Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Nov 07, 2022
Q3 2022
|
Davidson Trust CO
|
SELL
|
- |
-252- 3.5% |
$15.7K - $19.1K
|
6.95K
$613K
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-253- 2.74% |
$15.8K - $19.2K
|
8.98K
$791K
|
|
Nov 10, 2022
Q3 2022
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-260- 6.57% |
$16.2K - $19.7K
|
3.7K
$326K
|
|
Oct 17, 2022
Q3 2022
|
Veracity Capital LLC
|
SELL
|
- |
-299- 4.0% |
$18.6K - $22.7K
|
7.18K
$633K
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-299- 6.26% |
$18.6K - $22.7K
|
4.48K
$395K
|
|
Nov 14, 2022
Q3 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-300- 1.19% |
$18.7K - $22.7K
|
24.9K
$2.19M
|
|
Nov 03, 2022
Q3 2022
|
Darrow Company, Inc.
|
SELL
|
- |
-323- 1.04% |
$20.1K - $24.5K
|
30.6K
$2.7M
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
SELL
|
- |
-324- 3.0% |
$20.2K - $24.6K
|
10.5K
$924K
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-336Closed |
$20.9K - $25.5K
|
0
$0
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-341- 1.07% |
$21.3K - $25.8K
|
31.5K
$2.77M
|
|
Oct 26, 2022
Q3 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-348- 0.56% |
$21.7K - $26.4K
|
62K
$5.47M
|
|
Nov 14, 2022
Q3 2022
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-362- 1.2% |
$22.6K - $27.4K
|
29.9K
$2.64M
|
|
Oct 28, 2022
Q3 2022
|
Key F Inancial Inc
|
SELL
|
- |
-363- 4.57% |
$22.6K - $27.5K
|
7.59K
$669K
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-392- 0.66% |
$24.4K - $29.7K
|
58.8K
$5.18M
|
|
Oct 12, 2022
Q3 2022
|
Summit Financial Group, Inc.
|
SELL
|
- |
-400- 9.43% |
$24.9K - $30.3K
|
3.84K
$339K
|
|
Nov 14, 2022
Q3 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-400- 7.69% |
$24.9K - $30.3K
|
4.8K
$423K
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-415- 1.2% |
$25.9K - $31.5K
|
34.1K
$3M
|
|
Nov 14, 2022
Q3 2022
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-420- 10.1% |
$26.2K - $31.8K
|
3.74K
$330K
|
|
Oct 24, 2022
Q3 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-439- 2.51% |
$27.4K - $33.3K
|
17.1K
$1.5M
|
|
Nov 14, 2022
Q3 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-450- 9.45% |
$28.1K - $34.1K
|
4.31K
$380K
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-452- 12.78% |
$28.2K - $34.3K
|
3.09K
$272K
|
|
Oct 11, 2022
Q3 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-498- 5.23% |
$31.1K - $37.7K
|
9.02K
$795K
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-500- 0.58% |
$31.2K - $37.9K
|
85.2K
$7.51M
|
|
Oct 31, 2022
Q3 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-507- 2.45% |
$31.6K - $38.4K
|
20.2K
$1.78M
|
|
Nov 03, 2022
Q3 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-514- 2.46% |
$32K - $39K
|
20.4K
$1.8M
|
|
Nov 01, 2022
Q3 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-516- 13.49% |
$32.2K - $39.1K
|
3.31K
$292K
|
|
Oct 19, 2022
Q3 2022
|
Saxon Interests, Inc.
|
SELL
|
- |
-526- 10.19% |
$32.8K - $39.9K
|
4.64K
$409K
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-530- 2.89% |
$33K - $40.2K
|
17.8K
$1.57M
|
|
Oct 12, 2022
Q3 2022
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-531- 0.11% |
$33.1K - $40.2K
|
501K
$44.2M
|
|
Nov 07, 2022
Q3 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-585- 7.83% |
$36.5K - $44.3K
|
6.89K
$607K
|
|
Oct 18, 2022
Q3 2022
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-593- 25.12% |
$37K - $44.9K
|
1.77K
$156K
|
|
Oct 11, 2022
Q3 2022
|
Piscataqua Savings Bank
|
SELL
|
- |
-640- 66.67% |
$39.9K - $48.5K
|
320
$28.2K
|
|
Oct 21, 2022
Q3 2022
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-649- 1.69% |
$40.5K - $49.2K
|
37.8K
$3.33M
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-650- 0.64% |
$40.5K - $49.3K
|
100K
$8.84M
|
|
Nov 08, 2022
Q3 2022
|
Old National Bancorp
|
SELL
|
- |
-681- 10.51% |
$42.5K - $51.6K
|
5.8K
$511K
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-703- 12.06% |
$43.8K - $53.3K
|
5.13K
$452K
|
|
Oct 19, 2022
Q3 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-716- 8.48% |
$44.6K - $54.3K
|
7.73K
$681K
|
|
Dec 19, 2024
Q3 2022
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-728- 22.78% |
$45.4K - $55.2K
|
2.47K
$218K
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
SELL
|
- |
-769- 4.21% |
$47.9K - $58.3K
|
17.5K
$1.54M
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
SELL
|
- |
-793- 10.29% |
$49.4K - $60.1K
|
6.92K
$610K
|
|
Oct 12, 2022
Q3 2022
|
City Holding CO
|
SELL
|
- |
-800- 8.75% |
$49.9K - $60.6K
|
8.35K
$736K
|
|
Nov 14, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-800Closed |
$49.9K - $60.6K
|
0
$0
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-816- 9.45% |
$50.9K - $61.8K
|
7.82K
$690K
|
|
Oct 07, 2022
Q3 2022
|
Perkins Coie Trust CO
|
SELL
|
- |
-816- 1.34% |
$50.9K - $61.8K
|
60K
$5.29M
|
|
Oct 17, 2022
Q3 2022
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-817- 9.5% |
$50.9K - $61.9K
|
7.78K
$686K
|
|
Oct 24, 2022
Q3 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-835- 11.91% |
$52.1K - $63.3K
|
6.18K
$544K
|
|
Nov 07, 2022
Q3 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-838- 2.24% |
$52.2K - $63.5K
|
36.5K
$3.22M
|
|
Feb 14, 2023
Q3 2022
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-864- 0.77% |
$53.9K - $65.5K
|
112K
$9.87M
|
|
Oct 14, 2022
Q3 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-904- 8.81% |
$56.4K - $68.5K
|
9.36K
$825K
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-930- 17.39% |
$58K - $70.5K
|
4.42K
$389K
|