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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
2K+ 22.04% |
$170K - $187K
|
11.1K
$1.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.95K+ 20.92% |
$166K - $183K
|
11.3K
$1.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
1.95K+ 13.47% |
$165K - $182K
|
16.4K
$1.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.94K+ 2.16% |
$165K - $182K
|
91.8K
$8.94M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.84K+ 6.09% |
$156K - $172K
|
32.1K
$3.13M
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
1.84K+ 221.69% |
$156K - $172K
|
2.67K
$260K
|
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
1.81K+ 7.26% |
$154K - $170K
|
26.8K
$2.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
1.73K+ 7.94% |
$147K - $162K
|
23.6K
$2.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.69K+ 299.47% |
$143K - $158K
|
2.26K
$220K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.68K+ 17.91% |
$142K - $157K
|
11K
$1.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.67K+ 62.06% |
$141K - $156K
|
4.35K
$424K
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.66K+ 29.06% |
$141K - $156K
|
7.39K
$719K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.57K+ 11.59% |
$133K - $147K
|
15.1K
$1.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
1.57K+ 6.88% |
$133K - $147K
|
24.3K
$2.37M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
1.56K+ 598.47% |
$132K - $146K
|
1.82K
$177K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.47K+ 72.02% |
$125K - $138K
|
3.52K
$342K
|
|
|
Oct 09, 2024
Q3 2024
|
Hudson Capital Management LLC
|
BUY
|
- |
1.46K+ 0.79% |
$124K - $137K
|
186K
$18.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
1.38K+ 28.92% |
$117K - $129K
|
6.13K
$597K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.32K+ 5.52% |
$112K - $123K
|
25.2K
$2.45M
|
|
|
Nov 06, 2024
Q3 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
1.3K+ 17.47% |
$110K - $121K
|
8.71K
$848K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.29K+ 4.02% |
$110K - $121K
|
33.4K
$3.25M
|
|
|
Oct 30, 2024
Q3 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
1.27K+ 7.97% |
$108K - $119K
|
17.2K
$1.68M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.27K+ 0.75% |
$108K - $119K
|
170K
$16.5M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.23K+ 26.31% |
$104K - $115K
|
5.89K
$573K
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.21K+ 5.04% |
$102K - $113K
|
25.2K
$2.45M
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
1.2K+ 7.53% |
$102K - $112K
|
17.1K
$1.67M
|
|
|
Nov 15, 2024
Q3 2024
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
1.18K+ 0.14% |
$100K - $111K
|
838K
$81.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
1.12K+ 0.54% |
$95.1K - $105K
|
208K
$20.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.12K+ 13.95% |
$94.6K - $104K
|
9.12K
$887K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.1K+ 12.89% |
$93.1K - $103K
|
9.62K
$936K
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
1.1K+ 5.83% |
$92.9K - $102K
|
19.9K
$1.94M
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.09K+ 13.65% |
$92.6K - $102K
|
9.09K
$885K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.09K+ 58.44% |
$92.5K - $102K
|
2.96K
$288K
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
1.09K+ 0.92% |
$92K - $101K
|
119K
$11.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.09K+ 1.01% |
$92K - $101K
|
108K
$10.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1.08KNew |
$91.6K - $101K
|
1.08K
$105K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.07K+ 22.64% |
$91.1K - $100K
|
5.82K
$566K
|
|
|
Oct 08, 2024
Q3 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
1.04K+ 3.87% |
$87.9K - $97K
|
27.9K
$2.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
1.02K+ 46.1% |
$86.8K - $95.7K
|
3.24K
$316K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
999+ 137.79% |
$84.7K - $93.4K
|
1.72K
$168K
|
|
|
Nov 14, 2024
Q3 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
964+ 25.66% |
$81.8K - $90.2K
|
4.72K
$460K
|
|
|
Nov 25, 2024
Q3 2024
|
Sja Financial Advisory, LLC
|
BUY
|
- |
941+ 0.91% |
$79.8K - $88K
|
105K
$10.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
924+ 8.79% |
$78.4K - $86.4K
|
11.4K
$1.11M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
899+ 5.16% |
$76.2K - $84.1K
|
18.3K
$1.78M
|
|
|
Nov 04, 2024
Q3 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
891+ 18.74% |
$75.6K - $83.3K
|
5.65K
$550K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
853+ 0.75% |
$72.3K - $79.8K
|
115K
$11.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
850+ 2.83% |
$72.1K - $79.5K
|
30.9K
$3.01M
|
|
|
Oct 18, 2024
Q3 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
824+ 5.52% |
$69.9K - $77.1K
|
15.8K
$1.53M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
765+ 3.58% |
$64.9K - $71.6K
|
22.1K
$2.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
729+ 0.22% |
$61.8K - $68.2K
|
328K
$31.9M
|