Latest Institutional Transactions on Ishares S&P Midcap 400 Growth (IJK)
This table provides information on the latest institutional transactions involving Ishares S&P Midcap 400 Growth (IJK) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
65New |
$5.89K - $6.46K
|
65
$6.11K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
56.6K+ 2.89% |
$5.13M - $5.63M
|
2.02M
$189M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
60+ 300.0% |
$5.44K - $5.97K
|
80
$7.52K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
4New |
$363 - $398
|
4
$376
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
5+ 0.15% |
$453 - $497
|
3.29K
$309K
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
7.93KNew |
$719K - $789K
|
7.93K
$745K
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
20KNew |
$1.81M - $1.99M
|
20K
$1.88M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-29.6K- 11.13% |
$2.69M - $2.95M
|
237K
$22.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
94+ 10.85% |
$8.52K - $9.35K
|
960
$90.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
1+ 0.01% |
$90.7 - $99.5
|
7.43K
$699K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
BUY
|
- |
84+ 2.21% |
$7.62K - $8.35K
|
3.89K
$366K
|
|
|
Feb 07, 2025
Q4 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
1.37K+ 3.85% |
$125K - $137K
|
37.1K
$3.49M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2+ 0.27% |
$181 - $199
|
755
$71K
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
428+ 9.75% |
$38.8K - $42.6K
|
4.82K
$453K
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-7.75K- 0.93% |
$703K - $771K
|
827K
$77.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
25+ 0.13% |
$2.27K - $2.49K
|
19.8K
$1.86M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-595- 8.56% |
$53.9K - $59.2K
|
6.36K
$597K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
10New |
$907 - $995
|
10
$940
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
12.6KNew |
$1.14M - $1.25M
|
12.6K
$1.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
1.08KNew |
$98.1K - $108K
|
1.08K
$102K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
250+ 0.5% |
$22.7K - $24.9K
|
49.8K
$4.68M
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
259New |
$23.5K - $25.8K
|
259
$24.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-900- 2.88% |
$81.6K - $89.5K
|
30.4K
$2.86M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
120+ 0.57% |
$10.9K - $11.9K
|
21.3K
$2M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-493- 2.03% |
$44.7K - $49K
|
23.8K
$2.24M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
79+ 2.93% |
$7.16K - $7.86K
|
2.77K
$261K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
23.8K+ 4.48% |
$2.16M - $2.37M
|
555K
$52.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
610+ 5.33% |
$55.3K - $60.7K
|
12.1K
$1.13M
|
|
|
Feb 07, 2025
Q4 2024
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-10.7K- 19.69% |
$966K - $1.06M
|
43.5K
$4.09M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
383+ 23.79% |
$34.7K - $38.1K
|
1.99K
$187K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
19.8K+ 31.14% |
$1.79M - $1.97M
|
83.2K
$7.82M
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.07K- 6.45% |
$551K - $604K
|
88.1K
$8.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
2+ 0.09% |
$181 - $199
|
2.29K
$215K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.22K+ 12.43% |
$473K - $519K
|
47.2K
$4.44M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-183- 0.29% |
$16.6K - $18.2K
|
62.1K
$5.84M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-207- 3.69% |
$18.8K - $20.6K
|
5.4K
$508K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
14+ 0.1% |
$1.27K - $1.39K
|
13.9K
$1.31M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
700+ 0.26% |
$63.5K - $69.6K
|
270K
$25.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
101+ 0.29% |
$9.16K - $10K
|
34.5K
$3.25M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
654+ 3.81% |
$59.3K - $65K
|
17.8K
$1.67M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
1.57KNew |
$143K - $156K
|
1.57K
$148K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-5.74K- 0.95% |
$520K - $571K
|
596K
$56.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
600New |
$54.4K - $59.7K
|
600
$56.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
2.09K+ 114.48% |
$189K - $208K
|
3.91K
$368K
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
4.6K+ 2.12% |
$417K - $458K
|
221K
$20.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
20+ 0.05% |
$1.81K - $1.99K
|
37.7K
$3.55M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-5- 0.03% |
$453 - $497
|
15.2K
$1.43M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-3.7K- 14.7% |
$335K - $368K
|
21.5K
$2.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3.97K+ 2.81% |
$360K - $395K
|
145K
$13.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
4.09K+ 20.85% |
$371K - $407K
|
23.7K
$2.23M
|