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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2021
Q3 2021
|
Cim, LLC
|
BUY
|
- |
8.4KNew |
$653K - $702K
|
8.4K
$786K
|
|
|
Nov 04, 2021
Q3 2021
|
Prw Wealth Management LLC
|
SELL
|
- |
-13.1KClosed |
$1.02M - $1.1M
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-4Closed |
$311 - $334
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-80Closed |
$6.22K - $6.69K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Sather Financial Group Inc
|
BUY
|
- |
11.4KNew |
$883K - $950K
|
11.4K
$1.06M
|
|
|
Nov 01, 2021
Q3 2021
|
Wealthpoint, LLC
|
SELL
|
- |
-4.7KClosed |
$365K - $393K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Versant Capital Management, Inc
|
SELL
|
- |
-152Closed |
$11.8K - $12.7K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
5.68KNew |
$441K - $475K
|
5.68K
$531K
|
|
|
Oct 21, 2021
Q3 2021
|
Hanson & Doremus Investment Management
|
BUY
|
- |
297+ 300.0% |
$23.1K - $24.8K
|
396
$37K
|
|
|
Oct 21, 2021
Q3 2021
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-700Closed |
$54.4K - $58.5K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-226Closed |
$17.6K - $18.9K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-124Closed |
$9.64K - $10.4K
|
0
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Gofen & Glossberg LLC
|
SELL
|
- |
-1.32K- 19.65% |
$103K - $110K
|
5.4K
$505K
|
|
|
Oct 08, 2021
Q3 2021
|
Modus Advisors, LLC
|
SELL
|
- |
-1.58KClosed |
$123K - $132K
|
0
$0
|
|
|
Oct 07, 2021
Q3 2021
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-169Closed |
$13.1K - $14.1K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 31, 2021
Q2 2021
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-1.07K- 74.24% |
$82.6K - $89.4K
|
372
$34.8K
|
|
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-331Closed |
$25.5K - $27.6K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-35Closed |
$2.7K - $2.92K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-25.4KClosed |
$1.96M - $2.12M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
24New |
$1.85K - $2K
|
24
$2.25K
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-287Closed |
$22.1K - $23.9K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-45Closed |
$3.47K - $3.75K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
2.36KNew |
$182K - $197K
|
2.36K
$221K
|
|
|
Aug 09, 2021
Q2 2021
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-1.1KClosed |
$84.8K - $91.7K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-5.85KClosed |
$451K - $488K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
High Mark Wealth Management LLC
|
SELL
|
- |
-36Closed |
$2.77K - $3K
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Le Jeune Puetz Investment Counsel LLC
|
SELL
|
- |
-1.74K- 17.86% |
$134K - $145K
|
8K
$748K
|
|
|
Jul 27, 2021
Q2 2021
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-256Closed |
$19.7K - $21.3K
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Duncker Streett & CO Inc
|
SELL
|
- |
-240- 13.19% |
$18.5K - $20K
|
1.58K
$148K
|
|
|
Jul 21, 2021
Q2 2021
|
Grandview Asset Management LLC
|
SELL
|
- |
-44Closed |
$3.39K - $3.67K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
3.52KNew |
$271K - $293K
|
3.52K
$329K
|
|
|
Jul 21, 2021
Q2 2021
|
Hedeker Wealth, LLC
|
SELL
|
- |
-3.07KClosed |
$236K - $256K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-380Closed |
$29.3K - $31.7K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
35+ 4.1% |
$2.7K - $2.92K
|
888
$83.1K
|
|
|
Jul 15, 2021
Q2 2021
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-452Closed |
$34.8K - $37.7K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
Trust CO
|
SELL
|
- |
-80- 45.45% |
$6.16K - $6.67K
|
96
$8.98K
|
|
|
Jul 13, 2021
Q2 2021
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-96Closed |
$7.4K - $8K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-800Closed |
$57K - $64.1K
|
0
$0
|
|
|
May 19, 2021
Q1 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-800Closed |
$57K - $64.1K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-31Closed |
$2.21K - $2.49K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-392Closed |
$27.9K - $31.4K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Founders Financial Securities LLC
|
SELL
|
- |
-8.34KClosed |
$594K - $669K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-20Closed |
$1.42K - $1.6K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
128New |
$9.12K - $10.3K
|
128
$12K
|
|
|
May 06, 2021
Q1 2021
|
Bridge Advisory, LLC
|
SELL
|
- |
-9.45KClosed |
$673K - $758K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Diversified, LLC
|
SELL
|
- |
-253Closed |
$18K - $20.3K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-864Closed |
$61.5K - $69.3K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Ascension Asset Management LLC
|
SELL
|
- |
-90.4KClosed |
$6.44M - $7.25M
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-62Closed |
$4.42K - $4.97K
|
0
$0
|
|
|
May 03, 2021
Q1 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-17.9KClosed |
$1.27M - $1.43M
|
0
$0
|
|