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 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
|
|
|
May 01, 2020
Q1 2020
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-60Closed |
$2.26K - $3.72K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Telos Capital Management, Inc.
|
SELL
|
- |
-6.75KClosed |
$254K - $418K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Omega Financial Group, LLC
|
SELL
|
- |
-1.95KClosed |
$73.3K - $121K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-3.77KClosed |
$142K - $233K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-235Closed |
$8.84K - $14.6K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-16Closed |
$602 - $991
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
Tranquility Partners, LLC
|
SELL
|
- |
-1.36KClosed |
$51.2K - $84.3K
|
0
$0
|
|
|
Apr 15, 2020
Q1 2020
|
Wallington Asset Management, LLC
|
SELL
|
- |
-880Closed |
$33.1K - $54.5K
|
0
$0
|
|
|
Apr 15, 2020
Q1 2020
|
Legacy Advisors, LLC
|
SELL
|
- |
-2.89KClosed |
$109K - $179K
|
0
$0
|
|
|
Apr 09, 2020
Q1 2020
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-92Closed |
$3.46K - $5.7K
|
0
$0
|
|
|
Apr 09, 2020
Q1 2020
|
Charles Schwab Trust CO
|
SELL
|
- |
-858Closed |
$32.3K - $53.1K
|
0
$0
|
|
|
Apr 08, 2020
Q1 2020
|
Confluence Investment Management LLC
|
SELL
|
- |
-86.5KClosed |
$3.25M - $5.36M
|
0
$0
|
|
|
Apr 06, 2020
Q1 2020
|
Burns J W & CO Inc
|
SELL
|
- |
-1.02KClosed |
$38.4K - $63.2K
|
0
$0
|
|
|
Apr 06, 2020
Q1 2020
|
Enterprise Trust & Investment CO
|
SELL
|
- |
-151Closed |
$5.68K - $9.35K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Mar 28, 2023
Q4 2019
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
1.09KNew |
$58.9K - $64.8K
|
1.09K
$100K
|
|
|
Feb 21, 2020
Q4 2019
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-206Closed |
$11.2K - $12.3K
|
0
$0
|
|
|
Feb 18, 2020
Q4 2019
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-53.7KClosed |
$2.91M - $3.2M
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-4.08KClosed |
$221K - $244K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Lake Point Wealth Management
|
SELL
|
- |
-70Closed |
$3.79K - $4.18K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-2.02KClosed |
$109K - $120K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-3Closed |
$163 - $179
|
0
$0
|
|
|
Jan 29, 2020
Q4 2019
|
Conning Inc.
|
SELL
|
- |
-30Closed |
$1.63K - $1.79K
|
0
$0
|
|
|
Jan 29, 2020
Q4 2019
|
Edge Wealth Management LLC
|
SELL
|
- |
-55Closed |
$2.98K - $3.28K
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Marquette Asset Management, LLC
|
SELL
|
- |
-1.46KClosed |
$78.9K - $86.9K
|
0
$0
|
|
|
Jan 17, 2020
Q4 2019
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-954Closed |
$51.7K - $56.9K
|
0
$0
|
|
|
Jan 15, 2020
Q4 2019
|
Kcs Wealth Advisory
|
SELL
|
- |
-25Closed |
$1.36K - $1.49K
|
0
$0
|
|
|
Jan 15, 2020
Q4 2019
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-260Closed |
$14.1K - $15.5K
|
0
$0
|
|
|
Jan 07, 2020
Q4 2019
|
Cooper Financial Group
|
SELL
|
- |
-1.25KClosed |
$68K - $74.8K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Jan 08, 2024
Q3 2019
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-15KClosed |
$835K - $855K
|
0
$0
|
|
|
Nov 20, 2019
Q3 2019
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-4.88KClosed |
$272K - $278K
|
0
$0
|
|