Purchases and Sales Made in Q4 2022 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 2022. 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 12, 2023
Q4 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-7- 0.17% |
$447 - $511
|
4.14K
$389K
|
|
|
Jan 20, 2023
Q4 2022
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-11- 0.16% |
$703 - $802
|
7K
$658K
|
|
|
Jan 10, 2023
Q4 2022
|
Thomasville National Bank
|
SELL
|
- |
-12- 0.34% |
$767 - $875
|
3.52K
$331K
|
|
|
Feb 13, 2023
Q4 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-18- 0.17% |
$1.15K - $1.31K
|
10.8K
$1.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-19- 19.39% |
$1.21K - $1.39K
|
79
$7.43K
|
|
|
Jan 24, 2023
Q4 2022
|
Cra Financial Services, LLC
|
SELL
|
- |
-20- 0.31% |
$1.28K - $1.46K
|
6.52K
$613K
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-20- 0.6% |
$1.28K - $1.46K
|
3.3K
$310K
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-23- 0.33% |
$1.47K - $1.68K
|
7.05K
$663K
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-24- 2.26% |
$1.53K - $1.75K
|
1.04K
$97.7K
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-28- 12.02% |
$1.79K - $2.04K
|
205
$19.3K
|
|
|
Feb 07, 2023
Q4 2022
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-28- 0.16% |
$1.79K - $2.04K
|
17.9K
$1.69M
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-36- 1.09% |
$2.3K - $2.63K
|
3.27K
$308K
|
|
|
Jan 30, 2023
Q4 2022
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-38- 0.51% |
$2.43K - $2.77K
|
7.48K
$703K
|
|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-39- 0.85% |
$2.49K - $2.85K
|
4.55K
$428K
|
|
|
Feb 07, 2023
Q4 2022
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-40- 1.22% |
$2.56K - $2.92K
|
3.23K
$304K
|
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-43- 22.51% |
$2.75K - $3.14K
|
148
$13.9K
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-44- 0.7% |
$2.81K - $3.21K
|
6.24K
$587K
|
|
|
Jan 31, 2023
Q4 2022
|
Graypoint LLC
|
SELL
|
- |
-50- 0.42% |
$3.2K - $3.65K
|
11.9K
$1.12M
|
|
|
Jan 25, 2023
Q4 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-53- 0.77% |
$3.39K - $3.87K
|
6.83K
$642K
|
|
|
Jan 17, 2023
Q4 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-60- 0.5% |
$3.83K - $4.38K
|
11.9K
$1.12M
|
|
|
May 25, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-60- 0.07% |
$3.83K - $4.38K
|
87.6K
$8.23M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-60- 0.75% |
$3.83K - $4.38K
|
7.97K
$749K
|
|
|
Feb 09, 2023
Q4 2022
|
Renasant Bank
|
SELL
|
- |
-60- 0.29% |
$3.83K - $4.38K
|
20.8K
$1.95M
|
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-61- 0.36% |
$3.9K - $4.45K
|
17K
$1.6M
|
|
|
Feb 21, 2023
Q4 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-61- 0.88% |
$3.9K - $4.45K
|
6.87K
$645K
|
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-64- 0.26% |
$4.09K - $4.67K
|
24.5K
$2.3M
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-69- 0.35% |
$4.41K - $5.03K
|
19.4K
$1.83M
|
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-72- 20.0% |
$4.6K - $5.25K
|
288
$27.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-75- 1.52% |
$4.79K - $5.47K
|
4.85K
$456K
|
|
|
Jan 23, 2023
Q4 2022
|
Saxon Interests, Inc.
|
SELL
|
- |
-76- 1.64% |
$4.86K - $5.54K
|
4.56K
$429K
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-79- 0.62% |
$5.05K - $5.76K
|
12.6K
$1.19M
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
SELL
|
- |
-84- 1.65% |
$5.37K - $6.13K
|
5K
$470K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Counselors Inc
|
SELL
|
- |
-84- 0.35% |
$5.37K - $6.13K
|
24.2K
$2.27M
|
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-91- 33.09% |
$5.81K - $6.64K
|
184
$17.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
SELL
|
- |
-92- 0.77% |
$5.88K - $6.71K
|
11.9K
$1.12M
|
|
|
Jan 20, 2023
Q4 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-100- 1.07% |
$6.39K - $7.3K
|
9.26K
$870K
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-102- 0.76% |
$6.52K - $7.44K
|
13.3K
$1.25M
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-104- 0.54% |
$6.65K - $7.59K
|
19.1K
$1.8M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-109- 0.23% |
$6.97K - $7.95K
|
46.7K
$4.39M
|
|
|
Jan 27, 2023
Q4 2022
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-110- 2.76% |
$7.03K - $8.02K
|
3.88K
$364K
|
|
|
Jan 06, 2023
Q4 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-116- 1.55% |
$7.41K - $8.46K
|
7.36K
$692K
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
SELL
|
- |
-122- 1.65% |
$7.8K - $8.9K
|
7.26K
$682K
|
|
|
Jan 18, 2023
Q4 2022
|
Ritholtz Wealth Management
|
SELL
|
- |
-125- 2.57% |
$7.99K - $9.12K
|
4.74K
$445K
|
|
|
Feb 07, 2023
Q4 2022
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-132- 3.17% |
$8.43K - $9.63K
|
4.04K
$379K
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-135- 0.82% |
$8.63K - $9.85K
|
16.4K
$1.54M
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-146- 1.63% |
$9.33K - $10.7K
|
8.83K
$830K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-147- 0.48% |
$9.39K - $10.7K
|
30.7K
$2.89M
|
|
|
Feb 14, 2023
Q4 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-165- 0.82% |
$10.5K - $12K
|
20.1K
$1.89M
|
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-175- 1.0% |
$11.2K - $12.8K
|
17.4K
$1.63M
|
|
|
Feb 02, 2023
Q4 2022
|
Total Wealth Planning, LLC
|
SELL
|
- |
-176- 3.6% |
$11.2K - $12.8K
|
4.71K
$442K
|