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 |
---|---|---|---|---|---|---|---|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
1.31K+ 0.2% |
$107K - $127K
|
648K
$59.6M
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-70- 1.35% |
$5.71K - $6.76K
|
5.13K
$472K
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-441- 71.24% |
$36K - $42.6K
|
178
$16.4K
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-492- 1.41% |
$40.2K - $47.5K
|
34.5K
$3.18M
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
13.8KNew |
$1.12M - $1.33M
|
13.8K
$1.27M
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
165+ 7.29% |
$13.5K - $15.9K
|
2.43K
$224K
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
160+ 1.39% |
$13.1K - $15.5K
|
11.7K
$1.08M
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-4.71K- 18.08% |
$385K - $456K
|
21.4K
$1.97M
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
201New |
$16.4K - $19.4K
|
201
$18.5K
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-742- 0.46% |
$60.6K - $71.7K
|
162K
$14.9M
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
209+ 8.77% |
$17.1K - $20.2K
|
2.59K
$239K
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
218+ 1.3% |
$17.8K - $21.1K
|
17K
$1.56M
|
|
May 15, 2025
Q1 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
7+ 0.04% |
$571 - $676
|
19.8K
$1.83M
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
50+ 1.07% |
$4.08K - $4.83K
|
4.71K
$434K
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.61K+ 1.83% |
$213K - $252K
|
145K
$13.3M
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
7.97K+ 279.9% |
$650K - $770K
|
10.8K
$995K
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-2.68K- 1.03% |
$219K - $259K
|
258K
$23.7M
|
|
May 15, 2025
Q1 2025
|
Strive Asset Management, LLC
Dublin, OH |
SELL
|
- |
-698- 21.82% |
$57K - $67.4K
|
2.5K
$230K
|
|
May 15, 2025
Q1 2025
|
Texas Bank & Trust CO
Longview, TX |
SELL
|
- |
-61- 0.74% |
$4.98K - $5.89K
|
8.22K
$757K
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
32.6K+ 0.9% |
$2.66M - $3.15M
|
3.67M
$338M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
259K+ 3.6% |
$21.1M - $25M
|
7.44M
$685M
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-41.2K- 5.27% |
$3.37M - $3.99M
|
741K
$68.2M
|
|
May 15, 2025
Q1 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
2+ 0.03% |
$163 - $193
|
5.99K
$552K
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
SELL
|
- |
-4.8K- 5.67% |
$392K - $464K
|
80K
$7.36M
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.82K+ 0.87% |
$149K - $176K
|
213K
$19.6M
|
|
May 15, 2025
Q1 2025
|
Main Management ETF Advisors, LLC
San Francisco, CA |
SELL
|
- |
-92.9K- 3.81% |
$7.58M - $8.97M
|
2.34M
$216M
|
|
May 15, 2025
Q1 2025
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-22.7K- 3.15% |
$1.86M - $2.2M
|
699K
$64.3M
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-73.7K- 26.78% |
$6.02M - $7.13M
|
202K
$18.6M
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
17.5K+ 3.28% |
$1.43M - $1.69M
|
552K
$50.8M
|
|
May 15, 2025
Q1 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-250- 2.21% |
$20.4K - $24.2K
|
11.1K
$1.02M
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-59.4K- 15.92% |
$4.85M - $5.74M
|
314K
$28.9M
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.16K+ 1.01% |
$94.4K - $112K
|
116K
$10.7M
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 0.01% |
$81.6 - $96.6
|
6.67K
$614K
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
4.6KNew |
$375K - $444K
|
4.6K
$423K
|
|
May 15, 2025
Q1 2025
|
Alamar Capital Management, LLC
|
SELL
|
- |
-2.53KClosed |
$207K - $245K
|
0
$0
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-1.35K- 14.39% |
$110K - $130K
|
8.01K
$737K
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
3+ 0.05% |
$245 - $290
|
6.36K
$585K
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1+ 0.0% |
$81.6 - $96.6
|
55.2K
$5.09M
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
424+ 8.94% |
$34.6K - $41K
|
5.17K
$476K
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-448- 1.04% |
$36.6K - $43.3K
|
42.7K
$3.93M
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
287+ 2.59% |
$23.4K - $27.7K
|
11.4K
$1.05M
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
7.85K+ 242.88% |
$640K - $758K
|
11.1K
$1.02M
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-188- 1.03% |
$15.3K - $18.2K
|
18.1K
$1.67M
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.74K+ 102.53% |
$305K - $361K
|
7.38K
$679K
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-500- 62.5% |
$40.8K - $48.3K
|
300
$27.6K
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.36K+ 2.8% |
$437K - $518K
|
196K
$18.1M
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-145- 2.55% |
$11.8K - $14K
|
5.55K
$511K
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-8.34K- 20.73% |
$680K - $805K
|
31.9K
$2.93M
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-81.2K- 92.1% |
$6.63M - $7.84M
|
6.96K
$641K
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
3.53K+ 4204.76% |
$288K - $341K
|
3.62K
$333K
|