Purchases and Sales Made in Q3 2023 in Ishares S&P Midcap 400 Growth (IJK)

IJK Quotes by TradingView

This table provides information about the institutional ownership of Ishares S&P Midcap 400 Growth (IJK) during Q3 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
Oct 20, 2023 Q3 2023
Brookstone Capital Management

BUY
 -
10.3K
+ 69.82%
$735K - $802K
25K $2.35M
Nov 14, 2023 Q3 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
9.85K
+ 2.28%
$704K - $768K
442K $41.6M
Oct 27, 2023 Q3 2023
Tiaa Trust, National Association

Charlotte, NC
BUY
 -
9.8K
New
$700K - $764K
9.8K $921K
Nov 09, 2023 Q3 2023
First Heartland Consultants, Inc.

BUY
 -
9.73K
+ 52.66%
$696K - $759K
28.2K $2.65M
Aug 16, 2024 Q3 2023
Td Private Client Wealth LLC

New York, NY
BUY
 -
9.49K
+ 61.44%
$678K - $739K
24.9K $2.34M
Oct 23, 2023 Q3 2023
Joel Isaacson & Co., LLC

BUY
 -
8.95K
+ 1.95%
$640K - $697K
468K $44M
Oct 18, 2023 Q3 2023
Hanlon Investment Management, Inc.

BUY
 -
8.86K
New
$634K - $691K
8.86K $833K
Nov 16, 2023 Q3 2023
Creative Planning

Overland Park, KS
BUY
 -
8.83K
+ 5.16%
$631K - $688K
180K $16.9M
Nov 14, 2023 Q3 2023
United Community Bank

Greenville, SC
BUY
 -
8.8K
New
$629K - $686K
8.8K $827K
Nov 15, 2023 Q3 2023
Townsquare Capital LLC

BUY
 -
7.84K
New
$560K - $611K
7.84K $737K
Nov 14, 2023 Q3 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
7.76K
+ 1.46%
$554K - $605K
538K $50.6M
Oct 13, 2023 Q3 2023
Inspirion Wealth Advisors, LLC

BUY
 -
7.48K
+ 3.77%
$535K - $583K
206K $19.4M
Nov 08, 2023 Q3 2023
Pro Vise Management Group, LLC

Clearwater, FL
BUY
 -
7.3K
+ 27.78%
$522K - $569K
33.6K $3.16M
Oct 23, 2023 Q3 2023
Balboa Wealth Partners

Newport Beach, CA
BUY
 -
7.13K
New
$509K - $555K
7.13K $670K
Nov 09, 2023 Q3 2023
Watchman Group, Inc.

Plano, TX
BUY
 -
6.96K
+ 39.73%
$498K - $543K
24.5K $2.3M
Nov 14, 2023 Q3 2023
Per Stirling Capital Management, Llc.

Austin, TX
BUY
 -
6.91K
+ 26.72%
$494K - $538K
32.8K $3.08M
Nov 14, 2023 Q3 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
6.85K
+ 3.0%
$490K - $534K
236K $22.1M
Nov 14, 2023 Q3 2023
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
6.56K
+ 465.63%
$469K - $511K
7.96K $749K
Oct 17, 2023 Q3 2023
Meridian Wealth Management, LLC

BUY
 -
6.51K
+ 27.88%
$465K - $507K
29.8K $2.8M
Nov 01, 2023 Q3 2023
Congress Asset Management CO

BUY
 -
6.47K
+ 200.96%
$463K - $505K
9.69K $911K
Oct 23, 2023 Q3 2023
Norway Savings Bank

BUY
 -
6.47K
New
$462K - $504K
6.47K $608K
Oct 16, 2023 Q3 2023
Capital Investment Advisors, LLC

BUY
 -
6.39K
New
$456K - $498K
6.39K $600K
Nov 13, 2023 Q3 2023
Qrg Capital Management, Inc.

Berwyn, PA
BUY
 -
6.06K
New
$433K - $472K
6.06K $570K
Oct 17, 2023 Q3 2023
Brown Miller Wealth Management, LLC

BUY
 -
5.78K
New
$413K - $450K
5.78K $543K
Oct 03, 2023 Q3 2023
Mc Alister, Sweet & Associates, Inc.

BUY
 -
5.68K
+ 14.49%
$406K - $443K
44.9K $4.22M
Nov 14, 2023 Q3 2023
Wick Capital Partners, LLC

Wayne, PA
BUY
 -
5.29K
New
$378K - $412K
5.29K $497K
Nov 14, 2023 Q3 2023
Allegheny Financial Group LTD

Pittsburgh, PA
BUY
 -
5.2K
+ 42.3%
$372K - $405K
17.5K $1.64M
Nov 13, 2023 Q3 2023
Northern Trust Corp

Chicago, IL
BUY
 -
5.12K
+ 0.64%
$366K - $399K
808K $75.9M
Oct 19, 2023 Q3 2023
Jmac Enterprises LLC

BUY
 -
4.96K
+ 2.52%
$354K - $386K
202K $19M
Nov 13, 2023 Q3 2023
Ifg Advisory, LLC

BUY
 -
4.88K
New
$349K - $380K
4.88K $458K
Nov 09, 2023 Q3 2023
Betterment LLC

New York, NY
BUY
 -
4.74K
New
$339K - $370K
4.74K $446K
Oct 17, 2023 Q3 2023
Cx Institutional

BUY
 -
4.65K
+ 51.97%
$332K - $362K
13.6K $1.28M
Nov 13, 2023 Q3 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
4.64K
+ 45.48%
$332K - $362K
14.8K $1.39M
Oct 16, 2023 Q3 2023
Legacy Trust

Grand Rapids, MI
BUY
 -
4.53K
New
$323K - $353K
4.53K $425K
Nov 14, 2023 Q3 2023
Community Bank, N.A.

BUY
 -
4.38K
New
$313K - $341K
4.38K $412K
Nov 02, 2023 Q3 2023
Thrive Capital Management, LLC

Fort Washington, PA
BUY
 -
4.26K
+ 21.54%
$305K - $332K
24K $2.26M
Nov 13, 2023 Q3 2023
Trexquant Investment LP

Stamford, CT
BUY
 -
4.25K
New
$304K - $331K
4.25K $399K
Oct 30, 2023 Q3 2023
Sandy Spring Bank

BUY
 -
4.2K
+ 10.32%
$300K - $327K
44.8K $4.21M
Nov 07, 2023 Q3 2023
Financial Counselors Inc

BUY
 -
4.11K
+ 13.51%
$293K - $320K
34.5K $3.24M
Nov 13, 2023 Q3 2023
Sawgrass Asset Management LLC

BUY
 -
4K
+ 84.73%
$286K - $312K
8.72K $820K
Oct 25, 2023 Q3 2023
Waypoint Capital Advisors, LLC

BUY
 -
3.98K
New
$285K - $311K
3.98K $374K
Oct 19, 2023 Q3 2023
Valeo Financial Advisors, LLC

BUY
 -
3.61K
New
$258K - $281K
3.61K $339K
Nov 01, 2023 Q3 2023
Curtis Advisory Group, LLC

Santa Barbara, CA
BUY
 -
3.6K
+ 44.97%
$257K - $281K
11.6K $1.09M
Oct 31, 2023 Q3 2023
Stockman Wealth Management, Inc.

BUY
 -
3.59K
New
$256K - $280K
3.59K $337K
Nov 13, 2023 Q3 2023
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
3.46K
New
$247K - $269K
3.46K $325K
Nov 03, 2023 Q3 2023
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
3.39K
New
$243K - $265K
3.39K $319K
Nov 09, 2023 Q3 2023
One Capital Management, LLC

Westlake Village, CA
BUY
 -
3.16K
+ 13.42%
$226K - $246K
26.7K $2.51M
Nov 14, 2023 Q3 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
3.04K
+ 28.55%
$217K - $237K
13.7K $1.29M
Nov 14, 2023 Q3 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
3.01K
+ 0.1%
$215K - $235K
3.12M $293M

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