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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
2.19KNew |
$185K - $204K
|
2.19K
$204K
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
12+ 0.04% |
$1.02K - $1.12K
|
31.2K
$2.92M
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-111- 1.55% |
$9.41K - $10.4K
|
7.04K
$659K
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
4+ 0.17% |
$339 - $374
|
2.29K
$215K
|
|
|
Oct 17, 2024
Q3 2024
|
Bremer Bank National Association
|
SELL
|
- |
-10- 0.38% |
$848 - $935
|
2.64K
$247K
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.14% |
$84.8 - $93.5
|
715
$66.9K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-3- 0.08% |
$254 - $281
|
3.99K
$374K
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-33- 0.21% |
$2.8K - $3.09K
|
15.6K
$1.46M
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
1.95K+ 13.47% |
$165K - $182K
|
16.4K
$1.53M
|
|
|
Oct 17, 2024
Q3 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
3+ 0.09% |
$254 - $281
|
3.42K
$320K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-34- 3.13% |
$2.88K - $3.18K
|
1.05K
$98.4K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
335+ 0.22% |
$28.4K - $31.3K
|
150K
$14M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-3.65K- 45.63% |
$310K - $342K
|
4.35K
$407K
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
5.11K+ 8.2% |
$434K - $478K
|
67.5K
$6.31M
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-744- 6.74% |
$63.1K - $69.6K
|
10.3K
$964K
|
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
4.39KNew |
$372K - $411K
|
4.39K
$411K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
12.3K+ 338.31% |
$1.04M - $1.15M
|
15.9K
$1.49M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.32K+ 5.52% |
$112K - $123K
|
25.2K
$2.36M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.66K+ 29.06% |
$141K - $156K
|
7.39K
$691K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
267+ 6.62% |
$22.6K - $25K
|
4.3K
$402K
|
|
|
Oct 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-1.97K- 3.62% |
$167K - $184K
|
52.4K
$4.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
460+ 25.21% |
$39K - $43K
|
2.29K
$214K
|
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-674- 16.65% |
$57.2K - $63K
|
3.37K
$316K
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-8.5K- 3.77% |
$721K - $795K
|
217K
$20.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-124- 2.38% |
$10.5K - $11.6K
|
5.09K
$476K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
320+ 1.9% |
$27.1K - $29.9K
|
17.2K
$1.61M
|
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
13.4KNew |
$1.13M - $1.25M
|
13.4K
$1.25M
|
|
|
Oct 16, 2024
Q3 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
10.7K+ 8.72% |
$909K - $1M
|
134K
$12.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-71- 1.26% |
$6.02K - $6.64K
|
5.56K
$520K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
3.43KNew |
$291K - $321K
|
3.43K
$321K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
12.3K+ 21.25% |
$1.05M - $1.15M
|
70.3K
$6.58M
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
850+ 2.83% |
$72.1K - $79.5K
|
30.9K
$2.89M
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
7+ 0.21% |
$594 - $655
|
3.39K
$317K
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
2.24KNew |
$190K - $210K
|
2.24K
$210K
|
|
|
Oct 16, 2024
Q3 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
7+ 0.26% |
$594 - $655
|
2.7K
$252K
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
9+ 0.14% |
$763 - $842
|
6.26K
$586K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-261- 6.13% |
$22.1K - $24.4K
|
4K
$374K
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-141- 2.29% |
$12K - $13.2K
|
6K
$562K
|
|
|
Oct 15, 2024
Q3 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-130- 6.67% |
$11K - $12.2K
|
1.82K
$170K
|
|
|
Oct 15, 2024
Q3 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
3+ 0.03% |
$254 - $281
|
8.68K
$812K
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-585- 1.35% |
$49.6K - $54.7K
|
42.9K
$4.01M
|
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-2.87K- 3.87% |
$244K - $269K
|
71.3K
$6.67M
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-133- 2.52% |
$11.3K - $12.4K
|
5.14K
$481K
|
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
293+ 6.52% |
$24.8K - $27.4K
|
4.79K
$448K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-638- 2.37% |
$54.1K - $59.7K
|
26.3K
$2.46M
|
|
|
Oct 15, 2024
Q3 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
7.87KNew |
$668K - $736K
|
7.87K
$736K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.29K- 1.41% |
$110K - $121K
|
90.5K
$8.46M
|
|
|
Oct 15, 2024
Q3 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
435+ 8.96% |
$36.9K - $40.7K
|
5.29K
$495K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.15K- 9.86% |
$97.7K - $108K
|
10.5K
$985K
|
|
|
Oct 15, 2024
Q3 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
11+ 0.13% |
$933 - $1.03K
|
8.57K
$802K
|