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 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
390+ 30.59% |
$26.4K - $29.2K
|
1.67K
$156K
|
|
|
May 12, 2023
Q1 2023
|
Wms Partners, LLC
|
SELL
|
- |
-141- 1.96% |
$9.56K - $10.5K
|
7.06K
$660K
|
|
|
May 12, 2023
Q1 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
386New |
$26.2K - $28.9K
|
386
$36.1K
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
560New |
$38K - $41.9K
|
560
$52.4K
|
|
|
May 11, 2023
Q1 2023
|
Kendall Capital Management
|
BUY
|
- |
5+ 0.16% |
$339 - $374
|
3.14K
$294K
|
|
|
May 11, 2023
Q1 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
200New |
$13.6K - $15K
|
200
$18.7K
|
|
|
May 10, 2023
Q1 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
1.5K+ 0.87% |
$102K - $112K
|
174K
$16.3M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
692KNew |
$46.9M - $51.8M
|
692K
$64.8M
|
|
|
May 09, 2023
Q1 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-400- 47.62% |
$27.1K - $29.9K
|
440
$41.2K
|
|
|
May 09, 2023
Q1 2023
|
Palisade Asset Management, LLC
|
SELL
|
- |
-321- 4.68% |
$21.8K - $24K
|
6.53K
$611K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
973New |
$65.9K - $72.8K
|
973
$91K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
290New |
$19.7K - $21.7K
|
290
$27.1K
|
|
|
May 05, 2023
Q1 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
3.83KNew |
$259K - $286K
|
3.83K
$358K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
1.65K+ 5889.29% |
$112K - $123K
|
1.68K
$157K
|
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
18New |
$1.22K - $1.35K
|
18
$1.68K
|
|
|
May 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-1.3K- 51.98% |
$88.2K - $97.3K
|
1.2K
$112K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
40.7KNew |
$2.76M - $3.04M
|
40.7K
$3.8M
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-126- 5.47% |
$8.54K - $9.42K
|
2.18K
$204K
|
|
|
May 02, 2023
Q1 2023
|
Magnolia Capital Management LTD
|
BUY
|
- |
256New |
$17.3K - $19.1K
|
256
$23.9K
|
|
|
May 02, 2023
Q1 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
483+ 11.19% |
$32.7K - $36.1K
|
4.8K
$449K
|
|
|
May 01, 2023
Q1 2023
|
Mill Capital Management, LLC
|
SELL
|
- |
-4.4K- 78.57% |
$298K - $329K
|
1.2K
$112K
|
|
|
May 01, 2023
Q1 2023
|
Heritage Investors Management Corp
|
BUY
|
- |
2.9KNew |
$197K - $217K
|
2.9K
$271K
|
|
|
May 01, 2023
Q1 2023
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
3.18K+ 0.67% |
$215K - $237K
|
475K
$44.5M
|
|
|
Apr 28, 2023
Q1 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-20- 71.43% |
$1.36K - $1.5K
|
8
$748
|
|
|
Apr 25, 2023
Q1 2023
|
First National Bank Of Hutchinson
|
BUY
|
- |
2.85KNew |
$193K - $213K
|
2.85K
$267K
|
|
|
Apr 24, 2023
Q1 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-2.2K- 8.96% |
$149K - $165K
|
22.4K
$2.09M
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
656New |
$44.5K - $49.1K
|
656
$61.4K
|
|
|
Apr 21, 2023
Q1 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
6.78KNew |
$459K - $507K
|
6.78K
$634K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
700New |
$47.4K - $52.3K
|
700
$65.5K
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
25New |
$1.69K - $1.87K
|
25
$2.34K
|
|
|
Apr 20, 2023
Q1 2023
|
Vera Bank, N.A.
|
BUY
|
- |
2.81KNew |
$190K - $210K
|
2.81K
$263K
|
|
|
Apr 17, 2023
Q1 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
2.88KNew |
$195K - $215K
|
2.88K
$269K
|
|
|
Apr 14, 2023
Q1 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-160- 50.0% |
$10.8K - $12K
|
160
$15K
|
|
|
Apr 13, 2023
Q1 2023
|
Independent Investors Inc
|
BUY
|
- |
2.8KNew |
$190K - $209K
|
2.8K
$262K
|
|
|
Apr 13, 2023
Q1 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-147- 3.1% |
$9.96K - $11K
|
4.59K
$430K
|
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
320New |
$21.7K - $23.9K
|
320
$29.9K
|
|
|
Apr 12, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
211New |
$14.3K - $15.8K
|
211
$19.7K
|
|
|
Apr 10, 2023
Q1 2023
|
First Premier Bank
|
SELL
|
- |
-504- 63.0% |
$34.2K - $37.7K
|
296
$27.7K
|
|
|
Apr 05, 2023
Q1 2023
|
Empowered Funds, LLC
|
BUY
|
- |
42.2KNew |
$2.86M - $3.16M
|
42.2K
$3.95M
|
|
| Q4 2022 | |||||||
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
56New |
$3.58K - $4.09K
|
56
$5.24K
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5.34K+ 355.9% |
$341K - $390K
|
6.84K
$640K
|
|
|
Jun 13, 2023
Q4 2022
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
1.08KNew |
$68.8K - $78.5K
|
1.08K
$101K
|
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
303KNew |
$19.4M - $22.1M
|
303K
$28.3M
|
|
|
Feb 17, 2023
Q4 2022
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-1.02K- 24.1% |
$64.9K - $74.1K
|
3.2K
$299K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-2.2K- 1.35% |
$141K - $161K
|
161K
$15.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-20- 0.6% |
$1.28K - $1.46K
|
3.3K
$309K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
495New |
$31.6K - $36.1K
|
495
$46.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
28New |
$1.79K - $2.04K
|
28
$2.62K
|
|
|
Feb 14, 2023
Q4 2022
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-19- 19.39% |
$1.21K - $1.39K
|
79
$7.39K
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
132New |
$8.43K - $9.63K
|
132
$12.3K
|
|