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 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-626- 2.38% |
$51.1K - $60.5K
|
25.7K
$2.37M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
3.97K+ 20.6% |
$324K - $384K
|
23.3K
$2.14M
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-8- 0.51% |
$653 - $773
|
1.56K
$144K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
3+ 0.15% |
$245 - $290
|
2K
$184K
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Life Planners
Tempe, AZ |
SELL
|
- |
-336- 9.4% |
$27.4K - $32.5K
|
3.24K
$298K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
630+ 22.72% |
$51.4K - $60.9K
|
3.4K
$313K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
6.31K+ 177.82% |
$515K - $610K
|
9.86K
$907K
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
4.64KNew |
$379K - $448K
|
4.64K
$427K
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-170- 3.78% |
$13.9K - $16.4K
|
4.32K
$398K
|
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-5.46K- 15.92% |
$445K - $527K
|
28.8K
$2.65M
|
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-1.31K- 7.58% |
$107K - $126K
|
16K
$1.47M
|
|
|
Apr 22, 2025
Q1 2025
|
Sawyer & Company, Inc
|
BUY
|
- |
70+ 7000.0% |
$5.71K - $6.76K
|
71
$6.54K
|
|
|
Apr 22, 2025
Q1 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
6+ 0.07% |
$490 - $580
|
8.59K
$791K
|
|
|
Apr 22, 2025
Q1 2025
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
1+ 0.02% |
$81.6 - $96.6
|
6.62K
$609K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
368New |
$30K - $35.6K
|
368
$33.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-5.22K- 33.12% |
$426K - $504K
|
10.5K
$970K
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-100- 3.28% |
$8.16K - $9.66K
|
2.95K
$271K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-499- 3.31% |
$40.7K - $48.2K
|
14.6K
$1.34M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-21.2K- 21.44% |
$1.73M - $2.05M
|
77.7K
$7.15M
|
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
2.44K+ 2.98% |
$199K - $235K
|
84.1K
$7.74M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-195- 0.21% |
$15.9K - $18.8K
|
93.5K
$8.61M
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-160- 34.78% |
$13.1K - $15.5K
|
300
$27.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
937New |
$76.5K - $90.5K
|
937
$86.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
114+ 1.15% |
$9.3K - $11K
|
10.1K
$926K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-4.55K- 13.95% |
$371K - $439K
|
28K
$2.58M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.22KNew |
$263K - $311K
|
3.22K
$296K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-601- 88.91% |
$49.1K - $58.1K
|
75
$6.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
2.49KNew |
$203K - $240K
|
2.49K
$229K
|
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-3.41K- 3.25% |
$278K - $329K
|
101K
$9.34M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.77K+ 9.41% |
$389K - $461K
|
55.4K
$5.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-10- 0.1% |
$816 - $966
|
10.1K
$926K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1+ 0.03% |
$81.6 - $96.6
|
3.48K
$320K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
284New |
$23.2K - $27.4K
|
284
$26.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-17- 0.09% |
$1.39K - $1.64K
|
19.4K
$1.78M
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-10- 0.21% |
$816 - $966
|
4.74K
$436K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-238- 22.62% |
$19.4K - $23K
|
814
$74.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
81+ 1.11% |
$6.61K - $7.83K
|
7.35K
$677K
|
|
|
Apr 17, 2025
Q1 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
6+ 0.17% |
$490 - $580
|
3.56K
$327K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
245+ 260.64% |
$20K - $23.7K
|
339
$31.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
649+ 12.02% |
$53K - $62.7K
|
6.05K
$557K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-57- 1.05% |
$4.65K - $5.51K
|
5.38K
$495K
|
|
|
Apr 17, 2025
Q1 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
276+ 0.84% |
$22.5K - $26.7K
|
33.2K
$3.06M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-19- 0.35% |
$1.55K - $1.84K
|
5.41K
$498K
|
|
|
Apr 16, 2025
Q1 2025
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
4+ 0.14% |
$326 - $387
|
2.84K
$261K
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
4+ 0.12% |
$326 - $387
|
3.43K
$315K
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-709- 14.24% |
$57.9K - $68.5K
|
4.27K
$393K
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
1.99K+ 6.73% |
$163K - $193K
|
31.6K
$2.91M
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-191- 14.06% |
$15.6K - $18.5K
|
1.17K
$107K
|
|
|
Apr 16, 2025
Q1 2025
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
555+ 21.6% |
$45.3K - $53.6K
|
3.13K
$288K
|
|
|
Apr 16, 2025
Q1 2025
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-15- 0.16% |
$1.22K - $1.45K
|
9.37K
$863K
|