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 13, 2024
Q2 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
19.4K+ 794.87% |
$1.64M - $1.77M
|
21.8K
$2M
|
|
Aug 08, 2024
Q2 2024
|
Estate Counselors, LLC
|
BUY
|
- |
18K+ 33.13% |
$1.53M - $1.64M
|
72.5K
$6.66M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
17.9K+ 11.39% |
$1.52M - $1.63M
|
175K
$16.1M
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
17.6K+ 3.63% |
$1.5M - $1.61M
|
504K
$46.2M
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
17.3K+ 29.87% |
$1.47M - $1.58M
|
75.4K
$6.92M
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
17.1K+ 41.95% |
$1.45M - $1.56M
|
58K
$5.33M
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
16.9K+ 6.72% |
$1.43M - $1.54M
|
268K
$24.6M
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
15.5KNew |
$1.31M - $1.41M
|
15.5K
$1.42M
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
15.1K+ 2.0% |
$1.28M - $1.38M
|
770K
$70.7M
|
|
Jul 26, 2024
Q2 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
14KNew |
$1.19M - $1.28M
|
14K
$1.29M
|
|
Aug 13, 2024
Q2 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
13.8KNew |
$1.17M - $1.26M
|
13.8K
$1.27M
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
13.7K+ 218.48% |
$1.16M - $1.25M
|
20K
$1.84M
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
13.1K+ 2.72% |
$1.11M - $1.19M
|
493K
$45.3M
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
12.3KNew |
$1.04M - $1.12M
|
12.3K
$1.13M
|
|
Jul 12, 2024
Q2 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
11.7K+ 5.41% |
$995K - $1.07M
|
229K
$21M
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
11.4KNew |
$964K - $1.04M
|
11.4K
$1.04M
|
|
Aug 15, 2024
Q2 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
11.2K+ 151.1% |
$948K - $1.02M
|
18.6K
$1.7M
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
10.8K+ 123.49% |
$921K - $989K
|
19.6K
$1.8M
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
10.8K+ 392.63% |
$917K - $985K
|
13.6K
$1.25M
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
10.5K+ 1.26% |
$891K - $957K
|
841K
$77.2M
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
10K+ 281.42% |
$849K - $912K
|
13.6K
$1.25M
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
9.55K+ 4.82% |
$810K - $870K
|
207K
$19.1M
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
9.45KNew |
$802K - $861K
|
9.45K
$868K
|
|
Aug 01, 2024
Q2 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
9.45K+ 1.56% |
$802K - $861K
|
617K
$56.7M
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
9.11K+ 1061.31% |
$773K - $830K
|
9.96K
$915K
|
|
Jul 23, 2024
Q2 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
9.02K+ 40.94% |
$765K - $822K
|
31K
$2.85M
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
8.85K+ 14.54% |
$751K - $806K
|
69.7K
$6.4M
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
8.82K+ 30.07% |
$749K - $804K
|
38.2K
$3.51M
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
8.6K+ 86.25% |
$730K - $784K
|
18.6K
$1.71M
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
8.34K+ 285.46% |
$708K - $760K
|
11.3K
$1.03M
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
8.22K+ 317.13% |
$697K - $749K
|
10.8K
$993K
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
7.99KNew |
$678K - $728K
|
7.99K
$734K
|
|
Aug 12, 2024
Q2 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
7.96K+ 143.8% |
$675K - $725K
|
13.5K
$1.24M
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
7.52K+ 0.77% |
$638K - $686K
|
990K
$91M
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
7.52KNew |
$638K - $685K
|
7.52K
$690K
|
|
Aug 13, 2024
Q2 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
7.41KNew |
$629K - $675K
|
7.41K
$681K
|
|
Jul 23, 2024
Q2 2024
|
Courier Capital LLC
|
BUY
|
- |
6.91K+ 2.95% |
$586K - $630K
|
241K
$22.2M
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
6.48K+ 17.92% |
$550K - $591K
|
42.7K
$3.92M
|
|
Aug 02, 2024
Q2 2024
|
Congress Asset Management CO
|
BUY
|
- |
5.96KNew |
$506K - $543K
|
5.96K
$548K
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.94K+ 10.84% |
$504K - $541K
|
60.7K
$5.58M
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
5.75K+ 6.69% |
$488K - $524K
|
91.8K
$8.43M
|
|
Aug 09, 2024
Q2 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
5.61KNew |
$476K - $511K
|
5.61K
$515K
|
|
Aug 13, 2024
Q2 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
5.54KNew |
$470K - $505K
|
5.54K
$509K
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
5.5K+ 30.89% |
$467K - $501K
|
23.3K
$2.14M
|
|
Aug 13, 2024
Q2 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
5.3KNew |
$450K - $483K
|
5.3K
$487K
|
|
Aug 08, 2024
Q2 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
4.98KNew |
$422K - $453K
|
4.98K
$457K
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.82K+ 17.77% |
$409K - $439K
|
32K
$2.94M
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
4.65KNew |
$394K - $424K
|
4.65K
$427K
|
|
Aug 12, 2024
Q2 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
4.52KNew |
$384K - $412K
|
4.52K
$415K
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
4.39K+ 201.05% |
$372K - $400K
|
6.57K
$603K
|