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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q1 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
4.78KNew |
$367K - $436K
|
4.78K
$447K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
1.41KNew |
$108K - $129K
|
1.41K
$132K
|
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-27- 0.53% |
$2.07K - $2.46K
|
5.05K
$473K
|
|
|
Jun 12, 2024
Q1 2024
|
Ims Capital Management
|
BUY
|
- |
2.41KNew |
$185K - $220K
|
2.41K
$225K
|
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
2.59KNew |
$199K - $237K
|
2.59K
$243K
|
|
|
May 23, 2024
Q1 2024
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-820- 87.7% |
$63K - $74.8K
|
115
$10.8K
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
3.13KNew |
$241K - $286K
|
3.13K
$293K
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-81- 1.55% |
$6.22K - $7.39K
|
5.15K
$482K
|
|
|
May 15, 2024
Q1 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-276- 28.45% |
$21.2K - $25.2K
|
694
$64.9K
|
|
|
May 15, 2024
Q1 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
368New |
$28.3K - $33.6K
|
368
$34.4K
|
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
137New |
$10.5K - $12.5K
|
137
$12.8K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.98K+ 24.86% |
$152K - $181K
|
9.94K
$930K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.44KClosed |
$495K - $588K
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
1.44KNew |
$111K - $131K
|
1.44K
$135K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
171New |
$13.1K - $15.6K
|
171
$16K
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
38.6KNew |
$2.97M - $3.53M
|
38.6K
$3.61M
|
|
|
May 15, 2024
Q1 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
3.49KNew |
$268K - $319K
|
3.49K
$327K
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
2.39KNew |
$183K - $218K
|
2.39K
$223K
|
|
|
May 15, 2024
Q1 2024
|
Sandler Capital Management
New York, NY |
SELL
|
- |
-27K- 54.0% |
$2.07M - $2.46M
|
23K
$2.15M
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.19K- 16.0% |
$91.1K - $108K
|
6.23K
$582K
|
|
|
May 14, 2024
Q1 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
2.25KNew |
$173K - $205K
|
2.25K
$210K
|
|
|
May 14, 2024
Q1 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
3.04KNew |
$234K - $277K
|
3.04K
$284K
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
37.8KNew |
$2.91M - $3.45M
|
37.8K
$3.54M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
2.21KNew |
$170K - $201K
|
2.21K
$206K
|
|
|
May 14, 2024
Q1 2024
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
2.5KNew |
$192K - $228K
|
2.5K
$234K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-6.27K- 2.48% |
$481K - $572K
|
246K
$23.1M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
92.8K+ 954.25% |
$7.13M - $8.47M
|
103K
$9.59M
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
968New |
$74.4K - $88.3K
|
968
$90.6K
|
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
BUY
|
- |
1+ 0.04% |
$76.8 - $91.3
|
2.81K
$263K
|
|
|
May 13, 2024
Q1 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-4.08K- 46.33% |
$313K - $372K
|
4.72K
$442K
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-9.4K- 31.03% |
$722K - $858K
|
20.9K
$1.95M
|
|
|
May 13, 2024
Q1 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
153+ 2.62% |
$11.8K - $14K
|
5.99K
$560K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
3.27KNew |
$251K - $299K
|
3.27K
$306K
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
2.48KNew |
$190K - $226K
|
2.48K
$232K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
348New |
$26.7K - $31.8K
|
348
$32.6K
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.59KNew |
$276K - $328K
|
3.59K
$336K
|
|
|
May 09, 2024
Q1 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
1+ 1.16% |
$76.8 - $91.3
|
87
$8.14K
|
|
|
May 09, 2024
Q1 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-130- 4.15% |
$9.99K - $11.9K
|
3K
$281K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
305+ 10.79% |
$23.4K - $27.8K
|
3.13K
$293K
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.36KNew |
$182K - $216K
|
2.36K
$221K
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
13.6KNew |
$1.05M - $1.24M
|
13.6K
$1.27M
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
700New |
$53.8K - $63.9K
|
700
$65.5K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-4- 4.08% |
$307 - $365
|
94
$8.79K
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-349- 8.03% |
$26.8K - $31.8K
|
4K
$374K
|
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
4.21KNew |
$323K - $384K
|
4.21K
$394K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
250+ 10.05% |
$19.2K - $22.8K
|
2.74K
$256K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
860New |
$66.1K - $78.5K
|
860
$80.5K
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-3.77K- 49.73% |
$289K - $344K
|
3.81K
$356K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-94- 7.7% |
$7.22K - $8.58K
|
1.13K
$105K
|
|
|
May 01, 2024
Q1 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
2.29KNew |
$176K - $209K
|
2.29K
$214K
|