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 14, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
1.1KNew |
$89.8K - $106K
|
1.1K
$101K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-21- 0.75% |
$1.71K - $2.03K
|
2.79K
$257K
|
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-100- 3.12% |
$8.16K - $9.66K
|
3.11K
$286K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.32K+ 6.31% |
$189K - $224K
|
39K
$3.59M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
605+ 1.46% |
$49.4K - $58.5K
|
42.1K
$3.87M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3.44K- 0.65% |
$280K - $332K
|
522K
$48.1M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
13.6K+ 116.06% |
$1.11M - $1.32M
|
25.4K
$2.33M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-198- 9.93% |
$16.2K - $19.1K
|
1.8K
$165K
|
|
|
May 13, 2025
Q1 2025
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-11.6K- 41.22% |
$947K - $1.12M
|
16.6K
$1.52M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
53+ 0.55% |
$4.33K - $5.12K
|
9.71K
$894K
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-200- 5.26% |
$16.3K - $19.3K
|
3.6K
$331K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-162K- 2.51% |
$13.2M - $15.6M
|
6.28M
$578M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.49K- 2.6% |
$122K - $144K
|
56K
$5.16M
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
800+ 13.06% |
$65.3K - $77.3K
|
6.93K
$638K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-5.56K- 84.75% |
$453K - $537K
|
1K
$92.1K
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
3.38K+ 10.22% |
$276K - $326K
|
36.4K
$3.35M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
795+ 0.16% |
$64.9K - $76.8K
|
503K
$46.3M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.03K+ 41.76% |
$165K - $196K
|
6.88K
$633K
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
4KNew |
$326K - $387K
|
4K
$368K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
81.8K+ 58.47% |
$6.68M - $7.91M
|
222K
$20.4M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-151- 1.33% |
$12.3K - $14.6K
|
11.2K
$1.03M
|
|
|
May 13, 2025
Q1 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
115New |
$9.39K - $11.1K
|
115
$10.6K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
14.3K+ 175.6% |
$1.17M - $1.39M
|
22.5K
$2.07M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
50+ 1.68% |
$4.08K - $4.83K
|
3.03K
$279K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
51.8K+ 19.2% |
$4.23M - $5.01M
|
322K
$29.6M
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-936- 4.63% |
$76.4K - $90.4K
|
19.3K
$1.78M
|
|
|
May 13, 2025
Q1 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-200- 6.67% |
$16.3K - $19.3K
|
2.8K
$258K
|
|
|
May 13, 2025
Q1 2025
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
1.95K+ 10.09% |
$159K - $189K
|
21.3K
$1.96M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-288- 4.91% |
$23.5K - $27.8K
|
5.57K
$513K
|
|
|
May 13, 2025
Q1 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
6+ 0.14% |
$490 - $580
|
4.43K
$408K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-670- 2.95% |
$54.7K - $64.7K
|
22.1K
$2.03M
|
|
|
May 13, 2025
Q1 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
24K+ 69.5% |
$1.96M - $2.32M
|
58.6K
$5.39M
|
|
|
May 13, 2025
Q1 2025
|
Umpqua Bank
Lake Oswego, OR |
SELL
|
- |
-2.18K- 9.48% |
$178K - $211K
|
20.9K
$1.92M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
48.2K+ 2.68% |
$3.94M - $4.66M
|
1.85M
$170M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-95- 9.49% |
$7.75K - $9.18K
|
906
$83.4K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-111K- 5.08% |
$9.09M - $10.8M
|
2.08M
$191M
|
|
|
May 13, 2025
Q1 2025
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-25.9K- 15.98% |
$2.11M - $2.5M
|
136K
$12.5M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
427+ 0.04% |
$34.9K - $41.3K
|
1.03M
$95.2M
|
|
|
May 13, 2025
Q1 2025
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
1.37K+ 33.9% |
$111K - $132K
|
5.39K
$496K
|
|
|
May 13, 2025
Q1 2025
|
Moment Partners, LLC
San Francisco, CA |
SELL
|
- |
-4.33K- 1.11% |
$354K - $419K
|
385K
$35.5M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.35K+ 6.29% |
$110K - $130K
|
22.8K
$2.1M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.29K+ 0.61% |
$105K - $124K
|
213K
$19.6M
|
|
|
May 13, 2025
Q1 2025
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
635+ 8.54% |
$51.8K - $61.4K
|
8.07K
$743K
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
5.76KNew |
$470K - $556K
|
5.76K
$530K
|
|
|
May 12, 2025
Q1 2025
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-700- 7.04% |
$57.1K - $67.6K
|
9.25K
$851K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
1.38K+ 1.29% |
$112K - $133K
|
108K
$9.9M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
366+ 7.18% |
$29.9K - $35.4K
|
5.46K
$503K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.13% |
$81.6 - $96.6
|
756
$69.6K
|
|
|
May 12, 2025
Q1 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-295- 16.33% |
$24.1K - $28.5K
|
1.51K
$139K
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
BUY
|
- |
84+ 0.93% |
$6.86K - $8.12K
|
9.11K
$838K
|