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 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
5.09K+ 44.53% |
$325K - $371K
|
16.5K
$1.51M
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
5.08K+ 64.89% |
$324K - $370K
|
12.9K
$1.18M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.06K+ 6.44% |
$323K - $369K
|
83.7K
$7.66M
|
|
|
Feb 14, 2023
Q4 2022
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
5.05KNew |
$323K - $368K
|
5.05K
$463K
|
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
5KNew |
$320K - $365K
|
5K
$458K
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
4.92K+ 100.0% |
$314K - $359K
|
9.83K
$901K
|
|
|
Apr 10, 2023
Q4 2022
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
4.9KNew |
$313K - $358K
|
4.9K
$449K
|
|
|
Feb 07, 2023
Q4 2022
|
Hardy Reed LLC
|
BUY
|
- |
4.53KNew |
$290K - $331K
|
4.53K
$415K
|
|
|
Jan 17, 2023
Q4 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
4.5K+ 132.4% |
$288K - $328K
|
7.9K
$724K
|
|
|
Jan 31, 2023
Q4 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
4.46KNew |
$285K - $326K
|
4.46K
$409K
|
|
|
Jan 20, 2023
Q4 2022
|
Mill Capital Management, LLC
|
BUY
|
- |
4.4K+ 366.67% |
$281K - $321K
|
5.6K
$513K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
4.37K+ 22.06% |
$279K - $319K
|
24.2K
$2.22M
|
|
|
Feb 06, 2023
Q4 2022
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
4.27KNew |
$273K - $312K
|
4.27K
$391K
|
|
|
Jan 11, 2023
Q4 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
4.24K+ 9.06% |
$271K - $310K
|
51.1K
$4.68M
|
|
|
Feb 02, 2023
Q4 2022
|
Oldfather Financial Services, LLC
|
BUY
|
- |
4.22K+ 7.91% |
$269K - $307K
|
57.5K
$5.27M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.02K+ 6.72% |
$257K - $293K
|
63.7K
$5.84M
|
|
|
Feb 09, 2023
Q4 2022
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
3.97KNew |
$254K - $290K
|
3.97K
$364K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
3.91K+ 21.03% |
$250K - $286K
|
22.5K
$2.06M
|
|
|
Jan 27, 2023
Q4 2022
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
3.9K+ 22.79% |
$249K - $284K
|
21K
$1.92M
|
|
|
Feb 01, 2023
Q4 2022
|
North Rock Partners, LLC
|
BUY
|
- |
3.79KNew |
$242K - $276K
|
3.79K
$347K
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.77K+ 41.27% |
$241K - $275K
|
12.9K
$1.18M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.76K+ 74.29% |
$240K - $274K
|
8.81K
$807K
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
3.75KNew |
$239K - $273K
|
3.75K
$343K
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
3.61K+ 2.38% |
$231K - $264K
|
156K
$14.3M
|
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
3.52KNew |
$225K - $257K
|
3.52K
$323K
|
|
|
Feb 02, 2023
Q4 2022
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
3.4KNew |
$217K - $248K
|
3.4K
$311K
|
|
|
Feb 13, 2023
Q4 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
3.34K+ 28.28% |
$213K - $243K
|
15.1K
$1.39M
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
3.29K+ 112.0% |
$210K - $240K
|
6.22K
$570K
|
|
|
Feb 08, 2023
Q4 2022
|
Abbrea Capital, LLC
|
BUY
|
- |
3.26KNew |
$208K - $238K
|
3.26K
$299K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
3.2KNew |
$204K - $233K
|
3.2K
$293K
|
|
|
Feb 13, 2023
Q4 2022
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
3.16KNew |
$202K - $230K
|
3.16K
$289K
|
|
|
Jan 30, 2023
Q4 2022
|
Kendall Capital Management
|
BUY
|
- |
3.13KNew |
$200K - $229K
|
3.13K
$287K
|
|
|
Jan 19, 2023
Q4 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
3.11KNew |
$199K - $227K
|
3.11K
$285K
|
|
|
May 28, 2024
Q4 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
3.11KNew |
$199K - $227K
|
3.11K
$285K
|
|
|
Jan 24, 2023
Q4 2022
|
Courier Capital LLC
|
BUY
|
- |
3.09K+ 1.46% |
$197K - $225K
|
214K
$19.6M
|
|
|
Jan 30, 2023
Q4 2022
|
Highview Capital Management LLC
|
BUY
|
- |
3.03KNew |
$194K - $221K
|
3.03K
$278K
|
|
|
Jan 17, 2023
Q4 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
3KNew |
$192K - $219K
|
3K
$275K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.98KNew |
$190K - $217K
|
2.98K
$273K
|
|
|
Jan 20, 2023
Q4 2022
|
Eclectic Associates Inc
|
BUY
|
- |
2.97KNew |
$190K - $217K
|
2.97K
$272K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
2.97KNew |
$189K - $216K
|
2.97K
$272K
|
|
|
Feb 03, 2023
Q4 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
2.95KNew |
$189K - $215K
|
2.95K
$270K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
2.71KNew |
$173K - $197K
|
2.71K
$248K
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.68K+ 3.27% |
$171K - $196K
|
84.6K
$7.75M
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.65KNew |
$169K - $193K
|
2.65K
$243K
|
|
|
Feb 01, 2023
Q4 2022
|
Trust CO Of Virginia
|
BUY
|
- |
2.6K+ 41.08% |
$166K - $190K
|
8.94K
$819K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
2.54KNew |
$162K - $185K
|
2.54K
$233K
|
|
|
Feb 06, 2023
Q4 2022
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
2.53K+ 1.89% |
$162K - $185K
|
136K
$12.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
2.5KNew |
$160K - $183K
|
2.5K
$229K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
2.38KNew |
$152K - $173K
|
2.38K
$218K
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.22K+ 31.78% |
$142K - $162K
|
9.22K
$844K
|