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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-435- 7.2% |
$36.9K - $40.7K
|
5.61K
$525K
|
|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
4.34K+ 2.72% |
$368K - $406K
|
164K
$15.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
SELL
|
- |
-2.32K- 19.66% |
$197K - $217K
|
9.47K
$886K
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
2.18KNew |
$185K - $204K
|
2.18K
$204K
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-2.18K- 1.45% |
$185K - $204K
|
148K
$13.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-6.1K- 1.0% |
$517K - $570K
|
602K
$56.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
4.55KNew |
$386K - $426K
|
4.55K
$426K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.14K- 2.06% |
$96.3K - $106K
|
54K
$5.05M
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-305- 0.92% |
$25.9K - $28.5K
|
32.9K
$3.08M
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.02% |
$84.8 - $93.5
|
4.38K
$410K
|
|
|
Oct 31, 2024
Q3 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-18.1K- 16.22% |
$1.53M - $1.69M
|
93.2K
$8.72M
|
|
|
Oct 31, 2024
Q3 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
58+ 0.85% |
$4.92K - $5.43K
|
6.85K
$641K
|
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
1.12K+ 0.54% |
$95.1K - $105K
|
208K
$19.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
BUY
|
- |
587+ 9.54% |
$49.8K - $54.9K
|
6.74K
$631K
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-150- 1.81% |
$12.7K - $14K
|
8.14K
$761K
|
|
|
Oct 31, 2024
Q3 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-52- 4.25% |
$4.41K - $4.86K
|
1.17K
$110K
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.15K+ 3.12% |
$183K - $201K
|
71.3K
$6.67M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
82+ 1.83% |
$6.95K - $7.67K
|
4.57K
$427K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.06K- 17.02% |
$175K - $193K
|
10.1K
$940K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
28.9K+ 21.82% |
$2.45M - $2.7M
|
161K
$15.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
59+ 1.9% |
$5K - $5.52K
|
3.17K
$297K
|
|
|
Oct 30, 2024
Q3 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
1.27K+ 7.97% |
$108K - $119K
|
17.2K
$1.61M
|
|
|
Oct 30, 2024
Q3 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
2.35KNew |
$199K - $220K
|
2.35K
$220K
|
|
|
Oct 30, 2024
Q3 2024
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-177- 0.29% |
$15K - $16.6K
|
61.9K
$5.79M
|
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-12.7K- 5.71% |
$1.08M - $1.19M
|
210K
$19.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-29- 4.55% |
$2.46K - $2.71K
|
608
$56.9K
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-175- 5.0% |
$14.8K - $16.4K
|
3.32K
$311K
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
361+ 11.56% |
$30.6K - $33.8K
|
3.48K
$326K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
338+ 1.81% |
$28.7K - $31.6K
|
19.1K
$1.78M
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-1.04K- 1.37% |
$88.5K - $97.7K
|
75.2K
$7.03M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
330New |
$28K - $30.9K
|
330
$30.9K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
SELL
|
- |
-274- 3.59% |
$23.2K - $25.6K
|
7.36K
$688K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
69+ 5.13% |
$5.85K - $6.45K
|
1.42K
$132K
|
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-75- 15.79% |
$6.36K - $7.02K
|
400
$37.4K
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-15.1K- 59.39% |
$1.28M - $1.41M
|
10.3K
$964K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
999+ 137.79% |
$84.7K - $93.4K
|
1.72K
$161K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
3.38K+ 2.2% |
$287K - $316K
|
157K
$14.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
2.26KNew |
$192K - $212K
|
2.26K
$212K
|
|
|
Oct 29, 2024
Q3 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
5+ 0.16% |
$424 - $468
|
3.08K
$288K
|
|
|
Oct 29, 2024
Q3 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-268- 1.36% |
$22.7K - $25.1K
|
19.4K
$1.81M
|
|
|
Oct 29, 2024
Q3 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-4- 0.31% |
$339 - $374
|
1.28K
$119K
|
|
|
Oct 29, 2024
Q3 2024
|
White Pine Investment CO
|
BUY
|
- |
60.2KNew |
$5.11M - $5.63M
|
60.2K
$5.63M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.76K+ 12.35% |
$489K - $539K
|
52.4K
$4.91M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-111- 0.79% |
$9.41K - $10.4K
|
13.9K
$1.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
278+ 11.31% |
$23.6K - $26K
|
2.74K
$256K
|
|
|
Oct 28, 2024
Q3 2024
|
Congress Asset Management CO
|
BUY
|
- |
7.93K+ 132.99% |
$672K - $742K
|
13.9K
$1.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-886- 1.25% |
$75.1K - $82.9K
|
70.1K
$6.56M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
111K+ 98.97% |
$9.45M - $10.4M
|
224K
$21M
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
2.29K+ 4.57% |
$194K - $214K
|
52.4K
$4.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-7.02K- 5.37% |
$596K - $657K
|
124K
$11.6M
|