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 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
180+ 3.62% |
$15.3K - $16.8K
|
5.15K
$482K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
5+ 0.25% |
$424 - $468
|
2.05K
$191K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-1.59K- 10.47% |
$135K - $149K
|
13.6K
$1.27M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-746- 5.44% |
$63.3K - $69.8K
|
13K
$1.21M
|
|
|
Oct 28, 2024
Q3 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-87- 2.04% |
$7.38K - $8.14K
|
4.18K
$391K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-8- 0.08% |
$678 - $748
|
9.43K
$882K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10K+ 31.28% |
$848K - $936K
|
42K
$3.93M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
42.1K+ 60.39% |
$3.57M - $3.94M
|
112K
$10.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
10.6KNew |
$898K - $990K
|
10.6K
$990K
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-80- 0.35% |
$6.78K - $7.48K
|
22.8K
$2.14M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.06K+ 6.2% |
$175K - $193K
|
35.3K
$3.31M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.47K+ 22.36% |
$379K - $418K
|
24.5K
$2.29M
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
47.8KNew |
$4.06M - $4.48M
|
47.8K
$4.48M
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
BUY
|
- |
5+ 0.11% |
$424 - $468
|
4.43K
$414K
|
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-445- 6.97% |
$37.7K - $41.6K
|
5.94K
$556K
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-161- 1.11% |
$13.7K - $15.1K
|
14.4K
$1.34M
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-85- 28.52% |
$7.21K - $7.95K
|
213
$19.9K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.94K+ 2.16% |
$165K - $182K
|
91.8K
$8.59M
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-35- 1.47% |
$2.97K - $3.27K
|
2.35K
$220K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-417- 5.53% |
$35.4K - $39K
|
7.13K
$667K
|
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
SELL
|
- |
-1.75K- 1.15% |
$148K - $164K
|
150K
$14.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
296+ 8.66% |
$25.1K - $27.7K
|
3.71K
$347K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
198New |
$16.8K - $18.5K
|
198
$18.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.12K+ 13.95% |
$94.6K - $104K
|
9.12K
$853K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-129- 0.09% |
$10.9K - $12.1K
|
147K
$13.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-210- 8.03% |
$17.8K - $19.6K
|
2.41K
$225K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-28- 1.5% |
$2.37K - $2.62K
|
1.84K
$172K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2.7K- 1.15% |
$229K - $253K
|
233K
$21.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-115- 1.29% |
$9.75K - $10.8K
|
8.82K
$825K
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
93New |
$7.89K - $8.7K
|
93
$8.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-16.3K- 7.08% |
$1.38M - $1.52M
|
214K
$20M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2+ 0.06% |
$170 - $187
|
3.48K
$325K
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-21.7K- 9.29% |
$1.84M - $2.03M
|
212K
$19.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
347+ 4.68% |
$29.4K - $32.5K
|
7.75K
$725K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.33K+ 17.38% |
$282K - $311K
|
22.5K
$2.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
13+ 0.09% |
$1.1K - $1.22K
|
15.1K
$1.41M
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
11.8KNew |
$1M - $1.11M
|
11.8K
$1.11M
|
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-268- 8.85% |
$22.7K - $25.1K
|
2.76K
$258K
|
|
|
Oct 24, 2024
Q3 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
2.28K+ 6.8% |
$193K - $213K
|
35.7K
$3.34M
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
2.58K+ 3.09% |
$219K - $242K
|
86.1K
$8.05M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
899+ 5.16% |
$76.2K - $84.1K
|
18.3K
$1.71M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
13.5KNew |
$1.14M - $1.26M
|
13.5K
$1.26M
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-6.46K- 0.77% |
$548K - $604K
|
834K
$78.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-740- 8.02% |
$62.8K - $69.2K
|
8.48K
$794K
|
|
|
Oct 23, 2024
Q3 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-468- 1.04% |
$39.7K - $43.8K
|
44.4K
$4.15M
|
|
|
Oct 23, 2024
Q3 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
38+ 0.24% |
$3.22K - $3.55K
|
15.7K
$1.47M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-268- 5.05% |
$22.7K - $25.1K
|
5.03K
$471K
|
|
|
Oct 23, 2024
Q3 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-551- 13.89% |
$46.7K - $51.5K
|
3.42K
$320K
|
|
|
Oct 23, 2024
Q3 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-32.3K- 50.12% |
$2.74M - $3.03M
|
32.2K
$3.01M
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-8.6K- 46.31% |
$730K - $805K
|
9.98K
$933K
|