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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2021
Q4 2020
|
Relaxing Retirement Coach
|
BUY
|
- |
1.94K+ 100.0% |
$117K - $141K
|
3.88K
$378K
|
|
|
Feb 02, 2021
Q4 2020
|
S.A. Mason LLC
|
BUY
|
- |
1.34KNew |
$80.9K - $97.3K
|
1.34K
$130K
|
|
|
Feb 01, 2021
Q4 2020
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
985New |
$59.6K - $71.7K
|
985
$95.9K
|
|
|
Feb 05, 2021
Q4 2020
|
Horrell Capital Management, Inc.
|
BUY
|
- |
915+ 300.0% |
$55.4K - $66.6K
|
1.22K
$119K
|
|
|
Jan 25, 2021
Q4 2020
|
Affiance Financial, LLC
|
BUY
|
- |
751+ 261.67% |
$45.5K - $54.7K
|
1.04K
$101K
|
|
|
Jan 29, 2021
Q4 2020
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
630+ 300.0% |
$38.1K - $45.9K
|
840
$81.8K
|
|
|
Nov 07, 2023
Q4 2020
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
354+ 300.0% |
$21.4K - $25.8K
|
472
$45.9K
|
|
|
Jan 21, 2021
Q4 2020
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
330+ 300.0% |
$20K - $24K
|
440
$42.8K
|
|
|
Feb 18, 2021
Q4 2020
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
282+ 1084.62% |
$17.1K - $20.5K
|
308
$30K
|
|
|
Feb 08, 2021
Q4 2020
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
183+ 300.0% |
$11.1K - $13.3K
|
244
$23.8K
|
|
|
Jan 27, 2021
Q4 2020
|
Accel Wealth Management
|
BUY
|
- |
144New |
$8.72K - $10.5K
|
144
$14K
|
|
|
Feb 04, 2021
Q4 2020
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
136New |
$8.23K - $9.9K
|
136
$13.2K
|
|
|
Feb 22, 2022
Q4 2020
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
120+ 300.0% |
$7.26K - $8.74K
|
160
$15.6K
|
|
|
Jan 26, 2021
Q4 2020
|
Hc Financial Advisors Inc
|
BUY
|
- |
120+ 300.0% |
$7.26K - $8.74K
|
160
$15.6K
|
|
|
Feb 12, 2021
Q4 2020
|
Column Capital Advisors, LLC
|
BUY
|
- |
105+ 300.0% |
$6.36K - $7.65K
|
140
$13.6K
|
|
|
Feb 16, 2021
Q4 2020
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
100New |
$6.05K - $7.28K
|
100
$9.74K
|
|
|
Jan 27, 2021
Q4 2020
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
20New |
$1.21K - $1.46K
|
20
$1.95K
|
|
|
Feb 05, 2021
Q4 2020
|
Tortoise Investment Management, LLC
|
BUY
|
- |
11+ 6.51% |
$666 - $801
|
180
$17.5K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.92K+ 67.8% |
$79.7K - $114K
|
4.75K
$462K
|
|
| Q4 2019 | |||||||
|
Mar 28, 2023
Q4 2019
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
1.09KNew |
$58.9K - $64.8K
|
1.09K
$106K
|
|
| Q1 2019 | |||||||
|
Apr 26, 2019
Q1 2019
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
2.55KNew |
N/A
|
2.55K
$248K
|
|
| Q4 2018 | |||||||
|
Jan 18, 2019
Q4 2018
|
Lvz, Inc.
|
BUY
|
- |
1.85K+ 2.41% |
N/A
|
78.5K
$7.65M
|
|
|
Feb 05, 2019
Q4 2018
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
311New |
N/A
|
311
$30.3K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
27.7KNew |
N/A
|
27.7K
$2.7M
|
|
|
Nov 14, 2018
Q3 2018
|
Sage Capital Advisors,Llc
|
BUY
|
- |
156New |
N/A
|
156
$15.2K
|
|
|
Oct 25, 2018
Q3 2018
|
Investment Partners, Ltd.
|
BUY
|
- |
139New |
N/A
|
139
$13.5K
|
|
| Q3 2017 | |||||||
|
Nov 08, 2017
Q3 2017
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
525New |
N/A
|
525
$51.1K
|
|
|
Jan 03, 2024
Q3 2017
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
35New |
N/A
|
35
$3.41K
|
|
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$97.4
|
|