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 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
639New |
$43.3K - $51.1K
|
639
$58.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
617+ 1.12% |
$41.8K - $49.4K
|
55.8K
$5.11M
|
|
|
Jan 19, 2024
Q4 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
585+ 6.71% |
$39.7K - $46.8K
|
9.3K
$852K
|
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
BUY
|
- |
573+ 6.24% |
$38.8K - $45.9K
|
9.76K
$894K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
573+ 3.53% |
$38.8K - $45.9K
|
16.8K
$1.54M
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
546+ 5.86% |
$37K - $43.7K
|
9.86K
$903K
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
545+ 2.74% |
$36.9K - $43.6K
|
20.4K
$1.87M
|
|
|
Jan 11, 2024
Q4 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
515+ 1.98% |
$34.9K - $41.2K
|
26.5K
$2.43M
|
|
|
Feb 12, 2024
Q4 2023
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
508+ 3.3% |
$34.4K - $40.7K
|
15.9K
$1.46M
|
|
|
Feb 07, 2024
Q4 2023
|
United Bank
Vienna, VA |
BUY
|
- |
508+ 2.85% |
$34.4K - $40.7K
|
18.3K
$1.68M
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
500+ 100.0% |
$33.9K - $40K
|
1K
$91.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
498+ 1.08% |
$33.8K - $39.9K
|
46.8K
$4.29M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
480New |
$32.5K - $38.4K
|
480
$44K
|
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
473+ 7.76% |
$32.1K - $37.9K
|
6.57K
$602K
|
|
|
Feb 12, 2024
Q4 2023
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
465New |
$31.5K - $37.2K
|
465
$42.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Codex Capital, L.L.C.
New York, NY |
BUY
|
- |
450+ 2.04% |
$30.5K - $36K
|
22.5K
$2.06M
|
|
|
Jan 10, 2024
Q4 2023
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
443+ 6.4% |
$30K - $35.5K
|
7.37K
$675K
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
441+ 21.0% |
$29.9K - $35.3K
|
2.54K
$233K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
434+ 6.27% |
$29.4K - $34.7K
|
7.36K
$674K
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
431+ 11.15% |
$29.2K - $34.5K
|
4.3K
$394K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
425+ 303.57% |
$28.8K - $34K
|
565
$51.8K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
417New |
$28.3K - $33.4K
|
417
$38.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
392New |
$26.6K - $31.4K
|
392
$35.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
381+ 4.11% |
$25.8K - $30.5K
|
9.66K
$885K
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
372+ 2.75% |
$25.2K - $29.8K
|
13.9K
$1.27M
|
|
|
Feb 09, 2024
Q4 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
370New |
$25.1K - $29.6K
|
370
$33.9K
|
|
|
Jan 23, 2024
Q4 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
352+ 3.92% |
$23.9K - $28.2K
|
9.33K
$855K
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
325+ 2.31% |
$22K - $26K
|
14.4K
$1.32M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
320+ 34.04% |
$21.7K - $25.6K
|
1.26K
$115K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
313+ 6.3% |
$21.2K - $25.1K
|
5.28K
$484K
|
|
|
Feb 16, 2024
Q4 2023
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
305+ 0.93% |
$20.7K - $24.4K
|
33K
$3.02M
|
|
|
Feb 15, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
300New |
$20.3K - $24K
|
300
$27.5K
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
296+ 3.02% |
$20.1K - $23.7K
|
10.1K
$925K
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
285+ 2.64% |
$19.3K - $22.8K
|
11.1K
$1.01M
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
285New |
$19.3K - $22.8K
|
285
$26.1K
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
284New |
$19.2K - $22.7K
|
284
$26K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
279+ 66.75% |
$18.9K - $22.3K
|
697
$63.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
276New |
$18.7K - $22.1K
|
276
$25.3K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
240New |
$16.3K - $19.2K
|
240
$22K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
236+ 2.13% |
$16K - $18.9K
|
11.3K
$1.04M
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
215+ 0.81% |
$14.6K - $17.2K
|
26.9K
$2.46M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
214+ 4.94% |
$14.5K - $17.1K
|
4.55K
$416K
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
198+ 0.32% |
$13.4K - $15.8K
|
61.9K
$5.67M
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
195+ 49.74% |
$13.2K - $15.6K
|
587
$53.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
180+ 3.8% |
$12.2K - $14.4K
|
4.92K
$451K
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
180+ 1.13% |
$12.2K - $14.4K
|
16.2K
$1.48M
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
172+ 39.81% |
$11.7K - $13.8K
|
604
$55.3K
|
|
|
Jan 25, 2024
Q4 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
172New |
$11.7K - $13.8K
|
172
$15.8K
|
|
|
Feb 05, 2024
Q4 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
152+ 2.18% |
$10.3K - $12.2K
|
7.12K
$652K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
148+ 1.9% |
$10K - $11.8K
|
7.93K
$727K
|