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 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
876New |
$59.4K - $70.1K
|
876
$81.6K
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
BUY
|
- |
837+ 131.81% |
$56.7K - $67K
|
1.47K
$137K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
691+ 1.12% |
$46.8K - $55.3K
|
62.7K
$5.83M
|
|
|
Feb 14, 2025
Q4 2023
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
BUY
|
- |
588+ 10.03% |
$39.9K - $47.1K
|
6.45K
$600K
|
|
|
Feb 09, 2024
Q4 2023
|
Codex Capital, L.L.C.
New York, NY |
BUY
|
- |
450+ 2.04% |
$30.5K - $36K
|
22.5K
$2.09M
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
392New |
$26.6K - $31.4K
|
392
$36.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
370New |
$25.1K - $29.6K
|
370
$34.4K
|
|
|
Feb 15, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
300New |
$20.3K - $24K
|
300
$27.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
300New |
$20.3K - $24K
|
300
$27.9K
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
284New |
$19.2K - $22.7K
|
284
$26.4K
|
|
|
Jan 25, 2024
Q4 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
172New |
$11.7K - $13.8K
|
172
$16K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
132New |
$8.95K - $10.6K
|
132
$12.3K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
100New |
$6.78K - $8K
|
100
$9.31K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
99New |
$6.71K - $7.92K
|
99
$9.22K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
76New |
$5.15K - $6.08K
|
76
$7.08K
|
|
|
Feb 12, 2024
Q4 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
70+ 25.93% |
$4.74K - $5.6K
|
340
$31.7K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
62New |
$4.2K - $4.96K
|
62
$5.77K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
62New |
$4.2K - $4.96K
|
62
$5.77K
|
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
47+ 0.53% |
$3.19K - $3.76K
|
8.88K
$827K
|
|
|
Jan 25, 2024
Q4 2023
|
Mainstay Capital Management LLC
|
BUY
|
- |
29+ 0.51% |
$1.97K - $2.32K
|
5.66K
$527K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
22New |
$1.49K - $1.76K
|
22
$2.05K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 0.77% |
$67.8 - $80
|
131
$12.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.11% |
$67.8 - $80
|
911
$84.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1New |
$67.8 - $80
|
1
$93.1
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
44KNew |
$3.15M - $3.43M
|
44K
$4.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
11.2KNew |
$804K - $876K
|
11.2K
$1.05M
|
|
|
Feb 11, 2025
Q3 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
5.78KNew |
$413K - $450K
|
5.78K
$538K
|
|
|
Oct 25, 2023
Q3 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
3.98KNew |
$285K - $311K
|
3.98K
$371K
|
|
|
Nov 01, 2023
Q3 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.6K+ 44.97% |
$257K - $281K
|
11.6K
$1.08M
|
|
|
Oct 31, 2023
Q3 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
3.59KNew |
$256K - $280K
|
3.59K
$334K
|
|
|
Nov 14, 2023
Q3 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
2.99KNew |
$214K - $233K
|
2.99K
$279K
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
800+ 16.27% |
$57.2K - $62.4K
|
5.72K
$532K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
671+ 12.92% |
$48K - $52.3K
|
5.86K
$546K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
431New |
$30.8K - $33.6K
|
431
$40.1K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
392New |
$28K - $30.6K
|
392
$36.5K
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
288New |
$20.6K - $22.4K
|
288
$26.8K
|
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
BUY
|
- |
208New |
$14.9K - $16.2K
|
208
$19.4K
|
|
|
Oct 25, 2023
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
204New |
$14.6K - $15.9K
|
204
$19K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
141New |
$10.1K - $11K
|
141
$13.1K
|
|
|
Oct 10, 2023
Q3 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
112New |
$8.01K - $8.73K
|
112
$10.4K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
29New |
$2.07K - $2.26K
|
29
$2.7K
|
|
|
Nov 08, 2023
Q3 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2023 | |||||||
|
Aug 10, 2023
Q2 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
12.9KNew |
$893K - $969K
|
12.9K
$1.2M
|
|
|
Jul 26, 2023
Q2 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
4.9KNew |
$339K - $368K
|
4.9K
$456K
|
|
|
Aug 04, 2023
Q2 2023
|
Terril Brothers, Inc.
|
BUY
|
- |
3.91KNew |
$270K - $293K
|
3.91K
$364K
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
3.2KNew |
$221K - $240K
|
3.2K
$298K
|
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
BUY
|
- |
3.16KNew |
$219K - $237K
|
3.16K
$294K
|
|
|
Aug 10, 2023
Q2 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
2.76KNew |
$191K - $207K
|
2.76K
$257K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
1.16KNew |
$80.3K - $87.1K
|
1.16K
$108K
|
|
|
Jul 11, 2023
Q2 2023
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.02K+ 26.02% |
$70.3K - $76.3K
|
4.93K
$459K
|
|