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 |
---|---|---|---|---|---|---|---|
Jan 13, 2021
Q4 2020
|
Stone House Investment Management, LLC
|
SELL
|
- |
-3.23KClosed |
$196K - $235K
|
0
$0
|
|
Jan 12, 2021
Q4 2020
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
7.64K+ 300.0% |
$462K - $556K
|
10.2K
$952K
|
|
Q3 2020 | |||||||
Nov 17, 2020
Q3 2020
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-1Closed |
$55.4 - $62.7
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-43Closed |
$2.38K - $2.7K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-2.16KClosed |
$120K - $135K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-2KClosed |
$111K - $125K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
1776 Wealth LLC
|
SELL
|
- |
-36Closed |
$2K - $2.26K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-89Closed |
$4.93K - $5.58K
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-200Closed |
$11.1K - $12.5K
|
0
$0
|
|
Nov 06, 2020
Q3 2020
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-3.23KClosed |
$179K - $202K
|
0
$0
|
|
Nov 05, 2020
Q3 2020
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-31Closed |
$1.72K - $1.94K
|
0
$0
|
|
Nov 02, 2020
Q3 2020
|
Campbell Wealth Management
|
SELL
|
- |
-105Closed |
$5.82K - $6.58K
|
0
$0
|
|
Oct 26, 2020
Q3 2020
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-11Closed |
$610 - $690
|
0
$0
|
|
Oct 13, 2020
Q3 2020
|
Altus Wealth Management, LLC
|
SELL
|
- |
-931Closed |
$51.6K - $58.4K
|
0
$0
|
|
Oct 08, 2020
Q3 2020
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-330Closed |
$18.3K - $20.7K
|
0
$0
|
|
Oct 08, 2020
Q3 2020
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-18Closed |
$998 - $1.13K
|
0
$0
|
|
Oct 07, 2020
Q3 2020
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-2.17KClosed |
$120K - $136K
|
0
$0
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.92K+ 67.8% |
$79.7K - $114K
|
4.75K
$444K
|
|
May 14, 2021
Q2 2020
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Sep 28, 2020
Q2 2020
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-150Closed |
$6.23K - $8.9K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-92Closed |
$3.82K - $5.46K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-1.19KClosed |
$49.5K - $70.6K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-11.1KClosed |
$461K - $659K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-60Closed |
$2.49K - $3.56K
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-1.43KClosed |
$59.2K - $84.6K
|
0
$0
|
|
Aug 10, 2020
Q2 2020
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-27Closed |
$1.12K - $1.6K
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-1.51KClosed |
$62.8K - $89.6K
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-69Closed |
$2.87K - $4.09K
|
0
$0
|
|
Aug 05, 2020
Q2 2020
|
Rmb Capital Management, LLC
|
SELL
|
- |
-1.35KClosed |
$55.9K - $79.8K
|
0
$0
|
|
Jul 31, 2020
Q2 2020
|
Jordan Park Group LLC
|
SELL
|
- |
-1.22KClosed |
$50.5K - $72.1K
|
0
$0
|
|
Jul 21, 2020
Q2 2020
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-17Closed |
$707 - $1.01K
|
0
$0
|
|
Jul 14, 2020
Q2 2020
|
Ma Private Wealth
|
SELL
|
- |
-1.37KClosed |
$56.8K - $81.1K
|
0
$0
|
|
Jul 14, 2020
Q2 2020
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-4.59KClosed |
$191K - $272K
|
0
$0
|
|
Jul 09, 2020
Q2 2020
|
Arden Trust CO
|
SELL
|
- |
-333Closed |
$13.8K - $19.8K
|
0
$0
|
|
Jul 07, 2020
Q2 2020
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-3.1KClosed |
$129K - $184K
|
0
$0
|
|
Q1 2020 | |||||||
May 18, 2020
Q1 2020
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-233Closed |
$8.77K - $14.4K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-2.83KClosed |
$107K - $175K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-3Closed |
$113 - $186
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-1.11KClosed |
$41.8K - $68.7K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-3Closed |
$113 - $186
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Karp Capital Management Corp
|
SELL
|
- |
-1.48KClosed |
$55.8K - $91.9K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-355Closed |
$13.4K - $22K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-29Closed |
$1.09K - $1.8K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-246Closed |
$9.25K - $15.2K
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-866Closed |
$32.6K - $53.6K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Bell Rock Capital LLC
|
SELL
|
- |
-234Closed |
$8.8K - $14.5K
|
0
$0
|
|
May 05, 2020
Q1 2020
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-1.02KClosed |
$38.3K - $63K
|
0
$0
|
|
May 04, 2020
Q1 2020
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-861Closed |
$32.4K - $53.3K
|
0
$0
|
|
May 04, 2020
Q1 2020
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-25Closed |
$940 - $1.55K
|
0
$0
|
|
May 04, 2020
Q1 2020
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-85Closed |
$3.2K - $5.26K
|
0
$0
|