Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-9- 0.19% |
$643 - $701
|
4.7K
$414K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-9- 0.32% |
$643 - $701
|
2.8K
$247K
|
|
|
Oct 25, 2023
Q3 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-11- 0.02% |
$786 - $857
|
58.3K
$5.14M
|
|
|
Oct 19, 2023
Q3 2023
|
Country Club Bank
|
SELL
|
- |
-15- 0.12% |
$1.07K - $1.17K
|
12.8K
$1.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-17Closed |
$1.22K - $1.32K
|
0
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Dentgroup LLC
|
SELL
|
- |
-19- 0.3% |
$1.36K - $1.48K
|
6.21K
$548K
|
|
|
Nov 08, 2023
Q3 2023
|
Davidson Trust CO
|
SELL
|
- |
-22- 0.37% |
$1.57K - $1.71K
|
5.87K
$517K
|
|
|
Nov 14, 2023
Q3 2023
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-26- 0.24% |
$1.86K - $2.03K
|
10.8K
$950K
|
|
|
Oct 13, 2023
Q3 2023
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-27- 0.63% |
$1.93K - $2.1K
|
4.23K
$373K
|
|
|
Nov 13, 2023
Q3 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-27- 0.7% |
$1.93K - $2.1K
|
3.83K
$338K
|
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-29- 0.03% |
$2.07K - $2.26K
|
111K
$9.82M
|
|
|
Oct 26, 2023
Q3 2023
|
Mainstay Capital Management LLC
|
SELL
|
- |
-30- 0.53% |
$2.14K - $2.34K
|
5.64K
$497K
|
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-30- 39.47% |
$2.14K - $2.34K
|
46
$4.06K
|
|
|
Nov 09, 2023
Q3 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-33- 1.05% |
$2.36K - $2.57K
|
3.11K
$274K
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Donough Capital Management, Inc
Orlando, FL |
SELL
|
- |
-35- 0.82% |
$2.5K - $2.73K
|
4.26K
$375K
|
|
|
Oct 10, 2023
Q3 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-36- 0.8% |
$2.57K - $2.81K
|
4.46K
$394K
|
|
|
Nov 13, 2023
Q3 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-36- 1.75% |
$2.57K - $2.81K
|
2.02K
$178K
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-37- 0.15% |
$2.64K - $2.88K
|
24.6K
$2.16M
|
|
|
Oct 24, 2023
Q3 2023
|
Prosperity Planning, Inc.
|
SELL
|
- |
-38- 0.54% |
$2.72K - $2.96K
|
6.97K
$614K
|
|
|
Jan 09, 2024
Q3 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-40- 3.93% |
$2.86K - $3.12K
|
979
$86.3K
|
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-40- 72.73% |
$2.86K - $3.12K
|
15
$1.32K
|
|
|
Oct 10, 2023
Q3 2023
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-40- 0.21% |
$2.86K - $3.12K
|
19.3K
$1.71M
|
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-40- 0.86% |
$2.86K - $3.12K
|
4.59K
$405K
|
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-40- 0.86% |
$2.86K - $3.12K
|
4.59K
$405K
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
SELL
|
- |
-41- 8.67% |
$2.93K - $3.2K
|
432
$38.1K
|
|
|
Oct 13, 2023
Q3 2023
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-42- 0.16% |
$3K - $3.27K
|
25.6K
$2.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-42- 20.0% |
$3K - $3.27K
|
168
$14.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-44- 1.1% |
$3.15K - $3.43K
|
3.94K
$347K
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-44- 0.53% |
$3.15K - $3.43K
|
8.28K
$730K
|
|
|
Oct 18, 2023
Q3 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-48- 0.64% |
$3.43K - $3.74K
|
7.45K
$657K
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-50- 0.72% |
$3.57K - $3.9K
|
6.86K
$605K
|
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-60- 1.67% |
$4.29K - $4.68K
|
3.53K
$311K
|
|
|
Nov 14, 2023
Q3 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-60- 1.54% |
$4.29K - $4.68K
|
3.83K
$337K
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-61- 2.1% |
$4.36K - $4.75K
|
2.84K
$251K
|
|
|
Oct 10, 2023
Q3 2023
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-61- 1.1% |
$4.36K - $4.75K
|
5.49K
$484K
|
|
|
Nov 13, 2023
Q3 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-65- 3.22% |
$4.65K - $5.07K
|
1.95K
$172K
|
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-69Closed |
$4.93K - $5.38K
|
0
$0
|
|
|
Oct 12, 2023
Q3 2023
|
Patten Group, Inc.
|
SELL
|
- |
-73- 0.5% |
$5.22K - $5.69K
|
14.6K
$1.28M
|
|
|
Oct 19, 2023
Q3 2023
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-90- 3.1% |
$6.43K - $7.01K
|
2.81K
$248K
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-91- 4.64% |
$6.5K - $7.09K
|
1.87K
$165K
|
|
|
Oct 17, 2023
Q3 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-100- 2.88% |
$7.15K - $7.79K
|
3.37K
$297K
|
|
|
Oct 17, 2023
Q3 2023
|
Atlas Brown,Inc.
|
SELL
|
- |
-100- 0.48% |
$7.15K - $7.79K
|
20.8K
$1.84M
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-100- 11.74% |
$7.15K - $7.79K
|
752
$66.3K
|
|
|
Aug 28, 2024
Q3 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-100- 3.47% |
$7.15K - $7.79K
|
2.78K
$245K
|
|
|
Feb 13, 2025
Q3 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-100- 1.58% |
$7.15K - $7.79K
|
6.22K
$548K
|
|
|
Nov 14, 2023
Q3 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-104- 0.76% |
$7.43K - $8.11K
|
13.5K
$1.19M
|
|
|
Oct 27, 2023
Q3 2023
|
West Bancorporation Inc
|
SELL
|
- |
-105- 2.79% |
$7.51K - $8.18K
|
3.67K
$323K
|
|
|
Oct 10, 2023
Q3 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-109- 2.7% |
$7.79K - $8.5K
|
3.94K
$347K
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-117- 3.49% |
$8.36K - $9.12K
|
3.23K
$285K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-127- 24.47% |
$9.08K - $9.9K
|
392
$34.6K
|