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 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-150- 1.24% |
$12.2K - $14.5K
|
11.9K
$1.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
1+ 0.03% |
$81.6 - $96.6
|
3.13K
$289K
|
|
|
Apr 30, 2025
Q1 2025
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
4+ 0.15% |
$326 - $387
|
2.71K
$249K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.17K- 7.07% |
$95.1K - $113K
|
15.3K
$1.41M
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-108- 3.49% |
$8.81K - $10.4K
|
2.99K
$275K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
328+ 13.65% |
$26.8K - $31.7K
|
2.73K
$251K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-381K- 91.91% |
$31.1M - $36.8M
|
33.5K
$3.09M
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
240New |
$19.6K - $23.2K
|
240
$22.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-40- 0.46% |
$3.26K - $3.87K
|
8.58K
$790K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
29.9K+ 1.77% |
$2.44M - $2.89M
|
1.72M
$158M
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-3.26K- 2.23% |
$266K - $315K
|
143K
$13.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
32+ 0.09% |
$2.61K - $3.09K
|
36K
$3.32M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-43- 0.37% |
$3.51K - $4.16K
|
11.7K
$1.08M
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
SELL
|
- |
-35- 0.53% |
$2.86K - $3.38K
|
6.6K
$608K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-356- 22.65% |
$29.1K - $34.4K
|
1.22K
$112K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-10.8K- 1.81% |
$882K - $1.04M
|
586K
$53.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-463- 6.54% |
$37.8K - $44.7K
|
6.61K
$609K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-188- 5.18% |
$15.3K - $18.2K
|
3.44K
$317K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
514New |
$42K - $49.7K
|
514
$47.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-100- 1.72% |
$8.16K - $9.66K
|
5.7K
$525K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-9.03K- 26.12% |
$737K - $872K
|
25.5K
$2.35M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-2.71K- 18.92% |
$221K - $262K
|
11.6K
$1.07M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.27K- 7.05% |
$104K - $123K
|
16.8K
$1.54M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
32.4K+ 3.16% |
$2.64M - $3.13M
|
1.06M
$97.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-18.9K- 80.48% |
$1.55M - $1.83M
|
4.59K
$423K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
2.23KNew |
$182K - $215K
|
2.23K
$205K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.63K- 6.83% |
$133K - $157K
|
22.2K
$2.04M
|
|
|
Apr 28, 2025
Q1 2025
|
Davidson Trust CO
|
BUY
|
- |
167+ 3.02% |
$13.6K - $16.1K
|
5.7K
$525K
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
8.32K+ 5.01% |
$679K - $804K
|
175K
$16.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-186- 1.73% |
$15.2K - $18K
|
10.5K
$970K
|
|
|
Apr 25, 2025
Q1 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-100- 2.62% |
$8.16K - $9.66K
|
3.72K
$343K
|
|
|
Apr 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
3.52K+ 33.45% |
$287K - $340K
|
14K
$1.29M
|
|
|
Apr 25, 2025
Q1 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-189- 3.81% |
$15.4K - $18.3K
|
4.78K
$440K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
48New |
$3.92K - $4.64K
|
48
$4.42K
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
199+ 4.38% |
$16.2K - $19.2K
|
4.75K
$437K
|
|
|
Apr 25, 2025
Q1 2025
|
West Bancorporation Inc
|
SELL
|
- |
-129- 4.4% |
$10.5K - $12.5K
|
2.8K
$258K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-1.81K- 2.42% |
$148K - $175K
|
73.1K
$6.73M
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-5.96K- 2.99% |
$486K - $576K
|
193K
$17.8M
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-1.26K- 0.85% |
$103K - $122K
|
147K
$13.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-550- 8.82% |
$44.9K - $53.1K
|
5.69K
$524K
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-55- 0.66% |
$4.49K - $5.31K
|
8.25K
$760K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.12K+ 1.96% |
$91.3K - $108K
|
58.1K
$5.35M
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-40- 0.75% |
$3.26K - $3.87K
|
5.31K
$489K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-5.33K- 63.39% |
$435K - $515K
|
3.08K
$283K
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-31- 1.15% |
$2.53K - $3K
|
2.67K
$246K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-36- 50.0% |
$2.94K - $3.48K
|
36
$3.31K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
9.48K+ 1.96% |
$774K - $916K
|
494K
$45.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.71K- 1.85% |
$221K - $262K
|
144K
$13.3M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.12K- 8.89% |
$91.1K - $108K
|
11.4K
$1.05M
|
|
|
Apr 23, 2025
Q1 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
2.55KNew |
$208K - $247K
|
2.55K
$235K
|