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 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
823+ 0.83% |
$67.2K - $79.5K
|
99.6K
$9.17M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.64K- 56.83% |
$134K - $159K
|
1.25K
$115K
|
|
|
May 05, 2025
Q1 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-535- 2.96% |
$43.7K - $51.7K
|
17.6K
$1.62M
|
|
|
May 05, 2025
Q1 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
533+ 32.68% |
$43.5K - $51.5K
|
2.16K
$199K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
43+ 0.2% |
$3.51K - $4.16K
|
21.4K
$1.97M
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
5.92K+ 109.94% |
$483K - $572K
|
11.3K
$1.04M
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
144New |
$11.8K - $13.9K
|
144
$13.3K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
597+ 3.9% |
$48.7K - $57.7K
|
15.9K
$1.46M
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-489- 43.39% |
$39.9K - $47.3K
|
638
$58.7K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-10- 0.15% |
$816 - $966
|
6.85K
$631K
|
|
|
May 02, 2025
Q1 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
4+ 0.07% |
$326 - $387
|
6.06K
$558K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-2.67K- 1.84% |
$218K - $258K
|
143K
$13.1M
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-872- 11.36% |
$71.2K - $84.3K
|
6.8K
$626K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
23New |
$1.88K - $2.22K
|
23
$2.12K
|
|
|
May 02, 2025
Q1 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
843+ 26.47% |
$68.8K - $81.5K
|
4.03K
$371K
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
333+ 0.39% |
$27.2K - $32.2K
|
84.8K
$7.81M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-21- 0.14% |
$1.71K - $2.03K
|
15.2K
$1.4M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.23K- 7.38% |
$101K - $119K
|
15.5K
$1.42M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-251- 7.55% |
$20.5K - $24.3K
|
3.07K
$283K
|
|
|
May 02, 2025
Q1 2025
|
Acas, LLC
|
SELL
|
- |
-513- 4.62% |
$41.9K - $49.6K
|
10.6K
$975K
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
747+ 4.74% |
$61K - $72.2K
|
16.5K
$1.52M
|
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-697- 1.34% |
$56.9K - $67.4K
|
51.2K
$4.71M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-411- 3.09% |
$33.5K - $39.7K
|
12.9K
$1.19M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-339- 2.08% |
$27.7K - $32.8K
|
15.9K
$1.47M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
136New |
$11.1K - $13.1K
|
136
$12.5K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-128- 6.06% |
$10.4K - $12.4K
|
1.98K
$183K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
9+ 0.12% |
$735 - $870
|
7.32K
$673K
|
|
|
May 01, 2025
Q1 2025
|
Slow Capital, Inc.
|
SELL
|
- |
-8.88K- 32.12% |
$725K - $858K
|
18.8K
$1.73M
|
|
|
May 01, 2025
Q1 2025
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
926+ 2.5% |
$75.6K - $89.5K
|
38K
$3.5M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-14.3K- 25.48% |
$1.17M - $1.39M
|
41.9K
$3.86M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
16+ 0.07% |
$1.31K - $1.55K
|
21.5K
$1.98M
|
|
|
May 01, 2025
Q1 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-205- 17.51% |
$16.7K - $19.8K
|
966
$88.9K
|
|
|
May 01, 2025
Q1 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
516+ 1.18% |
$42.1K - $49.9K
|
44.1K
$4.06M
|
|
|
Apr 30, 2025
Q1 2025
|
Highview Capital Management LLC
|
SELL
|
- |
-1.09K- 28.01% |
$88.8K - $105K
|
2.8K
$257K
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.6K- 14.65% |
$131K - $155K
|
9.32K
$858K
|
|
|
Apr 30, 2025
Q1 2025
|
Ltg Capital LLC
|
SELL
|
- |
-2.65K- 6.08% |
$216K - $256K
|
40.9K
$3.77M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-110- 0.18% |
$8.98K - $10.6K
|
62K
$5.71M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$81.6 - $96.6
|
3.63K
$334K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.02K- 8.18% |
$165K - $195K
|
22.7K
$2.09M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-1.7K- 9.63% |
$138K - $164K
|
15.9K
$1.47M
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
3+ 0.09% |
$245 - $290
|
3.29K
$303K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
619+ 4.85% |
$50.5K - $59.8K
|
13.4K
$1.23M
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
1.12K+ 14.77% |
$91.4K - $108K
|
8.7K
$801K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
32+ 6.71% |
$2.61K - $3.09K
|
509
$46.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-260- 3.01% |
$21.2K - $25.1K
|
8.37K
$771K
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-10- 0.34% |
$816 - $966
|
2.95K
$272K
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-233- 2.06% |
$19K - $22.5K
|
11.1K
$1.02M
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
107+ 78.1% |
$8.73K - $10.3K
|
244
$22.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
68+ 1.04% |
$5.55K - $6.57K
|
6.62K
$609K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
22.9K+ 4.51% |
$1.87M - $2.22M
|
531K
$48.9M
|