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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
11.9K+ 39.03% |
$973K - $1.15M
|
42.4K
$3.95M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
11.3KNew |
$926K - $1.1M
|
11.3K
$1.06M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
10.9KNew |
$886K - $1.05M
|
10.9K
$1.01M
|
|
|
May 09, 2025
Q1 2025
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
10.9K+ 21.68% |
$886K - $1.05M
|
60.9K
$5.67M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10K+ 1.16% |
$817K - $968K
|
873K
$81.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
9.48K+ 1.96% |
$774K - $916K
|
494K
$45.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
8.32K+ 5.01% |
$679K - $804K
|
175K
$16.3M
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
7.97K+ 279.9% |
$650K - $770K
|
10.8K
$1.01M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
7.91K+ 117.88% |
$646K - $764K
|
14.6K
$1.36M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
7.85K+ 242.88% |
$640K - $758K
|
11.1K
$1.03M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.48K+ 1.35% |
$610K - $723K
|
562K
$52.4M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.39K+ 1.0% |
$603K - $714K
|
744K
$69.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
6.31K+ 177.82% |
$515K - $610K
|
9.86K
$918K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
6.11K+ 53.43% |
$499K - $591K
|
17.6K
$1.63M
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
5.92K+ 109.94% |
$483K - $572K
|
11.3K
$1.05M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
5.76KNew |
$470K - $556K
|
5.76K
$536K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.36K+ 2.8% |
$437K - $518K
|
196K
$18.3M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.32K+ 20.02% |
$434K - $514K
|
31.9K
$2.97M
|
|
|
May 07, 2025
Q1 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
4.84KNew |
$395K - $467K
|
4.84K
$450K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.77K+ 9.41% |
$389K - $461K
|
55.4K
$5.16M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
4.6KNew |
$375K - $444K
|
4.6K
$428K
|
|
|
May 14, 2025
Q1 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
4.58KNew |
$373K - $442K
|
4.58K
$426K
|
|
|
May 12, 2025
Q1 2025
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
4.34KNew |
$354K - $420K
|
4.34K
$404K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.32K+ 5.19% |
$353K - $417K
|
87.5K
$8.15M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
4.29K+ 1.63% |
$350K - $414K
|
268K
$24.9M
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
4KNew |
$326K - $387K
|
4K
$372K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
3.97K+ 20.6% |
$324K - $384K
|
23.3K
$2.17M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.74K+ 102.53% |
$305K - $361K
|
7.38K
$687K
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
3.53K+ 4204.76% |
$288K - $341K
|
3.62K
$337K
|
|
|
Apr 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
3.52K+ 33.45% |
$287K - $340K
|
14K
$1.31M
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
3.38K+ 10.22% |
$276K - $326K
|
36.4K
$3.39M
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
3.34KNew |
$273K - $323K
|
3.34K
$311K
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Capital Management LLC
|
BUY
|
- |
3.33K+ 1.84% |
$271K - $321K
|
184K
$17.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.22KNew |
$263K - $311K
|
3.22K
$300K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.1K+ 103266.67% |
$253K - $299K
|
3.1K
$289K
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
2.93KNew |
$239K - $284K
|
2.93K
$273K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.72K+ 14.1% |
$222K - $263K
|
22K
$2.05M
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
2.7K+ 1.22% |
$220K - $261K
|
224K
$20.9M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.61K+ 1.83% |
$213K - $252K
|
145K
$13.5M
|
|
|
Apr 23, 2025
Q1 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
2.55KNew |
$208K - $247K
|
2.55K
$238K
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
2.49KNew |
$203K - $240K
|
2.49K
$231K
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
2.46K+ 54.42% |
$201K - $238K
|
6.98K
$650K
|
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
2.44K+ 2.98% |
$199K - $235K
|
84.1K
$7.83M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.32K+ 6.31% |
$189K - $224K
|
39K
$3.63M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
2.23KNew |
$182K - $215K
|
2.23K
$207K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
2.18KNew |
$178K - $211K
|
2.18K
$203K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2.13KNew |
$174K - $206K
|
2.13K
$198K
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
2.03K+ 23.43% |
$165K - $196K
|
10.7K
$994K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.03K+ 41.76% |
$165K - $196K
|
6.88K
$640K
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
1.99K+ 6.73% |
$163K - $193K
|
31.6K
$2.94M
|