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 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
134+ 2.16% |
$9.08K - $10.7K
|
6.34K
$581K
|
|
|
Jan 18, 2024
Q4 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
134+ 0.66% |
$9.08K - $10.7K
|
20.4K
$1.87M
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
132New |
$8.95K - $10.6K
|
132
$12.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
130+ 1.23% |
$8.81K - $10.4K
|
10.7K
$977K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
129+ 1.88% |
$8.74K - $10.3K
|
6.99K
$641K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
126+ 0.2% |
$8.54K - $10.1K
|
63.3K
$5.79M
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
122+ 3.06% |
$8.27K - $9.76K
|
4.11K
$376K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
118+ 3.23% |
$8K - $9.44K
|
3.77K
$345K
|
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
BUY
|
- |
104+ 0.71% |
$7.05K - $8.32K
|
14.8K
$1.35M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
100New |
$6.78K - $8K
|
100
$9.16K
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
99+ 1.26% |
$6.71K - $7.92K
|
7.95K
$728K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
99New |
$6.71K - $7.92K
|
99
$9.07K
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
94+ 8.34% |
$6.37K - $7.52K
|
1.22K
$112K
|
|
|
Jan 12, 2024
Q4 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
93+ 3.31% |
$6.3K - $7.44K
|
2.9K
$266K
|
|
|
Jan 18, 2024
Q4 2023
|
Sage Financial Group Inc
|
BUY
|
- |
92+ 3.09% |
$6.24K - $7.36K
|
3.07K
$281K
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
89+ 0.32% |
$6.03K - $7.12K
|
28.3K
$2.59M
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
77+ 0.64% |
$5.22K - $6.16K
|
12.2K
$1.12M
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
76New |
$5.15K - $6.08K
|
76
$6.96K
|
|
|
Feb 06, 2024
Q4 2023
|
Sawgrass Asset Management LLC
|
BUY
|
- |
76+ 0.87% |
$5.15K - $6.08K
|
8.8K
$806K
|
|
|
Jan 31, 2024
Q4 2023
|
Davidson Trust CO
|
BUY
|
- |
75+ 1.28% |
$5.08K - $6K
|
5.94K
$544K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
70New |
$4.74K - $5.6K
|
70
$6.41K
|
|
|
Feb 12, 2024
Q4 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
70+ 25.93% |
$4.74K - $5.6K
|
340
$31.1K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
68+ 3.64% |
$4.61K - $5.44K
|
1.94K
$177K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
62New |
$4.2K - $4.96K
|
62
$5.68K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
62New |
$4.2K - $4.96K
|
62
$5.68K
|
|
|
Feb 06, 2024
Q4 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
58+ 1.59% |
$3.93K - $4.64K
|
3.71K
$340K
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
54+ 1.6% |
$3.66K - $4.32K
|
3.42K
$313K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
50+ 1.5% |
$3.39K - $4K
|
3.37K
$309K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
48+ 1.14% |
$3.25K - $3.84K
|
4.26K
$390K
|
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
47+ 0.53% |
$3.19K - $3.76K
|
8.88K
$813K
|
|
|
Feb 13, 2024
Q4 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
38+ 0.18% |
$2.58K - $3.04K
|
20.6K
$1.89M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
35+ 4.86% |
$2.37K - $2.8K
|
755
$69.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
33+ 0.06% |
$2.24K - $2.64K
|
59.8K
$5.48M
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
33+ 2.02% |
$2.24K - $2.64K
|
1.66K
$152K
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
33+ 0.48% |
$2.24K - $2.64K
|
6.93K
$635K
|
|
|
Jan 02, 2024
Q4 2023
|
Dentgroup LLC
|
BUY
|
- |
32+ 0.52% |
$2.17K - $2.56K
|
6.25K
$572K
|
|
|
Jan 16, 2024
Q4 2023
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
32+ 0.37% |
$2.17K - $2.56K
|
8.68K
$795K
|
|
|
Jan 09, 2024
Q4 2023
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
31+ 0.43% |
$2.1K - $2.48K
|
7.17K
$656K
|
|
|
Jan 25, 2024
Q4 2023
|
Mainstay Capital Management LLC
|
BUY
|
- |
29+ 0.51% |
$1.97K - $2.32K
|
5.66K
$519K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
28+ 0.29% |
$1.9K - $2.24K
|
9.73K
$891K
|
|
|
Jan 29, 2024
Q4 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
28+ 0.32% |
$1.9K - $2.24K
|
8.92K
$817K
|
|
|
Jan 17, 2024
Q4 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
28+ 0.25% |
$1.9K - $2.24K
|
11.2K
$1.02M
|
|
|
Jan 29, 2024
Q4 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
27+ 0.53% |
$1.83K - $2.16K
|
5.08K
$465K
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
27+ 0.17% |
$1.83K - $2.16K
|
15.6K
$1.42M
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
27+ 0.17% |
$1.83K - $2.16K
|
15.6K
$1.42M
|
|
|
Feb 05, 2024
Q4 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
26+ 0.4% |
$1.76K - $2.08K
|
6.53K
$598K
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
25+ 0.56% |
$1.69K - $2K
|
4.49K
$411K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
25+ 54.35% |
$1.69K - $2K
|
71
$6.5K
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
25+ 0.4% |
$1.69K - $2K
|
6.31K
$578K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
22New |
$1.49K - $1.76K
|
22
$2.02K
|