Latest Institutional Transactions on Ishares S&P Midcap 400 Growth (IJK)
This table provides information on the latest institutional transactions involving Ishares S&P Midcap 400 Growth (IJK) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-10- 0.21% |
$816 - $966
|
4.74K
$376K
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
975+ 6.46% |
$79.6K - $94.2K
|
16.1K
$1.28M
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-86- 5.61% |
$7.02K - $8.31K
|
1.45K
$115K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-238- 22.62% |
$19.4K - $23K
|
814
$64.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-6- 1.41% |
$490 - $580
|
421
$33.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
81+ 1.11% |
$6.61K - $7.83K
|
7.35K
$583K
|
|
|
Apr 17, 2025
Q1 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
6+ 0.17% |
$490 - $580
|
3.56K
$282K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
245+ 260.64% |
$20K - $23.7K
|
339
$26.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
649+ 12.02% |
$53K - $62.7K
|
6.05K
$480K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
48KNew |
$3.91M - $4.63M
|
48K
$3.81M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-57- 1.05% |
$4.65K - $5.51K
|
5.38K
$427K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.88KNew |
$398K - $472K
|
4.88K
$387K
|
|
|
Apr 17, 2025
Q1 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
276+ 0.84% |
$22.5K - $26.7K
|
33.2K
$2.64M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-4.55K- 27.33% |
$371K - $439K
|
12.1K
$959K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-19- 0.35% |
$1.55K - $1.84K
|
5.41K
$429K
|
|
|
Apr 16, 2025
Q1 2025
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
4+ 0.14% |
$326 - $387
|
2.84K
$225K
|
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
SELL
|
- |
-3- 0.08% |
$245 - $290
|
3.54K
$281K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.95K- 4.38% |
$159K - $189K
|
42.6K
$3.38M
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-6- 0.03% |
$490 - $580
|
22.8K
$1.81M
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
4+ 0.12% |
$326 - $387
|
3.43K
$272K
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-709- 14.24% |
$57.9K - $68.5K
|
4.27K
$339K
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
1.99K+ 6.73% |
$163K - $193K
|
31.6K
$2.51M
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
SELL
|
- |
-608- 37.93% |
$49.6K - $58.8K
|
995
$79K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-191- 14.06% |
$15.6K - $18.5K
|
1.17K
$92.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
555+ 21.6% |
$45.3K - $53.6K
|
3.13K
$248K
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-96- 0.18% |
$7.84K - $9.28K
|
52.1K
$4.14M
|
|
|
Apr 16, 2025
Q1 2025
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-15- 0.16% |
$1.22K - $1.45K
|
9.37K
$744K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
200+ 3.78% |
$16.3K - $19.3K
|
5.49K
$436K
|
|
|
Apr 16, 2025
Q1 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
967+ 30.33% |
$78.9K - $93.4K
|
4.16K
$330K
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
252+ 4.01% |
$20.6K - $24.4K
|
6.53K
$519K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
1.14K+ 43.47% |
$93.4K - $111K
|
3.78K
$300K
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-212- 1.37% |
$17.3K - $20.5K
|
15.2K
$1.21M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
4.55K+ 37.56% |
$371K - $440K
|
16.7K
$1.32M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
189+ 2.91% |
$15.4K - $18.3K
|
6.68K
$530K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-37- 1.07% |
$3.02K - $3.58K
|
3.41K
$271K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
714+ 2.38% |
$58.3K - $69K
|
30.8K
$2.44M
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-37- 0.32% |
$3.02K - $3.58K
|
11.4K
$903K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-77- 4.43% |
$6.28K - $7.44K
|
1.66K
$132K
|
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
724+ 5.08% |
$59.1K - $70K
|
15K
$1.19M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-8.45K- 3.62% |
$690K - $817K
|
225K
$17.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-3.85K- 2.68% |
$314K - $372K
|
140K
$11.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
1+ 0.02% |
$81.6 - $96.6
|
4.13K
$328K
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
1+ 0.03% |
$81.6 - $96.6
|
2.99K
$237K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
618+ 12.82% |
$50.4K - $59.7K
|
5.44K
$432K
|
|
|
Apr 15, 2025
Q1 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
1.33K+ 3.26% |
$109K - $129K
|
42.2K
$3.35M
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
2.03K+ 56.35% |
$165K - $196K
|
5.62K
$446K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
5+ 0.08% |
$408 - $483
|
6.27K
$498K
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
66+ 0.75% |
$5.39K - $6.38K
|
8.86K
$703K
|
|
|
Apr 14, 2025
Q1 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
2.61K+ 23.7% |
$213K - $252K
|
13.6K
$1.08M
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2.76K+ 2.31% |
$225K - $267K
|
122K
$9.7M
|