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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
60New |
$3.71K - $4.68K
|
60
$5.84K
|
|
|
Jul 19, 2022
Q2 2022
|
Sym Financial Corp
|
BUY
|
- |
43New |
$2.66K - $3.36K
|
43
$4.19K
|
|
|
Jul 25, 2022
Q2 2022
|
Arlington Partners LLC
|
BUY
|
- |
33New |
$2.04K - $2.58K
|
33
$3.21K
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
19+ 1.24% |
$1.18K - $1.48K
|
1.55K
$151K
|
|
|
Jul 21, 2022
Q2 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
4+ 0.08% |
$247 - $312
|
5.17K
$503K
|
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
209KNew |
$15.1M - $17.8M
|
209K
$20.3M
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
58.4KNew |
$4.23M - $4.98M
|
58.4K
$5.69M
|
|
|
Apr 12, 2022
Q1 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
5.9KNew |
$427K - $503K
|
5.9K
$574K
|
|
|
Apr 29, 2022
Q1 2022
|
Lake Street Financial LLC
|
BUY
|
- |
5.64KNew |
$408K - $480K
|
5.64K
$549K
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
3.54KNew |
$256K - $302K
|
3.54K
$345K
|
|
|
May 16, 2022
Q1 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
1.1K+ 25.54% |
$79.3K - $93.4K
|
5.39K
$525K
|
|
|
May 05, 2022
Q1 2022
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
356New |
$25.8K - $30.3K
|
356
$34.7K
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
136New |
$9.84K - $11.6K
|
136
$13.2K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
105KNew |
$8.32M - $9.24M
|
105K
$10.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
4.71KNew |
$373K - $414K
|
4.71K
$458K
|
|
|
Apr 01, 2022
Q4 2021
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
BUY
|
- |
4.32KNew |
$342K - $380K
|
4.32K
$421K
|
|
|
Feb 11, 2022
Q4 2021
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
4KNew |
$317K - $352K
|
4K
$389K
|
|
|
Jan 14, 2022
Q4 2021
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
2.98KNew |
$236K - $262K
|
2.98K
$290K
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
CALL |
2.5K+ 54.35% |
$198K - $220K
|
7.1K
$691K
|
|
|
May 09, 2022
Q4 2021
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
772New |
$61.1K - $67.9K
|
772
$75.2K
|
|
|
Feb 15, 2022
Q4 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
288New |
$22.8K - $25.3K
|
288
$28K
|
|
|
Oct 26, 2022
Q4 2021
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
219New |
$17.3K - $19.3K
|
219
$21.3K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
180New |
$14.2K - $15.8K
|
180
$17.5K
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
136New |
$10.8K - $12K
|
136
$13.2K
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
20New |
$1.58K - $1.76K
|
20
$1.95K
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
3+ 2.19% |
$237 - $264
|
140
$13.6K
|
|
| Q3 2021 | |||||||
|
Nov 02, 2021
Q3 2021
|
Sather Financial Group Inc
|
BUY
|
- |
11.4KNew |
$883K - $950K
|
11.4K
$1.11M
|
|
|
Nov 08, 2021
Q3 2021
|
Cim, LLC
|
BUY
|
- |
8.4KNew |
$653K - $702K
|
8.4K
$818K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
5.68KNew |
$441K - $475K
|
5.68K
$553K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
400New |
$31.1K - $33.4K
|
400
$38.9K
|
|
|
Oct 21, 2021
Q3 2021
|
Hanson & Doremus Investment Management
|
BUY
|
- |
297+ 300.0% |
$23.1K - $24.8K
|
396
$38.6K
|
|
|
Nov 12, 2021
Q3 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
124New |
$9.64K - $10.4K
|
124
$12.1K
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
PUT |
16New |
$1.24K - $1.34K
|
16
$1.56K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
3.52KNew |
$271K - $293K
|
3.52K
$342K
|
|
|
Aug 10, 2021
Q2 2021
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
2.36KNew |
$182K - $197K
|
2.36K
$230K
|
|
|
Jul 20, 2021
Q2 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
35+ 4.1% |
$2.7K - $2.92K
|
888
$86.4K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
24New |
$1.85K - $2K
|
24
$2.34K
|
|
| Q1 2021 | |||||||
|
May 10, 2021
Q1 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
128New |
$9.12K - $10.3K
|
128
$12.5K
|
|
| Q4 2020 | |||||||
|
Jan 27, 2021
Q4 2020
|
Segment Wealth Management, LLC
|
BUY
|
- |
23.8K+ 300.0% |
$1.44M - $1.73M
|
31.7K
$3.09M
|
|
|
Feb 11, 2021
Q4 2020
|
Pittenger & Anderson Inc
|
BUY
|
- |
10.4K+ 300.0% |
$626K - $754K
|
13.8K
$1.34M
|
|
|
Feb 09, 2021
Q4 2020
|
Marietta Wealth Management, LLC
|
BUY
|
- |
8.42K+ 300.0% |
$509K - $613K
|
11.2K
$1.09M
|
|
|
Feb 03, 2021
Q4 2020
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
7.98K+ 300.0% |
$483K - $581K
|
10.6K
$1.04M
|
|
|
Jan 12, 2021
Q4 2020
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
7.64K+ 300.0% |
$462K - $556K
|
10.2K
$991K
|
|
|
Feb 04, 2021
Q4 2020
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
7.4K+ 300.0% |
$448K - $539K
|
9.87K
$961K
|
|
|
Feb 16, 2021
Q4 2020
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
6.3KNew |
$381K - $459K
|
6.3K
$613K
|
|
|
Feb 03, 2021
Q4 2020
|
Allen Investment Management LLC
|
BUY
|
- |
5.67K+ 300.0% |
$343K - $413K
|
7.56K
$736K
|
|
|
Feb 12, 2021
Q4 2020
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
5.09K+ 300.0% |
$308K - $371K
|
6.78K
$660K
|
|
|
Feb 11, 2021
Q4 2020
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
3.51K+ 300.0% |
$212K - $256K
|
4.68K
$456K
|
|
|
Feb 12, 2021
Q4 2020
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
3.05K+ 300.0% |
$184K - $222K
|
4.06K
$396K
|
|