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 |
---|---|---|---|---|---|---|---|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-38- 1.36% |
$2.8K - $3.46K
|
2.75K
$254K
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
65.9K+ 5.73% |
$4.86M - $6M
|
1.22M
$112M
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
630+ 1.48% |
$46.4K - $57.3K
|
43.1K
$3.97M
|
|
Aug 13, 2025
Q2 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-1.81K- 9.32% |
$133K - $165K
|
17.6K
$1.62M
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
127+ 1.18% |
$9.36K - $11.6K
|
10.9K
$1M
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
27.7KNew |
$2.04M - $2.52M
|
27.7K
$2.56M
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
59.3K+ 29.44% |
$4.37M - $5.4M
|
261K
$24.1M
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-201- 1.69% |
$14.8K - $18.3K
|
11.7K
$1.08M
|
|
Aug 13, 2025
Q2 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
35.7K+ 5.52% |
$2.63M - $3.25M
|
683K
$63M
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
49.6K+ 15.99% |
$3.66M - $4.52M
|
360K
$33.2M
|
|
Aug 13, 2025
Q2 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-697- 15.12% |
$51.4K - $63.4K
|
3.91K
$361K
|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.7K- 8.74% |
$125K - $155K
|
17.7K
$1.64M
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
71+ 0.01% |
$5.23K - $6.46K
|
531K
$49M
|
|
Aug 13, 2025
Q2 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-977- 4.93% |
$72K - $88.9K
|
18.9K
$1.74M
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
SELL
|
- |
-166- 0.27% |
$12.2K - $15.1K
|
61.8K
$5.7M
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.12K- 3.2% |
$377K - $466K
|
155K
$14.3M
|
|
Aug 13, 2025
Q2 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-91- 0.58% |
$6.71K - $8.28K
|
15.7K
$1.45M
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-43- 0.44% |
$3.17K - $3.91K
|
9.67K
$892K
|
|
Aug 13, 2025
Q2 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-338- 4.09% |
$24.9K - $30.8K
|
7.92K
$730K
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
101+ 1.4% |
$7.44K - $9.19K
|
7.3K
$673K
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3- 3.37% |
$221 - $273
|
86
$7.93K
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
79.2KNew |
$5.84M - $7.21M
|
79.2K
$7.31M
|
|
Aug 13, 2025
Q2 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
3.09K+ 75.98% |
$228K - $281K
|
7.16K
$660K
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
532+ 4.54% |
$39.2K - $48.4K
|
12.2K
$1.13M
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-53- 1.77% |
$3.91K - $4.82K
|
2.94K
$271K
|
|
Aug 13, 2025
Q2 2025
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-6.3K- 64.42% |
$464K - $573K
|
3.48K
$321K
|
|
Aug 13, 2025
Q2 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-1.15K- 4.28% |
$84.9K - $105K
|
25.7K
$2.37M
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.38K+ 1.59% |
$249K - $307K
|
216K
$19.9M
|
|
Aug 13, 2025
Q2 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-2.41K- 12.47% |
$177K - $219K
|
16.9K
$1.56M
|
|
Aug 13, 2025
Q2 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
3.56KNew |
$262K - $324K
|
3.56K
$328K
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
2.3KNew |
$170K - $209K
|
2.3K
$212K
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
381+ 5.57% |
$28.1K - $34.7K
|
7.23K
$666K
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
63.2K+ 6.11% |
$4.66M - $5.75M
|
1.1M
$101M
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.95K+ 6.41% |
$144K - $177K
|
32.3K
$2.98M
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
531+ 2.41% |
$39.1K - $48.3K
|
22.6K
$2.08M
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
14+ 0.12% |
$1.03K - $1.27K
|
12K
$1.11M
|
|
Aug 13, 2025
Q2 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-504- 6.26% |
$37.1K - $45.9K
|
7.55K
$696K
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-228- 2.44% |
$16.8K - $20.7K
|
9.11K
$840K
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.21KNew |
$163K - $201K
|
2.21K
$204K
|
|
Aug 13, 2025
Q2 2025
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
7.83K+ 17.86% |
$577K - $712K
|
51.6K
$4.76M
|
|
Aug 13, 2025
Q2 2025
|
Stenger Family Office, LLC
Naperville, IL |
SELL
|
- |
-917- 3.98% |
$67.6K - $83.4K
|
22.1K
$2.04M
|
|
Aug 13, 2025
Q2 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
4.98K+ 6.5% |
$367K - $453K
|
81.6K
$7.53M
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-3.51K- 2.05% |
$259K - $319K
|
168K
$15.5M
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
59.6K+ 4.46% |
$4.39M - $5.42M
|
1.39M
$129M
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.18K- 20.94% |
$87.1K - $108K
|
4.46K
$412K
|
|
Aug 13, 2025
Q2 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
163New |
$12K - $14.8K
|
163
$15K
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-2.12K- 9.48% |
$156K - $193K
|
20.2K
$1.87M
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.4K- 5.83% |
$177K - $218K
|
38.8K
$3.58M
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
11.7K+ 238.26% |
$865K - $1.07M
|
16.7K
$1.54M
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-4- 0.12% |
$295 - $364
|
3.26K
$301K
|