Purchases and Sales Made in Q4 2021 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 2021. 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 14, 2022
Q4 2021
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.16K- 17.37% |
$91.8K - $102K
|
5.52K
$521K
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.21K- 4.33% |
$95.4K - $106K
|
26.6K
$2.51M
|
|
Jan 28, 2022
Q4 2021
|
Rodgers & Associates, LTD
|
SELL
|
- |
-1.21K- 2.18% |
$95.4K - $106K
|
54K
$5.09M
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.3K- 0.19% |
$103K - $114K
|
694K
$65.4M
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.32K- 0.24% |
$104K - $116K
|
552K
$52M
|
|
Feb 09, 2022
Q4 2021
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-1.34K- 10.01% |
$106K - $117K
|
12K
$1.13M
|
|
Feb 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1.38K- 4.5% |
$110K - $122K
|
29.4K
$2.77M
|
|
Jan 21, 2022
Q4 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.43K- 5.86% |
$113K - $125K
|
22.9K
$2.16M
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.5K- 27.49% |
$119K - $132K
|
3.96K
$373K
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
SELL
|
- |
-1.53K- 0.41% |
$121K - $135K
|
370K
$34.9M
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.58K- 0.56% |
$125K - $139K
|
278K
$26.2M
|
|
Feb 11, 2022
Q4 2021
|
Renasant Bank
|
SELL
|
- |
-1.59K- 6.07% |
$126K - $140K
|
24.6K
$2.32M
|
|
Jan 18, 2022
Q4 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.68K- 7.63% |
$133K - $147K
|
20.3K
$1.91M
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.68K- 27.03% |
$133K - $147K
|
4.53K
$427K
|
|
Feb 11, 2022
Q4 2021
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.73K- 2.24% |
$137K - $152K
|
75.4K
$7.11M
|
|
Feb 14, 2022
Q4 2021
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-1.73K- 2.82% |
$137K - $152K
|
59.6K
$5.62M
|
|
Feb 04, 2022
Q4 2021
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-1.75K- 35.33% |
$138K - $154K
|
3.2K
$302K
|
|
Feb 16, 2022
Q4 2021
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-1.75K- 1.59% |
$139K - $154K
|
109K
$10.2M
|
|
Feb 09, 2022
Q4 2021
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.84K- 1.98% |
$146K - $162K
|
91.2K
$8.6M
|
|
Feb 11, 2022
Q4 2021
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-1.89K- 8.11% |
$149K - $166K
|
21.4K
$2.02M
|
|
Feb 07, 2022
Q4 2021
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.92K- 14.75% |
$152K - $169K
|
11.1K
$1.05M
|
|
Jan 18, 2022
Q4 2021
|
First National Bank Of South Miami
|
SELL
|
- |
-1.97K- 10.44% |
$156K - $173K
|
16.9K
$1.59M
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.04K- 1.1% |
$161K - $179K
|
183K
$17.3M
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-2.08K- 16.63% |
$164K - $182K
|
10.4K
$981K
|
|
Feb 11, 2022
Q4 2021
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-2.09K- 2.41% |
$165K - $184K
|
84.5K
$7.97M
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.1K- 20.9% |
$166K - $185K
|
7.95K
$750K
|
|
Jan 26, 2022
Q4 2021
|
Mechanics Bank Trust Department
|
SELL
|
- |
-2.18K- 2.56% |
$173K - $192K
|
82.8K
$7.81M
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.21KClosed |
$175K - $194K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.25K- 6.09% |
$178K - $198K
|
34.7K
$3.28M
|
|
Jan 26, 2022
Q4 2021
|
Hya Advisors, Inc
|
SELL
|
- |
-2.27K- 9.77% |
$179K - $199K
|
20.9K
$1.97M
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.4K- 1.48% |
$190K - $211K
|
159K
$15M
|
|
Feb 14, 2022
Q4 2021
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-2.4K- 3.69% |
$190K - $211K
|
62.7K
$5.91M
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-2.45K- 11.68% |
$194K - $215K
|
18.5K
$1.74M
|
|
Jan 12, 2022
Q4 2021
|
First Hawaiian Bank
|
SELL
|
- |
-2.56K- 2.28% |
$202K - $225K
|
109K
$10.3M
|
|
Jan 28, 2022
Q4 2021
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-2.76KClosed |
$218K - $242K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.79K- 30.98% |
$221K - $245K
|
6.22K
$586K
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-2.86K- 79.91% |
$227K - $252K
|
720
$67.9K
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.89K- 14.3% |
$229K - $254K
|
17.3K
$1.63M
|
|
Feb 09, 2022
Q4 2021
|
Total Wealth Planning, LLC
|
SELL
|
- |
-2.95K- 73.9% |
$233K - $259K
|
1.04K
$98.3K
|
|
Jan 18, 2022
Q4 2021
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-2.95KClosed |
$234K - $260K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Mcdonald Partners LLC
|
SELL
|
- |
-3.3KClosed |
$261K - $290K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-3.35K- 28.41% |
$265K - $294K
|
8.44K
$796K
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-3.35K- 42.95% |
$265K - $294K
|
4.45K
$420K
|
|
Jan 28, 2022
Q4 2021
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-3.45K- 37.41% |
$273K - $303K
|
5.76K
$543K
|
|
Jan 12, 2022
Q4 2021
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-3.45K- 8.16% |
$273K - $303K
|
38.8K
$3.66M
|
|
Jan 27, 2022
Q4 2021
|
First Merchants Corp
|
SELL
|
- |
-3.47K- 1.51% |
$275K - $305K
|
226K
$21.3M
|
|
Feb 15, 2022
Q4 2021
|
Mainstay Capital Management LLC
|
SELL
|
- |
-3.98K- 35.15% |
$315K - $350K
|
7.35K
$693K
|
|
Feb 08, 2022
Q4 2021
|
Lyell Wealth Management, LP
|
SELL
|
- |
-4.1K- 52.84% |
$324K - $360K
|
3.66K
$345K
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4.74K- 63.93% |
$375K - $417K
|
2.68K
$252K
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-4.85KClosed |
$384K - $426K
|
0
$0
|