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 |
---|---|---|---|---|---|---|---|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
94+ 0.66% |
$6.93K - $8.55K
|
14.3K
$1.34M
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
85New |
$6.26K - $7.73K
|
85
$7.91K
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
84+ 0.16% |
$6.19K - $7.64K
|
51.1K
$4.75M
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
75+ 1.28% |
$5.53K - $6.82K
|
5.94K
$553K
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
68+ 1.21% |
$5.01K - $6.19K
|
5.69K
$530K
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
53+ 0.2% |
$3.91K - $4.82K
|
26.9K
$2.5M
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
44+ 0.81% |
$3.24K - $4K
|
5.44K
$507K
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
24+ 0.34% |
$1.77K - $2.18K
|
7.02K
$653K
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
13+ 1.55% |
$958 - $1.18K
|
853
$79.4K
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
6+ 0.1% |
$442 - $546
|
6.28K
$585K
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
6+ 0.04% |
$442 - $546
|
14.5K
$1.35M
|
|
Jul 22, 2025
Q2 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
5+ 0.14% |
$369 - $455
|
3.62K
$337K
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
5+ 0.1% |
$369 - $455
|
4.89K
$455K
|
|
Jul 15, 2025
Q2 2025
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
4+ 0.12% |
$295 - $364
|
3.42K
$318K
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
3+ 0.52% |
$221 - $273
|
584
$54.4K
|
|
Jul 09, 2025
Q2 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
3+ 0.09% |
$221 - $273
|
3.43K
$319K
|
|
Jul 15, 2025
Q2 2025
|
Moneywise, Inc.
|
BUY
|
- |
2+ 0.08% |
$147 - $182
|
2.53K
$235K
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.14% |
$73.7 - $91
|
719
$66.9K
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
1+ 0.03% |
$73.7 - $91
|
3.81K
$355K
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
1+ 0.02% |
$73.7 - $91
|
4.13K
$385K
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
1+ 0.21% |
$73.7 - $91
|
470
$43.8K
|
|
Q1 2025 | |||||||
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
259K+ 3.6% |
$21.1M - $25M
|
7.44M
$692M
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
83.4K+ 4.15% |
$6.8M - $8.05M
|
2.09M
$195M
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
81.8K+ 58.47% |
$6.68M - $7.91M
|
222K
$20.7M
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
80.3K+ 4.35% |
$6.55M - $7.76M
|
1.93M
$179M
|
|
Apr 10, 2025
Q1 2025
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
69.1KNew |
$5.64M - $6.67M
|
69.1K
$6.43M
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
55.6K+ 33.01% |
$4.54M - $5.37M
|
224K
$20.9M
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
52.5K+ 4.78% |
$4.28M - $5.07M
|
1.15M
$107M
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
51.8K+ 19.2% |
$4.23M - $5.01M
|
322K
$30M
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
48.2K+ 2.68% |
$3.94M - $4.66M
|
1.85M
$172M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
43.7K+ 3.21% |
$3.57M - $4.22M
|
1.41M
$131M
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
41.8K+ 5.06% |
$3.42M - $4.04M
|
868K
$80.9M
|
|
May 14, 2025
Q1 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
40.5K+ 1251.55% |
$3.31M - $3.91M
|
43.7K
$4.07M
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
39K+ 76.64% |
$3.18M - $3.77M
|
89.9K
$8.37M
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
38.7K+ 47.01% |
$3.16M - $3.74M
|
121K
$11.3M
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
32.6K+ 0.9% |
$2.66M - $3.15M
|
3.67M
$341M
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
32.4K+ 3.16% |
$2.64M - $3.13M
|
1.06M
$98.5M
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
32.2K+ 53.6% |
$2.63M - $3.11M
|
92.2K
$8.59M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
29.9K+ 1.77% |
$2.44M - $2.89M
|
1.72M
$160M
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
25.4K+ 109.72% |
$2.07M - $2.45M
|
48.5K
$4.52M
|
|
May 13, 2025
Q1 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
24K+ 69.5% |
$1.96M - $2.32M
|
58.6K
$5.45M
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
22.9K+ 4.51% |
$1.87M - $2.22M
|
531K
$49.5M
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
17.5K+ 3.28% |
$1.43M - $1.69M
|
552K
$51.4M
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
14.4K+ 7.93% |
$1.17M - $1.39M
|
196K
$18.2M
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
14.3K+ 175.6% |
$1.17M - $1.39M
|
22.5K
$2.1M
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
14.2K+ 36.56% |
$1.16M - $1.38M
|
53.2K
$4.95M
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
13.8KNew |
$1.12M - $1.33M
|
13.8K
$1.28M
|
|
May 09, 2025
Q1 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
13.5KNew |
$1.11M - $1.31M
|
13.5K
$1.26M
|
|
May 06, 2025
Q1 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
12.9K+ 20.3% |
$1.06M - $1.25M
|
76.6K
$7.14M
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
12KNew |
$978K - $1.16M
|
12K
$1.12M
|