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 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-180- 4.17% |
$11.5K - $13.1K
|
4.13K
$378K
|
|
|
Jan 17, 2023
Q4 2022
|
Element Wealth, LLC
|
SELL
|
- |
-184- 40.09% |
$11.8K - $13.4K
|
275
$25.2K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-189- 8.6% |
$12.1K - $13.8K
|
2.01K
$184K
|
|
|
Feb 06, 2023
Q4 2022
|
Palisade Asset Management, LLC
|
SELL
|
- |
-190- 2.7% |
$12.1K - $13.9K
|
6.85K
$628K
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-199- 0.64% |
$12.7K - $14.5K
|
31K
$2.84M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-205- 2.4% |
$13.1K - $15K
|
8.34K
$764K
|
|
|
Jan 12, 2023
Q4 2022
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-208- 2.04% |
$13.3K - $15.2K
|
10K
$917K
|
|
|
Feb 10, 2023
Q4 2022
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-210- 0.85% |
$13.4K - $15.3K
|
24.6K
$2.25M
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
SELL
|
- |
-212- 6.49% |
$13.5K - $15.5K
|
3.06K
$280K
|
|
|
Jan 19, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-212- 3.43% |
$13.5K - $15.5K
|
5.96K
$546K
|
|
|
Feb 10, 2023
Q4 2022
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-212- 0.71% |
$13.5K - $15.5K
|
29.7K
$2.72M
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-234- 0.23% |
$15K - $17.1K
|
100K
$9.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-236- 0.99% |
$15.1K - $17.2K
|
23.7K
$2.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-236- 0.21% |
$15.1K - $17.2K
|
112K
$10.3M
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-239- 6.91% |
$15.3K - $17.4K
|
3.22K
$295K
|
|
|
Feb 06, 2023
Q4 2022
|
Country Club Bank
|
SELL
|
- |
-250- 1.28% |
$16K - $18.2K
|
19.3K
$1.77M
|
|
|
Feb 10, 2023
Q4 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-263- 1.36% |
$16.8K - $19.2K
|
19.1K
$1.75M
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
SELL
|
- |
-273- 1.51% |
$17.4K - $19.9K
|
17.8K
$1.63M
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-290- 5.93% |
$18.5K - $21.2K
|
4.6K
$421K
|
|
|
Jan 18, 2023
Q4 2022
|
Atlas Private Wealth Management
|
SELL
|
- |
-292- 2.0% |
$18.7K - $21.3K
|
14.3K
$1.31M
|
|
|
Jan 26, 2023
Q4 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-300- 1.21% |
$19.2K - $21.9K
|
24.6K
$2.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-300- 1.61% |
$19.2K - $21.9K
|
18.3K
$1.68M
|
|
|
Feb 09, 2023
Q4 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-306- 2.9% |
$19.6K - $22.3K
|
10.2K
$938K
|
|
|
Feb 13, 2023
Q4 2022
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-312- 2.39% |
$19.9K - $22.8K
|
12.8K
$1.17M
|
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-315- 78.55% |
$20.1K - $23K
|
86
$7.88K
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-319- 6.28% |
$20.4K - $23.3K
|
4.76K
$436K
|
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
SELL
|
- |
-320- 4.73% |
$20.4K - $23.3K
|
6.44K
$590K
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-325- 11.94% |
$20.8K - $23.7K
|
2.4K
$220K
|
|
|
Feb 15, 2023
Q4 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-327- 2.47% |
$20.9K - $23.9K
|
12.9K
$1.18M
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-328- 2.16% |
$21K - $23.9K
|
14.8K
$1.36M
|
|
|
Feb 13, 2023
Q4 2022
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-341- 1.95% |
$21.8K - $24.9K
|
17.2K
$1.57M
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Sun Financial Corp
|
SELL
|
- |
-360- 3.63% |
$23K - $26.3K
|
9.56K
$876K
|
|
|
Feb 09, 2023
Q4 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-363- 6.9% |
$23.2K - $26.5K
|
4.9K
$448K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-377- 5.95% |
$24.1K - $27.5K
|
5.96K
$546K
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-389- 3.3% |
$24.9K - $28.4K
|
11.4K
$1.05M
|
|
|
Feb 14, 2023
Q4 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-400- 8.33% |
$25.6K - $29.2K
|
4.4K
$403K
|
|
|
Feb 06, 2023
Q4 2022
|
Mattern Wealth Management LLC
|
SELL
|
- |
-400- 6.03% |
$25.6K - $29.2K
|
6.23K
$571K
|
|
|
Feb 14, 2023
Q4 2022
|
Mainstay Capital Management LLC
|
SELL
|
- |
-402- 6.86% |
$25.7K - $29.3K
|
5.46K
$500K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-405- 2.7% |
$25.9K - $29.5K
|
14.6K
$1.34M
|
|
|
Jan 27, 2023
Q4 2022
|
West Branch Capital LLC
|
SELL
|
- |
-434- 14.91% |
$27.7K - $31.7K
|
2.48K
$227K
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-441- 0.94% |
$28.2K - $32.2K
|
46.2K
$4.23M
|
|
|
Jan 27, 2023
Q4 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-469- 2.81% |
$30K - $34.2K
|
16.2K
$1.49M
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-473- 2.7% |
$30.2K - $34.5K
|
17K
$1.56M
|
|
|
Feb 14, 2023
Q4 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-475- 2.51% |
$30.4K - $34.7K
|
18.5K
$1.69M
|
|
|
Feb 14, 2023
Q4 2022
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-512- 10.15% |
$32.7K - $37.4K
|
4.53K
$415K
|
|
|
Feb 02, 2023
Q4 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-520- 14.35% |
$33.2K - $37.9K
|
3.1K
$284K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-531- 13.37% |
$33.9K - $38.7K
|
3.44K
$315K
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-544- 6.03% |
$34.8K - $39.7K
|
8.48K
$776K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-548- 12.4% |
$35K - $40K
|
3.87K
$354K
|
|
|
Jul 27, 2023
Q4 2022
|
Washington Trust CO
|
SELL
|
- |
-550- 50.93% |
$35.1K - $40.1K
|
530
$48.5K
|