Purchases and Sales Made in Q4 2022 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 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
49.2M+ 110082.09% |
$3.14B - $3.59B
|
49.2M
$4.51B
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
748KNew |
$47.8M - $54.5M
|
748K
$68.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
681K+ 195.69% |
$43.5M - $49.7M
|
1.03M
$94.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
615K+ 18.88% |
$39.3M - $44.9M
|
3.87M
$355M
|
|
|
Feb 14, 2023
Q4 2022
|
Main Management ETF Advisors, LLC
San Francisco, CA |
BUY
|
- |
463K+ 43.95% |
$29.6M - $33.7M
|
1.52M
$139M
|
|
|
Feb 07, 2023
Q4 2022
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
348KNew |
$22.3M - $25.4M
|
348K
$31.9M
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
322K+ 43047.26% |
$20.6M - $23.5M
|
323K
$29.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
320K+ 60.43% |
$20.5M - $23.4M
|
850K
$77.9M
|
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
303KNew |
$19.4M - $22.1M
|
303K
$27.8M
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
303KNew |
$19.4M - $22.1M
|
303K
$27.8M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
249K+ 27.92% |
$15.9M - $18.2M
|
1.14M
$104M
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
186K+ 93.87% |
$11.9M - $13.6M
|
384K
$35.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
148K+ 15.52% |
$9.49M - $10.8M
|
1.11M
$101M
|
|
|
Feb 14, 2023
Q4 2022
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
145K+ 26.1% |
$9.26M - $10.6M
|
700K
$64.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
87.6KNew |
$5.6M - $6.39M
|
87.6K
$8.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
87.1K+ 1.3% |
$5.57M - $6.35M
|
6.79M
$622M
|
|
|
Feb 03, 2023
Q4 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
85K+ 578.91% |
$5.43M - $6.2M
|
99.6K
$9.13M
|
|
|
Mar 01, 2023
Q4 2022
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
83.6KNew |
$5.34M - $6.1M
|
83.6K
$7.66M
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
78.3K+ 12636.29% |
$5.01M - $5.72M
|
79K
$7.23M
|
|
|
Jan 18, 2023
Q4 2022
|
Congress Asset Management CO
|
BUY
|
- |
75.8K+ 1156.69% |
$4.84M - $5.53M
|
82.4K
$7.54M
|
|
|
Feb 10, 2023
Q4 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
69.6K+ 7.65% |
$4.45M - $5.07M
|
979K
$89.7M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
63.4KNew |
$4.05M - $4.63M
|
63.4K
$5.81M
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
60.3K+ 9.57% |
$3.85M - $4.4M
|
690K
$63.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
58.8K+ 78.09% |
$3.76M - $4.29M
|
134K
$12.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
57.5KNew |
$3.68M - $4.2M
|
57.5K
$5.27M
|
|
|
Nov 13, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
56.1K+ 227.61% |
$3.59M - $4.09M
|
80.8K
$7.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
53.2K+ 24.56% |
$3.4M - $3.88M
|
270K
$24.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
49.7K+ 78.14% |
$3.17M - $3.62M
|
113K
$10.4M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
48.9K+ 778.75% |
$3.12M - $3.56M
|
55.1K
$5.05M
|
|
|
Feb 10, 2023
Q4 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
42K+ 207.69% |
$2.68M - $3.06M
|
62.2K
$5.7M
|
|
|
Feb 03, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
41.3K+ 104.39% |
$2.64M - $3.01M
|
80.8K
$7.4M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
40K+ 2528.82% |
$2.56M - $2.92M
|
41.6K
$3.81M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
39.7K+ 134.19% |
$2.54M - $2.9M
|
69.3K
$6.34M
|
|
|
Feb 23, 2023
Q4 2022
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
39.2KNew |
$2.51M - $2.86M
|
39.2K
$3.59M
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
BUY
|
- |
38.6K+ 5.2% |
$2.46M - $2.81M
|
780K
$71.5M
|
|
|
Jan 18, 2023
Q4 2022
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
33.6K+ 23.8% |
$2.15M - $2.45M
|
175K
$16M
|
|
|
Jan 20, 2023
Q4 2022
|
Ltg Capital LLC
|
BUY
|
- |
31.7K+ 191.87% |
$2.03M - $2.31M
|
48.2K
$4.42M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
29.7K+ 9.24% |
$1.9M - $2.16M
|
351K
$32.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
28.7K+ 19.2% |
$1.83M - $2.09M
|
178K
$16.3M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
27.9K+ 3.13% |
$1.78M - $2.04M
|
919K
$84.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
25.9KNew |
$1.66M - $1.89M
|
25.9K
$2.37M
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Planning Group
|
BUY
|
- |
25.8K+ 230.71% |
$1.65M - $1.88M
|
37K
$3.39M
|
|
|
Jan 20, 2023
Q4 2022
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
25.7K+ 5.12% |
$1.64M - $1.87M
|
527K
$48.3M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
25.1K+ 3.51% |
$1.61M - $1.83M
|
740K
$67.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
24.2K+ 96.46% |
$1.55M - $1.77M
|
49.3K
$4.52M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
23.7K+ 4.79% |
$1.51M - $1.73M
|
519K
$47.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
23.1KNew |
$1.48M - $1.69M
|
23.1K
$2.12M
|
|
|
Feb 21, 2023
Q4 2022
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
23.1KNew |
$1.47M - $1.68M
|
23.1K
$2.11M
|
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
23.1K+ 70.47% |
$1.47M - $1.68M
|
55.8K
$5.11M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
22.5K+ 8.06% |
$1.44M - $1.64M
|
301K
$27.6M
|