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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-156- 2.78% |
$13.2K - $14.6K
|
5.46K
$502K
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-11.5K- 55.47% |
$972K - $1.07M
|
9.2K
$847K
|
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
1.57K+ 6.88% |
$133K - $147K
|
24.3K
$2.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-220- 2.01% |
$18.7K - $20.6K
|
10.7K
$988K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
53.2K+ 291.56% |
$4.51M - $4.97M
|
71.4K
$6.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
235+ 0.95% |
$19.9K - $22K
|
24.9K
$2.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-34- 0.84% |
$2.88K - $3.18K
|
3.99K
$367K
|
|
|
Nov 12, 2024
Q3 2024
|
Codex Capital Asset Management L.L.C.
Dallas, TX |
BUY
|
- |
450+ 2.04% |
$38.2K - $42.1K
|
22.5K
$2.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-108- 2.23% |
$9.16K - $10.1K
|
4.73K
$436K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
2.39KNew |
$203K - $224K
|
2.39K
$220K
|
|
|
Nov 12, 2024
Q3 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-140K- 35.97% |
$11.9M - $13.1M
|
250K
$23M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.22KNew |
$188K - $207K
|
2.22K
$204K
|
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-2.54K- 47.94% |
$216K - $238K
|
2.76K
$254K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
698New |
$59.2K - $65.3K
|
698
$64.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
2.48KNew |
$210K - $232K
|
2.48K
$228K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-4.51K- 10.25% |
$383K - $422K
|
39.5K
$3.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-61- 49.59% |
$5.17K - $5.71K
|
62
$5.71K
|
|
|
Nov 12, 2024
Q3 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
2K+ 1.61% |
$170K - $187K
|
126K
$11.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
600New |
$50.9K - $56.1K
|
600
$55.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-200- 4.34% |
$17K - $18.7K
|
4.41K
$406K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
210New |
$17.8K - $19.6K
|
210
$19.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
1.09K+ 0.92% |
$92K - $101K
|
119K
$10.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
2.59KNew |
$220K - $242K
|
2.59K
$239K
|
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
2+ 0.32% |
$170 - $187
|
626
$57.6K
|
|
|
Nov 07, 2024
Q3 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
2.24KNew |
$190K - $210K
|
2.24K
$206K
|
|
|
Nov 06, 2024
Q3 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-500- 4.36% |
$42.4K - $46.8K
|
11K
$1.01M
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
137+ 0.99% |
$11.6K - $12.8K
|
13.9K
$1.28M
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-1.29K- 16.09% |
$110K - $121K
|
6.74K
$620K
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-284- 6.46% |
$24.1K - $26.6K
|
4.11K
$378K
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-62- 1.38% |
$5.26K - $5.8K
|
4.43K
$408K
|
|
|
Nov 06, 2024
Q3 2024
|
Mechanics Financial Corp
|
SELL
|
- |
-278- 69.85% |
$23.6K - $26K
|
120
$11K
|
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-15.1K- 14.68% |
$1.28M - $1.41M
|
87.7K
$8.07M
|
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
BUY
|
- |
2.89KNew |
$245K - $270K
|
2.89K
$266K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
300New |
$25.4K - $28.1K
|
300
$27.6K
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
2K+ 22.04% |
$170K - $187K
|
11.1K
$1.02M
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-20- 0.4% |
$1.7K - $1.87K
|
4.98K
$458K
|
|
|
Nov 04, 2024
Q3 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
3.04K+ 7.36% |
$258K - $284K
|
44.3K
$4.08M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
295+ 1229.17% |
$25K - $27.6K
|
319
$29.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-685- 37.19% |
$58.1K - $64.1K
|
1.16K
$107K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
400New |
$33.9K - $37.4K
|
400
$36.8K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
283New |
$24K - $26.5K
|
283
$26.1K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
311+ 12.58% |
$26.4K - $29.1K
|
2.78K
$256K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
SELL
|
- |
-343- 0.42% |
$29.1K - $32.1K
|
81.2K
$7.47M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
765+ 3.58% |
$64.9K - $71.6K
|
22.1K
$2.04M
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
4.55KNew |
$386K - $426K
|
4.55K
$419K
|
|
|
Oct 31, 2024
Q3 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-18.1K- 16.22% |
$1.53M - $1.69M
|
93.2K
$8.58M
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-150- 1.81% |
$12.7K - $14K
|
8.14K
$749K
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.15K+ 3.12% |
$183K - $201K
|
71.3K
$6.56M
|
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-29- 4.55% |
$2.46K - $2.71K
|
608
$56K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
330New |
$28K - $30.9K
|
330
$30.4K
|