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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2023
Q2 2023
|
Pacific Sun Financial Corp
|
BUY
|
- |
50+ 0.52% |
$3.46K - $3.75K
|
9.61K
$847K
|
|
|
Jul 06, 2023
Q2 2023
|
Dentgroup LLC
|
BUY
|
- |
48+ 0.78% |
$3.32K - $3.6K
|
6.23K
$549K
|
|
|
Aug 14, 2023
Q2 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
48New |
$3.32K - $3.6K
|
48
$4.23K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
45New |
$3.11K - $3.38K
|
45
$3.97K
|
|
|
Aug 14, 2023
Q2 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
42+ 25.0% |
$2.9K - $3.15K
|
210
$18.5K
|
|
|
Jul 18, 2023
Q2 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
39+ 0.67% |
$2.7K - $2.93K
|
5.86K
$516K
|
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
35+ 0.22% |
$2.42K - $2.63K
|
16.3K
$1.44M
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
33+ 0.43% |
$2.28K - $2.48K
|
7.64K
$674K
|
|
|
Jul 05, 2023
Q2 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
31New |
$2.14K - $2.33K
|
31
$2.73K
|
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
30+ 65.22% |
$2.07K - $2.25K
|
76
$6.7K
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
BUY
|
- |
29+ 4.92% |
$2K - $2.18K
|
619
$54.6K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
28+ 31.82% |
$1.94K - $2.1K
|
116
$10.2K
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
28New |
$1.94K - $2.1K
|
28
$2.47K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
20+ 0.46% |
$1.38K - $1.5K
|
4.36K
$385K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
20+ 0.65% |
$1.38K - $1.5K
|
3.11K
$274K
|
|
|
Aug 14, 2023
Q2 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
18+ 0.03% |
$1.24K - $1.35K
|
58.3K
$5.14M
|
|
|
Aug 09, 2023
Q2 2023
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
17+ 0.29% |
$1.18K - $1.28K
|
5.98K
$527K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
17+ 0.06% |
$1.18K - $1.28K
|
29.4K
$2.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
15+ 0.09% |
$1.04K - $1.13K
|
16K
$1.41M
|
|
|
Jul 17, 2023
Q2 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
13+ 0.23% |
$899 - $975
|
5.65K
$498K
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
13+ 0.39% |
$899 - $975
|
3.31K
$292K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
12New |
$830 - $900
|
12
$1.06K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
11+ 0.04% |
$760 - $825
|
30.4K
$2.68M
|
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
11+ 0.16% |
$760 - $825
|
6.9K
$608K
|
|
|
Jul 10, 2023
Q2 2023
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
11+ 0.15% |
$760 - $825
|
7.14K
$629K
|
|
|
Jul 12, 2023
Q2 2023
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
11+ 0.13% |
$760 - $825
|
8.65K
$762K
|
|
|
Jul 13, 2023
Q2 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
10+ 0.14% |
$691 - $750
|
7.01K
$618K
|
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
10+ 0.05% |
$691 - $750
|
19.6K
$1.73M
|
|
|
Jul 17, 2023
Q2 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
9+ 0.06% |
$622 - $675
|
14.5K
$1.28M
|
|
|
Jul 20, 2023
Q2 2023
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.15% |
$622 - $675
|
6.04K
$533K
|
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
9+ 0.14% |
$622 - $675
|
6.27K
$553K
|
|
|
Jul 26, 2023
Q2 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
9+ 0.12% |
$622 - $675
|
7.5K
$661K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
9+ 0.09% |
$622 - $675
|
10.1K
$887K
|
|
|
Aug 14, 2023
Q2 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
9+ 0.02% |
$622 - $675
|
59.9K
$5.28M
|
|
|
Jul 18, 2023
Q2 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
7+ 0.21% |
$484 - $525
|
3.35K
$295K
|
|
|
Aug 04, 2023
Q2 2023
|
West Branch Capital LLC
|
BUY
|
- |
6+ 0.24% |
$415 - $450
|
2.49K
$219K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
5+ 0.25% |
$346 - $375
|
2.02K
$178K
|
|
|
Jul 05, 2023
Q2 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
5+ 0.06% |
$346 - $375
|
7.92K
$698K
|
|
|
Jul 26, 2023
Q2 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
5New |
$346 - $375
|
5
$441
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
5+ 0.12% |
$346 - $375
|
4.09K
$360K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5+ 0.53% |
$346 - $375
|
945
$83.3K
|
|
|
Aug 07, 2023
Q2 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
5+ 0.1% |
$346 - $375
|
5.26K
$464K
|
|
|
Jul 21, 2023
Q2 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
4+ 0.06% |
$277 - $300
|
6.8K
$600K
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
4+ 0.12% |
$277 - $300
|
3.24K
$286K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
4New |
$277 - $300
|
4
$353
|
|
|
Jul 19, 2023
Q2 2023
|
Tfg Advisers LLC
|
BUY
|
- |
4+ 0.14% |
$277 - $300
|
2.83K
$249K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
4+ 0.14% |
$277 - $300
|
2.81K
$248K
|
|
|
Aug 14, 2023
Q2 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
3+ 0.15% |
$207 - $225
|
2.06K
$181K
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 0.23% |
$207 - $225
|
1.29K
$114K
|
|
|
Aug 14, 2023
Q2 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
3+ 0.09% |
$207 - $225
|
3.4K
$300K
|