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
|
Merit Financial Group, LLC
|
BUY
|
- |
67+ 0.84% |
$5.68K - $6.11K
|
8K
$735K
|
|
Jul 29, 2024
Q2 2024
|
First Personal Financial Services
|
BUY
|
- |
66+ 0.08% |
$5.6K - $6.01K
|
81.5K
$7.49M
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
64New |
$5.43K - $5.83K
|
64
$5.88K
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
60New |
$5.09K - $5.47K
|
60
$5.51K
|
|
Aug 13, 2024
Q2 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
54+ 0.09% |
$4.58K - $4.92K
|
59.9K
$5.5M
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
44+ 2.56% |
$3.73K - $4.01K
|
1.76K
$162K
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
35+ 0.82% |
$2.97K - $3.19K
|
4.29K
$394K
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
35+ 1.49% |
$2.97K - $3.19K
|
2.38K
$219K
|
|
Aug 02, 2024
Q2 2024
|
Sage Financial Group Inc
|
BUY
|
- |
34+ 1.13% |
$2.88K - $3.1K
|
3.05K
$280K
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
31+ 1.16% |
$2.63K - $2.82K
|
2.71K
$248K
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
30New |
$2.55K - $2.73K
|
30
$2.76K
|
|
Aug 13, 2024
Q2 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
29+ 4.77% |
$2.46K - $2.64K
|
637
$58.5K
|
|
Jul 26, 2024
Q2 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
29New |
$2.46K - $2.64K
|
29
$2.66K
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
24New |
$2.04K - $2.19K
|
24
$2.2K
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
23+ 0.16% |
$1.95K - $2.1K
|
14.4K
$1.33M
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
20+ 0.4% |
$1.7K - $1.82K
|
5K
$459K
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
19+ 0.03% |
$1.61K - $1.73K
|
64.6K
$5.93M
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
16+ 0.13% |
$1.36K - $1.46K
|
12.2K
$1.12M
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
16+ 0.18% |
$1.36K - $1.46K
|
8.74K
$803K
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
14+ 0.15% |
$1.19K - $1.28K
|
9.44K
$867K
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
12+ 0.16% |
$1.02K - $1.09K
|
7.44K
$683K
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
11+ 3.73% |
$933 - $1K
|
306
$28.1K
|
|
Jul 18, 2024
Q2 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
11+ 0.15% |
$933 - $1K
|
7.41K
$680K
|
|
Aug 12, 2024
Q2 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
9+ 0.11% |
$764 - $820
|
8.03K
$737K
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
9+ 0.17% |
$764 - $820
|
5.35K
$491K
|
|
Aug 13, 2024
Q2 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
8+ 0.05% |
$679 - $729
|
15.9K
$1.46M
|
|
Aug 05, 2024
Q2 2024
|
Truepoint, Inc.
|
BUY
|
- |
8+ 0.09% |
$679 - $729
|
9.01K
$827K
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
6+ 0.04% |
$509 - $547
|
15.3K
$1.4M
|
|
Jul 11, 2024
Q2 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
6+ 0.04% |
$509 - $547
|
14.5K
$1.33M
|
|
Aug 13, 2024
Q2 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
5+ 0.02% |
$424 - $456
|
21.1K
$1.94M
|
|
Aug 13, 2024
Q2 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
5+ 0.15% |
$424 - $456
|
3.38K
$310K
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
5+ 0.09% |
$424 - $456
|
5.28K
$485K
|
|
Sep 23, 2024
Q2 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
4+ 0.15% |
$339 - $364
|
2.69K
$247K
|
|
Jul 15, 2024
Q2 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.09% |
$339 - $364
|
4.5K
$414K
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
3+ 0.05% |
$255 - $273
|
6.34K
$583K
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
3+ 0.11% |
$255 - $273
|
2.65K
$243K
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
3+ 0.15% |
$255 - $273
|
2.04K
$187K
|
|
Jul 25, 2024
Q2 2024
|
Tnf LLC
|
BUY
|
- |
3+ 0.07% |
$255 - $273
|
4.43K
$406K
|
|
Aug 12, 2024
Q2 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
2+ 0.12% |
$170 - $182
|
1.73K
$159K
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
2+ 0.06% |
$170 - $182
|
3.28K
$301K
|
|
Aug 07, 2024
Q2 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
2+ 0.05% |
$170 - $182
|
4.22K
$387K
|
|
Aug 07, 2024
Q2 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
2+ 0.01% |
$170 - $182
|
25K
$2.29M
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
2+ 0.09% |
$170 - $182
|
2.28K
$210K
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
2+ 0.01% |
$170 - $182
|
14K
$1.29M
|
|
Jul 25, 2024
Q2 2024
|
Tfg Advisers LLC
|
BUY
|
- |
2+ 0.08% |
$170 - $182
|
2.37K
$218K
|
|
Jul 23, 2024
Q2 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
2+ 0.06% |
$170 - $182
|
3.42K
$314K
|
|
Jul 17, 2024
Q2 2024
|
Moneywise, Inc.
|
BUY
|
- |
2+ 0.08% |
$170 - $182
|
2.52K
$231K
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1+ 0.01% |
$84.9 - $91.1
|
11.7K
$1.08M
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
1+ 0.04% |
$84.9 - $91.1
|
2.55K
$234K
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1+ 0.11% |
$84.9 - $91.1
|
887
$81.5K
|