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 |
---|---|---|---|---|---|---|---|
Sep 23, 2024
Q2 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
4+ 0.15% |
$339 - $364
|
2.69K
$247K
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
8.22K+ 317.13% |
$697K - $749K
|
10.8K
$993K
|
|
Sep 10, 2024
Q2 2024
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
50.1KNew |
$4.25M - $4.56M
|
50.1K
$4.6M
|
|
Aug 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-221- 31.75% |
$18.8K - $20.1K
|
475
$43.6K
|
|
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
2.89KNew |
$245K - $264K
|
2.89K
$266K
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.38K- 0.38% |
$117K - $126K
|
363K
$33.3M
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-15.8K- 3.15% |
$1.34M - $1.44M
|
484K
$44.5M
|
|
Aug 20, 2024
Q2 2024
|
Regency Capital Management Inc.\De
|
BUY
|
- |
2.03K+ 4.19% |
$172K - $185K
|
50.5K
$4.64M
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.9KNew |
$331K - $355K
|
3.9K
$358K
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
350New |
$29.7K - $31.9K
|
350
$32.1K
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
30New |
$2.55K - $2.73K
|
30
$2.76K
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.37K+ 4.34% |
$201K - $216K
|
57K
$5.24M
|
|
Aug 19, 2024
Q2 2024
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-100- 9.64% |
$8.49K - $9.11K
|
937
$86.1K
|
|
Aug 15, 2024
Q2 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
11.2K+ 151.1% |
$948K - $1.02M
|
18.6K
$1.7M
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-5.31K- 2.56% |
$450K - $484K
|
202K
$18.6M
|
|
Aug 15, 2024
Q2 2024
|
Dorsey Wright & Associates
|
SELL
|
- |
-334- 1.11% |
$28.3K - $30.4K
|
29.8K
$2.73M
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.93K- 8.67% |
$249K - $267K
|
30.9K
$2.84M
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-700- 23.33% |
$59.4K - $63.8K
|
2.3K
$211K
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.02K+ 1.83% |
$256K - $275K
|
168K
$15.5M
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
455New |
$38.6K - $41.5K
|
455
$41.8K
|
|
Aug 15, 2024
Q2 2024
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-5.12K- 0.61% |
$435K - $467K
|
836K
$76.8M
|
|
Aug 15, 2024
Q2 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-115- 0.84% |
$9.76K - $10.5K
|
13.5K
$1.24M
|
|
Aug 15, 2024
Q2 2024
|
Main Management ETF Advisors, LLC
San Francisco, CA |
BUY
|
- |
74.1K+ 2.58% |
$6.29M - $6.75M
|
2.95M
$271M
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-91- 69.47% |
$7.72K - $8.29K
|
40
$3.67K
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
82.8K+ 10.85% |
$7.02M - $7.54M
|
846K
$77.7M
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-118- 0.86% |
$10K - $10.8K
|
13.5K
$1.24M
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
71+ 0.12% |
$6.02K - $6.47K
|
59.8K
$5.49M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-6.98K- 1.19% |
$592K - $636K
|
579K
$53.2M
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-441- 7.49% |
$37.4K - $40.2K
|
5.45K
$500K
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-4- 11.76% |
$339 - $364
|
30
$2.76K
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-3- 0.06% |
$255 - $273
|
4.74K
$436K
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
24.6K+ 2.71% |
$2.09M - $2.25M
|
935K
$85.9M
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
5.5K+ 30.89% |
$467K - $501K
|
23.3K
$2.14M
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
74.1K+ 439.66% |
$6.29M - $6.76M
|
91K
$8.36M
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-34.4K- 2.22% |
$2.92M - $3.14M
|
1.52M
$140M
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-107- 0.79% |
$9.08K - $9.75K
|
13.4K
$1.23M
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
6.48K+ 17.92% |
$550K - $591K
|
42.7K
$3.92M
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
15.5KNew |
$1.31M - $1.41M
|
15.5K
$1.42M
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.6K+ 7.35% |
$136K - $146K
|
23.4K
$2.15M
|
|
Aug 14, 2024
Q2 2024
|
Community Bank, N.A.
|
SELL
|
- |
-125- 2.94% |
$10.6K - $11.4K
|
4.13K
$379K
|
|
Aug 14, 2024
Q2 2024
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-810- 2.37% |
$68.7K - $73.8K
|
33.4K
$3.07M
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
31.3K+ 22.07% |
$2.65M - $2.85M
|
173K
$15.9M
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
64.8K+ 1643.52% |
$5.5M - $5.9M
|
68.7K
$6.31M
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-2.5K- 55.04% |
$212K - $228K
|
2.04K
$188K
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.6KNew |
$305K - $328K
|
3.6K
$331K
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
37.3K+ 2.68% |
$3.16M - $3.4M
|
1.43M
$131M
|
|
Aug 14, 2024
Q2 2024
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-777- 8.97% |
$65.9K - $70.8K
|
7.89K
$725K
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-2.31K- 5.83% |
$196K - $210K
|
37.2K
$3.42M
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
90New |
$7.64K - $8.2K
|
90
$8.27K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-180K- 5.08% |
$15.2M - $16.4M
|
3.35M
$308M
|