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 10, 2022
Q4 2021
|
Bremer Bank National Association
|
SELL
|
- |
-120- 2.49% |
$9.5K - $10.5K
|
4.7K
$420K
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-123- 3.62% |
$9.73K - $10.8K
|
3.27K
$293K
|
|
Jan 26, 2022
Q4 2021
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-124- 0.48% |
$9.81K - $10.9K
|
25.6K
$2.3M
|
|
Feb 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-127- 0.64% |
$10K - $11.2K
|
19.6K
$1.76M
|
|
Feb 07, 2022
Q4 2021
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-130- 0.2% |
$10.3K - $11.4K
|
63.8K
$5.71M
|
|
Jan 26, 2022
Q4 2021
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-136- 1.94% |
$10.8K - $12K
|
6.87K
$615K
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-136Closed |
$10.8K - $12K
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Cadence Bank Na
|
SELL
|
- |
-142- 1.12% |
$11.2K - $12.5K
|
12.5K
$1.12M
|
|
Feb 15, 2022
Q4 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-148- 1.11% |
$11.7K - $13K
|
13.1K
$1.18M
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
SELL
|
- |
-156- 2.42% |
$12.3K - $13.7K
|
6.29K
$563K
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
SELL
|
- |
-156- 4.61% |
$12.3K - $13.7K
|
3.23K
$289K
|
|
Jan 20, 2022
Q4 2021
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-162- 1.34% |
$12.8K - $14.2K
|
12K
$1.07M
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-169- 0.27% |
$13.4K - $14.9K
|
62.9K
$5.63M
|
|
Jan 26, 2022
Q4 2021
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-180Closed |
$14.2K - $15.8K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-186- 3.25% |
$14.7K - $16.3K
|
5.53K
$495K
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-200Closed |
$15.8K - $17.6K
|
0
$0
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-200Closed |
$15.8K - $17.6K
|
0
$0
|
|
Jan 25, 2022
Q4 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-210- 2.95% |
$16.6K - $18.5K
|
6.91K
$619K
|
|
Feb 15, 2022
Q4 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-212Closed |
$16.8K - $18.6K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
First Personal Financial Services
|
SELL
|
- |
-213- 0.21% |
$16.9K - $18.7K
|
99.2K
$8.88M
|
|
Feb 14, 2022
Q4 2021
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-215- 0.6% |
$17K - $18.9K
|
35.5K
$3.17M
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-217- 3.91% |
$17.2K - $19.1K
|
5.34K
$478K
|
|
Jan 26, 2022
Q4 2021
|
Transform Wealth, LLC
|
SELL
|
- |
-224- 4.83% |
$17.7K - $19.7K
|
4.42K
$395K
|
|
Feb 09, 2022
Q4 2021
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-228- 6.81% |
$18K - $20K
|
3.12K
$279K
|
|
Feb 01, 2022
Q4 2021
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-229- 2.96% |
$18.1K - $20.1K
|
7.51K
$672K
|
|
Feb 11, 2022
Q4 2021
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-235- 8.54% |
$18.6K - $20.7K
|
2.52K
$225K
|
|
Jan 28, 2022
Q4 2021
|
Argi Investment Services, LLC
|
SELL
|
- |
-237- 4.21% |
$18.8K - $20.8K
|
5.39K
$482K
|
|
Feb 11, 2022
Q4 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-246- 1.53% |
$19.5K - $21.6K
|
15.9K
$1.42M
|
|
Jan 20, 2022
Q4 2021
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-256- 18.6% |
$20.3K - $22.5K
|
1.12K
$100K
|
|
Feb 08, 2022
Q4 2021
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-266- 8.78% |
$21K - $23.4K
|
2.76K
$247K
|
|
Jan 31, 2022
Q4 2021
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-279- 1.82% |
$22.1K - $24.5K
|
15.1K
$1.35M
|
|
Feb 16, 2022
Q4 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-281- 0.07% |
$22.2K - $24.7K
|
389K
$34.9M
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-284Closed |
$22.5K - $25K
|
0
$0
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-293- 2.48% |
$23.2K - $25.8K
|
11.5K
$1.03M
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-295- 2.04% |
$23.3K - $25.9K
|
14.1K
$1.27M
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-299- 2.69% |
$23.7K - $26.3K
|
10.8K
$966K
|
|
Jan 28, 2022
Q4 2021
|
Davidson Trust CO
|
SELL
|
- |
-301- 4.32% |
$23.8K - $26.5K
|
6.67K
$597K
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-308- 10.15% |
$24.4K - $27.1K
|
2.73K
$244K
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
SELL
|
- |
-313- 0.34% |
$24.8K - $27.5K
|
90.9K
$8.14M
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-316Closed |
$25K - $27.8K
|
0
$0
|
|
Aug 28, 2024
Q4 2021
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-320- 11.16% |
$25.3K - $28.1K
|
2.55K
$228K
|
|
Feb 11, 2022
Q4 2021
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-320- 1.35% |
$25.3K - $28.1K
|
23.3K
$2.09M
|
|
Feb 10, 2022
Q4 2021
|
Financial Counselors Inc
|
SELL
|
- |
-330- 1.36% |
$26.1K - $29K
|
23.9K
$2.14M
|
|
Feb 08, 2022
Q4 2021
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-332- 1.77% |
$26.3K - $29.2K
|
18.4K
$1.65M
|
|
Mar 09, 2022
Q4 2021
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-340- 2.46% |
$26.9K - $29.9K
|
13.5K
$1.21M
|
|
Feb 11, 2022
Q4 2021
|
South State Corp
|
SELL
|
- |
-354- 3.8% |
$28K - $31.1K
|
8.96K
$802K
|
|
Dec 19, 2024
Q4 2021
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-360- 10.12% |
$28.5K - $31.6K
|
3.2K
$286K
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
SELL
|
- |
-363- 9.04% |
$28.7K - $31.9K
|
3.65K
$327K
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-380- 22.29% |
$30.1K - $33.4K
|
1.33K
$119K
|
|
Feb 10, 2022
Q4 2021
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-390- 1.29% |
$30.9K - $34.3K
|
29.9K
$2.68M
|