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
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
39K+ 76.64% |
$3.18M - $3.77M
|
89.9K
$8.28M
|
|
May 15, 2025
Q1 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-1.94K- 29.66% |
$159K - $188K
|
4.61K
$424K
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
11.9K+ 39.03% |
$973K - $1.15M
|
42.4K
$3.91M
|
|
May 14, 2025
Q1 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-543- 1.98% |
$44.3K - $52.5K
|
26.9K
$2.48M
|
|
May 14, 2025
Q1 2025
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
348+ 0.8% |
$28.4K - $33.6K
|
43.8K
$4.03M
|
|
May 14, 2025
Q1 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
4.58KNew |
$373K - $442K
|
4.58K
$421K
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-1.07K- 1.82% |
$87.7K - $104K
|
58K
$5.34M
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
132+ 1.67% |
$10.8K - $12.8K
|
8.06K
$742K
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-4.75K- 4.33% |
$387K - $459K
|
105K
$9.65M
|
|
May 14, 2025
Q1 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-351- 2.17% |
$28.6K - $33.9K
|
15.8K
$1.46M
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
11.3KNew |
$926K - $1.1M
|
11.3K
$1.04M
|
|
May 14, 2025
Q1 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-405- 2.05% |
$33.1K - $39.1K
|
19.4K
$1.78M
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.41K- 2.11% |
$278K - $329K
|
158K
$14.6M
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
560+ 4.93% |
$45.7K - $54.1K
|
11.9K
$1.1M
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
290+ 8.9% |
$23.7K - $28K
|
3.55K
$327K
|
|
May 14, 2025
Q1 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
172+ 0.28% |
$14K - $16.6K
|
62.4K
$5.74M
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
904+ 14.35% |
$73.8K - $87.4K
|
7.2K
$663K
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-78- 0.66% |
$6.37K - $7.54K
|
11.8K
$1.09M
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-145K- 11.26% |
$11.8M - $14M
|
1.14M
$105M
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
32.2K+ 53.6% |
$2.63M - $3.11M
|
92.2K
$8.49M
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
SELL
|
- |
-387- 2.17% |
$31.6K - $37.4K
|
17.4K
$1.6M
|
|
May 14, 2025
Q1 2025
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-1.14K- 1.16% |
$93.4K - $111K
|
97.5K
$8.98M
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-15.9K- 5.88% |
$1.3M - $1.54M
|
254K
$23.4M
|
|
May 14, 2025
Q1 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
40.5K+ 1251.55% |
$3.31M - $3.91M
|
43.7K
$4.03M
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
52.5K+ 4.78% |
$4.28M - $5.07M
|
1.15M
$106M
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-12K- 27.62% |
$983K - $1.16M
|
31.6K
$2.91M
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
12KNew |
$978K - $1.16M
|
12K
$1.1M
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
185+ 60.46% |
$15.1K - $17.9K
|
491
$45.2K
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-25- 0.89% |
$2.04K - $2.42K
|
2.79K
$257K
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
2+ 0.04% |
$163 - $193
|
4.73K
$435K
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
4+ 0.13% |
$326 - $387
|
3.16K
$291K
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
1.73K+ 73.95% |
$141K - $167K
|
4.07K
$374K
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
1.32K+ 0.78% |
$108K - $127K
|
171K
$15.8M
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-7.16K- 28.45% |
$585K - $692K
|
18K
$1.66M
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-201- 2.13% |
$16.4K - $19.4K
|
9.25K
$852K
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-3.25K- 32.21% |
$265K - $314K
|
6.85K
$630K
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-775- 7.18% |
$63.3K - $74.9K
|
10K
$923K
|
|
May 14, 2025
Q1 2025
|
United Bank
Vienna, VA |
BUY
|
- |
198+ 0.69% |
$16.2K - $19.1K
|
29.1K
$2.68M
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.32K+ 20.02% |
$434K - $514K
|
31.9K
$2.94M
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-165- 6.27% |
$13.5K - $15.9K
|
2.47K
$227K
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2.13KNew |
$174K - $206K
|
2.13K
$196K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.41KClosed |
$197K - $233K
|
0
$0
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-8.68K- 33.31% |
$708K - $839K
|
17.4K
$1.6M
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
2.03K+ 23.43% |
$165K - $196K
|
10.7K
$983K
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1+ 0.03% |
$81.6 - $96.6
|
3.27K
$301K
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.37K+ 32.14% |
$112K - $133K
|
5.65K
$520K
|
|
May 14, 2025
Q1 2025
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-225- 5.22% |
$18.4K - $21.7K
|
4.09K
$376K
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
80.3K+ 4.35% |
$6.55M - $7.76M
|
1.93M
$177M
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
8+ 0.14% |
$653 - $773
|
5.6K
$516K
|
|
May 14, 2025
Q1 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.78K- 9.64% |
$145K - $172K
|
16.6K
$1.53M
|