Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2024
Q4 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-300- 7.92% |
$20.3K - $24K
|
3.49K
$325K
|
|
|
Jan 08, 2025
Q4 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-228- 9.24% |
$15.5K - $18.2K
|
2.24K
$209K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-127- 0.79% |
$8.61K - $10.2K
|
15.9K
$1.48M
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-68- 1.04% |
$4.61K - $5.44K
|
6.45K
$600K
|
|
|
Feb 07, 2024
Q4 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-26- 0.94% |
$1.76K - $2.08K
|
2.73K
$254K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-1- 0.02% |
$67.8 - $80
|
5.63K
$525K
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-19.2K- 4.48% |
$1.37M - $1.5M
|
409K
$38.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-7.12K- 2.13% |
$509K - $555K
|
328K
$30.5M
|
|
|
Mar 11, 2025
Q3 2023
|
Private Capital Management LLC
|
SELL
|
- |
-1.1K- 12.1% |
$78.6K - $85.7K
|
7.99K
$744K
|
|
|
Nov 07, 2023
Q3 2023
|
Awm Capital, LLC
|
SELL
|
- |
-908- 11.17% |
$64.9K - $70.8K
|
7.22K
$673K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-700- 6.3% |
$50K - $54.6K
|
10.4K
$969K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-322- 1.41% |
$23K - $25.1K
|
22.6K
$2.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Founders Capital Management
|
SELL
|
- |
-303- 21.2% |
$21.7K - $23.6K
|
1.13K
$105K
|
|
|
Oct 24, 2023
Q3 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-214- 6.93% |
$15.3K - $16.7K
|
2.87K
$267K
|
|
|
Oct 19, 2023
Q3 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-152- 4.82% |
$10.9K - $11.8K
|
3K
$279K
|
|
|
Nov 06, 2023
Q3 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-130- 2.34% |
$9.29K - $10.1K
|
5.43K
$506K
|
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-69Closed |
$4.93K - $5.38K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-61- 2.1% |
$4.36K - $4.75K
|
2.84K
$265K
|
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-40- 72.73% |
$2.86K - $3.12K
|
15
$1.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-17Closed |
$1.22K - $1.32K
|
0
$0
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-35.4K- 90.98% |
$2.45M - $2.66M
|
3.51K
$327K
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-2.43K- 21.63% |
$168K - $182K
|
8.8K
$819K
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-1.4K- 13.35% |
$96.8K - $105K
|
9.08K
$846K
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-476- 21.76% |
$32.9K - $35.7K
|
1.71K
$159K
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-378- 7.94% |
$26.1K - $28.4K
|
4.38K
$408K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-142- 3.67% |
$9.82K - $10.7K
|
3.73K
$347K
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-140- 25.93% |
$9.68K - $10.5K
|
400
$37.2K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-104- 1.25% |
$7.19K - $7.8K
|
8.18K
$762K
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-75- 4.32% |
$5.18K - $5.63K
|
1.66K
$155K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-44- 0.45% |
$3.04K - $3.3K
|
9.82K
$914K
|
|
|
Jul 31, 2023
Q2 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-16- 0.9% |
$1.11K - $1.2K
|
1.75K
$163K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-6.5K- 61.17% |
$440K - $486K
|
4.12K
$384K
|
|
|
May 01, 2023
Q1 2023
|
Mill Capital Management, LLC
|
SELL
|
- |
-4.4K- 78.57% |
$298K - $329K
|
1.2K
$112K
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-2.42K- 13.12% |
$164K - $181K
|
16K
$1.49M
|
|
|
May 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-1.3K- 51.98% |
$88.2K - $97.3K
|
1.2K
$112K
|
|
|
Apr 10, 2023
Q1 2023
|
First Premier Bank
|
SELL
|
- |
-504- 63.0% |
$34.2K - $37.7K
|
296
$27.6K
|
|
|
May 09, 2023
Q1 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-400- 47.62% |
$27.1K - $29.9K
|
440
$41K
|
|
|
Apr 14, 2023
Q1 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-160- 50.0% |
$10.8K - $12K
|
160
$14.9K
|
|
|
Apr 13, 2023
Q1 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-147- 3.1% |
$9.96K - $11K
|
4.59K
$428K
|
|
|
May 12, 2023
Q1 2023
|
Wms Partners, LLC
|
SELL
|
- |
-141- 1.96% |
$9.56K - $10.5K
|
7.06K
$657K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-126- 5.47% |
$8.54K - $9.42K
|
2.18K
$203K
|
|
|
Apr 28, 2023
Q1 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-20- 71.43% |
$1.36K - $1.5K
|
8
$745
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-2.2K- 1.35% |
$141K - $161K
|
161K
$15M
|
|
|
Feb 17, 2023
Q4 2022
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-1.02K- 24.1% |
$64.9K - $74.1K
|
3.2K
$298K
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-948- 44.13% |
$60.6K - $69.2K
|
1.2K
$112K
|
|
|
Jan 24, 2023
Q4 2022
|
626 Financial, LLC
|
SELL
|
- |
-940- 14.87% |
$60.1K - $68.6K
|
5.38K
$501K
|
|
|
Feb 01, 2023
Q4 2022
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-800- 49.02% |
$51.1K - $58.4K
|
832
$77.5K
|
|
|
Feb 01, 2023
Q4 2022
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-716- 14.1% |
$45.8K - $52.2K
|
4.36K
$406K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-700- 41.69% |
$44.7K - $51.1K
|
979
$91.1K
|
|
|
Jan 17, 2023
Q4 2022
|
Element Wealth, LLC
|
SELL
|
- |
-184- 40.09% |
$11.8K - $13.4K
|
275
$25.6K
|
|