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 |
---|---|---|---|---|---|---|---|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-275- 6.49% |
$18.6K - $22K
|
3.96K
$345K
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-278- 0.73% |
$18.8K - $22.3K
|
37.7K
$3.29M
|
|
Feb 13, 2024
Q4 2023
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-284- 5.03% |
$19.2K - $22.7K
|
5.37K
$468K
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-284- 5.66% |
$19.2K - $22.7K
|
4.73K
$413K
|
|
Jan 08, 2024
Q4 2023
|
Bennett Selby Investments LP
|
SELL
|
- |
-290- 8.29% |
$19.7K - $23.2K
|
3.21K
$280K
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-298- 10.17% |
$20.2K - $23.9K
|
2.63K
$230K
|
|
Jan 12, 2024
Q4 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-300- 7.92% |
$20.3K - $24K
|
3.49K
$304K
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
SELL
|
- |
-300- 5.24% |
$20.3K - $24K
|
5.43K
$474K
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
SELL
|
- |
-306- 9.23% |
$20.7K - $24.5K
|
3.01K
$263K
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-308- 1.72% |
$20.9K - $24.7K
|
17.6K
$1.54M
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-312- 17.34% |
$21.1K - $25K
|
1.49K
$130K
|
|
Feb 06, 2024
Q4 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-320- 23.53% |
$21.7K - $25.6K
|
1.04K
$90.7K
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
SELL
|
- |
-323- 3.88% |
$21.9K - $25.9K
|
8K
$698K
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-327- 3.95% |
$22.2K - $26.2K
|
7.95K
$694K
|
|
Feb 13, 2024
Q4 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-329- 1.42% |
$22.3K - $26.3K
|
22.9K
$1.99M
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-335- 0.8% |
$22.7K - $26.8K
|
41.8K
$3.65M
|
|
Feb 06, 2024
Q4 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-350- 2.04% |
$23.7K - $28K
|
16.8K
$1.47M
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-353- 1.37% |
$23.9K - $28.3K
|
25.5K
$2.22M
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-358- 0.81% |
$24.3K - $28.7K
|
43.8K
$3.82M
|
|
Feb 05, 2024
Q4 2023
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-373- 0.58% |
$25.3K - $29.9K
|
64.1K
$5.6M
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-381- 12.61% |
$25.8K - $30.5K
|
2.64K
$230K
|
|
Feb 01, 2024
Q4 2023
|
Acas, LLC
|
SELL
|
- |
-393- 3.16% |
$26.6K - $31.5K
|
12K
$1.05M
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-393- 0.91% |
$26.6K - $31.5K
|
42.9K
$3.74M
|
|
Jan 31, 2024
Q4 2023
|
Steph & CO
|
SELL
|
- |
-395- 41.36% |
$26.8K - $31.6K
|
560
$48.8K
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-395- 9.03% |
$26.8K - $31.6K
|
3.98K
$347K
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-417- 1.72% |
$28.3K - $33.4K
|
23.8K
$2.08M
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-417- 4.94% |
$28.3K - $33.4K
|
8.02K
$699K
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-431- 10.54% |
$29.2K - $34.5K
|
3.66K
$319K
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-432- 11.22% |
$29.3K - $34.6K
|
3.42K
$298K
|
|
Jan 19, 2024
Q4 2023
|
Atlas Private Wealth Management
|
SELL
|
- |
-433- 3.06% |
$29.3K - $34.7K
|
13.7K
$1.19M
|
|
Jan 11, 2024
Q4 2023
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-461- 1.8% |
$31.2K - $36.9K
|
25.2K
$2.2M
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-477- 4.62% |
$32.3K - $38.2K
|
9.85K
$859K
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-490- 2.21% |
$33.2K - $39.2K
|
21.6K
$1.89M
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-494- 1.57% |
$33.5K - $39.5K
|
30.9K
$2.7M
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-506- 2.08% |
$34.3K - $40.5K
|
23.8K
$2.08M
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-532- 0.3% |
$36.1K - $42.6K
|
179K
$15.7M
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-595- 0.65% |
$40.3K - $47.6K
|
91.6K
$7.99M
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-606- 6.76% |
$41.1K - $48.5K
|
8.36K
$729K
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-651- 7.03% |
$44.1K - $52.1K
|
8.61K
$751K
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
SELL
|
- |
-657- 1.94% |
$44.5K - $52.6K
|
33.1K
$2.89M
|
|
Feb 05, 2024
Q4 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-666- 2.19% |
$45.1K - $53.3K
|
29.7K
$2.59M
|
|
Feb 21, 2024
Q4 2023
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-723- 2.02% |
$49K - $57.9K
|
35.1K
$3.06M
|
|
Jan 26, 2024
Q4 2023
|
West Bancorporation Inc
|
SELL
|
- |
-735- 20.05% |
$49.8K - $58.8K
|
2.93K
$256K
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-747- 23.48% |
$50.6K - $59.8K
|
2.43K
$212K
|
|
Jan 24, 2024
Q4 2023
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-750- 16.57% |
$50.8K - $60K
|
3.78K
$329K
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-754- 5.04% |
$51.1K - $60.4K
|
14.2K
$1.24M
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-768- 19.49% |
$52.1K - $61.5K
|
3.17K
$277K
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
SELL
|
- |
-791- 31.78% |
$53.6K - $63.3K
|
1.7K
$148K
|
|
Jan 23, 2024
Q4 2023
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-811- 4.05% |
$55K - $64.9K
|
19.2K
$1.68M
|
|
Feb 01, 2024
Q4 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-837- 12.58% |
$56.7K - $67K
|
5.81K
$507K
|