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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2022
Q3 2022
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-3.33K- 37.98% |
$207K - $252K
|
5.43K
$479K
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.64K- 15.88% |
$227K - $276K
|
19.3K
$1.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-3.79K- 7.82% |
$236K - $287K
|
44.7K
$3.94M
|
|
|
Nov 14, 2022
Q3 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-3.86K- 15.54% |
$241K - $292K
|
21K
$1.85M
|
|
|
Dec 02, 2022
Q3 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-4.14K- 6.71% |
$258K - $314K
|
57.6K
$5.08M
|
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
SELL
|
- |
-4.2K- 0.84% |
$262K - $318K
|
493K
$43.5M
|
|
|
Jan 25, 2023
Q3 2022
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-4.68K- 4.11% |
$292K - $355K
|
109K
$9.62M
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.85K- 6.95% |
$302K - $367K
|
64.8K
$5.72M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.3K- 1.62% |
$331K - $402K
|
321K
$28.3M
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-5.81K- 16.42% |
$362K - $440K
|
29.6K
$2.61M
|
|
|
Nov 07, 2022
Q3 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-6.15K- 3.7% |
$383K - $466K
|
160K
$14.1M
|
|
|
Nov 03, 2022
Q3 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-6.31K- 3.84% |
$394K - $479K
|
158K
$13.9M
|
|
|
Oct 27, 2022
Q3 2022
|
Slow Capital, Inc.
|
SELL
|
- |
-6.46K- 12.93% |
$403K - $489K
|
43.5K
$3.83M
|
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-7.07K- 54.9% |
$441K - $536K
|
5.81K
$512K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-7.07K- 3.29% |
$441K - $536K
|
208K
$18.3M
|
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-7.23K- 27.92% |
$451K - $548K
|
18.7K
$1.65M
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-9.35K- 0.44% |
$583K - $708K
|
2.14M
$188M
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-9.37KClosed |
$584K - $710K
|
0
$0
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-10.7K- 43.76% |
$670K - $814K
|
13.8K
$1.22M
|
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
SELL
|
- |
-11K- 16.08% |
$686K - $834K
|
57.4K
$5.06M
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-11.1K- 2.71% |
$694K - $844K
|
399K
$35.2M
|
|
|
Oct 13, 2022
Q3 2022
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-11.2K- 2.55% |
$700K - $851K
|
428K
$37.8M
|
|
|
Oct 27, 2022
Q3 2022
|
Keybank National Association
|
SELL
|
- |
-14.4K- 2.18% |
$900K - $1.09M
|
648K
$57.1M
|
|
|
Oct 28, 2022
Q3 2022
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-14.6K- 4.02% |
$908K - $1.1M
|
348K
$30.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-15.6K- 2.38% |
$974K - $1.18M
|
640K
$56.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-17.2K- 2.03% |
$1.07M - $1.3M
|
830K
$73.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-18.5K- 1.03% |
$1.15M - $1.4M
|
1.78M
$157M
|
|
|
Oct 20, 2022
Q3 2022
|
Jmac Enterprises LLC
|
SELL
|
- |
-20.1K- 9.25% |
$1.25M - $1.52M
|
197K
$17.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-23K- 6.04% |
$1.43M - $1.74M
|
357K
$31.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-24.2K- 0.36% |
$1.51M - $1.83M
|
6.7M
$591M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-25.7K- 3.16% |
$1.6M - $1.95M
|
786K
$69.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-26.5K- 2.69% |
$1.65M - $2.01M
|
957K
$84.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-26.9K- 78.36% |
$1.68M - $2.04M
|
7.44K
$656K
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-28.3K- 4.27% |
$1.77M - $2.15M
|
635K
$56M
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-29.7K- 12.05% |
$1.85M - $2.25M
|
217K
$19.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Ltg Capital LLC
|
SELL
|
- |
-31.9K- 65.89% |
$1.99M - $2.42M
|
16.5K
$1.46M
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-53.9K- 41.87% |
$3.36M - $4.09M
|
74.9K
$6.6M
|
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-121K- 3.7% |
$7.53M - $9.15M
|
3.14M
$277M
|
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-121K- 3.7% |
$7.53M - $9.15M
|
3.14M
$277M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-254K- 2.69% |
$15.8M - $19.3M
|
9.19M
$810M
|
|
|
Nov 02, 2022
Q3 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-318KClosed |
$19.8M - $24.1M
|
0
$0
|