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 09, 2023
Q4 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
32+ 0.47% |
$2.04K - $2.33K
|
6.87K
$629K
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
29+ 0.28% |
$1.85K - $2.12K
|
10.4K
$955K
|
|
|
Feb 07, 2023
Q4 2022
|
Accredited Investors Inc.
|
BUY
|
- |
28+ 0.83% |
$1.79K - $2.04K
|
3.42K
$313K
|
|
|
Jan 19, 2023
Q4 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
28+ 0.36% |
$1.79K - $2.04K
|
7.81K
$715K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
28New |
$1.79K - $2.04K
|
28
$2.56K
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
27+ 0.33% |
$1.73K - $1.97K
|
8.19K
$750K
|
|
|
Jan 10, 2023
Q4 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
26+ 0.18% |
$1.66K - $1.9K
|
14.5K
$1.32M
|
|
|
Feb 03, 2023
Q4 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
26+ 0.39% |
$1.66K - $1.9K
|
6.69K
$613K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
25+ 5.53% |
$1.6K - $1.82K
|
477
$43.7K
|
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
23+ 0.37% |
$1.47K - $1.68K
|
6.25K
$573K
|
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
BUY
|
- |
21+ 2.58% |
$1.34K - $1.53K
|
835
$76.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
19+ 0.09% |
$1.21K - $1.39K
|
22K
$2.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
19+ 0.07% |
$1.21K - $1.39K
|
27.9K
$2.55M
|
|
|
Jan 19, 2023
Q4 2022
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
19+ 0.35% |
$1.21K - $1.39K
|
5.45K
$499K
|
|
|
Jan 09, 2023
Q4 2022
|
Dentgroup LLC
|
BUY
|
- |
16+ 0.26% |
$1.02K - $1.17K
|
6.17K
$565K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
15+ 0.27% |
$959 - $1.09K
|
5.65K
$517K
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
15New |
$959 - $1.09K
|
15
$1.37K
|
|
|
Jan 26, 2023
Q4 2022
|
Rice Partnership, LLC
|
BUY
|
- |
14+ 1.46% |
$895 - $1.02K
|
971
$88.9K
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
14+ 0.27% |
$895 - $1.02K
|
5.14K
$471K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
12+ 0.17% |
$767 - $875
|
6.93K
$635K
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
12+ 0.11% |
$767 - $875
|
10.8K
$993K
|
|
|
Jan 17, 2023
Q4 2022
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
12+ 0.14% |
$767 - $875
|
8.7K
$797K
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
11+ 0.28% |
$703 - $802
|
3.95K
$362K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
10+ 0.38% |
$639 - $730
|
2.65K
$243K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
7+ 0.13% |
$447 - $511
|
5.23K
$479K
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
7+ 0.19% |
$447 - $511
|
3.64K
$334K
|
|
|
Feb 13, 2023
Q4 2022
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
6+ 0.15% |
$383 - $438
|
4.05K
$371K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6+ 0.22% |
$383 - $438
|
2.77K
$254K
|
|
|
Feb 03, 2023
Q4 2022
|
Ieq Capital, LLC
|
BUY
|
- |
5+ 0.15% |
$320 - $365
|
3.23K
$296K
|
|
|
Jan 25, 2023
Q4 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
4+ 0.12% |
$256 - $292
|
3.34K
$305K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4+ 0.08% |
$256 - $292
|
5.16K
$473K
|
|
|
Feb 13, 2023
Q4 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
3+ 0.02% |
$192 - $219
|
15K
$1.37M
|
|
|
Jan 24, 2023
Q4 2022
|
Darrow Company, Inc.
|
BUY
|
- |
3+ 0.01% |
$192 - $219
|
30.6K
$2.8M
|
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 0.23% |
$192 - $219
|
1.28K
$117K
|
|
|
Feb 14, 2023
Q4 2022
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
3+ 0.13% |
$192 - $219
|
2.33K
$213K
|
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2+ 0.05% |
$128 - $146
|
4.12K
$377K
|
|
|
Jan 23, 2023
Q4 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
2+ 0.06% |
$128 - $146
|
3.4K
$311K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2+ 0.0% |
$128 - $146
|
234K
$21.4M
|
|
|
Jan 26, 2023
Q4 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.29% |
$128 - $146
|
703
$64.4K
|
|
|
Feb 02, 2023
Q4 2022
|
Dearborn Partners LLC
|
BUY
|
- |
2+ 0.02% |
$128 - $146
|
12.2K
$1.12M
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
1+ 0.02% |
$63.9 - $73
|
4.7K
$431K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.25% |
$63.9 - $73
|
403
$36.9K
|
|
|
Jan 17, 2023
Q4 2022
|
Veracity Capital LLC
|
BUY
|
- |
1+ 0.01% |
$63.9 - $73
|
7.18K
$658K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
1New |
$63.9 - $73
|
1
$91.6
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1+ 0.24% |
$63.9 - $73
|
416
$38.1K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.11% |
$63.9 - $73
|
908
$83.2K
|
|
|
Jan 11, 2023
Q4 2022
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.67% |
$63.9 - $73
|
151
$13.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Patten Group, Inc.
|
SELL
|
- |
-3- 0.02% |
$192 - $219
|
13K
$1.19M
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-3- 0.13% |
$192 - $219
|
2.3K
$211K
|
|
|
Jan 12, 2023
Q4 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-7- 0.17% |
$447 - $511
|
4.14K
$379K
|