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 |
---|---|---|---|---|---|---|---|
Jan 13, 2025
Q3 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
2.78KNew |
$235K - $260K
|
2.78K
$258K
|
|
Nov 07, 2024
Q3 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
2.59KNew |
$220K - $242K
|
2.59K
$241K
|
|
Nov 12, 2024
Q3 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
2.48KNew |
$210K - $232K
|
2.48K
$231K
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
2.39KNew |
$203K - $224K
|
2.39K
$223K
|
|
Nov 14, 2024
Q3 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
2.27KNew |
$192K - $212K
|
2.27K
$211K
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
2.26KNew |
$192K - $212K
|
2.26K
$211K
|
|
Nov 07, 2024
Q3 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
2.24KNew |
$190K - $210K
|
2.24K
$209K
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.22KNew |
$188K - $207K
|
2.22K
$206K
|
|
Oct 23, 2024
Q3 2024
|
Freedom Day Solutions, LLC
|
BUY
|
- |
2.19KNew |
$186K - $205K
|
2.19K
$204K
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
2.19KNew |
$185K - $204K
|
2.19K
$203K
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
2.18KNew |
$185K - $204K
|
2.18K
$203K
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.15K+ 3.12% |
$183K - $201K
|
71.3K
$6.64M
|
|
Nov 12, 2024
Q3 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
2K+ 1.61% |
$170K - $187K
|
126K
$11.8M
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
2K+ 22.04% |
$170K - $187K
|
11.1K
$1.03M
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
1.84K+ 221.69% |
$156K - $172K
|
2.67K
$249K
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
1.57K+ 6.88% |
$133K - $147K
|
24.3K
$2.27M
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
1.38K+ 28.92% |
$117K - $129K
|
6.13K
$571K
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
1.09K+ 0.92% |
$92K - $101K
|
119K
$11.1M
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
999+ 137.79% |
$84.7K - $93.4K
|
1.72K
$161K
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
765+ 3.58% |
$64.9K - $71.6K
|
22.1K
$2.06M
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
698New |
$59.2K - $65.3K
|
698
$65K
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
600New |
$50.9K - $56.1K
|
600
$55.9K
|
|
Oct 08, 2024
Q3 2024
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
578+ 7.36% |
$49K - $54.1K
|
8.43K
$784K
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
460+ 25.21% |
$39K - $43K
|
2.29K
$213K
|
|
Nov 12, 2024
Q3 2024
|
Codex Capital Asset Management L.L.C.
Dallas, TX |
BUY
|
- |
450+ 2.04% |
$38.2K - $42.1K
|
22.5K
$2.09M
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
408New |
$34.6K - $38.2K
|
408
$38K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
400New |
$33.9K - $37.4K
|
400
$37.2K
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
330New |
$28K - $30.9K
|
330
$30.7K
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
320+ 1.9% |
$27.1K - $29.9K
|
17.2K
$1.6M
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
311+ 12.58% |
$26.4K - $29.1K
|
2.78K
$259K
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
300New |
$25.4K - $28.1K
|
300
$27.9K
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
295+ 1229.17% |
$25K - $27.6K
|
319
$29.7K
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
283New |
$24K - $26.5K
|
283
$26.3K
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
235+ 0.95% |
$19.9K - $22K
|
24.9K
$2.32M
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
210New |
$17.8K - $19.6K
|
210
$19.6K
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
198New |
$16.8K - $18.5K
|
198
$18.4K
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
146+ 8.28% |
$12.4K - $13.7K
|
1.91K
$178K
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
137+ 0.99% |
$11.6K - $12.8K
|
13.9K
$1.3M
|
|
Feb 11, 2025
Q3 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
132New |
$11.2K - $12.3K
|
132
$12.3K
|
|
Nov 14, 2024
Q3 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
125+ 4.56% |
$10.6K - $11.7K
|
2.87K
$267K
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
93New |
$7.89K - $8.7K
|
93
$8.66K
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
90New |
$7.63K - $8.42K
|
90
$8.38K
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
72New |
$6.11K - $6.73K
|
72
$6.7K
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
8+ 10.0% |
$678 - $748
|
88
$8.19K
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
7+ 0.21% |
$594 - $655
|
3.39K
$315K
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
BUY
|
- |
5+ 0.11% |
$424 - $468
|
4.43K
$412K
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
4+ 0.17% |
$339 - $374
|
2.29K
$214K
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
2+ 0.32% |
$170 - $187
|
626
$58.3K
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 0.91% |
$84.8 - $93.5
|
111
$10.3K
|
|
Q2 2024 | |||||||
Aug 09, 2024
Q2 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
62.9KNew |
$5.33M - $5.73M
|
62.9K
$5.85M
|