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 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
252+ 4.01% |
$20.6K - $24.4K
|
6.53K
$601K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
1.14K+ 43.47% |
$93.4K - $111K
|
3.78K
$348K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-37- 1.07% |
$3.02K - $3.58K
|
3.41K
$314K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
714+ 2.38% |
$58.3K - $69K
|
30.8K
$2.83M
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-37- 0.32% |
$3.02K - $3.58K
|
11.4K
$1.05M
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-77- 4.43% |
$6.28K - $7.44K
|
1.66K
$153K
|
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
724+ 5.08% |
$59.1K - $70K
|
15K
$1.38M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-8.45K- 3.62% |
$690K - $817K
|
225K
$20.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
1+ 0.03% |
$81.6 - $96.6
|
2.99K
$275K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
618+ 12.82% |
$50.4K - $59.7K
|
5.44K
$501K
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
66+ 0.75% |
$5.39K - $6.38K
|
8.86K
$815K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-438- 7.41% |
$35.7K - $42.3K
|
5.48K
$504K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
6.11K+ 53.43% |
$499K - $591K
|
17.6K
$1.62M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
4.29K+ 1.63% |
$350K - $414K
|
268K
$24.6M
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
213+ 1.62% |
$17.4K - $20.6K
|
13.4K
$1.23M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
18+ 0.13% |
$1.47K - $1.74K
|
14.1K
$1.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
41.8K+ 5.06% |
$3.42M - $4.04M
|
868K
$80M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
158+ 4.03% |
$12.9K - $15.3K
|
4.08K
$375K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-47K- 98.8% |
$3.83M - $4.54M
|
571
$52.6K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
3+ 0.07% |
$245 - $290
|
4.05K
$373K
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Capital Management LLC
|
BUY
|
- |
3.33K+ 1.84% |
$271K - $321K
|
184K
$17M
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-1.13K- 15.55% |
$91.8K - $109K
|
6.11K
$562K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2+ 0.05% |
$163 - $193
|
4.29K
$395K
|
|
|
Apr 10, 2025
Q1 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-1.58K- 16.02% |
$129K - $153K
|
8.28K
$762K
|
|
|
Apr 10, 2025
Q1 2025
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
69.1KNew |
$5.64M - $6.67M
|
69.1K
$6.36M
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
1.34K+ 18.2% |
$109K - $129K
|
8.68K
$799K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-531- 2.0% |
$43.3K - $51.3K
|
26K
$2.39M
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
1.3K+ 4.32% |
$106K - $125K
|
31.3K
$2.88M
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
3.34KNew |
$273K - $323K
|
3.34K
$308K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.1K+ 103266.67% |
$253K - $299K
|
3.1K
$285K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
11+ 0.16% |
$898 - $1.06K
|
7.03K
$647K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
98+ 0.91% |
$8K - $9.47K
|
10.9K
$1M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
147+ 2.43% |
$12K - $14.2K
|
6.19K
$569K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-229- 45.71% |
$18.7K - $22.1K
|
272
$25K
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-1- -0.0% |
$81.6 - $96.6
|
32K
$2.95M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
14.2K+ 36.56% |
$1.16M - $1.38M
|
53.2K
$4.9M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-673- 6.19% |
$54.9K - $65K
|
10.2K
$938K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-282- 32.79% |
$23K - $27.2K
|
578
$53.2K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-233- 1.64% |
$19K - $22.5K
|
14K
$1.28M
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
462+ 0.29% |
$41.9K - $46K
|
161K
$14.8M
|
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-360- 16.0% |
$32.6K - $35.8K
|
1.89K
$174K
|
|
|
Apr 09, 2025
Q4 2024
|
Compass Investment Advisers LLC
Portland, OR |
BUY
|
- |
3.95KNew |
$358K - $393K
|
3.95K
$364K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
452New |
$41K - $45K
|
452
$41.6K
|
|
|
Mar 19, 2025
Q4 2024
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
7.85KNew |
$712K - $781K
|
7.85K
$723K
|
|
|
Mar 19, 2025
Q4 2024
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
48.8KNew |
$4.43M - $4.86M
|
48.8K
$4.5M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-33.4K- 95.69% |
$3.03M - $3.32M
|
1.5K
$138K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-315Closed |
$28.6K - $31.3K
|
0
$0
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
1.07KNew |
$96.6K - $106K
|
1.07K
$98K
|
|
|
Feb 20, 2025
Q4 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
496New |
$45K - $49.3K
|
496
$45.7K
|
|
|
Feb 19, 2025
Q4 2024
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-92- 2.39% |
$8.34K - $9.15K
|
3.75K
$345K
|
|