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 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3+ 0.1% |
$207 - $225
|
2.92K
$258K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
BUY
|
- |
3+ 0.02% |
$207 - $225
|
14.2K
$1.25M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3+ 0.06% |
$207 - $225
|
4.97K
$438K
|
|
|
Jul 26, 2023
Q2 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
3+ 0.09% |
$207 - $225
|
3.4K
$300K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
3+ 0.03% |
$207 - $225
|
10.3K
$909K
|
|
|
Jul 19, 2023
Q2 2023
|
Darrow Company, Inc.
|
BUY
|
- |
2+ 0.01% |
$138 - $150
|
29.9K
$2.64M
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2+ 0.05% |
$138 - $150
|
3.65K
$321K
|
|
|
Aug 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.28% |
$138 - $150
|
707
$62.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1+ 0.03% |
$69.1 - $75
|
2.92K
$257K
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1+ 0.24% |
$69.1 - $75
|
418
$36.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1+ 0.16% |
$69.1 - $75
|
641
$56.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1New |
$69.1 - $75
|
1
$88.2
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.25% |
$69.1 - $75
|
405
$35.7K
|
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1+ 0.01% |
$69.1 - $75
|
15.2K
$1.34M
|
|
|
Jul 26, 2023
Q2 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 0.16% |
$69.1 - $75
|
618
$54.5K
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1+ 0.01% |
$69.1 - $75
|
12.5K
$1.1M
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
BUY
|
- |
1+ 0.01% |
$69.1 - $75
|
12.1K
$1.07M
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 0.78% |
$69.1 - $75
|
130
$11.5K
|
|
|
Aug 07, 2023
Q2 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1- 0.01% |
$69.1 - $75
|
8K
$706K
|
|
|
Aug 28, 2024
Q2 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-1- 0.03% |
$69.1 - $75
|
2.88K
$254K
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1- 0.02% |
$69.1 - $75
|
4.52K
$398K
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-3- 0.02% |
$207 - $225
|
14.7K
$1.3M
|
|
|
Jul 13, 2023
Q2 2023
|
Saxon Interests, Inc.
|
SELL
|
- |
-6- 0.13% |
$415 - $450
|
4.53K
$399K
|
|
|
Aug 14, 2023
Q2 2023
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-7- 0.06% |
$484 - $525
|
10.8K
$953K
|
|
|
Jul 24, 2023
Q2 2023
|
Nbt Bank N A
|
SELL
|
- |
-10- 0.26% |
$691 - $750
|
3.81K
$336K
|
|
|
Jul 19, 2023
Q2 2023
|
Rodgers & Associates, LTD
|
SELL
|
- |
-12- 0.02% |
$830 - $900
|
71K
$6.26M
|
|
|
Jul 31, 2023
Q2 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-16- 0.9% |
$1.11K - $1.2K
|
1.75K
$154K
|
|
|
Aug 09, 2023
Q2 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-17- 0.38% |
$1.18K - $1.28K
|
4.5K
$397K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-19- 0.18% |
$1.31K - $1.43K
|
10.6K
$938K
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-19- 0.27% |
$1.31K - $1.43K
|
7.01K
$618K
|
|
|
Jul 11, 2023
Q2 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-20- 0.34% |
$1.38K - $1.5K
|
5.82K
$513K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-24- 0.12% |
$1.66K - $1.8K
|
20.1K
$1.78M
|
|
|
Aug 08, 2023
Q2 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-26- 0.8% |
$1.8K - $1.95K
|
3.21K
$283K
|
|
|
Jul 18, 2023
Q2 2023
|
Atlas Brown,Inc.
|
SELL
|
- |
-26- 0.12% |
$1.8K - $1.95K
|
20.9K
$1.84M
|
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
SELL
|
- |
-27- 0.37% |
$1.87K - $2.03K
|
7.23K
$638K
|
|
|
Jul 10, 2023
Q2 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-27- 0.74% |
$1.87K - $2.03K
|
3.6K
$317K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-28- 0.16% |
$1.94K - $2.1K
|
17.3K
$1.53M
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-32- 0.54% |
$2.21K - $2.4K
|
5.92K
$522K
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-35- 0.53% |
$2.42K - $2.63K
|
6.56K
$578K
|
|
|
Jul 17, 2023
Q2 2023
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-36- 1.23% |
$2.49K - $2.7K
|
2.9K
$256K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-44- 0.45% |
$3.04K - $3.3K
|
9.82K
$866K
|
|
|
Aug 03, 2023
Q2 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-50Closed |
$3.46K - $3.75K
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-50- 0.87% |
$3.46K - $3.75K
|
5.67K
$500K
|
|
|
Jul 25, 2023
Q2 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-50- 0.54% |
$3.46K - $3.75K
|
9.21K
$812K
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-53- 0.33% |
$3.66K - $3.98K
|
15.8K
$1.4M
|
|
|
Jul 12, 2023
Q2 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-54- 1.84% |
$3.73K - $4.05K
|
2.88K
$253K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-59- 0.24% |
$4.08K - $4.43K
|
24.6K
$2.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-63- 6.49% |
$4.36K - $4.73K
|
908
$80K
|
|
|
Jul 13, 2023
Q2 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-66- 0.49% |
$4.56K - $4.95K
|
13.3K
$1.17M
|
|
|
Aug 11, 2023
Q2 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-67- 1.7% |
$4.63K - $5.03K
|
3.89K
$343K
|