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 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-249- 2.9% |
$17.2K - $18.7K
|
8.33K
$734K
|
|
|
Aug 07, 2023
Q2 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-251- 1.86% |
$17.4K - $18.8K
|
13.2K
$1.17M
|
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-255- 13.51% |
$17.6K - $19.1K
|
1.63K
$144K
|
|
|
Aug 04, 2023
Q2 2023
|
Ltg Capital LLC
|
SELL
|
- |
-255- 0.53% |
$17.6K - $19.1K
|
47.7K
$4.21M
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-258- 2.92% |
$17.8K - $19.4K
|
8.57K
$756K
|
|
|
Jul 20, 2023
Q2 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-259- 5.59% |
$17.9K - $19.4K
|
4.37K
$386K
|
|
|
Jul 18, 2023
Q2 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-279- 4.94% |
$19.3K - $20.9K
|
5.37K
$473K
|
|
|
Jul 12, 2023
Q2 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-285- 4.28% |
$19.7K - $21.4K
|
6.37K
$561K
|
|
|
Aug 08, 2023
Q2 2023
|
Family Firm, Inc.
|
SELL
|
- |
-286- 1.9% |
$19.8K - $21.5K
|
14.8K
$1.3M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-300- 3.98% |
$20.7K - $22.5K
|
7.23K
$638K
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-305- 4.04% |
$21.1K - $22.9K
|
7.24K
$638K
|
|
|
Aug 04, 2023
Q2 2023
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-314- 0.86% |
$21.7K - $23.6K
|
36.2K
$3.19M
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-335- 0.8% |
$23.2K - $25.1K
|
41.7K
$3.68M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-347- 1.07% |
$24K - $26K
|
32.2K
$2.84M
|
|
|
Jul 28, 2023
Q2 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-370- 3.87% |
$25.6K - $27.8K
|
9.19K
$810K
|
|
|
Jul 14, 2023
Q2 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-374- 5.04% |
$25.9K - $28.1K
|
7.05K
$622K
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-377- 1.5% |
$26.1K - $28.3K
|
24.8K
$2.19M
|
|
|
Aug 15, 2023
Q2 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-377- 2.07% |
$26.1K - $28.3K
|
17.9K
$1.57M
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-378- 7.94% |
$26.1K - $28.4K
|
4.38K
$386K
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-379- 3.11% |
$26.2K - $28.4K
|
11.8K
$1.04M
|
|
|
Jul 21, 2023
Q2 2023
|
Corundum Group, Inc.
|
SELL
|
- |
-391- 3.16% |
$27K - $29.3K
|
12K
$1.06M
|
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-395- 1.28% |
$27.3K - $29.6K
|
30.6K
$2.69M
|
|
|
Jul 26, 2023
Q2 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-397- 6.37% |
$27.4K - $29.8K
|
5.83K
$514K
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-410- 4.15% |
$28.3K - $30.8K
|
9.46K
$834K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-435- 2.83% |
$30.1K - $32.6K
|
14.9K
$1.32M
|
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-445- 1.81% |
$30.8K - $33.4K
|
24.1K
$2.12M
|
|
|
Jul 21, 2023
Q2 2023
|
Busey Wealth Management
|
SELL
|
- |
-450- 7.28% |
$31.1K - $33.8K
|
5.73K
$505K
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-476- 21.76% |
$32.9K - $35.7K
|
1.71K
$151K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-487- 2.38% |
$33.7K - $36.5K
|
20K
$1.76M
|
|
|
Jul 17, 2023
Q2 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-494- 0.95% |
$34.2K - $37.1K
|
51.7K
$4.56M
|
|
|
Jul 21, 2023
Q2 2023
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-518- 1.75% |
$35.8K - $38.9K
|
29.1K
$2.56M
|
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-523- 13.45% |
$36.2K - $39.2K
|
3.37K
$297K
|
|
|
Aug 21, 2023
Q2 2023
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-537- 0.34% |
$37.1K - $40.3K
|
156K
$13.8M
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-541- 1.1% |
$37.4K - $40.6K
|
48.4K
$4.27M
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-548- 3.19% |
$37.9K - $41.1K
|
16.6K
$1.47M
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-600- 62.37% |
$41.5K - $45K
|
362
$31.9K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-600- 62.37% |
$41.5K - $45K
|
362
$31.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-600- 14.14% |
$41.5K - $45K
|
3.64K
$321K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-601- 6.79% |
$41.5K - $45.1K
|
8.25K
$727K
|
|
|
Jul 26, 2023
Q2 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-611- 0.76% |
$42.2K - $45.8K
|
80.1K
$7.06M
|
|
|
Aug 10, 2023
Q2 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-622- 18.09% |
$43K - $46.7K
|
2.82K
$248K
|
|
|
Aug 10, 2023
Q2 2023
|
Davidson Trust CO
|
SELL
|
- |
-636- 9.75% |
$44K - $47.7K
|
5.89K
$519K
|
|
|
Aug 08, 2023
Q2 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-661- 58.34% |
$45.7K - $49.6K
|
472
$41.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-698- 2.44% |
$48.3K - $52.4K
|
27.9K
$2.46M
|
|
|
Aug 10, 2023
Q2 2023
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-750- 4.37% |
$51.8K - $56.3K
|
16.4K
$1.45M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-753- 1.18% |
$52.1K - $56.5K
|
63.2K
$5.57M
|
|
|
Jul 19, 2023
Q2 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-772- 1.3% |
$53.4K - $57.9K
|
58.7K
$5.18M
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-789- 0.34% |
$54.5K - $59.2K
|
233K
$20.5M
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
SELL
|
- |
-800- 4.87% |
$55.3K - $60K
|
15.6K
$1.38M
|
|
|
Jul 24, 2023
Q2 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-808- 18.11% |
$55.9K - $60.6K
|
3.65K
$322K
|