Latest Institutional Purchases of Ishares S&P Midcap 400 Growth (IJK)
This list provides information on the latest institutional transactions involving Ishares S&P Midcap 400 Growth (IJK) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 01, 2023
Q1 2023
|
Heritage Investors Management Corp
|
BUY
|
- |
2.9KNew |
$197K - $217K
|
2.9K
$253K
|
|
Apr 17, 2023
Q1 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
2.88KNew |
$195K - $215K
|
2.88K
$251K
|
|
Apr 25, 2023
Q1 2023
|
First National Bank Of Hutchinson
|
BUY
|
- |
2.85KNew |
$193K - $213K
|
2.85K
$249K
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
2.82KNew |
$191K - $211K
|
2.82K
$246K
|
|
Apr 20, 2023
Q1 2023
|
Vera Bank, N.A.
|
BUY
|
- |
2.81KNew |
$190K - $210K
|
2.81K
$245K
|
|
Apr 13, 2023
Q1 2023
|
Independent Investors Inc
|
BUY
|
- |
2.8KNew |
$190K - $209K
|
2.8K
$244K
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.84KNew |
$125K - $138K
|
1.84K
$161K
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
1.8K+ 300.0% |
$122K - $135K
|
2.4K
$209K
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
1.65K+ 5889.29% |
$112K - $123K
|
1.68K
$146K
|
|
May 10, 2023
Q1 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
1.5K+ 0.87% |
$102K - $112K
|
174K
$15.2M
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
973New |
$65.9K - $72.8K
|
973
$84.9K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
700New |
$47.4K - $52.3K
|
700
$61.1K
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
656New |
$44.5K - $49.1K
|
656
$57.2K
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
560New |
$38K - $41.9K
|
560
$48.8K
|
|
May 02, 2023
Q1 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
483+ 11.19% |
$32.7K - $36.1K
|
4.8K
$419K
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
390+ 30.59% |
$26.4K - $29.2K
|
1.67K
$145K
|
|
May 12, 2023
Q1 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
386New |
$26.2K - $28.9K
|
386
$33.7K
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
320New |
$21.7K - $23.9K
|
320
$27.9K
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
290New |
$19.7K - $21.7K
|
290
$25.3K
|
|
May 02, 2023
Q1 2023
|
Magnolia Capital Management LTD
|
BUY
|
- |
256New |
$17.3K - $19.1K
|
256
$22.3K
|
|
Apr 12, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
211New |
$14.3K - $15.8K
|
211
$18.4K
|
|
May 11, 2023
Q1 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
200New |
$13.6K - $15K
|
200
$17.4K
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
198New |
$13.4K - $14.8K
|
198
$17.3K
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
25New |
$1.69K - $1.87K
|
25
$2.18K
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
20New |
$1.36K - $1.5K
|
20
$1.74K
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
18New |
$1.22K - $1.35K
|
18
$1.57K
|
|
May 11, 2023
Q1 2023
|
Kendall Capital Management
|
BUY
|
- |
5+ 0.16% |
$339 - $374
|
3.14K
$274K
|
|
Q4 2022 | |||||||
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
303KNew |
$20.3M - $22.1M
|
303K
$26.4M
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
303KNew |
$20.3M - $22.1M
|
303K
$26.4M
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.68KNew |
$380K - $415K
|
5.68K
$496K
|
|
Feb 07, 2023
Q4 2022
|
Hardy Reed LLC
|
BUY
|
- |
4.53KNew |
$303K - $331K
|
4.53K
$395K
|
|
Jan 31, 2023
Q4 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
4.46KNew |
$299K - $326K
|
4.46K
$389K
|
|
Feb 06, 2023
Q4 2022
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
4.27KNew |
$286K - $312K
|
4.27K
$373K
|
|
Feb 01, 2023
Q4 2022
|
North Rock Partners, LLC
|
BUY
|
- |
3.79KNew |
$253K - $276K
|
3.79K
$330K
|
|
Feb 08, 2023
Q4 2022
|
Abbrea Capital, LLC
|
BUY
|
- |
3.26KNew |
$218K - $238K
|
3.26K
$284K
|
|
Feb 13, 2023
Q4 2022
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
3.16KNew |
$211K - $230K
|
3.16K
$275K
|
|
Jan 20, 2023
Q4 2022
|
Eclectic Associates Inc
|
BUY
|
- |
2.97KNew |
$199K - $217K
|
2.97K
$259K
|
|
Feb 03, 2023
Q4 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
2.95KNew |
$197K - $215K
|
2.95K
$257K
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
2.71KNew |
$181K - $197K
|
2.71K
$236K
|
|
Feb 01, 2023
Q4 2022
|
Trust CO Of Virginia
|
BUY
|
- |
2.6K+ 41.08% |
$174K - $190K
|
8.94K
$780K
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
2.54KNew |
$170K - $185K
|
2.54K
$222K
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
2.16K+ 4500.0% |
$145K - $158K
|
2.21K
$193K
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.14KNew |
$143K - $156K
|
2.14K
$187K
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.61KNew |
$108K - $117K
|
1.61K
$140K
|
|
Jun 13, 2023
Q4 2022
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
1.08KNew |
$72K - $78.5K
|
1.08K
$93.8K
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
731New |
$48.9K - $53.3K
|
731
$63.8K
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
608New |
$40.7K - $44.4K
|
608
$53K
|
|
Feb 08, 2023
Q4 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
499New |
$33.4K - $36.4K
|
499
$43.5K
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
495New |
$33.1K - $36.1K
|
495
$43.2K
|
|
Feb 07, 2023
Q4 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
472New |
$31.6K - $34.4K
|
472
$41.2K
|