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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
2+ 0.06% |
$170 - $187
|
3.53K
$349K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.67K+ 62.06% |
$141K - $156K
|
4.35K
$430K
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
9+ 0.22% |
$763 - $842
|
4.17K
$412K
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
5.58KNew |
$473K - $522K
|
5.58K
$551K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
24.8K+ 24.02% |
$2.1M - $2.32M
|
128K
$12.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
126+ 0.4% |
$10.7K - $11.8K
|
31.8K
$3.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.39KNew |
$203K - $224K
|
2.39K
$236K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-94.5K- 6.22% |
$8.01M - $8.84M
|
1.42M
$141M
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-659- 1.1% |
$55.9K - $61.6K
|
59.2K
$5.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-45.6K- 50.09% |
$3.86M - $4.26M
|
45.4K
$4.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-34- 0.84% |
$2.88K - $3.18K
|
3.99K
$395K
|
|
|
Nov 12, 2024
Q3 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
78+ 4.52% |
$6.62K - $7.3K
|
1.81K
$178K
|
|
|
Nov 12, 2024
Q3 2024
|
Codex Capital Asset Management L.L.C.
Dallas, TX |
BUY
|
- |
450+ 2.04% |
$38.2K - $42.1K
|
22.5K
$2.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.7K- 7.28% |
$144K - $159K
|
21.7K
$2.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
189K+ 22.34% |
$16M - $17.7M
|
1.03M
$102M
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-243- 3.16% |
$20.6K - $22.7K
|
7.45K
$737K
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
8+ 0.05% |
$678 - $748
|
16.2K
$1.6M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.47K+ 72.02% |
$125K - $138K
|
3.52K
$348K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-957- 16.71% |
$81.2K - $89.5K
|
4.77K
$472K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-108- 2.23% |
$9.16K - $10.1K
|
4.73K
$468K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
2.39KNew |
$203K - $224K
|
2.39K
$236K
|
|
|
Nov 12, 2024
Q3 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-10- 0.09% |
$848 - $935
|
11.2K
$1.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
13.9KNew |
$1.18M - $1.3M
|
13.9K
$1.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-140K- 35.97% |
$11.9M - $13.1M
|
250K
$24.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-100- 0.06% |
$8.48K - $9.35K
|
161K
$15.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
3.14K+ 9.11% |
$266K - $294K
|
37.6K
$3.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
4.52KNew |
$383K - $422K
|
4.52K
$446K
|
|
|
Nov 12, 2024
Q3 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
3+ 0.07% |
$254 - $281
|
4.22K
$417K
|
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
6.88KNew |
$584K - $644K
|
6.88K
$680K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
6.25KNew |
$530K - $585K
|
6.25K
$618K
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-21K- 45.49% |
$1.78M - $1.96M
|
25.2K
$2.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.22KNew |
$188K - $207K
|
2.22K
$219K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
40.7K+ 8.96% |
$3.45M - $3.81M
|
495K
$48.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-2.54K- 47.94% |
$216K - $238K
|
2.76K
$273K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.42K- 8.01% |
$121K - $133K
|
16.3K
$1.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
698New |
$59.2K - $65.3K
|
698
$69K
|
|
|
Nov 12, 2024
Q3 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
2.48KNew |
$210K - $232K
|
2.48K
$245K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-4.51K- 10.25% |
$383K - $422K
|
39.5K
$3.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-61- 49.59% |
$5.17K - $5.71K
|
62
$6.13K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
853+ 0.75% |
$72.3K - $79.8K
|
115K
$11.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
35.4K+ 20.45% |
$3M - $3.31M
|
208K
$20.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
BUY
|
- |
22+ 0.24% |
$1.87K - $2.06K
|
9.03K
$893K
|
|
|
Nov 12, 2024
Q3 2024
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-226- 1.13% |
$19.2K - $21.1K
|
19.7K
$1.95M
|
|
|
Nov 12, 2024
Q3 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
2K+ 1.61% |
$170K - $187K
|
126K
$12.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
3+ 0.05% |
$254 - $281
|
5.99K
$592K
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
600New |
$50.9K - $56.1K
|
600
$59.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-199- 8.22% |
$16.9K - $18.6K
|
2.22K
$220K
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
22+ 0.22% |
$1.87K - $2.06K
|
9.99K
$987K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.07K+ 22.64% |
$91.1K - $100K
|
5.82K
$575K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
10.4K+ 14.98% |
$886K - $977K
|
80.1K
$7.92M
|