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 |
---|---|---|---|---|---|---|---|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-61- 33.15% |
$4.69K - $5.57K
|
123
$11.3K
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-56- 0.21% |
$4.3K - $5.11K
|
26.9K
$2.47M
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-41- 57.75% |
$3.15K - $3.74K
|
30
$2.76K
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
SELL
|
- |
-40- 0.48% |
$3.07K - $3.65K
|
8.24K
$757K
|
|
Apr 02, 2024
Q1 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-37- 0.37% |
$2.84K - $3.38K
|
10.1K
$925K
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-35- 4.64% |
$2.69K - $3.19K
|
720
$66.1K
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-28- 0.31% |
$2.15K - $2.56K
|
8.89K
$816K
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-27- 0.53% |
$2.07K - $2.46K
|
5.05K
$464K
|
|
Apr 22, 2024
Q1 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-20- 0.43% |
$1.54K - $1.83K
|
4.58K
$421K
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-4- 4.08% |
$307 - $365
|
94
$8.63K
|
|
May 01, 2024
Q1 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-3- 0.03% |
$230 - $274
|
10.2K
$932K
|
|
Q4 2023 | |||||||
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-8.69K- 38.53% |
$589K - $695K
|
13.9K
$1.27M
|
|
Feb 01, 2024
Q4 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-2.94K- 22.49% |
$199K - $235K
|
10.1K
$929K
|
|
Feb 12, 2024
Q4 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-2.9K- 38.38% |
$197K - $232K
|
4.66K
$428K
|
|
Jan 12, 2024
Q4 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-2.86KClosed |
$194K - $229K
|
0
$0
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1.77K- 14.89% |
$120K - $142K
|
10.1K
$929K
|
|
Feb 14, 2024
Q4 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-1.11K- 17.18% |
$75.4K - $89K
|
5.36K
$492K
|
|
Jan 24, 2024
Q4 2023
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-750- 16.57% |
$50.8K - $60K
|
3.78K
$347K
|
|
Jan 26, 2024
Q4 2023
|
West Bancorporation Inc
|
SELL
|
- |
-735- 20.05% |
$49.8K - $58.8K
|
2.93K
$269K
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-432- 11.22% |
$29.3K - $34.6K
|
3.42K
$314K
|
|
Jan 31, 2024
Q4 2023
|
Steph & CO
|
SELL
|
- |
-395- 41.36% |
$26.8K - $31.6K
|
560
$51.4K
|
|
Jan 12, 2024
Q4 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-300- 7.92% |
$20.3K - $24K
|
3.49K
$321K
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-298- 10.17% |
$20.2K - $23.9K
|
2.63K
$242K
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-284- 5.66% |
$19.2K - $22.7K
|
4.73K
$434K
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-245- 2.19% |
$16.6K - $19.6K
|
11K
$1.01M
|
|
Feb 26, 2024
Q4 2023
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-195- 4.83% |
$13.2K - $15.6K
|
3.84K
$353K
|
|
Feb 06, 2024
Q4 2023
|
Mechanics Financial Corp
|
SELL
|
- |
-138- 25.75% |
$9.35K - $11K
|
398
$36.6K
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-127- 0.79% |
$8.61K - $10.2K
|
15.9K
$1.46M
|
|
May 28, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-110- 2.57% |
$7.46K - $8.8K
|
4.17K
$383K
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-70- 1.57% |
$4.74K - $5.6K
|
4.39K
$404K
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-68- 1.04% |
$4.61K - $5.44K
|
6.45K
$592K
|
|
Feb 07, 2024
Q4 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-26- 0.94% |
$1.76K - $2.08K
|
2.73K
$251K
|
|
Feb 07, 2024
Q4 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-13- 0.41% |
$881 - $1.04K
|
3.13K
$287K
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-1- 0.02% |
$67.8 - $80
|
5.63K
$517K
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1- 0.02% |
$67.8 - $80
|
5.63K
$517K
|
|
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
$37.6M
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-7.12K- 2.13% |
$509K - $555K
|
328K
$30.1M
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-1.9K- 21.35% |
$136K - $148K
|
7K
$643K
|
|
Nov 13, 2023
Q3 2023
|
Private Capital Management LLC
|
SELL
|
- |
-1.1K- 12.1% |
$78.6K - $85.7K
|
7.99K
$734K
|
|
Nov 07, 2023
Q3 2023
|
Awm Capital, LLC
|
SELL
|
- |
-908- 11.17% |
$64.9K - $70.8K
|
7.22K
$663K
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-700- 6.3% |
$50K - $54.6K
|
10.4K
$956K
|
|
Nov 01, 2023
Q3 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-635- 16.32% |
$45.4K - $49.5K
|
3.26K
$299K
|
|
Oct 19, 2023
Q3 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-352- 77.88% |
$25.2K - $27.4K
|
100
$9.18K
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-322- 1.41% |
$23K - $25.1K
|
22.6K
$2.07M
|
|
Oct 10, 2023
Q3 2023
|
Founders Capital Management
|
SELL
|
- |
-303- 21.2% |
$21.7K - $23.6K
|
1.13K
$103K
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-279- 3.85% |
$19.9K - $21.7K
|
6.96K
$639K
|
|
Oct 24, 2023
Q3 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-214- 6.93% |
$15.3K - $16.7K
|
2.87K
$264K
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-203- 10.21% |
$14.5K - $15.8K
|
1.79K
$164K
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
SELL
|
- |
-197- 2.72% |
$14.1K - $15.4K
|
7.04K
$646K
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-195- 1.56% |
$13.9K - $15.2K
|
12.3K
$1.13M
|