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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.49K- 4.04% |
$95.2K - $109K
|
35.4K
$3.24M
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
SELL
|
- |
-1.51K- 2.62% |
$96.3K - $110K
|
55.9K
$5.12M
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.56K- 6.27% |
$99.9K - $114K
|
23.4K
$2.14M
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.6K- 32.52% |
$102K - $117K
|
3.32K
$304K
|
|
|
Feb 03, 2023
Q4 2022
|
Old National Bancorp
|
SELL
|
- |
-1.68K- 28.98% |
$107K - $123K
|
4.12K
$377K
|
|
|
Feb 09, 2023
Q4 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.7K- 1.79% |
$109K - $124K
|
93.1K
$8.53M
|
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-1.79K- 75.28% |
$114K - $131K
|
588
$53.9K
|
|
|
Jan 18, 2023
Q4 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-1.84K- 7.91% |
$117K - $134K
|
21.4K
$1.96M
|
|
|
Feb 10, 2023
Q4 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-1.86K- 15.94% |
$119K - $136K
|
9.81K
$898K
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.9K- 34.27% |
$121K - $138K
|
3.64K
$333K
|
|
|
Feb 14, 2023
Q4 2022
|
Ironwood Financial, LLC
|
SELL
|
- |
-1.9K- 6.05% |
$122K - $139K
|
29.6K
$2.71M
|
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.93K- 23.34% |
$124K - $141K
|
6.35K
$582K
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-1.98K- 34.14% |
$127K - $145K
|
3.82K
$350K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.98K- 6.57% |
$127K - $145K
|
28.2K
$2.58M
|
|
|
Feb 08, 2023
Q4 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-2K- 9.62% |
$128K - $146K
|
18.8K
$1.72M
|
|
|
Feb 14, 2023
Q4 2022
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-2.07K- 1.85% |
$132K - $151K
|
110K
$10.1M
|
|
|
Jan 20, 2023
Q4 2022
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-2.1K- 2.48% |
$134K - $153K
|
82.3K
$7.54M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-2.14K- 5.85% |
$136K - $156K
|
34.4K
$3.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-2.2K- 1.35% |
$141K - $161K
|
161K
$14.8M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.28K- 2.41% |
$146K - $166K
|
92.2K
$8.44M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-2.33K- 11.84% |
$149K - $170K
|
17.3K
$1.59M
|
|
|
Feb 02, 2023
Q4 2022
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-2.36K- 27.68% |
$151K - $172K
|
6.17K
$565K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.7K- 18.53% |
$173K - $197K
|
11.9K
$1.09M
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
SELL
|
- |
-2.86K- 0.44% |
$182K - $208K
|
645K
$59.1M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.23K- 4.32% |
$207K - $236K
|
71.7K
$6.56M
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3.29K- 5.8% |
$210K - $240K
|
53.5K
$4.9M
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-3.44K- 49.95% |
$220K - $251K
|
3.45K
$316K
|
|
|
Jan 23, 2023
Q4 2022
|
Jmac Enterprises LLC
|
SELL
|
- |
-3.55K- 1.8% |
$227K - $259K
|
194K
$17.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.57K- 4.05% |
$228K - $261K
|
84.8K
$7.76M
|
|
|
Jan 12, 2023
Q4 2022
|
Corundum Group, Inc.
|
SELL
|
- |
-3.62K- 21.28% |
$231K - $264K
|
13.4K
$1.23M
|
|
|
Jan 19, 2023
Q4 2022
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-3.64K- 5.64% |
$232K - $265K
|
60.9K
$5.58M
|
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-3.81K- 25.91% |
$244K - $278K
|
10.9K
$999K
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-4.54K- 24.34% |
$290K - $331K
|
14.1K
$1.29M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.66K- 3.33% |
$298K - $340K
|
135K
$12.4M
|
|
|
Feb 06, 2023
Q4 2022
|
Wolff Financial Management LLC
|
SELL
|
- |
-4.66K- 53.48% |
$298K - $340K
|
4.06K
$371K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.74K- 0.3% |
$303K - $346K
|
1.6M
$146M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.79K- 2.67% |
$306K - $350K
|
175K
$16M
|
|
|
Feb 06, 2023
Q4 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-4.89K- 3.06% |
$312K - $357K
|
155K
$14.2M
|
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-4.96K- 5.57% |
$317K - $362K
|
84.1K
$7.7M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.45K- 8.79% |
$348K - $397K
|
56.5K
$5.18M
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-5.88K- 53.54% |
$376K - $429K
|
5.1K
$467K
|
|
|
Feb 13, 2023
Q4 2022
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-6K- 49.91% |
$384K - $438K
|
6.02K
$552K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.23K- 0.51% |
$398K - $454K
|
1.22M
$112M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-6.31K- 42.79% |
$403K - $460K
|
8.44K
$773K
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-6.58K- 88.41% |
$420K - $480K
|
862
$79K
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-6.76K- 0.81% |
$432K - $493K
|
824K
$75.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-7K- 4.43% |
$447K - $510K
|
151K
$13.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-7.71K- 72.45% |
$493K - $563K
|
2.93K
$269K
|
|
|
Jan 31, 2023
Q4 2022
|
Spc Financial, Inc.
|
SELL
|
- |
-8.53K- 3.81% |
$545K - $622K
|
216K
$19.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-8.85K- 49.88% |
$565K - $645K
|
8.89K
$814K
|