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 |
---|---|---|---|---|---|---|---|
Jan 24, 2022
Q4 2021
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.14% |
$79.1 - $87.9
|
695
$65.5K
|
|
Feb 14, 2022
Q4 2021
|
Merit Financial Group, LLC
|
BUY
|
- |
1+ 0.02% |
$79.1 - $87.9
|
4.16K
$392K
|
|
Feb 03, 2022
Q4 2021
|
Element Wealth, LLC
|
BUY
|
- |
1+ 0.22% |
$79.1 - $87.9
|
456
$43K
|
|
Feb 16, 2022
Q4 2021
|
Evensky & Katz LLC
|
BUY
|
- |
1+ 0.16% |
$79.1 - $87.9
|
613
$57.8K
|
|
Jan 18, 2022
Q4 2021
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
1+ 0.04% |
$79.1 - $87.9
|
2.71K
$255K
|
|
Feb 08, 2022
Q4 2021
|
Venture Visionary Partners LLC
|
BUY
|
- |
1+ 0.01% |
$79.1 - $87.9
|
8.46K
$798K
|
|
Feb 02, 2022
Q4 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1+ 0.24% |
$79.1 - $87.9
|
412
$38.9K
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1+ 0.03% |
$79.1 - $87.9
|
3.53K
$333K
|
|
Feb 14, 2022
Q4 2021
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
1+ 0.02% |
$79.1 - $87.9
|
4.45K
$420K
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1Closed |
$79.1 - $87.9
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Oakworth Capital, Inc.
|
SELL
|
- |
-2- 0.02% |
$158 - $176
|
8.14K
$768K
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-3- 0.12% |
$237 - $264
|
2.46K
$232K
|
|
Feb 11, 2022
Q4 2021
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-3- 0.08% |
$237 - $264
|
3.76K
$354K
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-3- 0.04% |
$237 - $264
|
7.88K
$743K
|
|
Jan 18, 2022
Q4 2021
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-5- 0.16% |
$396 - $440
|
3.03K
$286K
|
|
Feb 10, 2022
Q4 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-5- 0.12% |
$396 - $440
|
4.14K
$390K
|
|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-5- 0.06% |
$396 - $440
|
8K
$755K
|
|
Jan 25, 2022
Q4 2021
|
Busey Wealth Management
|
SELL
|
- |
-11- 0.17% |
$870 - $967
|
6.57K
$620K
|
|
Feb 10, 2022
Q4 2021
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-12- 0.06% |
$950 - $1.05K
|
20.9K
$1.97M
|
|
Jan 25, 2022
Q4 2021
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-15- 0.55% |
$1.19K - $1.32K
|
2.69K
$254K
|
|
Feb 14, 2022
Q4 2021
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-15- 0.26% |
$1.19K - $1.32K
|
5.76K
$543K
|
|
Feb 01, 2022
Q4 2021
|
Bridges Investment Management Inc
|
SELL
|
- |
-20- 0.22% |
$1.58K - $1.76K
|
9.15K
$863K
|
|
Feb 08, 2022
Q4 2021
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-27- 0.67% |
$2.14K - $2.37K
|
4.02K
$379K
|
|
Feb 10, 2022
Q4 2021
|
Pacific Sun Financial Corp
|
SELL
|
- |
-30- 0.32% |
$2.37K - $2.64K
|
9.24K
$872K
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-32- 0.33% |
$2.53K - $2.81K
|
9.73K
$917K
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
SELL
|
- |
-33- 0.63% |
$2.61K - $2.9K
|
5.25K
$495K
|
|
Jan 31, 2022
Q4 2021
|
Graypoint LLC
|
SELL
|
- |
-40- 0.33% |
$3.17K - $3.52K
|
12.2K
$1.15M
|
|
Jan 27, 2022
Q4 2021
|
Mattern Wealth Management LLC
|
SELL
|
- |
-40- 0.29% |
$3.17K - $3.52K
|
13.9K
$1.31M
|
|
Jan 25, 2022
Q4 2021
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-44Closed |
$3.48K - $3.87K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-45- 1.39% |
$3.56K - $3.96K
|
3.18K
$300K
|
|
Jan 20, 2022
Q4 2021
|
Patten Group, Inc.
|
SELL
|
- |
-46- 0.35% |
$3.64K - $4.04K
|
13.1K
$1.23M
|
|
Jan 21, 2022
Q4 2021
|
Prosperity Planning, Inc.
|
SELL
|
- |
-47- 0.74% |
$3.72K - $4.13K
|
6.31K
$595K
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-47- 1.14% |
$3.72K - $4.13K
|
4.08K
$385K
|
|
Feb 14, 2022
Q4 2021
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-50- 0.99% |
$3.96K - $4.4K
|
5.02K
$473K
|
|
Feb 10, 2022
Q4 2021
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-55- 0.31% |
$4.35K - $4.83K
|
17.5K
$1.65M
|
|
Feb 11, 2022
Q4 2021
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-56Closed |
$4.43K - $4.92K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-57- 0.86% |
$4.51K - $5.01K
|
6.57K
$620K
|
|
Jan 25, 2022
Q4 2021
|
Macroview Investment Management LLC
|
SELL
|
- |
-62- 6.97% |
$4.91K - $5.45K
|
827
$78K
|
|
Jan 28, 2022
Q4 2021
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-80Closed |
$6.33K - $7.03K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Dearborn Partners LLC
|
SELL
|
- |
-80- 0.64% |
$6.33K - $7.03K
|
12.4K
$1.17M
|
|
Feb 10, 2022
Q4 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-81- 0.05% |
$6.41K - $7.12K
|
163K
$15.3M
|
|
Jan 27, 2022
Q4 2021
|
Baldrige Asset Management LLC
|
SELL
|
- |
-85- 30.8% |
$6.73K - $7.47K
|
191
$18K
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-86- 3.4% |
$6.81K - $7.56K
|
2.45K
$231K
|
|
Feb 08, 2022
Q4 2021
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-91- 0.3% |
$7.2K - $8K
|
30.2K
$2.85M
|
|
Jan 31, 2022
Q4 2021
|
Veracity Capital LLC
|
SELL
|
- |
-107- 1.31% |
$8.47K - $9.41K
|
8.06K
$760K
|
|
Feb 01, 2022
Q4 2021
|
Tfg Advisers LLC
|
SELL
|
- |
-119- 3.91% |
$9.42K - $10.5K
|
2.93K
$276K
|
|
Feb 14, 2022
Q4 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-120- 3.18% |
$9.5K - $10.5K
|
3.66K
$345K
|
|
Jan 10, 2022
Q4 2021
|
Bremer Bank National Association
|
SELL
|
- |
-120- 2.49% |
$9.5K - $10.5K
|
4.7K
$443K
|
|
Feb 04, 2022
Q4 2021
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-120- 0.65% |
$9.5K - $10.5K
|
18.3K
$1.73M
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-123- 3.62% |
$9.73K - $10.8K
|
3.27K
$308K
|