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 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
449+ 6.49% |
$28.7K - $32.8K
|
7.37K
$675K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
445+ 14.28% |
$28.4K - $32.5K
|
3.56K
$326K
|
|
|
Jan 19, 2023
Q4 2022
|
Delta Investment Management, LLC
|
BUY
|
- |
428+ 12.47% |
$27.3K - $31.2K
|
3.86K
$354K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
420New |
$26.8K - $30.6K
|
420
$38.5K
|
|
|
Feb 08, 2023
Q4 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
415+ 2.58% |
$26.5K - $30.3K
|
16.5K
$1.51M
|
|
|
Feb 09, 2023
Q4 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
408+ 1.29% |
$26.1K - $29.8K
|
32.1K
$2.94M
|
|
|
Feb 01, 2023
Q4 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
397+ 121.04% |
$25.4K - $29K
|
725
$66.4K
|
|
|
Feb 16, 2023
Q4 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
390+ 2.04% |
$24.9K - $28.5K
|
19.5K
$1.79M
|
|
|
Feb 14, 2023
Q4 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
383+ 0.64% |
$24.5K - $27.9K
|
59.8K
$5.48M
|
|
|
Feb 16, 2023
Q4 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
359+ 8.22% |
$22.9K - $26.2K
|
4.73K
$433K
|
|
|
Jan 23, 2023
Q4 2022
|
Mechanics Bank Trust Department
|
BUY
|
- |
346+ 0.42% |
$22.1K - $25.2K
|
82.9K
$7.59M
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
336+ 13.91% |
$21.5K - $24.5K
|
2.75K
$252K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
320New |
$20.4K - $23.3K
|
320
$29.3K
|
|
|
Feb 07, 2023
Q4 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
318+ 7.52% |
$20.3K - $23.2K
|
4.55K
$417K
|
|
|
Jan 18, 2023
Q4 2022
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
289+ 1.13% |
$18.5K - $21.1K
|
26K
$2.38M
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
287+ 1.13% |
$18.3K - $20.9K
|
25.6K
$2.34M
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
270New |
$17.3K - $19.7K
|
270
$24.7K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
260New |
$16.6K - $19K
|
260
$23.8K
|
|
|
Jan 11, 2023
Q4 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
259+ 18.02% |
$16.6K - $18.9K
|
1.7K
$155K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
221+ 3.03% |
$14.1K - $16.1K
|
7.52K
$689K
|
|
|
Jan 20, 2023
Q4 2022
|
Griffin Asset Management, Inc.
|
BUY
|
- |
189+ 2.37% |
$12.1K - $13.8K
|
8.17K
$749K
|
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
188New |
$12K - $13.7K
|
188
$17.2K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
179+ 1.21% |
$11.4K - $13.1K
|
14.9K
$1.37M
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
175New |
$11.2K - $12.8K
|
175
$16K
|
|
|
Feb 13, 2023
Q4 2022
|
Independent Advisor Alliance
|
BUY
|
- |
165+ 2.49% |
$10.5K - $12K
|
6.78K
$621K
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
163+ 1.55% |
$10.4K - $11.9K
|
10.6K
$975K
|
|
|
Feb 10, 2023
Q4 2022
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
154New |
$9.84K - $11.2K
|
154
$14.1K
|
|
|
Jan 27, 2023
Q4 2022
|
Northeast Investment Management
|
BUY
|
- |
146+ 4.48% |
$9.33K - $10.7K
|
3.4K
$312K
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
132New |
$8.43K - $9.63K
|
132
$12.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
124+ 0.28% |
$7.92K - $9.05K
|
44.5K
$4.08M
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
123+ 0.58% |
$7.86K - $8.97K
|
21.3K
$1.95M
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
122+ 2.72% |
$7.8K - $8.9K
|
4.6K
$422K
|
|
|
Jan 31, 2023
Q4 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
122+ 0.78% |
$7.8K - $8.9K
|
15.8K
$1.45M
|
|
|
Feb 13, 2023
Q4 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
112+ 4.55% |
$7.16K - $8.17K
|
2.57K
$236K
|
|
|
Jan 10, 2023
Q4 2022
|
Bank Of New Hampshire
|
BUY
|
- |
84+ 7.02% |
$5.37K - $6.13K
|
1.28K
$117K
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
78+ 1.04% |
$4.98K - $5.69K
|
7.57K
$694K
|
|
|
Feb 06, 2023
Q4 2022
|
Rkl Wealth Management LLC
|
BUY
|
- |
71+ 0.53% |
$4.54K - $5.18K
|
13.5K
$1.23M
|
|
|
Jan 11, 2023
Q4 2022
|
Sawyer & Company, Inc
|
BUY
|
- |
70New |
$4.47K - $5.11K
|
70
$6.41K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
68New |
$4.35K - $4.96K
|
68
$6.23K
|
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
60New |
$3.83K - $4.38K
|
60
$5.5K
|
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
56New |
$3.58K - $4.09K
|
56
$5.13K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
52New |
$3.32K - $3.79K
|
52
$4.76K
|
|
|
Feb 09, 2023
Q4 2022
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
50+ 0.84% |
$3.2K - $3.65K
|
5.99K
$548K
|
|
|
Feb 24, 2023
Q4 2022
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
50New |
$3.2K - $3.65K
|
50
$4.58K
|
|
|
Feb 07, 2023
Q4 2022
|
Tnf LLC
|
BUY
|
- |
47+ 0.83% |
$3K - $3.43K
|
5.73K
$525K
|
|
|
Feb 14, 2023
Q4 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
46+ 153.33% |
$2.94K - $3.36K
|
76
$6.96K
|
|
|
Jan 03, 2023
Q4 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
44+ 0.27% |
$2.81K - $3.21K
|
16.2K
$1.49M
|
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
44+ 0.43% |
$2.81K - $3.21K
|
10.3K
$944K
|
|
|
Jan 12, 2023
Q4 2022
|
Bremer Bank National Association
|
BUY
|
- |
39+ 1.18% |
$2.49K - $2.85K
|
3.35K
$307K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
34New |
$2.17K - $2.48K
|
34
$3.11K
|