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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
60+ 300.0% |
$5.44K - $5.97K
|
80
$7.36K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
4New |
$363 - $398
|
4
$368
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
94+ 10.85% |
$8.52K - $9.35K
|
960
$88.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
BUY
|
- |
84+ 2.21% |
$7.62K - $8.35K
|
3.89K
$358K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-595- 8.56% |
$53.9K - $59.2K
|
6.36K
$585K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
10New |
$907 - $995
|
10
$921
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
12.6KNew |
$1.14M - $1.25M
|
12.6K
$1.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
1.08KNew |
$98.1K - $108K
|
1.08K
$99.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
259New |
$23.5K - $25.8K
|
259
$23.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
2+ 0.09% |
$181 - $199
|
2.29K
$210K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
600New |
$54.4K - $59.7K
|
600
$55.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Geneva Capital Management LLC
|
BUY
|
- |
4.97KNew |
$450K - $494K
|
4.97K
$457K
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-1.2K- 1.31% |
$109K - $119K
|
90.7K
$8.35M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-314- 11.47% |
$28.5K - $31.2K
|
2.42K
$223K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
4.81KNew |
$436K - $479K
|
4.81K
$443K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-47- 1.48% |
$4.26K - $4.67K
|
3.13K
$288K
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-7.19K- 69.78% |
$652K - $716K
|
3.12K
$287K
|
|
|
Feb 05, 2025
Q4 2024
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
7.18KNew |
$651K - $714K
|
7.18K
$661K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-41- 0.71% |
$3.72K - $4.08K
|
5.7K
$525K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
233New |
$21.1K - $23.2K
|
233
$21.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
6.46KNew |
$586K - $643K
|
6.46K
$595K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1+ 0.04% |
$90.7 - $99.5
|
2.39K
$220K
|
|
|
Feb 03, 2025
Q4 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-760- 23.35% |
$68.9K - $75.6K
|
2.5K
$230K
|
|
|
Feb 03, 2025
Q4 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-69- 5.41% |
$6.26K - $6.86K
|
1.21K
$111K
|
|
|
Feb 03, 2025
Q4 2024
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
65+ 1.75% |
$5.89K - $6.46K
|
3.78K
$348K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-421- 6.81% |
$38.2K - $41.9K
|
5.76K
$530K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.84K- 2.83% |
$167K - $183K
|
63.3K
$5.83M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
512New |
$46.4K - $50.9K
|
512
$47.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-60- 2.61% |
$5.44K - $5.97K
|
2.24K
$206K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
2.29KNew |
$208K - $228K
|
2.29K
$211K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
138New |
$12.5K - $13.7K
|
138
$12.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-29.1K- 41.42% |
$2.64M - $2.9M
|
41.2K
$3.79M
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-920- 8.93% |
$83.4K - $91.5K
|
9.38K
$864K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
939+ 26.27% |
$85.1K - $93.4K
|
4.51K
$416K
|
|
|
Jan 30, 2025
Q4 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
368New |
$33.4K - $36.6K
|
368
$33.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
338New |
$30.6K - $33.6K
|
338
$31.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
250+ 10.77% |
$22.7K - $24.9K
|
2.57K
$237K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
1.56KNew |
$141K - $155K
|
1.56K
$144K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
211New |
$19.1K - $21K
|
211
$19.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
212+ 8.81% |
$19.2K - $21.1K
|
2.62K
$241K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.47% |
$90.7 - $99.5
|
213
$19.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
262+ 8.52% |
$23.8K - $26.1K
|
3.34K
$307K
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
4.9KNew |
$445K - $488K
|
4.9K
$451K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-120- 15.0% |
$10.9K - $11.9K
|
680
$62.6K
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-209- 2.29% |
$18.9K - $20.8K
|
8.93K
$822K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-54- 0.59% |
$4.9K - $5.37K
|
9.04K
$832K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-54- 3.82% |
$4.9K - $5.37K
|
1.36K
$125K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
15.7K+ 198.93% |
$1.42M - $1.56M
|
23.5K
$2.17M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
51+ 7.08% |
$4.62K - $5.07K
|
771
$71K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
8.26K+ 339.42% |
$749K - $821K
|
10.7K
$984K
|