $15.2K
|
1.71K
$156K
|
|
|
Oct 21, 2022
Q3 2022
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-201- 4.78% |
$12.5K - $15.2K
|
4K
$364K
|
|
|
Nov 01, 2022
Q3 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-202- 1.2% |
$12.6K - $15.3K
|
16.7K
$1.52M
|
|
|
Oct 25, 2022
Q3 2022
|
Dearborn Partners LLC
|
SELL
|
- |
-210- 1.7% |
$13.1K - $15.9K
|
12.2K
$1.11M
|
|
|
Oct 31, 2022
Q3 2022
|
Oakworth Capital, Inc.
|
SELL
|
- |
-215- 2.64% |
$13.4K - $16.3K
|
7.93K
$722K
|
|
|
Nov 04, 2022
Q3 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-216- 43.99% |
$13.5K - $16.4K
|
275
$25K
|
|
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-224- 1.33% |
$14K - $17K
|
16.6K
$1.51M
|
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-224- 12.42% |
$14K - $17K
|
1.58K
$144K
|
|
|
Oct 25, 2022
Q3 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-227- 1.26% |
$14.2K - $17.2K
|
17.7K
$1.61M
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-228- 16.83% |
$14.2K - $17.3K
|
1.13K
$103K
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Bank
|
SELL
|
- |
-228- 16.83% |
$14.2K - $17.3K
|
1.13K
$103K
|
|
|
Nov 07, 2022
Q3 2022
|
Davidson Trust CO
|
SELL
|
- |
-252- 3.5% |
$15.7K - $19.1K
|
6.95K
$633K
|