Purchases and Sales Made in Q4 2023 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 2023. 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 11, 2024
Q4 2023
|
First Citizens Financial Corp
|
SELL
|
- |
-2.64K- 3.62% |
$179K - $212K
|
70.4K
$6.14M
|
|
Jan 12, 2024
Q4 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-2.86KClosed |
$194K - $229K
|
0
$0
|
|
Feb 12, 2024
Q4 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-2.9K- 38.38% |
$197K - $232K
|
4.66K
$406K
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.94K- 0.59% |
$199K - $235K
|
498K
$43.4M
|
|
Feb 01, 2024
Q4 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-2.94K- 22.49% |
$199K - $235K
|
10.1K
$882K
|
|
Feb 02, 2024
Q4 2023
|
Darrow Company, Inc.
|
SELL
|
- |
-3.15K- 10.52% |
$214K - $252K
|
26.8K
$2.34M
|
|
Jan 26, 2024
Q4 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-3.35K- 5.75% |
$227K - $268K
|
54.9K
$4.79M
|
|
Jan 18, 2024
Q4 2023
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-3.63K- 29.95% |
$246K - $291K
|
8.5K
$741K
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
SELL
|
- |
-3.7K- 30.23% |
$250K - $296K
|
8.53K
$744K
|
|
Mar 04, 2024
Q4 2023
|
Congress Asset Management CO
|
SELL
|
- |
-3.75K- 38.7% |
$254K - $300K
|
5.94K
$518K
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-3.83K- 0.72% |
$260K - $307K
|
530K
$46.3M
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-3.98K- 19.23% |
$269K - $318K
|
16.7K
$1.46M
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-4.07K- 24.12% |
$276K - $325K
|
12.8K
$1.12M
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-4.42K- 25.2% |
$299K - $354K
|
13.1K
$1.14M
|
|
Jan 29, 2024
Q4 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-4.6K- 23.32% |
$311K - $368K
|
15.1K
$1.32M
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-4.63K- 2.13% |
$314K - $371K
|
213K
$18.5M
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-4.92K- 3.79% |
$334K - $394K
|
125K
$10.9M
|
|
Feb 05, 2024
Q4 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-5.05K- 2.17% |
$342K - $404K
|
228K
$19.8M
|
|
Jan 24, 2024
Q4 2023
|
Bank Of Stockton
|
SELL
|
- |
-5.39K- 19.77% |
$365K - $431K
|
21.9K
$1.91M
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-5.48K- 3.16% |
$371K - $438K
|
168K
$14.6M
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-5.68K- 10.96% |
$385K - $454K
|
46.1K
$4.02M
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-5.87K- 37.5% |
$398K - $470K
|
9.79K
$854K
|
|
Jan 22, 2024
Q4 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-5.88K- 11.39% |
$398K - $470K
|
45.7K
$3.99M
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-5.9K- 17.99% |
$400K - $472K
|
26.9K
$2.35M
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-7.01K- 2.35% |
$475K - $561K
|
292K
$25.5M
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-7.64K- 10.81% |
$518K - $612K
|
63.1K
$5.5M
|
|
Jan 11, 2024
Q4 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-8.27K- 2.89% |
$561K - $662K
|
278K
$24.3M
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-8.64K- 96.41% |
$585K - $691K
|
322
$28.1K
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-8.69K- 38.53% |
$589K - $695K
|
13.9K
$1.21M
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-8.8K- 6.75% |
$597K - $704K
|
122K
$10.6M
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-9.63K- 35.17% |
$653K - $771K
|
17.7K
$1.55M
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-9.7K- 2.07% |
$657K - $776K
|
459K
$40M
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-10.5K- 1.68% |
$714K - $843K
|
617K
$53.8M
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-11.6K- 0.72% |
$783K - $925K
|
1.58M
$138M
|
|
Jan 04, 2024
Q4 2023
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-12.1K- 92.11% |
$820K - $968K
|
1.04K
$90.4K
|
|
Feb 12, 2024
Q4 2023
|
Harvest Investment Services, LLC
|
SELL
|
- |
-13.6K- 54.62% |
$921K - $1.09M
|
11.3K
$985K
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-14.8K- 69.67% |
$1.01M - $1.19M
|
6.47K
$564K
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-14.9K- 49.85% |
$1.01M - $1.19M
|
15K
$1.3M
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-18K- 30.41% |
$1.22M - $1.44M
|
41.2K
$3.6M
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-19K- 2.44% |
$1.29M - $1.52M
|
757K
$66.1M
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-19.9K- 26.47% |
$1.35M - $1.59M
|
55.1K
$4.81M
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-20.9K- 1.26% |
$1.42M - $1.67M
|
1.64M
$143M
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-36.6K- 57.94% |
$2.48M - $2.93M
|
26.6K
$2.32M
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-41.1K- 58.35% |
$2.78M - $3.29M
|
29.3K
$2.56M
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-42.8K- 5.39% |
$2.9M - $3.43M
|
751K
$65.5M
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-43.2K- 15.09% |
$2.93M - $3.46M
|
243K
$21.2M
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-55.6K- 13.43% |
$3.77M - $4.45M
|
358K
$31.2M
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-56.2K- 89.88% |
$3.81M - $4.5M
|
6.33K
$552K
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-78K- 3.86% |
$5.29M - $6.24M
|
1.94M
$169M
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-123K- 85.98% |
$8.34M - $9.85M
|
20.1K
$1.75M
|