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 15, 2022
Q4 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-212Closed |
$16.8K - $18.6K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
CALL |
2.5K+ 54.35% |
$198K - $220K
|
7.1K
$654K
|
|
Feb 14, 2022
Q4 2021
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
105KNew |
$8.32M - $9.24M
|
105K
$9.68M
|
|
Feb 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1.38K- 4.5% |
$110K - $122K
|
29.4K
$2.7M
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-284Closed |
$22.5K - $25K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1Closed |
$79.1 - $87.9
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-316Closed |
$25K - $27.8K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
4KNew |
$317K - $352K
|
4K
$368K
|
|
Feb 10, 2022
Q4 2021
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
4.71KNew |
$373K - $414K
|
4.71K
$433K
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
3+ 2.19% |
$237 - $264
|
140
$12.9K
|
|
Jan 28, 2022
Q4 2021
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-80Closed |
$6.33K - $7.03K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-2.76KClosed |
$218K - $242K
|
0
$0
|
|
Jan 25, 2022
Q4 2021
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-44Closed |
$3.48K - $3.87K
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
2.98KNew |
$236K - $262K
|
2.98K
$275K
|
|
Q3 2021 | |||||||
Jan 25, 2022
Q3 2021
|
Fulcrum Equity Management
|
SELL
|
- |
-8.88KClosed |
$690K - $743K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Principle Wealth Partners LLC
|
SELL
|
- |
-2.63KClosed |
$205K - $220K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-4.22KClosed |
$328K - $352K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-685Closed |
$53.2K - $57.3K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Cordasco Financial Network
|
SELL
|
- |
-185- 23.72% |
$14.4K - $15.5K
|
595
$54.8K
|
|
Nov 12, 2021
Q3 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
124New |
$9.64K - $10.4K
|
124
$11.4K
|
|
Nov 12, 2021
Q3 2021
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-240- 6.83% |
$18.7K - $20.1K
|
3.28K
$302K
|
|
Nov 12, 2021
Q3 2021
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-2.65KClosed |
$206K - $221K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-2.09KClosed |
$163K - $175K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-30.4KClosed |
$2.36M - $2.54M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
400New |
$31.1K - $33.4K
|
400
$36.8K
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
PUT |
16New |
$1.24K - $1.34K
|
16
$1.47K
|
|
Nov 09, 2021
Q3 2021
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-2.58KClosed |
$200K - $216K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-2.63KClosed |
$205K - $220K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Cim, LLC
|
BUY
|
- |
8.4KNew |
$653K - $702K
|
8.4K
$773K
|
|
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
$1.05M
|
|
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
$523K
|
|
Oct 21, 2021
Q3 2021
|
Hanson & Doremus Investment Management
|
BUY
|
- |
297+ 300.0% |
$23.1K - $24.8K
|
396
$36.5K
|
|
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
$497K
|
|
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
$34.2K
|
|
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
$2.21K
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-287Closed |
$22.1K - $23.9K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
2.36KNew |
$182K - $197K
|
2.36K
$217K
|
|
Aug 09, 2021
Q2 2021
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-1.1KClosed |
$84.8K - $91.7K
|
0
$0
|