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 19, 2022
Q4 2021
|
Orser Capital Management, LLC
|
BUY
|
- |
1.87K+ 53.35% |
$148K - $164K
|
5.38K
$481K
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.86K+ 28.75% |
$147K - $163K
|
8.32K
$745K
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
1.84K+ 1.04% |
$146K - $162K
|
178K
$16M
|
|
|
Feb 08, 2022
Q4 2021
|
B&D White Capital Company, LLC
|
BUY
|
- |
1.76K+ 31.11% |
$139K - $154K
|
7.4K
$662K
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
BUY
|
- |
1.64K+ 5.5% |
$130K - $144K
|
31.5K
$2.82M
|
|
|
Jan 20, 2022
Q4 2021
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.58K+ 4.32% |
$125K - $139K
|
38.1K
$3.41M
|
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.52K+ 6.69% |
$120K - $133K
|
24.2K
$2.16M
|
|
|
Jan 19, 2022
Q4 2021
|
Sol Capital Management CO
|
BUY
|
- |
1.49K+ 21.05% |
$118K - $131K
|
8.54K
$765K
|
|
|
Feb 14, 2022
Q4 2021
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.44K+ 1.0% |
$114K - $126K
|
145K
$12.9M
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
1.4K+ 132.64% |
$111K - $123K
|
2.45K
$220K
|
|
|
Jan 18, 2022
Q4 2021
|
Pacific Financial Group Inc
|
BUY
|
- |
1.39K+ 4.01% |
$110K - $122K
|
36.1K
$3.23M
|
|
|
Apr 04, 2022
Q4 2021
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1.35KNew |
$107K - $119K
|
1.35K
$121K
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
1.34K+ 34.5% |
$106K - $118K
|
5.21K
$467K
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.32K+ 1.71% |
$104K - $116K
|
78.7K
$7.04M
|
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.24K+ 0.71% |
$97.7K - $109K
|
175K
$15.7M
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
1.23KNew |
$97.5K - $108K
|
1.23K
$110K
|
|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1.21K+ 4.64% |
$95.9K - $107K
|
27.3K
$2.45M
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1.21KNew |
$95.4K - $106K
|
1.21K
$108K
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.2K+ 16.72% |
$95.3K - $106K
|
8.41K
$752K
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
1.19K+ 1.02% |
$94.2K - $105K
|
118K
$10.6M
|
|
|
Jan 27, 2022
Q4 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.14K+ 3.55% |
$90.1K - $100K
|
33.2K
$2.97M
|
|
|
Feb 03, 2022
Q4 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
1.06K+ 8.0% |
$83.5K - $92.7K
|
14.2K
$1.28M
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
932+ 7.2% |
$73.7K - $81.9K
|
13.9K
$1.24M
|
|
|
Jan 28, 2022
Q4 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
872+ 6.27% |
$69K - $76.6K
|
14.8K
$1.32M
|
|
|
Feb 02, 2022
Q4 2021
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
832New |
$65.8K - $73.1K
|
832
$74.5K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
818New |
$64.7K - $71.9K
|
818
$73.2K
|
|
|
Feb 11, 2022
Q4 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
812+ 5.88% |
$64.3K - $71.4K
|
14.6K
$1.31M
|
|
|
Feb 14, 2022
Q4 2021
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
778+ 4.66% |
$61.6K - $68.4K
|
17.5K
$1.56M
|
|
|
Feb 10, 2022
Q4 2021
|
Crewe Advisors LLC
|
BUY
|
- |
778New |
$61.6K - $68.4K
|
778
$69.6K
|
|
|
Jan 18, 2022
Q4 2021
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
775+ 3.87% |
$61.3K - $68.1K
|
20.8K
$1.86M
|
|
|
May 09, 2022
Q4 2021
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
772New |
$61.1K - $67.9K
|
772
$69.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
754+ 13.94% |
$59.7K - $66.3K
|
6.16K
$552K
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
753+ 300.0% |
$59.6K - $66.2K
|
1K
$89.9K
|
|
|
Feb 03, 2022
Q4 2021
|
Neumann Capital Management, LLC
|
BUY
|
- |
750+ 1.73% |
$59.3K - $65.9K
|
44.1K
$3.94M
|
|
|
May 13, 2022
Q4 2021
|
Mechanics Financial Corp
|
BUY
|
- |
746New |
$59K - $65.6K
|
746
$66.8K
|
|
|
Feb 15, 2022
Q4 2021
|
Citizens National Bank Trust Department
|
BUY
|
- |
724New |
$57.3K - $63.6K
|
724
$64.8K
|
|
|
Jan 21, 2022
Q4 2021
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
706+ 0.82% |
$55.9K - $62.1K
|
86.5K
$7.74M
|
|
|
Jan 28, 2022
Q4 2021
|
Griffin Asset Management, Inc.
|
BUY
|
- |
678+ 10.91% |
$53.7K - $59.6K
|
6.89K
$617K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
660+ 9.39% |
$52.2K - $58K
|
7.69K
$688K
|
|
|
Feb 09, 2022
Q4 2021
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
660+ 1.94% |
$52.2K - $58K
|
34.7K
$3.1M
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
638+ 15.48% |
$50.5K - $56.1K
|
4.76K
$426K
|
|
|
Feb 07, 2022
Q4 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
636+ 9.94% |
$50.3K - $55.9K
|
7.04K
$630K
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
626+ 2.33% |
$49.5K - $55K
|
27.5K
$2.46M
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
600New |
$47.5K - $52.7K
|
600
$53.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
600+ 2.71% |
$47.5K - $52.7K
|
22.7K
$2.04M
|
|
|
Jan 28, 2022
Q4 2021
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
574+ 6.55% |
$45.4K - $50.5K
|
9.34K
$836K
|
|
|
Feb 01, 2022
Q4 2021
|
Palisade Asset Management, LLC
|
BUY
|
- |
567+ 8.85% |
$44.9K - $49.8K
|
6.97K
$624K
|
|
|
Feb 03, 2022
Q4 2021
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
566+ 1.35% |
$44.8K - $49.8K
|
42.4K
$3.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
554+ 7.38% |
$43.8K - $48.7K
|
8.06K
$722K
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
548New |
$43.4K - $48.2K
|
548
$49.1K
|