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 08, 2024
Q3 2024
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
578+ 7.36% |
$49K - $54.1K
|
8.43K
$788K
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-325- 5.7% |
$27.6K - $30.4K
|
5.38K
$503K
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
11.8KNew |
$1M - $1.11M
|
11.8K
$1.11M
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-10.1K- 74.76% |
$860K - $949K
|
3.42K
$320K
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-111- 1.1% |
$9.41K - $10.4K
|
10K
$936K
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
300+ 2.22% |
$25.4K - $28.1K
|
13.8K
$1.29M
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-298- 10.01% |
$25.3K - $27.9K
|
2.68K
$251K
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-246- 15.87% |
$20.9K - $23K
|
1.3K
$122K
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-588- 2.61% |
$49.9K - $55K
|
21.9K
$2.05M
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-108- 1.5% |
$9.16K - $10.1K
|
7.08K
$662K
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
381+ 8.5% |
$32.3K - $35.6K
|
4.87K
$455K
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
6.22K+ 151.79% |
$527K - $582K
|
10.3K
$965K
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
5+ 0.04% |
$424 - $468
|
11.5K
$1.08M
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
388+ 0.42% |
$32.9K - $36.3K
|
91.9K
$8.59M
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-10.1K- 18.41% |
$859K - $947K
|
44.9K
$4.2M
|
|
Oct 04, 2024
Q3 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
15.5K+ 6.77% |
$1.31M - $1.45M
|
244K
$22.8M
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-4.67K- 6.09% |
$396K - $437K
|
72.1K
$6.74M
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-710- 6.79% |
$60.2K - $66.4K
|
9.75K
$912K
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
286+ 100.35% |
$24.3K - $26.8K
|
571
$53.4K
|
|
Oct 03, 2024
Q3 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-34- 0.05% |
$2.88K - $3.18K
|
69.2K
$6.48M
|
|
Oct 03, 2024
Q3 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-284- 2.8% |
$24.1K - $26.6K
|
9.87K
$923K
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.23K+ 26.31% |
$104K - $115K
|
5.89K
$551K
|
|
Oct 03, 2024
Q3 2024
|
Farmers Trust CO
|
BUY
|
- |
3.42KNew |
$290K - $320K
|
3.42K
$320K
|
|
Oct 02, 2024
Q3 2024
|
Dentgroup LLC
|
SELL
|
- |
-187- 3.36% |
$15.9K - $17.5K
|
5.38K
$503K
|
|
Oct 02, 2024
Q3 2024
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
3.62K+ 6.3% |
$307K - $339K
|
61.1K
$5.71M
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
SELL
|
- |
-98- 11.74% |
$8.31K - $9.17K
|
737
$68.9K
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-10- 0.07% |
$848 - $935
|
14.3K
$1.33M
|
|
Q2 2024 | |||||||
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-9- 0.26% |
$764 - $820
|
3.4K
$318K
|
|
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
2.89KNew |
$245K - $264K
|
2.89K
$271K
|
|
Aug 20, 2024
Q2 2024
|
Regency Capital Management Inc.\De
|
BUY
|
- |
2.03K+ 4.19% |
$172K - $185K
|
50.5K
$4.73M
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.9KNew |
$331K - $355K
|
3.9K
$365K
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
30New |
$2.55K - $2.73K
|
30
$2.81K
|
|
Aug 19, 2024
Q2 2024
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-100- 9.64% |
$8.49K - $9.11K
|
937
$87.7K
|
|
Aug 15, 2024
Q2 2024
|
Dorsey Wright & Associates
|
SELL
|
- |
-334- 1.11% |
$28.3K - $30.4K
|
29.8K
$2.78M
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-91- 69.47% |
$7.72K - $8.29K
|
40
$3.74K
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
71+ 0.12% |
$6.02K - $6.47K
|
59.8K
$5.6M
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-441- 7.49% |
$37.4K - $40.2K
|
5.45K
$510K
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-4- 11.76% |
$339 - $364
|
30
$2.81K
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-2.31K- 5.83% |
$196K - $210K
|
37.2K
$3.48M
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
90New |
$7.64K - $8.2K
|
90
$8.42K
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.74KNew |
$148K - $159K
|
1.74K
$163K
|
|
Aug 14, 2024
Q2 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-96- 57.14% |
$8.15K - $8.75K
|
72
$6.74K
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-380- 8.17% |
$32.2K - $34.6K
|
4.27K
$400K
|
|
Aug 14, 2024
Q2 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-19- 0.79% |
$1.61K - $1.73K
|
2.39K
$224K
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-41- 0.71% |
$3.48K - $3.74K
|
5.75K
$537K
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.25KNew |
$361K - $387K
|
4.25K
$397K
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-613- 2.22% |
$52K - $55.9K
|
27K
$2.53M
|
|
Aug 13, 2024
Q2 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-12- 0.12% |
$1.02K - $1.09K
|
9.82K
$918K
|
|
Aug 13, 2024
Q2 2024
|
Mc Donough Capital Management, Inc
Orlando, FL |
SELL
|
- |
-30- 0.72% |
$2.55K - $2.73K
|
4.15K
$389K
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-5.14K- 41.6% |
$436K - $468K
|
7.21K
$675K
|