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, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
37.8KNew |
$2.91M - $3.45M
|
37.8K
$3.68M
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
23.7K+ 521.57% |
$1.82M - $2.16M
|
28.3K
$2.75M
|
|
Apr 11, 2024
Q1 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
15.7KNew |
$1.21M - $1.44M
|
15.7K
$1.53M
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
13.6KNew |
$1.05M - $1.24M
|
13.6K
$1.33M
|
|
Apr 25, 2024
Q1 2024
|
Ti Trust, Inc
|
BUY
|
- |
5.85KNew |
$450K - $534K
|
5.85K
$570K
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
5.63KNew |
$433K - $514K
|
5.63K
$548K
|
|
Aug 02, 2024
Q1 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
5.41KNew |
$415K - $493K
|
5.41K
$526K
|
|
Jul 31, 2024
Q1 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
4.78KNew |
$367K - $436K
|
4.78K
$465K
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
4.21KNew |
$323K - $384K
|
4.21K
$410K
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
4.01KNew |
$308K - $366K
|
4.01K
$390K
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.59KNew |
$276K - $328K
|
3.59K
$350K
|
|
May 15, 2024
Q1 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
3.49KNew |
$268K - $319K
|
3.49K
$340K
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
3.48KNew |
$267K - $317K
|
3.48K
$338K
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
3.27KNew |
$251K - $299K
|
3.27K
$319K
|
|
Apr 24, 2024
Q1 2024
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
3.2KNew |
$246K - $292K
|
3.2K
$312K
|
|
Apr 11, 2024
Q1 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
3.2KNew |
$246K - $292K
|
3.2K
$311K
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
3.13KNew |
$241K - $286K
|
3.13K
$305K
|
|
May 14, 2024
Q1 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
3.04KNew |
$234K - $277K
|
3.04K
$296K
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
2.59KNew |
$199K - $237K
|
2.59K
$253K
|
|
May 14, 2024
Q1 2024
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
2.5KNew |
$192K - $228K
|
2.5K
$243K
|
|
Apr 22, 2024
Q1 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
2.48KNew |
$191K - $227K
|
2.48K
$242K
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
2.48KNew |
$190K - $226K
|
2.48K
$241K
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
2.45KNew |
$188K - $223K
|
2.45K
$238K
|
|
Apr 22, 2024
Q1 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.42KNew |
$186K - $220K
|
2.42K
$235K
|
|
Jun 12, 2024
Q1 2024
|
Ims Capital Management
|
BUY
|
- |
2.41KNew |
$185K - $220K
|
2.41K
$234K
|
|
Apr 08, 2024
Q1 2024
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
2.4KNew |
$184K - $219K
|
2.4K
$233K
|
|
Apr 17, 2024
Q1 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
2.39KNew |
$184K - $218K
|
2.39K
$233K
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
2.39KNew |
$183K - $218K
|
2.39K
$232K
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
2.38KNew |
$183K - $217K
|
2.38K
$231K
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.36KNew |
$182K - $216K
|
2.36K
$230K
|
|
Apr 24, 2024
Q1 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
2.36KNew |
$181K - $215K
|
2.36K
$229K
|
|
Apr 24, 2024
Q1 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
2.33KNew |
$179K - $212K
|
2.33K
$227K
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
2.32KNew |
$178K - $211K
|
2.32K
$225K
|
|
Apr 17, 2024
Q1 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
2.29KNew |
$176K - $209K
|
2.29K
$223K
|
|
May 01, 2024
Q1 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
2.29KNew |
$176K - $209K
|
2.29K
$223K
|
|
May 14, 2024
Q1 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
2.25KNew |
$173K - $205K
|
2.25K
$219K
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
2.21KNew |
$170K - $201K
|
2.21K
$215K
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.98K+ 24.86% |
$152K - $181K
|
9.94K
$968K
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
1.44KNew |
$111K - $131K
|
1.44K
$140K
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
1.41KNew |
$108K - $129K
|
1.41K
$137K
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
1.19K+ 8.66% |
$91.1K - $108K
|
14.9K
$1.45M
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
968New |
$74.4K - $88.3K
|
968
$94.2K
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
962New |
$73.9K - $87.8K
|
962
$93.7K
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
860New |
$66.1K - $78.5K
|
860
$83.7K
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
700New |
$53.8K - $63.9K
|
700
$68.1K
|
|
May 15, 2024
Q1 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
368New |
$28.3K - $33.6K
|
368
$35.8K
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
348New |
$26.7K - $31.8K
|
348
$33.9K
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
305+ 10.79% |
$23.4K - $27.8K
|
3.13K
$305K
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
250+ 10.05% |
$19.2K - $22.8K
|
2.74K
$266K
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
227+ 35.52% |
$17.4K - $20.7K
|
866
$84.3K
|