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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
13.2KNew |
$895K - $1.06M
|
13.2K
$1.23M
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
22New |
$1.49K - $1.76K
|
22
$2.06K
|
|
|
Mar 15, 2024
Q4 2023
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
3.35KNew |
$227K - $268K
|
3.35K
$313K
|
|
|
Feb 26, 2024
Q4 2023
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-195- 4.83% |
$13.2K - $15.6K
|
3.84K
$359K
|
|
|
Feb 20, 2024
Q4 2023
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
5.4KNew |
$366K - $432K
|
5.4K
$505K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
1.7KNew |
$115K - $136K
|
1.7K
$159K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
62New |
$4.2K - $4.96K
|
62
$5.8K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1.13KNew |
$76.8K - $90.7K
|
1.13K
$106K
|
|
|
Feb 15, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
300New |
$20.3K - $24K
|
300
$28.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
300New |
$20.3K - $24K
|
300
$28.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
276New |
$18.7K - $22.1K
|
276
$25.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-1.11K- 17.18% |
$75.4K - $89K
|
5.36K
$502K
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
4.26KNew |
$289K - $341K
|
4.26K
$399K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
950New |
$64.4K - $76K
|
950
$88.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
940New |
$63.7K - $75.2K
|
940
$87.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
1.95KNew |
$132K - $156K
|
1.95K
$183K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
62New |
$4.2K - $4.96K
|
62
$5.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
2.53KNew |
$171K - $202K
|
2.53K
$236K
|
|
|
Feb 12, 2024
Q4 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-2.9K- 38.38% |
$197K - $232K
|
4.66K
$436K
|
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
876New |
$59.4K - $70.1K
|
876
$81.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
19.3KNew |
$1.31M - $1.54M
|
19.3K
$1.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.11% |
$67.8 - $80
|
911
$85.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
35.6KNew |
$2.41M - $2.85M
|
35.6K
$3.33M
|
|
|
Feb 12, 2024
Q4 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
70+ 25.93% |
$4.74K - $5.6K
|
340
$31.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Codex Capital, L.L.C.
New York, NY |
BUY
|
- |
450+ 2.04% |
$30.5K - $36K
|
22.5K
$2.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-8.69K- 38.53% |
$589K - $695K
|
13.9K
$1.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1New |
$67.8 - $80
|
1
$93.6
|
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
3.99KNew |
$271K - $319K
|
3.99K
$373K
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
3.04KNew |
$206K - $243K
|
3.04K
$284K
|
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
47+ 0.53% |
$3.19K - $3.76K
|
8.88K
$831K
|
|
|
Feb 09, 2024
Q4 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
370New |
$25.1K - $29.6K
|
370
$34.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
7.87KNew |
$533K - $630K
|
7.87K
$736K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
691+ 1.12% |
$46.8K - $55.3K
|
62.7K
$5.86M
|
|
|
Feb 07, 2024
Q4 2023
|
First City Capital Management, Inc.
|
BUY
|
- |
2.73KNew |
$185K - $219K
|
2.73K
$256K
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
392New |
$26.6K - $31.4K
|
392
$36.7K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
99New |
$6.71K - $7.92K
|
99
$9.26K
|
|
|
Feb 07, 2024
Q4 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-26- 0.94% |
$1.76K - $2.08K
|
2.73K
$255K
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-68- 1.04% |
$4.61K - $5.44K
|
6.45K
$603K
|
|
|
Feb 05, 2024
Q4 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
2.56KNew |
$174K - $205K
|
2.56K
$239K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
132New |
$8.95K - $10.6K
|
132
$12.3K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
2.09KNew |
$141K - $167K
|
2.09K
$195K
|
|
|
Feb 01, 2024
Q4 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-2.94K- 22.49% |
$199K - $235K
|
10.1K
$947K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
76New |
$5.15K - $6.08K
|
76
$7.11K
|
|
|
Jan 31, 2024
Q4 2023
|
Steph & CO
|
SELL
|
- |
-395- 41.36% |
$26.8K - $31.6K
|
560
$52.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
2.4K+ 2000.0% |
$163K - $192K
|
2.52K
$236K
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
BUY
|
- |
837+ 131.81% |
$56.7K - $67K
|
1.47K
$138K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-298- 10.17% |
$20.2K - $23.9K
|
2.63K
$246K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-1- 0.02% |
$67.8 - $80
|
5.63K
$527K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
4New |
$271 - $320
|
4
$374
|
|
|
Jan 26, 2024
Q4 2023
|
West Bancorporation Inc
|
SELL
|
- |
-735- 20.05% |
$49.8K - $58.8K
|
2.93K
$274K
|