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
|
Sol Capital Management CO
|
BUY
|
- |
2.17K+ 20.28% |
$139K - $158K
|
12.9K
$1.18M
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
2.16K+ 4500.0% |
$138K - $158K
|
2.21K
$202K
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.14KNew |
$137K - $156K
|
2.14K
$196K
|
|
Jan 12, 2023
Q4 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
2.1K+ 57.88% |
$134K - $153K
|
5.72K
$524K
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
2.02KNew |
$129K - $147K
|
2.02K
$185K
|
|
Jan 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.99K+ 2.67% |
$127K - $145K
|
76.4K
$7M
|
|
Feb 14, 2023
Q4 2022
|
Pacific Financial Group Inc
|
BUY
|
- |
1.97K+ 5.72% |
$126K - $144K
|
36.4K
$3.33M
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.8K+ 8.87% |
$115K - $131K
|
22.1K
$2.02M
|
|
Feb 06, 2023
Q4 2022
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
1.74KNew |
$111K - $127K
|
1.74K
$159K
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.66K+ 5.83% |
$106K - $121K
|
30.1K
$2.76M
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.61KNew |
$103K - $117K
|
1.61K
$147K
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
1.35K+ 4.17% |
$86.3K - $98.5K
|
33.8K
$3.09M
|
|
Jan 27, 2023
Q4 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.29K+ 8.18% |
$82.5K - $94.2K
|
17.1K
$1.56M
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.29K+ 9.34% |
$82.4K - $94.1K
|
15.1K
$1.38M
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
1.29K+ 0.74% |
$82.2K - $93.8K
|
175K
$16M
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.26K+ 10.06% |
$80.5K - $91.8K
|
13.8K
$1.26M
|
|
Jan 17, 2023
Q4 2022
|
Bank Of Stockton
|
BUY
|
- |
1.24K+ 4.15% |
$78.9K - $90.1K
|
31K
$2.84M
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.22K+ 5.8% |
$77.7K - $88.7K
|
22.2K
$2.03M
|
|
Jan 26, 2023
Q4 2022
|
Acas, LLC
|
BUY
|
- |
1.1K+ 11.06% |
$70.2K - $80.1K
|
11K
$1.01M
|
|
Jun 13, 2023
Q4 2022
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
1.08KNew |
$68.8K - $78.5K
|
1.08K
$98.6K
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.06K+ 15.56% |
$67.7K - $77.3K
|
7.87K
$721K
|
|
Feb 14, 2023
Q4 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
1.03K+ 7.92% |
$65.6K - $74.9K
|
14K
$1.28M
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.02K+ 14.61% |
$65.2K - $74.5K
|
8.01K
$734K
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
967+ 313.96% |
$61.8K - $70.5K
|
1.28K
$117K
|
|
Jan 25, 2023
Q4 2022
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
891+ 0.82% |
$56.9K - $65K
|
110K
$10.1M
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
877+ 18.88% |
$56K - $64K
|
5.52K
$506K
|
|
Feb 09, 2023
Q4 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
823+ 2.94% |
$52.6K - $60K
|
28.8K
$2.64M
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
800+ 7.02% |
$51.1K - $58.4K
|
12.2K
$1.12M
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
731New |
$46.7K - $53.3K
|
731
$67K
|
|
Feb 07, 2023
Q4 2022
|
Family Firm, Inc.
|
BUY
|
- |
704+ 4.91% |
$45K - $51.4K
|
15K
$1.38M
|
|
Feb 15, 2023
Q4 2022
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
700+ 530.3% |
$44.7K - $51.1K
|
832
$76.2K
|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
696New |
$44.5K - $50.8K
|
696
$63.8K
|
|
Feb 14, 2023
Q4 2022
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
684+ 2.03% |
$43.7K - $49.9K
|
34.4K
$3.15M
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
640New |
$40.9K - $46.7K
|
640
$58.6K
|
|
Mar 02, 2023
Q4 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
613+ 8.14% |
$39.2K - $44.7K
|
8.14K
$746K
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
608New |
$38.9K - $44.4K
|
608
$55.7K
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
603+ 1.92% |
$38.5K - $44K
|
32.1K
$2.94M
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
572+ 0.99% |
$36.6K - $41.7K
|
58.4K
$5.35M
|
|
Dec 20, 2023
Q4 2022
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
540New |
$34.5K - $39.4K
|
540
$49.5K
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
520New |
$33.2K - $37.9K
|
520
$47.6K
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
512+ 4.63% |
$32.7K - $37.4K
|
11.6K
$1.06M
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
503+ 5.95% |
$32.1K - $36.7K
|
8.96K
$821K
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
501+ 10.76% |
$32K - $36.5K
|
5.16K
$472K
|
|
Feb 08, 2023
Q4 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
499New |
$31.9K - $36.4K
|
499
$45.7K
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
495New |
$31.6K - $36.1K
|
495
$45.3K
|
|
Jan 11, 2023
Q4 2022
|
First Citizens Financial Corp
|
BUY
|
- |
488+ 0.72% |
$31.2K - $35.6K
|
68.3K
$6.26M
|
|
Feb 07, 2023
Q4 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
472New |
$30.2K - $34.4K
|
472
$43.2K
|
|
Feb 01, 2023
Q4 2022
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
470+ 8.65% |
$30K - $34.3K
|
5.9K
$541K
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
469+ 8.84% |
$30K - $34.2K
|
5.78K
$529K
|
|
Jan 17, 2023
Q4 2022
|
First Premier Bank
|
BUY
|
- |
450+ 128.57% |
$28.8K - $32.8K
|
800
$73.3K
|