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
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
509+ 5.29% |
$40.3K - $44.7K
|
10.1K
$907K
|
|
|
Feb 02, 2022
Q4 2021
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
509+ 2.64% |
$40.3K - $44.7K
|
19.8K
$1.77M
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
500New |
$39.6K - $44K
|
500
$44.8K
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Inc
|
BUY
|
- |
496+ 3.21% |
$39.2K - $43.6K
|
15.9K
$1.43M
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
492New |
$38.9K - $43.2K
|
492
$44K
|
|
|
Feb 10, 2022
Q4 2021
|
Bailard, Inc.
|
BUY
|
- |
480+ 5.97% |
$38K - $42.2K
|
8.52K
$763K
|
|
|
Feb 07, 2022
Q4 2021
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
465+ 7.07% |
$36.8K - $40.9K
|
7.04K
$630K
|
|
|
Feb 03, 2022
Q4 2021
|
Hms Capital Management, LLC
|
BUY
|
- |
447+ 10.83% |
$35.4K - $39.3K
|
4.57K
$409K
|
|
|
Jan 31, 2022
Q4 2021
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
386+ 1.23% |
$30.5K - $33.9K
|
31.9K
$2.85M
|
|
|
Jan 25, 2022
Q4 2021
|
Private Ocean, LLC
|
BUY
|
- |
352+ 35.56% |
$27.9K - $30.9K
|
1.34K
$120K
|
|
|
Jan 31, 2022
Q4 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
346+ 2.51% |
$27.4K - $30.4K
|
14.1K
$1.27M
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
337+ 11.38% |
$26.7K - $29.6K
|
3.3K
$295K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
308New |
$24.4K - $27.1K
|
308
$27.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
301+ 0.48% |
$23.8K - $26.5K
|
63.3K
$5.67M
|
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
293+ 1.22% |
$23.2K - $25.8K
|
24.3K
$2.18M
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
292+ 0.42% |
$23.1K - $25.7K
|
69.4K
$6.21M
|
|
|
Feb 15, 2022
Q4 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
288New |
$22.8K - $25.3K
|
288
$25.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
287+ 22.06% |
$22.7K - $25.2K
|
1.59K
$142K
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
287+ 0.95% |
$22.7K - $25.2K
|
30.4K
$2.72M
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
BUY
|
- |
280+ 7.96% |
$22.2K - $24.6K
|
3.8K
$340K
|
|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
261+ 0.81% |
$20.7K - $22.9K
|
32.3K
$2.89M
|
|
|
Jan 10, 2022
Q4 2021
|
Private Trust CO Na
|
BUY
|
- |
259+ 0.89% |
$20.5K - $22.8K
|
29.4K
$2.63M
|
|
|
Jan 18, 2022
Q4 2021
|
Norway Savings Bank
|
BUY
|
- |
246+ 2.98% |
$19.5K - $21.6K
|
8.49K
$760K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
240New |
$19K - $21.1K
|
240
$21.5K
|
|
|
Oct 26, 2022
Q4 2021
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
219New |
$17.3K - $19.3K
|
219
$19.6K
|
|
|
Feb 02, 2022
Q4 2021
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
216+ 5.25% |
$17.1K - $19K
|
4.33K
$387K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
214+ 4.53% |
$16.9K - $18.8K
|
4.94K
$442K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
210+ 0.46% |
$16.6K - $18.5K
|
46.3K
$4.14M
|
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
208+ 45.61% |
$16.5K - $18.3K
|
664
$59.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
204+ 5.61% |
$16.1K - $17.9K
|
3.84K
$344K
|
|
|
Jan 27, 2022
Q4 2021
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
201+ 1.37% |
$15.9K - $17.7K
|
14.8K
$1.33M
|
|
|
Feb 10, 2022
Q4 2021
|
Tsfg, LLC
|
BUY
|
- |
200+ 86.21% |
$15.8K - $17.6K
|
432
$38.7K
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
197+ 5.62% |
$15.6K - $17.3K
|
3.7K
$331K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
180New |
$14.2K - $15.8K
|
180
$16.1K
|
|
|
Jan 27, 2022
Q4 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
172+ 0.4% |
$13.6K - $15.1K
|
42.8K
$3.83M
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
170+ 7.65% |
$13.5K - $14.9K
|
2.39K
$214K
|
|
|
Mar 11, 2022
Q4 2021
|
City Holding CO
|
BUY
|
- |
170+ 1.81% |
$13.5K - $14.9K
|
9.57K
$856K
|
|
|
Feb 01, 2022
Q4 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
168+ 1.27% |
$13.3K - $14.8K
|
13.4K
$1.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
152+ 1.17% |
$12K - $13.4K
|
13.1K
$1.18M
|
|
|
Jan 27, 2022
Q4 2021
|
Nbt Bank N A
|
BUY
|
- |
148+ 2.53% |
$11.7K - $13K
|
6K
$537K
|
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
BUY
|
- |
139+ 3.11% |
$11K - $12.2K
|
4.61K
$412K
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
136New |
$10.8K - $12K
|
136
$12.2K
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
131+ 0.22% |
$10.4K - $11.5K
|
59.4K
$5.32M
|
|
|
Feb 11, 2022
Q4 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
130+ 1.77% |
$10.3K - $11.4K
|
7.47K
$669K
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
119+ 0.82% |
$9.42K - $10.5K
|
14.7K
$1.31M
|
|
|
Feb 07, 2022
Q4 2021
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
109+ 1.67% |
$8.63K - $9.58K
|
6.65K
$595K
|
|
|
Feb 17, 2022
Q4 2021
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
104New |
$8.23K - $9.14K
|
104
$9.31K
|
|
|
Feb 07, 2022
Q4 2021
|
Atlas Private Wealth Management
|
BUY
|
- |
102+ 0.72% |
$8.07K - $8.97K
|
14.2K
$1.27M
|
|
|
Jan 18, 2022
Q4 2021
|
Cutler Group LP
|
BUY
|
- |
100+ 100.0% |
$7.91K - $8.79K
|
200
$17.9K
|
|
|
Feb 08, 2022
Q4 2021
|
Wambolt & Associates, LLC
|
BUY
|
- |
92+ 3.07% |
$7.28K - $8.09K
|
3.09K
$276K
|