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
|
Centaurus Financial, Inc.
|
BUY
|
- |
24.1K+ 222.67% |
$2.04M - $2.25M
|
34.9K
$3.45M
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
349+ 11.95% |
$29.6K - $32.6K
|
3.27K
$323K
|
|
Nov 12, 2024
Q3 2024
|
Fairscale Capital, LLC
Nashua, NH |
SELL
|
- |
-85- 1.13% |
$7.21K - $7.95K
|
7.43K
$735K
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.29K+ 4.02% |
$110K - $121K
|
33.4K
$3.3M
|
|
Nov 12, 2024
Q3 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
1.02K+ 46.1% |
$86.8K - $95.7K
|
3.24K
$321K
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
36.8K+ 1.92% |
$3.12M - $3.45M
|
1.96M
$194M
|
|
Nov 08, 2024
Q3 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-991- 3.43% |
$84K - $92.7K
|
27.9K
$2.76M
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
16.7K+ 2.49% |
$1.42M - $1.56M
|
688K
$68M
|
|
Nov 08, 2024
Q3 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
57+ 0.35% |
$4.83K - $5.33K
|
16.2K
$1.61M
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
151+ 2.76% |
$12.8K - $14.1K
|
5.63K
$556K
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.1K+ 12.89% |
$93.1K - $103K
|
9.62K
$951K
|
|
Nov 08, 2024
Q3 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
14.1KNew |
$1.19M - $1.32M
|
14.1K
$1.39M
|
|
Nov 08, 2024
Q3 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-79- 2.64% |
$6.7K - $7.39K
|
2.92K
$288K
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
53.6KNew |
$4.54M - $5.01M
|
53.6K
$5.3M
|
|
Nov 08, 2024
Q3 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-200- 4.34% |
$17K - $18.7K
|
4.41K
$436K
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.74K- 3.41% |
$317K - $350K
|
106K
$10.5M
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
210New |
$17.8K - $19.6K
|
210
$20.8K
|
|
Nov 08, 2024
Q3 2024
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-593- 1.69% |
$50.3K - $55.5K
|
34.4K
$3.41M
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
89+ 1.1% |
$7.55K - $8.33K
|
8.17K
$807K
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-182K- 12.6% |
$15.4M - $17M
|
1.26M
$124M
|
|
Nov 08, 2024
Q3 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-419- 2.67% |
$35.5K - $39.2K
|
15.3K
$1.51M
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
4.19K+ 9.24% |
$355K - $392K
|
49.6K
$4.9M
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
924+ 8.79% |
$78.4K - $86.4K
|
11.4K
$1.13M
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
1.09K+ 0.92% |
$92K - $101K
|
119K
$11.8M
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.24K- 3.88% |
$105K - $116K
|
30.6K
$3.03M
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1+ 3.33% |
$84.8 - $93.5
|
31
$3.06K
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-17- 0.09% |
$1.44K - $1.59K
|
18.1K
$1.78M
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
2.92KNew |
$248K - $273K
|
2.92K
$289K
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
1.1K+ 5.83% |
$92.9K - $102K
|
19.9K
$1.97M
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-56K- 77.64% |
$4.75M - $5.24M
|
16.1K
$1.6M
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
18+ 0.24% |
$1.53K - $1.68K
|
7.52K
$744K
|
|
Nov 07, 2024
Q3 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
2.59KNew |
$220K - $242K
|
2.59K
$256K
|
|
Nov 07, 2024
Q3 2024
|
Renasant Bank
|
SELL
|
- |
-10- 0.06% |
$848 - $935
|
18K
$1.78M
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-8.01K- 1.06% |
$679K - $749K
|
750K
$74.1M
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-891- 5.86% |
$75.6K - $83.3K
|
14.3K
$1.41M
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
188+ 0.61% |
$15.9K - $17.6K
|
31.2K
$3.09M
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1.58K- 0.87% |
$134K - $147K
|
179K
$17.7M
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
229+ 27.96% |
$19.4K - $21.4K
|
1.05K
$104K
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
2+ 0.32% |
$170 - $187
|
626
$61.9K
|
|
Nov 07, 2024
Q3 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
2.24KNew |
$190K - $210K
|
2.24K
$221K
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.09K+ 1.01% |
$92K - $101K
|
108K
$10.7M
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.77K+ 2.0% |
$235K - $259K
|
141K
$14M
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
113+ 1.33% |
$9.58K - $10.6K
|
8.62K
$852K
|
|
Nov 06, 2024
Q3 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-500- 4.36% |
$42.4K - $46.8K
|
11K
$1.08M
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-9- 0.06% |
$763 - $842
|
14.4K
$1.43M
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
137+ 0.99% |
$11.6K - $12.8K
|
13.9K
$1.38M
|
|
Nov 06, 2024
Q3 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-90- 1.54% |
$7.63K - $8.42K
|
5.74K
$568K
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-1.29K- 16.09% |
$110K - $121K
|
6.74K
$666K
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
440+ 15.6% |
$37.3K - $41.2K
|
3.26K
$322K
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-284- 6.46% |
$24.1K - $26.6K
|
4.11K
$406K
|