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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
221+ 3.03% |
$14.1K - $16.1K
|
7.52K
$703K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.14KNew |
$137K - $156K
|
2.14K
$200K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
420New |
$26.8K - $30.6K
|
420
$39.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
3.16KNew |
$202K - $230K
|
3.16K
$295K
|
|
|
Feb 10, 2023
Q4 2022
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
154New |
$9.84K - $11.2K
|
154
$14.4K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.61KNew |
$103K - $117K
|
1.61K
$151K
|
|
|
Feb 08, 2023
Q4 2022
|
Abbrea Capital, LLC
|
BUY
|
- |
3.26KNew |
$208K - $238K
|
3.26K
$305K
|
|
|
Feb 08, 2023
Q4 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
499New |
$31.9K - $36.4K
|
499
$46.7K
|
|
|
Feb 07, 2023
Q4 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
472New |
$30.2K - $34.4K
|
472
$44.2K
|
|
|
Feb 07, 2023
Q4 2022
|
Hardy Reed LLC
|
BUY
|
- |
4.53KNew |
$290K - $331K
|
4.53K
$424K
|
|
|
Feb 06, 2023
Q4 2022
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
4.27KNew |
$273K - $312K
|
4.27K
$400K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
320New |
$20.4K - $23.3K
|
320
$29.9K
|
|
|
Feb 03, 2023
Q4 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
2.95KNew |
$189K - $215K
|
2.95K
$276K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
7+ 0.13% |
$447 - $511
|
5.23K
$489K
|
|
|
Feb 01, 2023
Q4 2022
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-716- 14.1% |
$45.8K - $52.2K
|
4.36K
$408K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
303KNew |
$19.4M - $22.1M
|
303K
$28.3M
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-24- 2.26% |
$1.53K - $1.75K
|
1.04K
$97.3K
|
|
|
Feb 01, 2023
Q4 2022
|
North Rock Partners, LLC
|
BUY
|
- |
3.79KNew |
$242K - $276K
|
3.79K
$354K
|
|
|
Feb 01, 2023
Q4 2022
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-800- 49.02% |
$51.1K - $58.4K
|
832
$77.8K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-700- 41.69% |
$44.7K - $51.1K
|
979
$91.6K
|
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
188New |
$12K - $13.7K
|
188
$17.6K
|
|
|
Jan 31, 2023
Q4 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
4.46KNew |
$285K - $326K
|
4.46K
$418K
|
|
|
Jan 27, 2023
Q4 2022
|
Northeast Investment Management
|
BUY
|
- |
146+ 4.48% |
$9.33K - $10.7K
|
3.4K
$318K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
1New |
$63.9 - $73
|
1
$93.6
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
2.71KNew |
$173K - $197K
|
2.71K
$253K
|
|
|
Jan 24, 2023
Q4 2022
|
626 Financial, LLC
|
SELL
|
- |
-940- 14.87% |
$60.1K - $68.6K
|
5.38K
$503K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
2.16K+ 4500.0% |
$138K - $158K
|
2.21K
$207K
|
|
|
Jan 20, 2023
Q4 2022
|
Eclectic Associates Inc
|
BUY
|
- |
2.97KNew |
$190K - $217K
|
2.97K
$278K
|
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
60New |
$3.83K - $4.38K
|
60
$5.61K
|
|
|
Jan 17, 2023
Q4 2022
|
Element Wealth, LLC
|
SELL
|
- |
-184- 40.09% |
$11.8K - $13.4K
|
275
$25.7K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
260New |
$16.6K - $19K
|
260
$24.3K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
2.54KNew |
$162K - $185K
|
2.54K
$238K
|
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-43- 22.51% |
$2.75K - $3.14K
|
148
$13.8K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
68New |
$4.35K - $4.96K
|
68
$6.36K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
731New |
$46.7K - $53.3K
|
731
$68.4K
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-948- 44.13% |
$60.6K - $69.2K
|
1.2K
$112K
|
|
| Q3 2022 | |||||||
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-336Closed |
$20.9K - $25.5K
|
0
$0
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-14- 0.02% |
$873 - $1.06K
|
56.8K
$5.32M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
357+ 33.09% |
$22.3K - $27.1K
|
1.44K
$134K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
420New |
$26.2K - $31.8K
|
420
$39.3K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
801+ 500.62% |
$49.9K - $60.7K
|
961
$89.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-9.37KClosed |
$584K - $710K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Enzi Wealth
Austin, TX |
BUY
|
- |
3.22KNew |
$201K - $244K
|
3.22K
$301K
|
|
|
Nov 14, 2022
Q3 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
5.26K+ 5.58% |
$328K - $399K
|
99.5K
$9.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-420- 10.1% |
$26.2K - $31.8K
|
3.74K
$350K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
210New |
$13.1K - $15.9K
|
210
$19.6K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-530- 2.89% |
$33K - $40.2K
|
17.8K
$1.66M
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
3.64KNew |
$227K - $276K
|
3.64K
$340K
|
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-96- 16.33% |
$5.99K - $7.28K
|
492
$46K
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
5New |
$312 - $379
|
5
$468
|
|