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 28, 2024
Q2 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-2.9KClosed |
$201K - $218K
|
0
$0
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-2.43K- 21.63% |
$168K - $182K
|
8.8K
$769K
|
|
Jul 13, 2023
Q2 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-1.7K- 16.99% |
$118K - $128K
|
8.31K
$726K
|
|
Aug 11, 2023
Q2 2023
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-1.4K- 13.35% |
$96.8K - $105K
|
9.08K
$794K
|
|
Aug 10, 2023
Q2 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-600- 14.14% |
$41.5K - $45K
|
3.64K
$318K
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-476- 21.76% |
$32.9K - $35.7K
|
1.71K
$150K
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-378- 7.94% |
$26.1K - $28.4K
|
4.38K
$383K
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-300- 3.98% |
$20.7K - $22.5K
|
7.23K
$632K
|
|
Aug 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-238- 4.56% |
$16.5K - $17.9K
|
4.98K
$435K
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-142- 3.67% |
$9.82K - $10.7K
|
3.73K
$326K
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-140- 25.93% |
$9.68K - $10.5K
|
400
$35K
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-104- 1.25% |
$7.19K - $7.8K
|
8.18K
$715K
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-75- 4.32% |
$5.18K - $5.63K
|
1.66K
$145K
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-44- 0.45% |
$3.04K - $3.3K
|
9.82K
$858K
|
|
Aug 08, 2023
Q2 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-26- 0.8% |
$1.8K - $1.95K
|
3.21K
$281K
|
|
Jul 31, 2023
Q2 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-16- 0.9% |
$1.11K - $1.2K
|
1.75K
$153K
|
|
Jul 24, 2023
Q2 2023
|
Nbt Bank N A
|
SELL
|
- |
-10- 0.26% |
$691 - $750
|
3.81K
$333K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-6.5K- 61.17% |
$440K - $486K
|
4.12K
$360K
|
|
May 01, 2023
Q1 2023
|
Mill Capital Management, LLC
|
SELL
|
- |
-4.4K- 78.57% |
$298K - $329K
|
1.2K
$105K
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-2.42K- 13.12% |
$164K - $181K
|
16K
$1.4M
|
|
Apr 24, 2023
Q1 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-2.2K- 8.96% |
$149K - $165K
|
22.4K
$1.95M
|
|
May 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-1.3K- 51.98% |
$88.2K - $97.3K
|
1.2K
$105K
|
|
May 15, 2023
Q1 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-700- 84.13% |
$47.4K - $52.3K
|
132
$11.5K
|
|
May 10, 2023
Q1 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-700- 13.18% |
$47.4K - $52.3K
|
4.61K
$403K
|
|
Apr 10, 2023
Q1 2023
|
First Premier Bank
|
SELL
|
- |
-504- 63.0% |
$34.2K - $37.7K
|
296
$25.9K
|
|
May 15, 2023
Q1 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-500- 11.36% |
$33.9K - $37.4K
|
3.9K
$341K
|
|
May 09, 2023
Q1 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-400- 47.62% |
$27.1K - $29.9K
|
440
$38.5K
|
|
May 09, 2023
Q1 2023
|
Palisade Asset Management, LLC
|
SELL
|
- |
-321- 4.68% |
$21.8K - $24K
|
6.53K
$571K
|
|
May 10, 2023
Q1 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-212- 6.18% |
$14.4K - $15.9K
|
3.22K
$281K
|
|
Apr 14, 2023
Q1 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-160- 50.0% |
$10.8K - $12K
|
160
$14K
|
|
Apr 13, 2023
Q1 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-147- 3.1% |
$9.96K - $11K
|
4.59K
$401K
|
|
May 12, 2023
Q1 2023
|
Wms Partners, LLC
|
SELL
|
- |
-141- 1.96% |
$9.56K - $10.5K
|
7.06K
$617K
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-126- 5.47% |
$8.54K - $9.42K
|
2.18K
$190K
|
|
Apr 19, 2023
Q1 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-35- 50.0% |
$2.37K - $2.62K
|
35
$3.06K
|
|
Apr 28, 2023
Q1 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-20- 71.43% |
$1.36K - $1.5K
|
8
$699
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-2.2K- 1.35% |
$147K - $161K
|
161K
$14.1M
|
|
Feb 17, 2023
Q4 2022
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-1.02K- 24.1% |
$68K - $74.1K
|
3.2K
$280K
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-948- 44.13% |
$63.4K - $69.2K
|
1.2K
$105K
|
|
Jan 24, 2023
Q4 2022
|
626 Financial, LLC
|
SELL
|
- |
-940- 14.87% |
$62.9K - $68.6K
|
5.38K
$470K
|
|
Feb 01, 2023
Q4 2022
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-800- 49.02% |
$53.5K - $58.4K
|
832
$72.7K
|
|
Feb 01, 2023
Q4 2022
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-716- 14.1% |
$47.9K - $52.2K
|
4.36K
$381K
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-700- 41.69% |
$46.8K - $51.1K
|
979
$85.6K
|
|
Jan 17, 2023
Q4 2022
|
Element Wealth, LLC
|
SELL
|
- |
-184- 40.09% |
$12.3K - $13.4K
|
275
$24K
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-43- 22.51% |
$2.88K - $3.14K
|
148
$12.9K
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-24- 2.26% |
$1.61K - $1.75K
|
1.04K
$90.9K
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-20- 0.6% |
$1.34K - $1.46K
|
3.3K
$288K
|
|
Feb 14, 2023
Q4 2022
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-19- 19.39% |
$1.27K - $1.39K
|
79
$6.9K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-9.37KClosed |
N/A
|
0
$0
|
|
Oct 19, 2022
Q3 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-716- 8.48% |
N/A
|
7.73K
$675K
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-530- 2.89% |
N/A
|
17.8K
$1.56M
|