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
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.51K+ 2.1% |
$278K - $308K
|
171K
$16.1M
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.45K+ 7.63% |
$273K - $303K
|
48.6K
$4.59M
|
|
|
Feb 22, 2022
Q4 2021
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
3.42K+ 1.08% |
$270K - $300K
|
321K
$30.3M
|
|
|
Mar 15, 2022
Q4 2021
|
Security Financial Services, Inc.
|
BUY
|
- |
3.42KNew |
$270K - $300K
|
3.42K
$322K
|
|
|
Feb 04, 2022
Q4 2021
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
3.39KNew |
$269K - $298K
|
3.39K
$320K
|
|
|
Jan 31, 2022
Q4 2021
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
3.36K+ 35.89% |
$266K - $295K
|
12.7K
$1.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
3.3K+ 58.93% |
$261K - $290K
|
8.9K
$839K
|
|
|
Jan 25, 2022
Q4 2021
|
Fulcrum Capital LLC
|
BUY
|
- |
3.27K+ 3.34% |
$259K - $287K
|
101K
$9.54M
|
|
|
Feb 14, 2022
Q4 2021
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
3.26KNew |
$258K - $287K
|
3.26K
$307K
|
|
|
Feb 04, 2022
Q4 2021
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
3.25KNew |
$257K - $285K
|
3.25K
$306K
|
|
|
Feb 04, 2022
Q4 2021
|
Vera Bank, N.A.
|
BUY
|
- |
3.15KNew |
$249K - $277K
|
3.15K
$297K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.14KNew |
$248K - $276K
|
3.14K
$296K
|
|
|
Feb 17, 2022
Q4 2021
|
Oldfather Financial Services, LLC
|
BUY
|
- |
3.05K+ 7.05% |
$241K - $268K
|
46.2K
$4.36M
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.01KNew |
$238K - $265K
|
3.01K
$284K
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.99K+ 19.4% |
$237K - $263K
|
18.4K
$1.74M
|
|
|
Jan 14, 2022
Q4 2021
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
2.98KNew |
$236K - $262K
|
2.98K
$281K
|
|
|
Feb 08, 2022
Q4 2021
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.95K+ 13.38% |
$234K - $259K
|
25K
$2.36M
|
|
|
Feb 10, 2022
Q4 2021
|
Cfo4 Life Group, LLC
|
BUY
|
- |
2.95KNew |
$233K - $259K
|
2.95K
$278K
|
|
|
Feb 01, 2022
Q4 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
2.86K+ 25.08% |
$226K - $251K
|
14.2K
$1.34M
|
|
|
Feb 11, 2022
Q4 2021
|
Saxon Interests, Inc.
|
BUY
|
- |
2.62KNew |
$207K - $230K
|
2.62K
$247K
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
2.57K+ 14.95% |
$204K - $226K
|
19.8K
$1.87M
|
|
|
Jan 13, 2022
Q4 2021
|
Diversified Trust CO
|
BUY
|
- |
2.52KNew |
$199K - $222K
|
2.52K
$238K
|
|
|
Feb 18, 2022
Q4 2021
|
Comerica Bank
|
BUY
|
- |
2.51K+ 11.55% |
$199K - $221K
|
24.3K
$2.29M
|
|
|
Feb 02, 2022
Q4 2021
|
Concorde Asset Management, LLC
|
BUY
|
- |
2.51KNew |
$199K - $221K
|
2.51K
$237K
|
|
|
Jan 12, 2022
Q4 2021
|
Moneywise, Inc.
|
BUY
|
- |
2.48KNew |
$196K - $218K
|
2.48K
$234K
|
|
|
Feb 02, 2022
Q4 2021
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
2.47K+ 14.21% |
$196K - $217K
|
19.9K
$1.87M
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2.47KNew |
$195K - $217K
|
2.47K
$233K
|
|
|
Feb 11, 2022
Q4 2021
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
2.45KNew |
$194K - $216K
|
2.45K
$231K
|
|
|
Feb 04, 2022
Q4 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
2.45KNew |
$194K - $216K
|
2.45K
$231K
|
|
|
Feb 10, 2022
Q4 2021
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
2.45KNew |
$194K - $215K
|
2.45K
$231K
|
|
|
Jan 19, 2022
Q4 2021
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
2.45KNew |
$194K - $215K
|
2.45K
$231K
|
|
|
Jun 26, 2023
Q4 2021
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.44KNew |
$193K - $214K
|
2.44K
$230K
|
|
|
Aug 15, 2022
Q4 2021
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
2.41KNew |
$191K - $212K
|
2.41K
$227K
|
|
|
Jan 05, 2022
Q4 2021
|
Ims Capital Management
|
BUY
|
- |
2.41KNew |
$191K - $212K
|
2.41K
$227K
|
|
|
Jan 28, 2022
Q4 2021
|
Colorado Capital Management, Inc.
|
BUY
|
- |
2.38KNew |
$189K - $210K
|
2.38K
$225K
|
|
|
Feb 11, 2022
Q4 2021
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
2.38KNew |
$188K - $209K
|
2.38K
$224K
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.38KNew |
$188K - $209K
|
2.38K
$224K
|
|
|
Feb 01, 2022
Q4 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
2.38KNew |
$188K - $209K
|
2.38K
$224K
|
|
|
Jan 27, 2022
Q4 2021
|
Single Point Partners, LLC
|
BUY
|
- |
2.37KNew |
$187K - $208K
|
2.37K
$223K
|
|
|
Jan 27, 2022
Q4 2021
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
2.36KNew |
$187K - $208K
|
2.36K
$223K
|
|
|
Feb 14, 2022
Q4 2021
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
2.14K+ 1.47% |
$170K - $188K
|
148K
$13.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.12K+ 23.17% |
$168K - $186K
|
11.3K
$1.06M
|
|
|
Jan 25, 2022
Q4 2021
|
Hancock Whitney Corp
|
BUY
|
- |
2.08K+ 5.38% |
$165K - $183K
|
40.8K
$3.85M
|
|
|
Feb 10, 2022
Q4 2021
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
2.04K+ 3.25% |
$162K - $179K
|
64.7K
$6.11M
|
|
|
Feb 08, 2022
Q4 2021
|
West Bancorporation Inc
|
BUY
|
- |
2K+ 216.96% |
$158K - $175K
|
2.92K
$275K
|
|
|
Feb 14, 2022
Q4 2021
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
1.99K+ 525.07% |
$157K - $175K
|
2.37K
$223K
|
|
|
Feb 14, 2022
Q4 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.9K+ 237.88% |
$151K - $167K
|
2.7K
$255K
|
|
|
Nov 30, 2023
Q4 2021
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1.89KNew |
$149K - $166K
|
1.89K
$178K
|
|
|
Jan 19, 2022
Q4 2021
|
Orser Capital Management, LLC
|
BUY
|
- |
1.87K+ 53.35% |
$148K - $164K
|
5.38K
$507K
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.86K+ 28.75% |
$147K - $163K
|
8.32K
$784K
|