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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
105+ 338.71% |
$9.52K - $10.4K
|
136
$11.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
62+ 2.82% |
$5.62K - $6.17K
|
2.26K
$188K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.3K+ 12.1% |
$299K - $328K
|
30.5K
$2.54M
|
|
|
Feb 12, 2025
Q4 2024
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
6+ 0.09% |
$544 - $597
|
6.79K
$565K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
38New |
$3.45K - $3.78K
|
38
$3.16K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-304- 2.52% |
$27.6K - $30.2K
|
11.7K
$976K
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
3+ 0.04% |
$272 - $298
|
8.17K
$680K
|
|
|
Feb 12, 2025
Q4 2024
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-9.42K- 25.07% |
$854K - $937K
|
28.2K
$2.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-21.6K- 16.92% |
$1.96M - $2.15M
|
106K
$8.83M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
46.6K+ 49.83% |
$4.22M - $4.63M
|
140K
$11.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-242- 80.13% |
$21.9K - $24.1K
|
60
$4.99K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
9New |
$816 - $895
|
9
$749
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-737- 2.84% |
$66.8K - $73.3K
|
25.2K
$2.09M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
693+ 3.2% |
$62.8K - $68.9K
|
22.4K
$1.86M
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
179+ 3.92% |
$16.2K - $17.8K
|
4.74K
$395K
|
|
|
Feb 12, 2025
Q4 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-54- 1.49% |
$4.9K - $5.37K
|
3.57K
$297K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.34K+ 38.0% |
$121K - $133K
|
4.85K
$404K
|
|
|
Feb 12, 2025
Q4 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-330- 4.8% |
$29.9K - $32.8K
|
6.55K
$545K
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-665- 3.51% |
$60.3K - $66.1K
|
18.3K
$1.52M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
84.8KNew |
$7.69M - $8.43M
|
84.8K
$7.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
10.8K+ 112.57% |
$978K - $1.07M
|
20.4K
$1.69M
|
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-20- 0.18% |
$1.81K - $1.99K
|
11.3K
$943K
|
|
|
Feb 12, 2025
Q4 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
257+ 0.42% |
$23.3K - $25.6K
|
62.2K
$5.17M
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
37+ 1.27% |
$3.35K - $3.68K
|
2.96K
$246K
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-904- 16.21% |
$82K - $89.9K
|
4.67K
$389K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.5K+ 1.38% |
$136K - $149K
|
110K
$9.11M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
387K+ 1438.53% |
$35.1M - $38.5M
|
414K
$34.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
201+ 4.76% |
$18.2K - $20K
|
4.42K
$368K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-312K- 4.62% |
$28.3M - $31.1M
|
6.44M
$536M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-29.1K- 1.69% |
$2.64M - $2.89M
|
1.69M
$140M
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-3.39K- 34.07% |
$307K - $337K
|
6.56K
$545K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
200+ 9.0% |
$18.1K - $19.9K
|
2.42K
$202K
|
|
|
Feb 11, 2025
Q4 2024
|
Washington Trust Bank
|
SELL
|
- |
-105- 1.56% |
$9.52K - $10.4K
|
6.64K
$552K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
56.7K+ 50.7% |
$5.14M - $5.64M
|
168K
$14M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
1.49K+ 10.76% |
$135K - $148K
|
15.3K
$1.27M
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
SELL
|
- |
-9- 0.1% |
$816 - $895
|
9.02K
$750K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.36K- 3.49% |
$123K - $135K
|
37.7K
$3.13M
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
460New |
$41.7K - $45.8K
|
460
$38.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-329- 1.67% |
$29.8K - $32.7K
|
19.4K
$1.61M
|
|
|
Feb 11, 2025
Q4 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
5.82K+ 33.79% |
$528K - $579K
|
23K
$1.92M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
827New |
$75K - $82.3K
|
827
$68.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
2.58K+ 19.94% |
$234K - $257K
|
15.5K
$1.29M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
175+ 0.15% |
$15.9K - $17.4K
|
115K
$9.55M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-40.8K- 1.99% |
$3.7M - $4.06M
|
2.01M
$167M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
4.8K+ 13.56% |
$435K - $478K
|
40.2K
$3.34M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
62.5K+ 6.04% |
$5.67M - $6.22M
|
1.1M
$91.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-275- 4.21% |
$24.9K - $27.4K
|
6.26K
$520K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
102K+ 8.13% |
$9.29M - $10.2M
|
1.36M
$113M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
45+ 0.72% |
$4.08K - $4.48K
|
6.3K
$524K
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-234- 2.02% |
$21.2K - $23.3K
|
11.4K
$945K
|