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 08, 2025
Q1 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
180+ 10.42% |
$14.7K - $17.4K
|
1.91K
$176K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-4.71K- 0.98% |
$384K - $455K
|
474K
$43.6M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
605+ 6.32% |
$49.4K - $58.5K
|
10.2K
$937K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-1.47K- 4.6% |
$120K - $142K
|
30.4K
$2.8M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-86.6K- 95.14% |
$7.07M - $8.37M
|
4.42K
$407K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
59+ 1.28% |
$4.82K - $5.7K
|
4.65K
$428K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
79+ 1.72% |
$6.45K - $7.63K
|
4.68K
$431K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.11K+ 6.03% |
$90.2K - $107K
|
19.4K
$1.79M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-176- 1.46% |
$14.4K - $17K
|
11.9K
$1.09M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-3.33K- 2.74% |
$272K - $322K
|
118K
$10.9M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
269+ 9.87% |
$22K - $26K
|
3K
$276K
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
2.7K+ 1.22% |
$220K - $261K
|
224K
$20.6M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-255- 0.85% |
$20.8K - $24.6K
|
29.9K
$2.75M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-79- 0.79% |
$6.45K - $7.63K
|
9.92K
$913K
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
BUY
|
- |
21+ 0.51% |
$1.71K - $2.03K
|
4.16K
$383K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-6.58K- 43.77% |
$537K - $636K
|
8.45K
$778K
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
4+ 0.1% |
$326 - $387
|
4.18K
$384K
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-129- 0.65% |
$10.5K - $12.5K
|
19.8K
$1.83M
|
|
|
May 07, 2025
Q1 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
4.84KNew |
$395K - $467K
|
4.84K
$445K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-191- 6.47% |
$15.6K - $18.5K
|
2.76K
$254K
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
BUY
|
- |
50+ 50.0% |
$4.08K - $4.83K
|
150
$13.8K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
43.7K+ 3.21% |
$3.57M - $4.22M
|
1.41M
$129M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
2.18KNew |
$178K - $211K
|
2.18K
$201K
|
|
|
May 07, 2025
Q1 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-110- 3.08% |
$8.98K - $10.6K
|
3.46K
$319K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
475+ 6.55% |
$38.8K - $45.9K
|
7.73K
$712K
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
932+ 29.59% |
$76.1K - $90.1K
|
4.08K
$376K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.19K- 22.22% |
$97.4K - $115K
|
4.18K
$385K
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-280- 9.22% |
$22.9K - $27.1K
|
2.76K
$254K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
408New |
$33.3K - $39.4K
|
408
$37.6K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-40- 0.97% |
$3.26K - $3.87K
|
4.1K
$377K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.32K+ 5.19% |
$353K - $417K
|
87.5K
$8.06M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.58K- 1.36% |
$293K - $346K
|
260K
$24M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.34K- 6.2% |
$191K - $226K
|
35.4K
$3.26M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-2.26K- 57.67% |
$184K - $218K
|
1.66K
$152K
|
|
|
May 06, 2025
Q1 2025
|
Anb Bank
Denver, CO |
BUY
|
- |
590+ 1.2% |
$48.2K - $57K
|
49.7K
$4.58M
|
|
|
May 06, 2025
Q1 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
12.9K+ 20.3% |
$1.06M - $1.25M
|
76.6K
$7.06M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.17K- 5.7% |
$422K - $499K
|
85.5K
$7.87M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
850+ 5.94% |
$69.4K - $82.1K
|
15.2K
$1.4M
|
|
|
May 05, 2025
Q1 2025
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-2.36K- 38.03% |
$193K - $228K
|
3.85K
$354K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-10- 0.29% |
$816 - $966
|
3.47K
$320K
|
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
105+ 2.32% |
$8.57K - $10.1K
|
4.62K
$426K
|
|
|
May 05, 2025
Q1 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
156+ 0.97% |
$12.7K - $15.1K
|
16.3K
$1.5M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
74+ 1.47% |
$6.04K - $7.15K
|
5.11K
$471K
|
|
|
May 05, 2025
Q1 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
690+ 2.49% |
$56.3K - $66.7K
|
28.4K
$2.61M
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
14.4K+ 7.93% |
$1.17M - $1.39M
|
196K
$18M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
10.9KNew |
$886K - $1.05M
|
10.9K
$1M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1.43K- 7.51% |
$117K - $138K
|
17.6K
$1.62M
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.6K+ 33.75% |
$131K - $155K
|
6.35K
$584K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-18.4K- 78.86% |
$1.5M - $1.78M
|
4.93K
$454K
|
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-254- 0.58% |
$20.7K - $24.5K
|
43.7K
$4.03M
|