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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2023
Q3 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
112New |
$8.01K - $8.73K
|
112
$10.5K
|
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-40- 72.73% |
$2.86K - $3.12K
|
15
$1.4K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1.53KNew |
$110K - $119K
|
1.53K
$143K
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-150- 11.39% |
$10.7K - $11.7K
|
1.17K
$109K
|
|
| Q2 2023 | |||||||
|
May 28, 2024
Q2 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-2.9KClosed |
$201K - $218K
|
0
$0
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-35.4K- 90.98% |
$2.45M - $2.66M
|
3.51K
$328K
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-140- 25.93% |
$9.68K - $10.5K
|
400
$37.4K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
256New |
$17.7K - $19.2K
|
256
$23.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
48New |
$3.32K - $3.6K
|
48
$4.49K
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
62+ 2.14% |
$4.29K - $4.65K
|
2.96K
$276K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-142- 3.67% |
$9.82K - $10.7K
|
3.73K
$349K
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-1.4K- 13.35% |
$96.8K - $105K
|
9.08K
$850K
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
3.2KNew |
$221K - $240K
|
3.2K
$299K
|
|
|
Aug 10, 2023
Q2 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
12.9KNew |
$893K - $969K
|
12.9K
$1.21M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1+ 0.16% |
$69.1 - $75
|
641
$60K
|
|
|
Aug 10, 2023
Q2 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-600- 14.14% |
$41.5K - $45K
|
3.64K
$341K
|
|
|
Aug 10, 2023
Q2 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
2.76KNew |
$191K - $207K
|
2.76K
$259K
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-75- 4.32% |
$5.18K - $5.63K
|
1.66K
$156K
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
28New |
$1.94K - $2.1K
|
28
$2.62K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
45New |
$3.11K - $3.38K
|
45
$4.21K
|
|
|
Aug 04, 2023
Q2 2023
|
Terril Brothers, Inc.
|
BUY
|
- |
3.91KNew |
$270K - $293K
|
3.91K
$365K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
1.16KNew |
$80.3K - $87.1K
|
1.16K
$109K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
3+ 0.03% |
$207 - $225
|
10.3K
$965K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-104- 1.25% |
$7.19K - $7.8K
|
8.18K
$766K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-44- 0.45% |
$3.04K - $3.3K
|
9.82K
$918K
|
|
|
Jul 31, 2023
Q2 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-16- 0.9% |
$1.11K - $1.2K
|
1.75K
$164K
|
|
|
Jul 26, 2023
Q2 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
4.9KNew |
$339K - $368K
|
4.9K
$458K
|
|
|
Jul 26, 2023
Q2 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
5New |
$346 - $375
|
5
$468
|
|
|
Jul 24, 2023
Q2 2023
|
Nbt Bank N A
|
SELL
|
- |
-10- 0.26% |
$691 - $750
|
3.81K
$356K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.25% |
$69.1 - $75
|
405
$37.9K
|
|
|
Jul 20, 2023
Q2 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
286New |
$19.8K - $21.5K
|
286
$26.8K
|
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
BUY
|
- |
3.16KNew |
$219K - $237K
|
3.16K
$296K
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-476- 21.76% |
$32.9K - $35.7K
|
1.71K
$160K
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-378- 7.94% |
$26.1K - $28.4K
|
4.38K
$410K
|
|
|
Jul 14, 2023
Q2 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
8.79KNew |
$608K - $659K
|
8.79K
$822K
|
|
|
Jul 13, 2023
Q2 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-1.7K- 16.99% |
$118K - $128K
|
8.31K
$777K
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-2.43K- 21.63% |
$168K - $182K
|
8.8K
$823K
|
|
|
Jul 11, 2023
Q2 2023
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.02K+ 26.02% |
$70.3K - $76.3K
|
4.93K
$461K
|
|
|
Jul 07, 2023
Q2 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
3.08KNew |
$213K - $231K
|
3.08K
$288K
|
|
|
Jul 05, 2023
Q2 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
31New |
$2.14K - $2.33K
|
31
$2.9K
|
|
| Q1 2023 | |||||||
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
1.8K+ 300.0% |
$122K - $135K
|
2.4K
$225K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
20New |
$1.36K - $1.5K
|
20
$1.87K
|
|
|
Aug 08, 2023
Q1 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
7.99KNew |
$541K - $597K
|
7.99K
$747K
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-2.42K- 13.12% |
$164K - $181K
|
16K
$1.5M
|
|
|
May 15, 2023
Q1 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-6.5K- 61.17% |
$440K - $486K
|
4.12K
$386K
|
|
|
May 15, 2023
Q1 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
13.9KNew |
$941K - $1.04M
|
13.9K
$1.3M
|
|
|
May 15, 2023
Q1 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
4.81KNew |
$326K - $360K
|
4.81K
$450K
|
|
|
May 15, 2023
Q1 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-500- 11.36% |
$33.9K - $37.4K
|
3.9K
$365K
|
|
|
May 15, 2023
Q1 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-700- 84.13% |
$47.4K - $52.3K
|
132
$12.3K
|
|
|
May 15, 2023
Q1 2023
|
Becker Capital Management Inc
|
BUY
|
- |
53.8KNew |
$3.64M - $4.02M
|
53.8K
$5.03M
|
|