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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-36Closed |
$2.56K - $2.89K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Belvedere Trading LLC
|
SELL
|
CALL |
-16.7KClosed |
$1.19M - $1.34M
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-3.28KClosed |
$234K - $263K
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
Piershale Financial Group, Inc.
|
SELL
|
- |
-309KClosed |
$22M - $24.8M
|
0
$0
|
|
|
Apr 19, 2021
Q1 2021
|
Peoples Bank
|
SELL
|
- |
-3.2KClosed |
$228K - $257K
|
0
$0
|
|
|
Apr 13, 2021
Q1 2021
|
Ballew Advisors, Inc
|
SELL
|
- |
-3.11KClosed |
$221K - $249K
|
0
$0
|
|
|
Apr 09, 2021
Q1 2021
|
Anderson Hoagland & CO
|
SELL
|
- |
-5.51K- 24.93% |
$392K - $441K
|
16.6K
$1.55M
|
|
|
Apr 09, 2021
Q1 2021
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-84Closed |
$5.98K - $6.74K
|
0
$0
|
|
|
Apr 07, 2021
Q1 2021
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-27.9KClosed |
$1.99M - $2.24M
|
0
$0
|
|
| Q4 2020 | |||||||
|
Aug 28, 2024
Q4 2020
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-13- 0.45% |
$787 - $947
|
2.87K
$268K
|
|
|
Nov 07, 2023
Q4 2020
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
354+ 300.0% |
$21.4K - $25.8K
|
472
$44.2K
|
|
|
Feb 22, 2022
Q4 2020
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
120+ 300.0% |
$7.26K - $8.74K
|
160
$15K
|
|
|
Mar 05, 2021
Q4 2020
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-10Closed |
$605 - $728
|
0
$0
|
|
|
Feb 23, 2021
Q4 2020
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-1.32KClosed |
$79.8K - $96K
|
0
$0
|
|
|
Feb 18, 2021
Q4 2020
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
282+ 1084.62% |
$17.1K - $20.5K
|
308
$28.8K
|
|
|
Feb 16, 2021
Q4 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-225Closed |
$13.6K - $16.4K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
6.3KNew |
$381K - $459K
|
6.3K
$589K
|
|
|
Feb 16, 2021
Q4 2020
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
100New |
$6.05K - $7.28K
|
100
$9.36K
|
|
|
Feb 16, 2021
Q4 2020
|
Premier Asset Management LLC
Chicago, IL |
SELL
|
- |
-2.04KClosed |
$124K - $149K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Column Capital Advisors, LLC
|
BUY
|
- |
105+ 300.0% |
$6.36K - $7.65K
|
140
$13.1K
|
|
|
Feb 12, 2021
Q4 2020
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
3.05K+ 300.0% |
$184K - $222K
|
4.06K
$380K
|
|
|
Feb 12, 2021
Q4 2020
|
Makena Capital Management LLC
Menlo Park, CA |
SELL
|
- |
-3.71KClosed |
$224K - $270K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
5.09K+ 300.0% |
$308K - $371K
|
6.78K
$635K
|
|
|
Feb 11, 2021
Q4 2020
|
Pittenger & Anderson Inc
|
BUY
|
- |
10.4K+ 300.0% |
$626K - $754K
|
13.8K
$1.29M
|
|
|
Feb 11, 2021
Q4 2020
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
3.51K+ 300.0% |
$212K - $256K
|
4.68K
$438K
|
|
|
Feb 09, 2021
Q4 2020
|
Marietta Wealth Management, LLC
|
BUY
|
- |
8.42K+ 300.0% |
$509K - $613K
|
11.2K
$1.05M
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-322Closed |
$19.5K - $23.4K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-1.43KClosed |
$86.6K - $104K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
183+ 300.0% |
$11.1K - $13.3K
|
244
$22.8K
|
|
|
Feb 05, 2021
Q4 2020
|
Horrell Capital Management, Inc.
|
BUY
|
- |
915+ 300.0% |
$55.4K - $66.6K
|
1.22K
$114K
|
|
|
Feb 05, 2021
Q4 2020
|
Tortoise Investment Management, LLC
|
BUY
|
- |
11+ 6.51% |
$666 - $801
|
180
$16.8K
|
|
|
Feb 04, 2021
Q4 2020
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
7.4K+ 300.0% |
$448K - $539K
|
9.87K
$923K
|
|
|
Feb 04, 2021
Q4 2020
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
136New |
$8.23K - $9.9K
|
136
$12.7K
|
|
|
Feb 03, 2021
Q4 2020
|
Allen Investment Management LLC
|
BUY
|
- |
5.67K+ 300.0% |
$343K - $413K
|
7.56K
$707K
|
|
|
Feb 03, 2021
Q4 2020
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
7.98K+ 300.0% |
$483K - $581K
|
10.6K
$996K
|
|
|
Feb 02, 2021
Q4 2020
|
S.A. Mason LLC
|
BUY
|
- |
1.34KNew |
$80.9K - $97.3K
|
1.34K
$125K
|
|
|
Feb 01, 2021
Q4 2020
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
985New |
$59.6K - $71.7K
|
985
$92.1K
|
|
|
Jan 29, 2021
Q4 2020
|
Tfo Tdc, LLC
|
SELL
|
- |
-21Closed |
$1.27K - $1.53K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-22Closed |
$1.33K - $1.6K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
630+ 300.0% |
$38.1K - $45.9K
|
840
$78.6K
|
|
|
Jan 27, 2021
Q4 2020
|
Smart Money Group LLC
|
SELL
|
- |
-5.56KClosed |
$337K - $405K
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Segment Wealth Management, LLC
|
BUY
|
- |
23.8K+ 300.0% |
$1.44M - $1.73M
|
31.7K
$2.97M
|
|
|
Jan 27, 2021
Q4 2020
|
Accel Wealth Management
|
BUY
|
- |
144New |
$8.72K - $10.5K
|
144
$13.5K
|
|
|
Jan 27, 2021
Q4 2020
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
20New |
$1.21K - $1.46K
|
20
$1.87K
|
|
|
Jan 26, 2021
Q4 2020
|
Hc Financial Advisors Inc
|
BUY
|
- |
120+ 300.0% |
$7.26K - $8.74K
|
160
$15K
|
|
|
Jan 25, 2021
Q4 2020
|
Affiance Financial, LLC
|
BUY
|
- |
751+ 261.67% |
$45.5K - $54.7K
|
1.04K
$97.1K
|
|
|
Jan 22, 2021
Q4 2020
|
Relaxing Retirement Coach
|
BUY
|
- |
1.94K+ 100.0% |
$117K - $141K
|
3.88K
$363K
|
|
|
Jan 21, 2021
Q4 2020
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
330+ 300.0% |
$20K - $24K
|
440
$41.2K
|
|
|
Jan 20, 2021
Q4 2020
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-2.48KClosed |
$150K - $180K
|
0
$0
|
|
|
Jan 15, 2021
Q4 2020
|
Monument Capital Management
|
SELL
|
- |
-920Closed |
$55.7K - $67K
|
0
$0
|
|