Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
11.8K+ 20.09% |
$933K - $1.04M
|
70.5K
$6.31M
|
|
|
Feb 08, 2022
Q4 2021
|
Somerville Kurt F
|
BUY
|
- |
11.6KNew |
$919K - $1.02M
|
11.6K
$1.04M
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.6K+ 9.92% |
$915K - $1.02M
|
128K
$11.5M
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
11.3K+ 2.87% |
$897K - $997K
|
406K
$36.3M
|
|
|
Apr 19, 2024
Q4 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
11K+ 189.93% |
$869K - $965K
|
16.8K
$1.5M
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
10.9K+ 2.33% |
$864K - $960K
|
480K
$42.9M
|
|
|
Jan 31, 2022
Q4 2021
|
Acas, LLC
|
BUY
|
- |
10.3KNew |
$816K - $907K
|
10.3K
$923K
|
|
|
Feb 08, 2022
Q4 2021
|
Norwood Financial Corp
|
BUY
|
- |
10.3KNew |
$813K - $903K
|
10.3K
$919K
|
|
|
Jan 31, 2022
Q4 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
10.1KNew |
$798K - $887K
|
10.1K
$903K
|
|
|
Feb 02, 2022
Q4 2021
|
Resource Consulting Group Inc
|
BUY
|
- |
9.66KNew |
$764K - $849K
|
9.66K
$864K
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
9.5K+ 72.54% |
$751K - $835K
|
22.6K
$2.02M
|
|
|
Mar 17, 2022
Q4 2021
|
American Trust
Lexington, KY |
BUY
|
- |
9.46KNew |
$748K - $831K
|
9.46K
$847K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
9.01K+ 4.38% |
$713K - $792K
|
215K
$19.2M
|
|
|
Feb 08, 2022
Q4 2021
|
Wolff Financial Management LLC
|
BUY
|
- |
8.81KNew |
$697K - $774K
|
8.81K
$788K
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.75KNew |
$692K - $769K
|
8.75K
$783K
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
8.26K+ 1.67% |
$654K - $726K
|
502K
$45M
|
|
|
Jan 28, 2022
Q4 2021
|
Highview Capital Management LLC
|
BUY
|
- |
8.02KNew |
$635K - $705K
|
8.02K
$718K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.97K+ 9.24% |
$631K - $701K
|
94.2K
$8.44M
|
|
|
Jan 28, 2022
Q4 2021
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
7.86KNew |
$622K - $691K
|
7.86K
$703K
|
|
|
Jan 19, 2022
Q4 2021
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
7.69K+ 1.8% |
$608K - $676K
|
434K
$38.9M
|
|
|
Feb 10, 2022
Q4 2021
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
7.55KNew |
$598K - $664K
|
7.55K
$676K
|
|
|
Feb 11, 2022
Q4 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
6.57K+ 7.14% |
$520K - $578K
|
98.7K
$8.83M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.56K+ 1.22% |
$519K - $576K
|
542K
$48.6M
|
|
|
Feb 14, 2022
Q4 2021
|
626 Financial, LLC
|
BUY
|
- |
6.32KNew |
$500K - $556K
|
6.32K
$566K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.31K+ 5.27% |
$499K - $554K
|
126K
$11.3M
|
|
|
Feb 13, 2025
Q4 2021
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
6.22KNew |
$492K - $547K
|
6.22K
$557K
|
|
|
Feb 09, 2022
Q4 2021
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
6.21KNew |
$491K - $546K
|
6.21K
$556K
|
|
|
Jan 18, 2022
Q4 2021
|
Dentgroup LLC
|
BUY
|
- |
6.11KNew |
$483K - $537K
|
6.11K
$547K
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.04KNew |
$478K - $531K
|
6.04K
$541K
|
|
|
Feb 11, 2022
Q4 2021
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
5.94KNew |
$470K - $522K
|
5.94K
$531K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
5.66K+ 29.04% |
$448K - $497K
|
25.1K
$2.25M
|
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
5.2KNew |
$411K - $457K
|
5.2K
$466K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.15K+ 0.39% |
$408K - $453K
|
1.33M
$119M
|
|
|
Feb 15, 2022
Q4 2021
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
5.09KNew |
$403K - $447K
|
5.09K
$455K
|
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
BUY
|
- |
5.02K+ 86.83% |
$398K - $442K
|
10.8K
$968K
|
|
|
Feb 24, 2022
Q4 2021
|
First Purpose Wealth LLC
|
BUY
|
- |
4.96KNew |
$392K - $436K
|
4.96K
$444K
|
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
4.9K+ 37.26% |
$388K - $431K
|
18K
$1.62M
|
|
|
Apr 20, 2022
Q4 2021
|
Objective Capital Management, LLC
|
BUY
|
- |
4.87KNew |
$386K - $428K
|
4.87K
$436K
|
|
|
Feb 10, 2022
Q4 2021
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
4.71KNew |
$373K - $414K
|
4.71K
$421K
|
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.44K+ 5.17% |
$351K - $390K
|
90.3K
$8.09M
|
|
|
Feb 14, 2022
Q4 2021
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
4.39KNew |
$348K - $386K
|
4.39K
$393K
|
|
|
Apr 01, 2022
Q4 2021
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
BUY
|
- |
4.32KNew |
$342K - $380K
|
4.32K
$387K
|
|
|
Feb 18, 2022
Q4 2021
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
4.29KNew |
$340K - $377K
|
4.29K
$384K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4.24KNew |
$336K - $373K
|
4.24K
$380K
|
|
|
Apr 29, 2022
Q4 2021
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
4.21KNew |
$333K - $370K
|
4.21K
$377K
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
4.04K+ 117.92% |
$320K - $355K
|
7.47K
$668K
|
|
|
Feb 11, 2022
Q4 2021
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
4KNew |
$317K - $352K
|
4K
$358K
|
|
|
Feb 14, 2022
Q4 2021
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
3.83KNew |
$303K - $336K
|
3.83K
$343K
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.71K+ 28.17% |
$293K - $326K
|
16.9K
$1.51M
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.61KNew |
$285K - $317K
|
3.61K
$323K
|