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 28, 2022
Q4 2021
|
Kendall Capital Management
|
BUY
|
- |
87+ 2.84% |
$6.88K - $7.65K
|
3.15K
$282K
|
|
|
Feb 09, 2022
Q4 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
87+ 2.72% |
$6.88K - $7.65K
|
3.28K
$294K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
85+ 0.32% |
$6.73K - $7.47K
|
26.4K
$2.37M
|
|
|
Feb 23, 2022
Q4 2021
|
Simplex Trading, LLC
|
BUY
|
- |
84New |
$6.65K - $7.38K
|
84
$7.52K
|
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
80New |
$6.33K - $7.03K
|
80
$7.16K
|
|
|
Feb 10, 2022
Q4 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
70+ 0.96% |
$5.54K - $6.15K
|
7.36K
$659K
|
|
|
Feb 14, 2022
Q4 2021
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
65+ 2.13% |
$5.14K - $5.71K
|
3.12K
$279K
|
|
|
Jan 25, 2022
Q4 2021
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
60+ 1.59% |
$4.75K - $5.27K
|
3.83K
$343K
|
|
|
Jan 26, 2022
Q4 2021
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
60New |
$4.75K - $5.27K
|
60
$5.37K
|
|
|
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
48New |
$3.8K - $4.22K
|
48
$4.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
47+ 587.5% |
$3.72K - $4.13K
|
55
$4.92K
|
|
|
Feb 08, 2022
Q4 2021
|
Rkl Wealth Management LLC
|
BUY
|
- |
41+ 0.27% |
$3.24K - $3.6K
|
15.3K
$1.37M
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
41+ 2.87% |
$3.24K - $3.6K
|
1.47K
$132K
|
|
|
Feb 14, 2022
Q4 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
30New |
$2.37K - $2.64K
|
30
$2.69K
|
|
|
Feb 14, 2022
Q4 2021
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
30+ 0.45% |
$2.37K - $2.64K
|
6.73K
$602K
|
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
30+ 0.3% |
$2.37K - $2.64K
|
9.94K
$890K
|
|
|
Jan 18, 2022
Q4 2021
|
Tnf LLC
|
BUY
|
- |
29+ 0.38% |
$2.29K - $2.55K
|
7.65K
$685K
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
28+ 0.43% |
$2.22K - $2.46K
|
6.52K
$583K
|
|
|
Mar 11, 2022
Q4 2021
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
27+ 0.17% |
$2.14K - $2.37K
|
16.3K
$1.46M
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
21+ 0.25% |
$1.66K - $1.85K
|
8.58K
$768K
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
20New |
$1.58K - $1.76K
|
20
$1.79K
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
20New |
$1.58K - $1.76K
|
20
$1.79K
|
|
|
Jan 03, 2022
Q4 2021
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
16+ 0.04% |
$1.27K - $1.41K
|
38.6K
$3.46M
|
|
|
Feb 10, 2022
Q4 2021
|
Citizens Financial Group Inc
|
BUY
|
- |
15+ 0.22% |
$1.19K - $1.32K
|
6.82K
$610K
|
|
|
Jan 25, 2022
Q4 2021
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
13+ 0.19% |
$1.03K - $1.14K
|
6.81K
$609K
|
|
|
Feb 15, 2022
Q4 2021
|
University Of Texas
|
BUY
|
- |
12New |
$950 - $1.05K
|
12
$1.07K
|
|
|
Jan 19, 2022
Q4 2021
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
12+ 0.3% |
$950 - $1.05K
|
4.03K
$360K
|
|
|
Jan 24, 2022
Q4 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
11+ 0.18% |
$870 - $967
|
6.21K
$556K
|
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
11+ 0.16% |
$870 - $967
|
6.86K
$614K
|
|
|
Feb 02, 2022
Q4 2021
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
10+ 0.11% |
$791 - $879
|
8.78K
$786K
|
|
|
Jan 10, 2022
Q4 2021
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
7+ 0.17% |
$554 - $615
|
4.24K
$380K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
7+ 0.06% |
$554 - $615
|
10.9K
$975K
|
|
|
Jan 13, 2022
Q4 2021
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
6+ 0.18% |
$475 - $527
|
3.39K
$304K
|
|
|
Feb 07, 2022
Q4 2021
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
6+ 0.03% |
$475 - $527
|
22.1K
$1.98M
|
|
|
Feb 02, 2022
Q4 2021
|
Truepoint, Inc.
|
BUY
|
- |
6+ 0.07% |
$475 - $527
|
8.62K
$771K
|
|
|
Jan 24, 2022
Q4 2021
|
West Branch Capital LLC
|
BUY
|
- |
6+ 0.16% |
$475 - $527
|
3.7K
$331K
|
|
|
Feb 11, 2022
Q4 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
6+ 1.65% |
$475 - $527
|
369
$33K
|
|
|
Feb 02, 2022
Q4 2021
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
6+ 0.07% |
$475 - $527
|
8.62K
$772K
|
|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
5+ 0.05% |
$396 - $440
|
11K
$985K
|
|
|
Feb 02, 2022
Q4 2021
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
5+ 0.1% |
$396 - $440
|
5.16K
$462K
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
4+ 0.14% |
$317 - $352
|
2.9K
$260K
|
|
|
Jan 14, 2022
Q4 2021
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
4+ 0.05% |
$317 - $352
|
8.45K
$757K
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4+ 0.08% |
$317 - $352
|
5.24K
$469K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
4New |
$317 - $352
|
4
$358
|
|
|
Feb 01, 2022
Q4 2021
|
Traynor Capital Management, Inc.
|
BUY
|
- |
4+ 0.15% |
$317 - $352
|
2.59K
$232K
|
|
|
Jan 31, 2022
Q4 2021
|
Ieq Capital, LLC
|
BUY
|
- |
3+ 0.09% |
$237 - $264
|
3.21K
$287K
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
3+ 2.19% |
$237 - $264
|
140
$12.5K
|
|
|
Jan 06, 2022
Q4 2021
|
Tarbox Family Office, Inc.
|
BUY
|
- |
3+ 0.19% |
$237 - $264
|
1.57K
$140K
|
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3+ 0.04% |
$237 - $264
|
8.57K
$767K
|
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
2+ 0.02% |
$158 - $176
|
10.4K
$930K
|