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 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-43- 22.51% |
$2.75K - $3.14K
|
148
$13.8K
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-24- 2.26% |
$1.53K - $1.75K
|
1.04K
$96.8K
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-20- 0.6% |
$1.28K - $1.46K
|
3.3K
$307K
|
|
Feb 14, 2023
Q4 2022
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-19- 19.39% |
$1.21K - $1.39K
|
79
$7.35K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-9.37KClosed |
$584K - $710K
|
0
$0
|
|
Oct 19, 2022
Q3 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-716- 8.48% |
$44.6K - $54.3K
|
7.73K
$719K
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-530- 2.89% |
$33K - $40.2K
|
17.8K
$1.66M
|
|
Nov 14, 2022
Q3 2022
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-420- 10.1% |
$26.2K - $31.8K
|
3.74K
$348K
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-336Closed |
$20.9K - $25.5K
|
0
$0
|
|
Oct 24, 2022
Q3 2022
|
First Command Bank
|
SELL
|
- |
-228- 16.83% |
$14.2K - $17.3K
|
1.13K
$105K
|
|
Oct 24, 2022
Q3 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-228- 16.83% |
$14.2K - $17.3K
|
1.13K
$105K
|
|
Oct 06, 2022
Q3 2022
|
Independence Bank Of Kentucky
|
SELL
|
- |
-100- 2.59% |
$6.24K - $7.58K
|
3.76K
$350K
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-96- 16.33% |
$5.99K - $7.28K
|
492
$45.8K
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-14- 0.02% |
$873 - $1.06K
|
56.8K
$5.29M
|
|
Q2 2022 | |||||||
Jul 01, 2022
Q2 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-10.1KClosed |
$625K - $789K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-10K- 90.83% |
$620K - $783K
|
1.01K
$94.2K
|
|
Jul 11, 2022
Q2 2022
|
Orser Capital Management, LLC
|
SELL
|
- |
-9.95KClosed |
$615K - $776K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Resource Consulting Group Inc
|
SELL
|
- |
-9.66KClosed |
$597K - $754K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-7.13KClosed |
$441K - $556K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-5.96KClosed |
$369K - $465K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Objective Capital Management, LLC
|
SELL
|
- |
-5.2KClosed |
$322K - $406K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Paragon Advisors, LLC
|
SELL
|
- |
-4.24KClosed |
$262K - $331K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-4KClosed |
$247K - $312K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-3.61KClosed |
$223K - $282K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-3.58KClosed |
$221K - $280K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-3.54KClosed |
$219K - $276K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-3.53KClosed |
$218K - $275K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-3.47KClosed |
$215K - $271K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-2.69KClosed |
$167K - $210K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Aspiriant, LLC
|
SELL
|
- |
-2.67KClosed |
$165K - $208K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-1.99KClosed |
$123K - $155K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-1.59KClosed |
$98.5K - $124K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-1.57KClosed |
$97K - $122K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-1.27K- 51.34% |
$78.3K - $98.8K
|
1.2K
$112K
|
|
Aug 09, 2022
Q2 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
SELL
|
- |
-1.08K- 2.89% |
$66.9K - $84.5K
|
36.4K
$3.39M
|
|
Aug 16, 2022
Q2 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-1.06KClosed |
$65.6K - $82.7K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-668Closed |
$41.3K - $52.1K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Hoese & CO LLP
|
SELL
|
- |
-660Closed |
$40.8K - $51.5K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-627Closed |
$38.8K - $48.9K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Evensky & Katz LLC
|
SELL
|
- |
-615Closed |
$38K - $48K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
SELL
|
- |
-480Closed |
$29.7K - $37.5K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Citizens National Bank Trust Department
|
SELL
|
- |
-444- 61.33% |
$27.5K - $34.7K
|
280
$26.1K
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
SELL
|
- |
-144- 0.7% |
$8.91K - $11.2K
|
20.4K
$1.9M
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-140Closed |
$8.66K - $10.9K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-117- 9.97% |
$7.24K - $9.13K
|
1.06K
$98.3K
|
|
Aug 11, 2022
Q2 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-106- 10.39% |
$6.56K - $8.27K
|
914
$85.1K
|
|
Jul 12, 2022
Q2 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-106Closed |
$6.56K - $8.27K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-80- 27.78% |
$4.95K - $6.24K
|
208
$19.4K
|
|
Aug 15, 2022
Q2 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-60Closed |
$3.71K - $4.68K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Sunesis Advisors, LLC
|
SELL
|
- |
-59- 0.48% |
$3.65K - $4.61K
|
12.3K
$1.14M
|