Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.71K+ 11.61% |
$533K - $578K
|
74.1K
$6.53M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
7.55K+ 104.92% |
$522K - $566K
|
14.7K
$1.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
7.4K+ 118.01% |
$512K - $555K
|
13.7K
$1.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
7.25KNew |
$501K - $544K
|
7.25K
$639K
|
|
|
Aug 11, 2023
Q2 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
7.16KNew |
$495K - $537K
|
7.16K
$631K
|
|
|
Aug 03, 2023
Q2 2023
|
United Bank
Vienna, VA |
BUY
|
- |
6.87K+ 62.79% |
$475K - $515K
|
17.8K
$1.57M
|
|
|
Aug 08, 2023
Q2 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
6.77K+ 46.04% |
$468K - $508K
|
21.5K
$1.89M
|
|
|
Aug 07, 2023
Q2 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
6.7K+ 9.35% |
$463K - $502K
|
78.3K
$6.9M
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
BUY
|
- |
6.65K+ 28.0% |
$460K - $499K
|
30.4K
$2.68M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
6.17KNew |
$427K - $463K
|
6.17K
$544K
|
|
|
Jul 20, 2023
Q2 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
5.88K+ 3.05% |
$406K - $441K
|
199K
$17.5M
|
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
5.56K+ 27.65% |
$385K - $417K
|
25.7K
$2.26M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
5.54K+ 3.28% |
$383K - $416K
|
175K
$15.4M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.45K+ 9.63% |
$376K - $408K
|
62K
$5.46M
|
|
|
Jul 26, 2023
Q2 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
4.9KNew |
$339K - $368K
|
4.9K
$432K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.85K+ 4.57% |
$335K - $364K
|
111K
$9.79M
|
|
|
Jul 13, 2023
Q2 2023
|
Sawgrass Asset Management LLC
|
BUY
|
- |
4.72KNew |
$326K - $354K
|
4.72K
$416K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4.5K+ 8.29% |
$311K - $338K
|
58.8K
$5.19M
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.5K+ 151.16% |
$311K - $337K
|
7.47K
$659K
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.48KNew |
$310K - $336K
|
4.48K
$395K
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
4.44K+ 9.46% |
$307K - $333K
|
51.4K
$4.53M
|
|
|
Jul 13, 2023
Q2 2023
|
Hudson Capital Management LLC
|
BUY
|
- |
4.07K+ 2.33% |
$281K - $305K
|
179K
$15.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.96K+ 69.12% |
$273K - $297K
|
9.68K
$853K
|
|
|
Aug 04, 2023
Q2 2023
|
Terril Brothers, Inc.
|
BUY
|
- |
3.91KNew |
$270K - $293K
|
3.91K
$344K
|
|
|
Jul 11, 2023
Q2 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
3.83K+ 3.5% |
$265K - $287K
|
113K
$9.99M
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.8K+ 28.81% |
$263K - $285K
|
17K
$1.5M
|
|
|
Aug 02, 2023
Q2 2023
|
Jsf Financial, LLC
|
BUY
|
- |
3.67K+ 2.09% |
$253K - $275K
|
179K
$15.8M
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
BUY
|
- |
3.5K+ 34.6% |
$242K - $262K
|
13.6K
$1.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.43K+ 0.43% |
$237K - $258K
|
794K
$70M
|
|
|
Aug 10, 2023
Q2 2023
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
3.31K+ 4.61% |
$229K - $248K
|
75K
$6.61M
|
|
|
Jul 27, 2023
Q2 2023
|
Congress Asset Management CO
|
BUY
|
- |
3.22KNew |
$223K - $242K
|
3.22K
$284K
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
3.2KNew |
$221K - $240K
|
3.2K
$282K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
3.2K+ 8.54% |
$221K - $240K
|
40.6K
$3.58M
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3.17KNew |
$219K - $238K
|
3.17K
$280K
|
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
BUY
|
- |
3.16KNew |
$219K - $237K
|
3.16K
$279K
|
|
|
Jul 20, 2023
Q2 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
3.11K+ 1.61% |
$215K - $233K
|
197K
$17.4M
|
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
3.09K+ 15.14% |
$214K - $232K
|
23.5K
$2.07M
|
|
|
Jul 21, 2023
Q2 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
3.09KNew |
$213K - $232K
|
3.09K
$272K
|
|
|
Jul 07, 2023
Q2 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
3.08KNew |
$213K - $231K
|
3.08K
$272K
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.04K+ 39.97% |
$210K - $228K
|
10.6K
$937K
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.96K+ 5.24% |
$205K - $222K
|
59.5K
$5.25M
|
|
|
Jul 12, 2023
Q2 2023
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
2.89KNew |
$200K - $216K
|
2.89K
$254K
|
|
|
Jul 27, 2023
Q2 2023
|
Oldfather Financial Services, LLC
|
BUY
|
- |
2.88K+ 4.61% |
$199K - $216K
|
65.4K
$5.77M
|
|
|
Aug 10, 2023
Q2 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
2.76KNew |
$191K - $207K
|
2.76K
$244K
|
|
|
Jul 31, 2023
Q2 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
2.73KNew |
$189K - $205K
|
2.73K
$241K
|
|
|
Jul 19, 2023
Q2 2023
|
First City Capital Management, Inc.
|
BUY
|
- |
2.73KNew |
$189K - $205K
|
2.73K
$241K
|
|
|
Aug 08, 2023
Q2 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
2.73KNew |
$189K - $205K
|
2.73K
$241K
|
|
|
Aug 03, 2023
Q2 2023
|
Spc Financial, Inc.
|
BUY
|
- |
2.67K+ 1.15% |
$185K - $200K
|
236K
$20.8M
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
2.48K+ 62.11% |
$171K - $186K
|
6.47K
$571K
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
2.36K+ 73.36% |
$163K - $177K
|
5.58K
$492K
|