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 25, 2024
Q4 2023
|
Mainstay Capital Management LLC
|
BUY
|
- |
29+ 0.51% |
$1.97K - $2.32K
|
5.66K
$530K
|
|
|
Jan 25, 2024
Q4 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
172New |
$11.7K - $13.8K
|
172
$16.1K
|
|
|
Jan 24, 2024
Q4 2023
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-750- 16.57% |
$50.8K - $60K
|
3.78K
$353K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-127- 0.79% |
$8.61K - $10.2K
|
15.9K
$1.48M
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
284New |
$19.2K - $22.7K
|
284
$26.6K
|
|
|
Jan 18, 2024
Q4 2023
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
3.63KNew |
$246K - $290K
|
3.63K
$339K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
100New |
$6.78K - $8K
|
100
$9.36K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.25KNew |
$84.9K - $100K
|
1.25K
$117K
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
8.91K+ 142.33% |
$604K - $713K
|
15.2K
$1.42M
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
1.8KNew |
$122K - $144K
|
1.8K
$169K
|
|
|
Jan 12, 2024
Q4 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-300- 7.92% |
$20.3K - $24K
|
3.49K
$326K
|
|
|
Jan 12, 2024
Q4 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-2.86KClosed |
$194K - $229K
|
0
$0
|
|
|
Jan 09, 2024
Q4 2023
|
Allied Investment Advisors, LLC
|
BUY
|
- |
3.36KNew |
$228K - $269K
|
3.36K
$315K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
1.04KNew |
$70.6K - $83.3K
|
1.04K
$97.4K
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-284- 5.66% |
$19.2K - $22.7K
|
4.73K
$443K
|
|
| Q3 2023 | |||||||
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
94New |
$6.72K - $7.33K
|
94
$8.79K
|
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-69Closed |
$4.93K - $5.38K
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-700- 6.3% |
$50K - $54.6K
|
10.4K
$974K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-7.12K- 2.13% |
$509K - $555K
|
328K
$30.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-1.9K- 21.35% |
$136K - $148K
|
7K
$655K
|
|
|
Nov 14, 2023
Q3 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
2.99KNew |
$214K - $233K
|
2.99K
$280K
|
|
|
Nov 14, 2023
Q3 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
44KNew |
$3.15M - $3.43M
|
44K
$4.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-61- 2.1% |
$4.36K - $4.75K
|
2.84K
$266K
|
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
11.2KNew |
$804K - $876K
|
11.2K
$1.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-17Closed |
$1.22K - $1.32K
|
0
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
288New |
$20.6K - $22.4K
|
288
$26.9K
|
|
|
Nov 08, 2023
Q3 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
SELL
|
- |
-197- 2.72% |
$14.1K - $15.4K
|
7.04K
$658K
|
|
|
Nov 07, 2023
Q3 2023
|
Awm Capital, LLC
|
SELL
|
- |
-908- 11.17% |
$64.9K - $70.8K
|
7.22K
$676K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-19.2K- 4.48% |
$1.37M - $1.5M
|
409K
$38.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-130- 2.34% |
$9.29K - $10.1K
|
5.43K
$508K
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
800+ 16.27% |
$57.2K - $62.4K
|
5.72K
$535K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-203- 10.21% |
$14.5K - $15.8K
|
1.79K
$167K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
392New |
$28K - $30.6K
|
392
$36.7K
|
|
|
Nov 01, 2023
Q3 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-635- 16.32% |
$45.4K - $49.5K
|
3.26K
$305K
|
|
|
Nov 01, 2023
Q3 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.6K+ 44.97% |
$257K - $281K
|
11.6K
$1.09M
|
|
|
Oct 31, 2023
Q3 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
3.59KNew |
$256K - $280K
|
3.59K
$336K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
671+ 12.92% |
$48K - $52.3K
|
5.86K
$549K
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
160+ 5.48% |
$11.4K - $12.5K
|
3.08K
$288K
|
|
|
Oct 25, 2023
Q3 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
3.98KNew |
$285K - $311K
|
3.98K
$373K
|
|
|
Oct 25, 2023
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
204New |
$14.6K - $15.9K
|
204
$19.1K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-322- 1.41% |
$23K - $25.1K
|
22.6K
$2.11M
|
|
|
Oct 24, 2023
Q3 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-214- 6.93% |
$15.3K - $16.7K
|
2.87K
$269K
|
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
BUY
|
- |
208New |
$14.9K - $16.2K
|
208
$19.5K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
431New |
$30.8K - $33.6K
|
431
$40.3K
|
|
|
Oct 19, 2023
Q3 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-352- 77.88% |
$25.2K - $27.4K
|
100
$9.36K
|
|
|
Oct 19, 2023
Q3 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-152- 4.82% |
$10.9K - $11.8K
|
3K
$281K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
29New |
$2.07K - $2.26K
|
29
$2.71K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
141New |
$10.1K - $11K
|
141
$13.2K
|
|
|
Oct 10, 2023
Q3 2023
|
Founders Capital Management
|
SELL
|
- |
-303- 21.2% |
$21.7K - $23.6K
|
1.13K
$105K
|
|