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 |
---|---|---|---|---|---|---|---|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
420New |
$28.1K - $30.6K
|
420
$36.6K
|
|
Feb 01, 2023
Q4 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
397+ 121.04% |
$26.6K - $29K
|
725
$63.2K
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
320New |
$21.4K - $23.3K
|
320
$27.9K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
260New |
$17.4K - $19K
|
260
$22.7K
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
221+ 3.03% |
$14.8K - $16.1K
|
7.52K
$656K
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
188New |
$12.6K - $13.7K
|
188
$16.4K
|
|
Feb 10, 2023
Q4 2022
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
154New |
$10.3K - $11.2K
|
154
$13.4K
|
|
Jan 27, 2023
Q4 2022
|
Northeast Investment Management
|
BUY
|
- |
146+ 4.48% |
$9.77K - $10.7K
|
3.4K
$297K
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
132New |
$8.83K - $9.63K
|
132
$11.5K
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
68New |
$4.55K - $4.96K
|
68
$5.93K
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
60New |
$4.01K - $4.38K
|
60
$5.23K
|
|
Feb 09, 2023
Q4 2022
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
50+ 0.84% |
$3.35K - $3.65K
|
5.99K
$522K
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
34New |
$2.27K - $2.48K
|
34
$2.97K
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
28New |
$1.87K - $2.04K
|
28
$2.44K
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
BUY
|
- |
21+ 2.58% |
$1.4K - $1.53K
|
835
$72.8K
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
7+ 0.13% |
$468 - $511
|
5.23K
$456K
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
1New |
$66.9 - $73
|
1
$87.2
|
|
Q3 2022 | |||||||
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
13.6KNew |
N/A
|
13.6K
$1.18M
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
10.1KNew |
N/A
|
10.1K
$880K
|
|
Oct 20, 2022
Q3 2022
|
Planned Solutions, Inc.
|
BUY
|
- |
5.88KNew |
N/A
|
5.88K
$513K
|
|
Nov 02, 2022
Q3 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
5.88KNew |
N/A
|
5.88K
$513K
|
|
Nov 14, 2022
Q3 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
5.26K+ 5.58% |
N/A
|
99.5K
$8.68M
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
4.84KNew |
N/A
|
4.84K
$422K
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
3.64KNew |
N/A
|
3.64K
$317K
|
|
Nov 01, 2022
Q3 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
3.29KNew |
N/A
|
3.29K
$287K
|
|
Nov 14, 2022
Q3 2022
|
Enzi Wealth
Austin, TX |
BUY
|
- |
3.22KNew |
N/A
|
3.22K
$281K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.25KNew |
N/A
|
1.25K
$109K
|
|
Nov 02, 2022
Q3 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
1.04KNew |
N/A
|
1.04K
$90.4K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
801+ 500.62% |
N/A
|
961
$83.8K
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
420New |
N/A
|
420
$36.6K
|
|
Oct 26, 2022
Q3 2022
|
Inverness Counsel LLC
|
BUY
|
- |
380+ 7.11% |
N/A
|
5.72K
$499K
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
357+ 33.09% |
N/A
|
1.44K
$125K
|
|
Oct 20, 2022
Q3 2022
|
Country Trust Bank
|
BUY
|
- |
276+ 71.88% |
N/A
|
660
$57.6K
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
210New |
N/A
|
210
$18.3K
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
5New |
N/A
|
5
$436
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
1+ 0.88% |
N/A
|
115
$10K
|
|
Q2 2022 | |||||||
Jul 18, 2022
Q2 2022
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
7.5KNew |
N/A
|
7.5K
$654K
|
|
Aug 15, 2022
Q2 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
5.62KNew |
N/A
|
5.62K
$490K
|
|
Aug 05, 2022
Q2 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
685+ 171.25% |
N/A
|
1.09K
$94.6K
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
332New |
N/A
|
332
$29K
|
|
Aug 02, 2022
Q2 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
327New |
N/A
|
327
$28.5K
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
118New |
N/A
|
118
$10.3K
|
|
Aug 18, 2022
Q2 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
60New |
N/A
|
60
$5.23K
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
60New |
N/A
|
60
$5.23K
|
|
Jul 19, 2022
Q2 2022
|
Sym Financial Corp
|
BUY
|
- |
43New |
N/A
|
43
$3.75K
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
33New |
N/A
|
33
$2.88K
|
|
Jul 25, 2022
Q2 2022
|
Arlington Partners LLC
|
BUY
|
- |
33New |
N/A
|
33
$2.88K
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
19+ 1.24% |
N/A
|
1.55K
$135K
|
|
Jul 21, 2022
Q2 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
4+ 0.08% |
N/A
|
5.17K
$451K
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
0New |
N/A
|
0
$0
|