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 14, 2022
Q4 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-412- 27.91% |
$32.6K - $36.2K
|
1.06K
$100K
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-417- 4.05% |
$33K - $36.7K
|
9.87K
$931K
|
|
Feb 10, 2022
Q4 2021
|
Hardy Reed LLC
|
SELL
|
- |
-421- 8.16% |
$33.3K - $37K
|
4.74K
$447K
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-431- 1.69% |
$34.1K - $37.9K
|
25.1K
$2.37M
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-446- 2.66% |
$35.3K - $39.2K
|
16.3K
$1.54M
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-448- 3.32% |
$35.5K - $39.4K
|
13K
$1.23M
|
|
Jan 18, 2022
Q4 2021
|
Atlas Brown,Inc.
|
SELL
|
- |
-455- 1.85% |
$36K - $40K
|
24.1K
$2.27M
|
|
Feb 11, 2022
Q4 2021
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-487- 0.42% |
$38.5K - $42.8K
|
116K
$11M
|
|
Jan 21, 2022
Q4 2021
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-488- 2.55% |
$38.6K - $42.9K
|
18.6K
$1.76M
|
|
Feb 14, 2022
Q4 2021
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-500- 1.93% |
$39.6K - $44K
|
25.4K
$2.39M
|
|
Jan 25, 2022
Q4 2021
|
Montecito Bank & Trust
|
SELL
|
- |
-500- 4.6% |
$39.6K - $44K
|
10.4K
$977K
|
|
Jan 25, 2022
Q4 2021
|
Old National Bancorp
|
SELL
|
- |
-513- 6.16% |
$40.6K - $45.1K
|
7.81K
$736K
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-521- 0.22% |
$41.2K - $45.8K
|
235K
$22.2M
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-533- 4.83% |
$42.2K - $46.9K
|
10.5K
$990K
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
SELL
|
- |
-554- 5.05% |
$43.8K - $48.7K
|
10.4K
$983K
|
|
Feb 10, 2022
Q4 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-560- 5.38% |
$44.3K - $49.2K
|
9.85K
$929K
|
|
Jan 20, 2022
Q4 2021
|
Cra Financial Services, LLC
|
SELL
|
- |
-571- 8.01% |
$45.2K - $50.2K
|
6.56K
$619K
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-579- 14.87% |
$45.8K - $50.9K
|
3.32K
$313K
|
|
Jan 24, 2022
Q4 2021
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-580- 15.97% |
$45.9K - $51K
|
3.05K
$288K
|
|
Jan 14, 2022
Q4 2021
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-595- 10.55% |
$47.1K - $52.3K
|
5.04K
$476K
|
|
Jan 31, 2022
Q4 2021
|
Spc Financial, Inc.
|
SELL
|
- |
-597- 0.26% |
$47.2K - $52.5K
|
226K
$21.3M
|
|
Feb 10, 2022
Q4 2021
|
Comerica Securities,Inc.
|
SELL
|
- |
-598- 1.01% |
$47.3K - $52.6K
|
58.8K
$5.55M
|
|
Feb 03, 2022
Q4 2021
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-600- 9.63% |
$47.5K - $52.7K
|
5.63K
$531K
|
|
Jan 21, 2022
Q4 2021
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-600- 11.81% |
$47.5K - $52.7K
|
4.48K
$422K
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-603- 2.34% |
$47.7K - $53K
|
25.2K
$2.38M
|
|
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-615- 1.21% |
$48.7K - $54.1K
|
50.4K
$4.75M
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-615- 1.21% |
$48.7K - $54.1K
|
50.4K
$4.75M
|
|
Feb 02, 2022
Q4 2021
|
Family Firm, Inc.
|
SELL
|
- |
-622- 4.27% |
$49.2K - $54.7K
|
13.9K
$1.31M
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-672- 0.47% |
$53.2K - $59.1K
|
142K
$13.4M
|
|
Jan 19, 2022
Q4 2021
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-698- 37.31% |
$55.2K - $61.4K
|
1.17K
$111K
|
|
Feb 08, 2022
Q4 2021
|
Slow Capital, Inc.
|
SELL
|
- |
-704- 1.41% |
$55.7K - $61.9K
|
49.2K
$4.64M
|
|
Feb 11, 2022
Q4 2021
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-742- 22.84% |
$58.7K - $65.2K
|
2.51K
$236K
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-745- 3.42% |
$59K - $65.5K
|
21K
$1.98M
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-754- 1.16% |
$59.7K - $66.3K
|
64.5K
$6.08M
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-775- 4.26% |
$61.3K - $68.1K
|
17.4K
$1.64M
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
SELL
|
- |
-819- 22.86% |
$64.8K - $72K
|
2.76K
$261K
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-854- 2.37% |
$67.6K - $75.1K
|
35.2K
$3.32M
|
|
Feb 07, 2022
Q4 2021
|
Bank Of Stockton
|
SELL
|
- |
-877- 1.97% |
$69.4K - $77.1K
|
43.6K
$4.11M
|
|
Jan 14, 2022
Q4 2021
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-894- 0.95% |
$70.7K - $78.6K
|
92.9K
$8.76M
|
|
Feb 08, 2022
Q4 2021
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-940- 17.54% |
$74.4K - $82.6K
|
4.42K
$417K
|
|
Jan 13, 2022
Q4 2021
|
Perkins Coie Trust CO
|
SELL
|
- |
-988- 1.49% |
$78.2K - $86.8K
|
65.2K
$6.15M
|
|
Jan 26, 2022
Q4 2021
|
Signature Securities Group Corporation
|
SELL
|
- |
-992Closed |
$78.5K - $87.2K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1.01K- 5.12% |
$79.9K - $88.8K
|
18.7K
$1.76M
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
SELL
|
- |
-1.02K- 7.96% |
$80.6K - $89.5K
|
11.8K
$1.11M
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-1.04K- 1.69% |
$82.1K - $91.2K
|
60.2K
$5.68M
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.06K- 13.66% |
$83.7K - $93K
|
6.69K
$630K
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.06K- 13.66% |
$83.7K - $93K
|
6.69K
$630K
|
|
Feb 03, 2022
Q4 2021
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-1.06K- 19.19% |
$83.9K - $93.2K
|
4.46K
$421K
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.11K- 9.59% |
$87.8K - $97.6K
|
10.5K
$987K
|
|
Jan 13, 2022
Q4 2021
|
First Citizens Financial Corp
|
SELL
|
- |
-1.16K- 1.73% |
$91.6K - $102K
|
65.7K
$6.19M
|