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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
3+ 0.07% |
$245 - $290
|
4.05K
$337K
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Capital Management LLC
|
BUY
|
- |
3.33K+ 1.84% |
$271K - $321K
|
184K
$15.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-1.13K- 15.55% |
$91.8K - $109K
|
6.11K
$508K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-638- 1.51% |
$52.1K - $61.6K
|
41.5K
$3.45M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2+ 0.05% |
$163 - $193
|
4.29K
$357K
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
1+ 0.21% |
$81.6 - $96.6
|
469
$39K
|
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
SELL
|
- |
-18.8K- 38.9% |
$1.53M - $1.81M
|
29.5K
$2.45M
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-1.61K- 3.38% |
$131K - $155K
|
46K
$3.83M
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
2.06K+ 7.11% |
$168K - $199K
|
31K
$2.58M
|
|
|
Apr 10, 2025
Q1 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-1.58K- 16.02% |
$129K - $153K
|
8.28K
$688K
|
|
|
Apr 10, 2025
Q1 2025
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
69.1KNew |
$5.64M - $6.67M
|
69.1K
$5.74M
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
1.34K+ 18.2% |
$109K - $129K
|
8.68K
$721K
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-12.2K- 81.75% |
$996K - $1.18M
|
2.73K
$227K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-531- 2.0% |
$43.3K - $51.3K
|
26K
$2.16M
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
1.3K+ 4.32% |
$106K - $125K
|
31.3K
$2.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.45K+ 15.95% |
$118K - $140K
|
10.5K
$875K
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-34- 0.48% |
$2.78K - $3.29K
|
7K
$582K
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
3+ 0.01% |
$245 - $290
|
26.8K
$2.23M
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
3.34KNew |
$273K - $323K
|
3.34K
$278K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-69- 10.62% |
$5.63K - $6.67K
|
581
$48.3K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
6+ 0.05% |
$490 - $580
|
11.6K
$963K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.1K+ 103266.67% |
$253K - $299K
|
3.1K
$258K
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
6+ 0.04% |
$490 - $580
|
14.5K
$1.21M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
11+ 0.16% |
$898 - $1.06K
|
7.03K
$585K
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
35.4K+ 13.35% |
$2.89M - $3.42M
|
301K
$25M
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
854+ 5.73% |
$69.7K - $82.5K
|
15.8K
$1.31M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
98+ 0.91% |
$8K - $9.47K
|
10.9K
$906K
|
|
|
Apr 09, 2025
Q1 2025
|
Inves Trust
Oklahoma City, OK |
SELL
|
- |
-775- 1.22% |
$63.3K - $74.9K
|
63K
$5.24M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
147+ 2.43% |
$12K - $14.2K
|
6.19K
$514K
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-325- 7.12% |
$26.5K - $31.4K
|
4.24K
$353K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-229- 45.71% |
$18.7K - $22.1K
|
272
$22.6K
|
|
|
Apr 08, 2025
Q1 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-90- 2.1% |
$7.35K - $8.7K
|
4.2K
$349K
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-29- 0.3% |
$2.37K - $2.8K
|
9.6K
$798K
|
|
|
Apr 08, 2025
Q1 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-1.07K- 2.27% |
$87.7K - $104K
|
46.2K
$3.84M
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-1- -0.0% |
$81.6 - $96.6
|
32K
$2.66M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
14.2K+ 36.56% |
$1.16M - $1.38M
|
53.2K
$4.42M
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-2.62K- 3.11% |
$214K - $253K
|
81.5K
$6.78M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
68+ 0.66% |
$5.55K - $6.57K
|
10.4K
$866K
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
47K+ 8228.02% |
$3.83M - $4.54M
|
47.6K
$3.95M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-659- 8.33% |
$53.8K - $63.7K
|
7.25K
$603K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-673- 6.19% |
$54.9K - $65K
|
10.2K
$848K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-282- 32.79% |
$23K - $27.2K
|
578
$48.1K
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
BUY
|
- |
332+ 0.48% |
$27.1K - $32.1K
|
68.8K
$5.72M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-2.32K- 5.68% |
$189K - $224K
|
38.5K
$3.2M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-233- 1.64% |
$19K - $22.5K
|
14K
$1.16M
|
|
| Q4 2024 | |||||||
|
Apr 09, 2025
Q4 2024
|
Compass Investment Advisers LLC
Portland, OR |
BUY
|
- |
3.95KNew |
$358K - $393K
|
3.95K
$329K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
452New |
$41K - $45K
|
452
$37.6K
|
|
|
Mar 19, 2025
Q4 2024
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
7.85KNew |
$712K - $781K
|
7.85K
$653K
|
|
|
Mar 19, 2025
Q4 2024
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
48.8KNew |
$4.43M - $4.86M
|
48.8K
$4.06M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.1K+ 7.48% |
$281K - $308K
|
44.5K
$3.7M
|
|