Purchases and Sales Made in Q4 2023 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 2023. 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 07, 2024
Q4 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-2.2K- 23.79% |
$149K - $176K
|
7.05K
$662K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2.2K- 6.77% |
$149K - $176K
|
30.3K
$2.85M
|
|
|
Feb 13, 2024
Q4 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-2.22K- 9.58% |
$150K - $177K
|
20.9K
$1.97M
|
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-2.24K- 9.3% |
$152K - $179K
|
21.8K
$2.05M
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.26K- 1.49% |
$153K - $180K
|
149K
$14M
|
|
|
Jan 17, 2024
Q4 2023
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-2.28K- 7.33% |
$155K - $183K
|
28.8K
$2.71M
|
|
|
Feb 15, 2024
Q4 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-2.44K- 19.92% |
$166K - $196K
|
9.83K
$924K
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-2.47K- 7.88% |
$167K - $197K
|
28.9K
$2.71M
|
|
|
Jan 25, 2024
Q4 2023
|
First Merchants Corp
|
SELL
|
- |
-2.47K- 1.33% |
$168K - $198K
|
184K
$17.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-2.48K- 8.39% |
$168K - $199K
|
27.1K
$2.55M
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-2.54K- 20.22% |
$172K - $203K
|
10K
$940K
|
|
|
Feb 07, 2024
Q4 2023
|
Ltg Capital LLC
|
SELL
|
- |
-2.54K- 5.43% |
$172K - $203K
|
44.2K
$4.16M
|
|
|
Jan 16, 2024
Q4 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-2.56K- 3.18% |
$173K - $205K
|
77.7K
$7.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.61K- 15.37% |
$177K - $209K
|
14.4K
$1.35M
|
|
|
Jan 11, 2024
Q4 2023
|
First Citizens Financial Corp
|
SELL
|
- |
-2.64K- 3.62% |
$179K - $212K
|
70.4K
$6.62M
|
|
|
Jan 12, 2024
Q4 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-2.86KClosed |
$194K - $229K
|
0
$0
|
|
|
Feb 05, 2025
Q4 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-2.9K- 38.38% |
$197K - $232K
|
4.66K
$438K
|
|
|
Feb 12, 2024
Q4 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-2.9K- 38.38% |
$197K - $232K
|
4.66K
$438K
|
|
|
Feb 01, 2024
Q4 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-2.94K- 22.49% |
$199K - $235K
|
10.1K
$951K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.94K- 0.59% |
$199K - $235K
|
498K
$46.8M
|
|
|
Feb 02, 2024
Q4 2023
|
Darrow Company, Inc.
|
SELL
|
- |
-3.15K- 10.52% |
$214K - $252K
|
26.8K
$2.52M
|
|
|
Jan 26, 2024
Q4 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-3.35K- 5.75% |
$227K - $268K
|
54.9K
$5.16M
|
|
|
Feb 04, 2025
Q4 2023
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-3.62K- 6.49% |
$245K - $290K
|
52.1K
$4.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-3.63K- 29.95% |
$246K - $291K
|
8.5K
$799K
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
SELL
|
- |
-3.7K- 30.23% |
$250K - $296K
|
8.53K
$801K
|
|
|
Mar 04, 2024
Q4 2023
|
Congress Asset Management CO
|
SELL
|
- |
-3.75K- 38.7% |
$254K - $300K
|
5.94K
$558K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-3.83K- 0.72% |
$260K - $307K
|
530K
$49.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-3.98K- 19.23% |
$269K - $318K
|
16.7K
$1.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-4.07K- 24.12% |
$276K - $325K
|
12.8K
$1.2M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-4.42K- 25.2% |
$299K - $354K
|
13.1K
$1.23M
|
|
|
Jan 29, 2024
Q4 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-4.6K- 23.32% |
$311K - $368K
|
15.1K
$1.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-4.63K- 2.13% |
$314K - $371K
|
213K
$20M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-4.92K- 3.79% |
$334K - $394K
|
125K
$11.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-5.05K- 2.17% |
$342K - $404K
|
228K
$21.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Bank Of Stockton
|
SELL
|
- |
-5.39K- 19.77% |
$365K - $431K
|
21.9K
$2.05M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-5.48K- 3.16% |
$371K - $438K
|
168K
$15.8M
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-5.68K- 10.96% |
$385K - $454K
|
46.1K
$4.34M
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-5.87K- 37.5% |
$398K - $470K
|
9.79K
$920K
|
|
|
Jan 22, 2024
Q4 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-5.88K- 11.39% |
$398K - $470K
|
45.7K
$4.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-5.9K- 17.99% |
$400K - $472K
|
26.9K
$2.53M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-7.01K- 2.35% |
$475K - $561K
|
292K
$27.4M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-7.64K- 10.81% |
$518K - $612K
|
63.1K
$5.93M
|
|
|
Jan 11, 2024
Q4 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-8.27K- 2.89% |
$561K - $662K
|
278K
$26.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-8.64K- 96.41% |
$585K - $691K
|
322
$30.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-8.69K- 38.53% |
$589K - $695K
|
13.9K
$1.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-8.8K- 6.75% |
$597K - $704K
|
122K
$11.4M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-9.63K- 35.17% |
$653K - $771K
|
17.7K
$1.67M
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-9.7K- 2.07% |
$657K - $776K
|
459K
$43.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-10.5K- 1.68% |
$714K - $843K
|
617K
$58M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-11.6K- 0.72% |
$783K - $925K
|
1.58M
$149M
|