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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2.4KNew |
$177K - $218K
|
2.4K
$221K
|
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
3.12K+ 4.36% |
$230K - $284K
|
74.6K
$6.87M
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-310- 2.04% |
$22.8K - $28.2K
|
14.9K
$1.37M
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
1.81K+ 5.82% |
$133K - $164K
|
32.8K
$3.02M
|
|
|
Jul 10, 2025
Q2 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-699- 1.52% |
$51.5K - $63.6K
|
45.3K
$4.17M
|
|
|
Jul 09, 2025
Q2 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
3+ 0.09% |
$221 - $273
|
3.43K
$316K
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
SELL
|
- |
-48- 0.72% |
$3.54K - $4.37K
|
6.58K
$605K
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-1.2K- 91.79% |
$88.2K - $109K
|
107
$9.85K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
110+ 0.95% |
$8.11K - $10K
|
11.7K
$1.08M
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
6+ 0.04% |
$442 - $546
|
14.5K
$1.33M
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-232- 0.34% |
$17.1K - $21.1K
|
68.3K
$6.29M
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
310+ 0.1% |
$22.8K - $28.2K
|
301K
$27.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
716+ 6.81% |
$52.8K - $65.1K
|
11.2K
$1.03M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-700- 3.13% |
$51.6K - $63.7K
|
21.7K
$1.99M
|
|
|
Jul 09, 2025
Q2 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
2.35KNew |
$173K - $214K
|
2.35K
$217K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-194- 1.46% |
$14.3K - $17.7K
|
13.1K
$1.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
44+ 0.81% |
$3.24K - $4K
|
5.44K
$501K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
237+ 3.55% |
$17.5K - $21.6K
|
6.92K
$637K
|
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
5.4KNew |
$398K - $492K
|
5.4K
$497K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
1.35KNew |
$99.6K - $123K
|
1.35K
$124K
|
|
|
Jul 08, 2025
Q2 2025
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
2.25KNew |
$166K - $204K
|
2.25K
$207K
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
361+ 3.76% |
$26.6K - $32.8K
|
9.96K
$917K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-261- 57.24% |
$19.2K - $23.7K
|
195
$18K
|
|
|
Jul 08, 2025
Q2 2025
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-328- 7.89% |
$24.2K - $29.8K
|
3.83K
$352K
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
8.92KNew |
$657K - $811K
|
8.92K
$821K
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-710- 8.58% |
$52.3K - $64.6K
|
7.56K
$696K
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
BUY
|
- |
4.04K+ 5.86% |
$297K - $367K
|
72.9K
$6.71M
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-210- 7.71% |
$15.5K - $19.1K
|
2.52K
$232K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
68+ 1.21% |
$5.01K - $6.19K
|
5.69K
$524K
|
|
|
Jul 07, 2025
Q2 2025
|
Hms Capital Management, LLC
|
SELL
|
- |
-2.79K- 34.52% |
$206K - $254K
|
5.29K
$487K
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
2.07K+ 15.21% |
$153K - $188K
|
15.7K
$1.44M
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
13+ 1.55% |
$958 - $1.18K
|
853
$78.5K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.36K+ 18.76% |
$100K - $124K
|
8.61K
$793K
|
|
|
Jul 03, 2025
Q2 2025
|
First Hawaiian Bank
|
SELL
|
- |
-733- 1.91% |
$54K - $66.7K
|
37.6K
$3.47M
|
|
|
Jul 02, 2025
Q2 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-118- 2.81% |
$8.7K - $10.7K
|
4.08K
$376K
|
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
SELL
|
- |
-81- 1.51% |
$5.97K - $7.37K
|
5.29K
$487K
|
|
|
Jul 02, 2025
Q2 2025
|
Inves Trust
Oklahoma City, OK |
SELL
|
- |
-2.5K- 3.97% |
$184K - $227K
|
60.5K
$5.57M
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
1+ 0.21% |
$73.7 - $91
|
470
$43.3K
|
|
| Q1 2025 | |||||||
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
30+ 22.06% |
$2.45K - $2.9K
|
166
$15.3K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
383New |
$31.3K - $37K
|
383
$35.3K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-216K- 41.05% |
$17.6M - $20.9M
|
310K
$28.6M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
2.93KNew |
$239K - $284K
|
2.93K
$270K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.15K- 28.11% |
$93.5K - $111K
|
2.93K
$270K
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
2.46K+ 54.42% |
$201K - $238K
|
6.98K
$643K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1.08KNew |
$88.1K - $104K
|
1.08K
$99.4K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-146- 1.54% |
$11.9K - $14.1K
|
9.34K
$859K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.72K+ 14.1% |
$222K - $263K
|
22K
$2.02M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-124- 0.85% |
$10.1K - $12K
|
14.5K
$1.33M
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-4.29K- 18.08% |
$350K - $414K
|
19.4K
$1.79M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-41- 12.73% |
$3.35K - $3.96K
|
281
$25.9K
|
|