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 14, 2023
Q2 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-816- 6.39% |
$56.4K - $61.2K
|
12K
$1.05M
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-816- 0.73% |
$56.4K - $61.2K
|
111K
$9.82M
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-895- 2.63% |
$61.9K - $67.1K
|
33.1K
$2.92M
|
|
Aug 14, 2023
Q2 2023
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-896- 0.81% |
$61.9K - $67.2K
|
110K
$9.69M
|
|
Aug 17, 2023
Q2 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-906- 6.26% |
$62.6K - $68K
|
13.6K
$1.2M
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-912- 6.23% |
$63K - $68.4K
|
13.7K
$1.21M
|
|
Aug 14, 2023
Q2 2023
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-913- 4.15% |
$63.1K - $68.5K
|
21.1K
$1.86M
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
SELL
|
- |
-914- 22.19% |
$63.2K - $68.6K
|
3.21K
$283K
|
|
Aug 02, 2023
Q2 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-926- 4.47% |
$64K - $69.5K
|
19.8K
$1.74M
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-961- 5.91% |
$66.4K - $72.1K
|
15.3K
$1.35M
|
|
Jul 25, 2023
Q2 2023
|
First Merchants Corp
|
SELL
|
- |
-979- 0.5% |
$67.7K - $73.4K
|
195K
$17.2M
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.01K- 6.15% |
$70K - $75.9K
|
15.4K
$1.36M
|
|
Aug 15, 2023
Q2 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.03K- 9.89% |
$71.1K - $77.1K
|
9.37K
$826K
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.05K- 13.11% |
$72.5K - $78.7K
|
6.96K
$613K
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-1.05K- 6.51% |
$72.7K - $78.9K
|
15.1K
$1.33M
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.09K- 1.43% |
$75.4K - $81.8K
|
75.1K
$6.62M
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.11K- 19.33% |
$76.7K - $83.3K
|
4.63K
$408K
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.13K- 22.02% |
$77.8K - $84.4K
|
3.99K
$351K
|
|
Jul 31, 2023
Q2 2023
|
Bank Of Stockton
|
SELL
|
- |
-1.15K- 3.92% |
$79.5K - $86.3K
|
28.2K
$2.48M
|
|
Jul 13, 2023
Q2 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-1.15K- 23.28% |
$79.5K - $86.3K
|
3.79K
$334K
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.19K- 28.52% |
$82K - $89K
|
2.97K
$262K
|
|
Jul 26, 2023
Q2 2023
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-1.19K- 8.94% |
$82.3K - $89.3K
|
12.1K
$1.07M
|
|
Aug 01, 2023
Q2 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.32K- 19.1% |
$90.9K - $98.6K
|
5.57K
$491K
|
|
Sep 13, 2023
Q2 2023
|
Awm Capital, LLC
|
SELL
|
- |
-1.32K- 13.93% |
$91K - $98.7K
|
8.13K
$717K
|
|
Aug 11, 2023
Q2 2023
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-1.4K- 13.35% |
$96.8K - $105K
|
9.08K
$801K
|
|
Feb 16, 2024
Q2 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-1.47K- 11.98% |
$101K - $110K
|
10.8K
$950K
|
|
Jul 28, 2023
Q2 2023
|
First Personal Financial Services
|
SELL
|
- |
-1.54K- 1.77% |
$106K - $116K
|
85.7K
$7.55M
|
|
Aug 01, 2023
Q2 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-1.63K- 1.08% |
$113K - $123K
|
149K
$13.2M
|
|
Jul 13, 2023
Q2 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-1.7K- 16.99% |
$118K - $128K
|
8.31K
$733K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.73K- 15.59% |
$119K - $129K
|
9.34K
$824K
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.73K- 55.62% |
$120K - $130K
|
1.38K
$122K
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-1.82K- 11.62% |
$125K - $136K
|
13.8K
$1.22M
|
|
Jul 13, 2023
Q2 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-1.88K- 2.96% |
$130K - $141K
|
61.6K
$5.43M
|
|
Jul 17, 2023
Q2 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-1.91K- 2.28% |
$132K - $143K
|
81.8K
$7.21M
|
|
Jul 21, 2023
Q2 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-1.96K- 15.36% |
$135K - $147K
|
10.8K
$950K
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.96K- 10.97% |
$135K - $147K
|
15.9K
$1.4M
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
SELL
|
- |
-1.98K- 0.66% |
$137K - $148K
|
296K
$26.1M
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-2.43K- 21.63% |
$168K - $182K
|
8.8K
$776K
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.58K- 2.09% |
$178K - $194K
|
121K
$10.6M
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.64K- 25.35% |
$182K - $198K
|
7.76K
$684K
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-2.73K- 50.53% |
$189K - $205K
|
2.67K
$236K
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-2.82K- 2.12% |
$195K - $212K
|
130K
$11.5M
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-2.84K- 0.45% |
$196K - $213K
|
630K
$55.5M
|
|
May 28, 2024
Q2 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-2.9KClosed |
$201K - $218K
|
0
$0
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.91K- 1.88% |
$201K - $218K
|
152K
$13.4M
|
|
Feb 04, 2025
Q2 2023
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-2.94K- 4.77% |
$203K - $220K
|
58.7K
$5.17M
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-3.07K- 3.97% |
$212K - $230K
|
74.1K
$6.53M
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.68K- 6.36% |
$255K - $276K
|
54.2K
$4.78M
|
|
Aug 10, 2023
Q2 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-3.7K- 14.36% |
$256K - $278K
|
22.1K
$1.95M
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.74K- 7.21% |
$259K - $281K
|
48.1K
$4.24M
|