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
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-586- 1.76% |
$37.4K - $42.7K
|
32.7K
$2.99M
|
|
|
Feb 06, 2023
Q4 2022
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-592- 49.05% |
$37.8K - $43.2K
|
615
$56.3K
|
|
|
Jan 10, 2023
Q4 2022
|
Norway Savings Bank
|
SELL
|
- |
-593- 6.77% |
$37.9K - $43.3K
|
8.17K
$748K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-612- 16.72% |
$39.1K - $44.6K
|
3.05K
$279K
|
|
|
Feb 14, 2023
Q4 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-613- 7.53% |
$39.2K - $44.7K
|
7.53K
$690K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-638- 26.32% |
$40.8K - $46.5K
|
1.79K
$164K
|
|
|
Feb 06, 2023
Q4 2022
|
Washington Trust Bank
|
SELL
|
- |
-657- 9.29% |
$42K - $47.9K
|
6.41K
$587K
|
|
|
Jan 12, 2023
Q4 2022
|
First Hawaiian Bank
|
SELL
|
- |
-661- 0.63% |
$42.2K - $48.2K
|
104K
$9.49M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-684- 14.35% |
$43.7K - $49.9K
|
4.08K
$374K
|
|
|
Feb 13, 2023
Q4 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-691- 0.43% |
$44.2K - $50.4K
|
162K
$14.8M
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-700- 41.69% |
$44.7K - $51.1K
|
979
$89.7K
|
|
|
Feb 01, 2023
Q4 2022
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-716- 14.1% |
$45.8K - $52.2K
|
4.36K
$399K
|
|
|
Feb 14, 2023
Q4 2022
|
Davidson Trust CO
|
SELL
|
- |
-718- 10.33% |
$45.9K - $52.4K
|
6.23K
$571K
|
|
|
Feb 14, 2023
Q4 2022
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-723- 7.28% |
$46.2K - $52.7K
|
9.22K
$844K
|
|
|
Jan 26, 2023
Q4 2022
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-726- 2.29% |
$46.4K - $53K
|
31K
$2.84M
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-752- 11.98% |
$48.1K - $54.9K
|
5.52K
$506K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-777- 6.06% |
$49.7K - $56.7K
|
12K
$1.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-786- 1.92% |
$50.2K - $57.3K
|
40.1K
$3.67M
|
|
|
Jan 31, 2023
Q4 2022
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-795- 1.3% |
$50.8K - $58K
|
60.5K
$5.54M
|
|
|
Feb 01, 2023
Q4 2022
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-800- 49.02% |
$51.1K - $58.4K
|
832
$76.2K
|
|
|
Feb 01, 2023
Q4 2022
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-826- 7.61% |
$52.8K - $60.3K
|
10K
$919K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-827- 7.56% |
$52.8K - $60.3K
|
10.1K
$926K
|
|
|
Feb 13, 2023
Q4 2022
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-837- 2.24% |
$53.5K - $61.1K
|
36.5K
$3.35M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-846- 9.46% |
$54.1K - $61.7K
|
8.1K
$742K
|
|
|
Jan 13, 2023
Q4 2022
|
Norwood Financial Corp
|
SELL
|
- |
-849- 8.9% |
$54.3K - $61.9K
|
8.69K
$796K
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-879- 11.0% |
$56.2K - $64.1K
|
7.11K
$651K
|
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
SELL
|
- |
-890- 4.82% |
$56.9K - $64.9K
|
17.6K
$1.61M
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
SELL
|
- |
-919- 4.26% |
$58.7K - $67K
|
20.7K
$1.89M
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-928- 4.48% |
$59.3K - $67.7K
|
19.8K
$1.81M
|
|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-939- 1.1% |
$60K - $68.5K
|
84.3K
$7.72M
|
|
|
Jan 24, 2023
Q4 2022
|
626 Financial, LLC
|
SELL
|
- |
-940- 14.87% |
$60.1K - $68.6K
|
5.38K
$493K
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-948- 1.61% |
$60.6K - $69.2K
|
57.9K
$5.3M
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-948- 44.13% |
$60.6K - $69.2K
|
1.2K
$110K
|
|
|
Feb 14, 2023
Q4 2022
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-980- 18.76% |
$62.6K - $71.5K
|
4.24K
$389K
|
|
|
Jan 30, 2023
Q4 2022
|
Private Capital Management LLC
|
SELL
|
- |
-1K- 9.91% |
$63.9K - $73K
|
9.09K
$833K
|
|
|
Jan 20, 2023
Q4 2022
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-1K- 25.0% |
$63.9K - $73K
|
3K
$275K
|
|
|
Feb 17, 2023
Q4 2022
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-1.02K- 24.1% |
$64.9K - $74.1K
|
3.2K
$293K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.02K- 2.37% |
$65.2K - $74.5K
|
42.1K
$3.86M
|
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-1.09K- 51.61% |
$69.5K - $79.3K
|
1.02K
$93.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Truepoint, Inc.
|
SELL
|
- |
-1.15K- 11.66% |
$73.6K - $84K
|
8.73K
$800K
|
|
|
Jan 24, 2023
Q4 2022
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-1.2K- 21.7% |
$76.4K - $87.2K
|
4.32K
$395K
|
|
|
Jan 18, 2023
Q4 2022
|
Perkins Coie Trust CO
|
SELL
|
- |
-1.24K- 2.07% |
$79.3K - $90.5K
|
58.7K
$5.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.25K- 12.29% |
$80.1K - $91.5K
|
8.95K
$820K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.28K- 24.2% |
$81.7K - $93.2K
|
4K
$367K
|
|
|
Jan 18, 2023
Q4 2022
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-1.31K- 2.08% |
$83.5K - $95.3K
|
61.5K
$5.63M
|
|
|
Feb 10, 2023
Q4 2022
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-1.34K- 7.8% |
$85.6K - $97.7K
|
15.8K
$1.45M
|
|
|
Feb 08, 2023
Q4 2022
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.35K- 0.43% |
$86.1K - $98.3K
|
314K
$28.7M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.47K- 2.26% |
$93.7K - $107K
|
63.4K
$5.8M
|
|
|
Jan 27, 2023
Q4 2022
|
First Personal Financial Services
|
SELL
|
- |
-1.47K- 1.66% |
$94K - $107K
|
87.2K
$7.98M
|
|
|
Jan 05, 2023
Q4 2022
|
Atlas Brown,Inc.
|
SELL
|
- |
-1.48K- 6.47% |
$94.8K - $108K
|
21.4K
$1.96M
|