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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-17.5K- 71.9% |
$1.59M - $1.74M
|
6.85K
$631K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
17.2KNew |
$1.56M - $1.71M
|
17.2K
$1.58M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-115- 3.1% |
$10.4K - $11.4K
|
3.59K
$331K
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-279- 6.37% |
$25.3K - $27.7K
|
4.1K
$378K
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
2.6K+ 336.27% |
$235K - $258K
|
3.37K
$310K
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-380- 12.34% |
$34.5K - $37.8K
|
2.7K
$249K
|
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
3+ 0.13% |
$272 - $298
|
2.25K
$207K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
2.97KNew |
$269K - $295K
|
2.97K
$273K
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
15KNew |
$1.36M - $1.5M
|
15K
$1.38M
|
|
|
Jan 17, 2025
Q4 2024
|
Corundum Trust Company, Inc
Sioux Falls, SD |
SELL
|
- |
-440- 1.98% |
$39.9K - $43.8K
|
21.7K
$2M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1New |
$90.7 - $99.5
|
1
$92.1
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-8- 0.22% |
$725 - $796
|
3.62K
$333K
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
1.54K+ 22.16% |
$139K - $153K
|
8.47K
$780K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-10.8K- 73.98% |
$980K - $1.08M
|
3.8K
$350K
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-123- 25.2% |
$11.2K - $12.2K
|
365
$33.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
52+ 2.29% |
$4.71K - $5.17K
|
2.32K
$213K
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
2.21KNew |
$200K - $220K
|
2.21K
$203K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-656- 13.67% |
$59.5K - $65.2K
|
4.14K
$381K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
157+ 10.77% |
$14.2K - $15.6K
|
1.62K
$149K
|
|
|
Jan 14, 2025
Q4 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-285- 96.28% |
$25.8K - $28.3K
|
11
$1.01K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
39+ 40.63% |
$3.54K - $3.88K
|
135
$12.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
8.92KNew |
$809K - $887K
|
8.92K
$821K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-442- 16.5% |
$40.1K - $44K
|
2.24K
$206K
|
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-125- 1.23% |
$11.3K - $12.4K
|
10.1K
$926K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
2.76KNew |
$250K - $274K
|
2.76K
$254K
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.65% |
$90.7 - $99.5
|
154
$14.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
BUY
|
- |
6.89KNew |
$625K - $685K
|
6.89K
$634K
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-1.87K- 18.58% |
$170K - $186K
|
8.21K
$756K
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-136- 2.08% |
$12.3K - $13.5K
|
6.4K
$589K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-22- 0.22% |
$1.99K - $2.19K
|
9.99K
$919K
|
|
|
Jan 07, 2025
Q4 2024
|
Moller Financial Services
|
BUY
|
- |
612+ 13.11% |
$55.5K - $60.9K
|
5.28K
$486K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
764New |
$69.3K - $76K
|
764
$70.3K
|
|
| Q3 2024 | |||||||
|
May 30, 2025
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
735K+ 25671.85% |
$62.3M - $68.8M
|
738K
$67.9M
|
|
|
Feb 13, 2025
Q3 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-400- 5.93% |
$33.9K - $37.4K
|
6.34K
$584K
|
|
|
Feb 11, 2025
Q3 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
132New |
$11.2K - $12.3K
|
132
$12.2K
|
|
|
Jan 13, 2025
Q3 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
2.78KNew |
$235K - $260K
|
2.78K
$256K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-74- 6.86% |
$6.28K - $6.92K
|
1.01K
$92.5K
|
|
|
Nov 15, 2024
Q3 2024
|
Kimelman & Baird, LLC
New York, NY |
SELL
|
- |
-50- 14.29% |
$4.24K - $4.68K
|
300
$27.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
9.78KNew |
$829K - $915K
|
9.78K
$900K
|
|
|
Nov 14, 2024
Q3 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
2.27KNew |
$192K - $212K
|
2.27K
$209K
|
|
|
Nov 14, 2024
Q3 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
125+ 4.56% |
$10.6K - $11.7K
|
2.87K
$264K
|
|
|
Nov 14, 2024
Q3 2024
|
Marquette Associates, Inc.
Chicago, IL |
SELL
|
- |
-2.29K- 17.92% |
$194K - $214K
|
10.5K
$967K
|
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
SELL
|
- |
-85- 2.06% |
$7.21K - $7.95K
|
4.05K
$372K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.63K+ 156.5% |
$478K - $527K
|
9.23K
$850K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
12.5KNew |
$1.06M - $1.17M
|
12.5K
$1.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
3.66KNew |
$310K - $342K
|
3.66K
$337K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
90New |
$7.63K - $8.42K
|
90
$8.29K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
72New |
$6.11K - $6.73K
|
72
$6.63K
|
|
|
Nov 13, 2024
Q3 2024
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
2.86KNew |
$242K - $267K
|
2.86K
$263K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
2.18KNew |
$185K - $204K
|
2.18K
$201K
|
|