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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-793- 11.58% |
$71.9K - $78.9K
|
6.06K
$534K
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-17.5K- 71.9% |
$1.59M - $1.74M
|
6.85K
$604K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
21.3KNew |
$1.93M - $2.12M
|
21.3K
$1.88M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
7+ 0.07% |
$635 - $696
|
9.44K
$832K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
393+ 21.59% |
$35.6K - $39.1K
|
2.21K
$195K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.24K- 99.91% |
$294K - $322K
|
3
$264
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
17.2KNew |
$1.56M - $1.71M
|
17.2K
$1.52M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-6.77K- 69.65% |
$614K - $674K
|
2.95K
$260K
|
|
|
Jan 22, 2025
Q4 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-422- 1.5% |
$38.3K - $42K
|
27.6K
$2.44M
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-472- 7.88% |
$42.8K - $46.9K
|
5.52K
$486K
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-28.8K- 21.58% |
$2.61M - $2.87M
|
105K
$9.24M
|
|
|
Jan 22, 2025
Q4 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
205+ 13.47% |
$18.6K - $20.4K
|
1.73K
$152K
|
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
299+ 3.29% |
$27.1K - $29.7K
|
9.39K
$828K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-115- 3.1% |
$10.4K - $11.4K
|
3.59K
$317K
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-279- 6.37% |
$25.3K - $27.7K
|
4.1K
$362K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-142- 1.27% |
$12.9K - $14.1K
|
11.1K
$976K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-320- 13.16% |
$29K - $31.8K
|
2.11K
$186K
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-522- 1.0% |
$47.3K - $51.9K
|
51.9K
$4.57M
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
37+ 0.24% |
$3.35K - $3.68K
|
15.7K
$1.39M
|
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-600- 1.45% |
$54.4K - $59.7K
|
40.8K
$3.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
9+ 0.14% |
$816 - $895
|
6.27K
$553K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.04K+ 51.16% |
$185K - $203K
|
6.04K
$532K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-31.4K- 98.66% |
$2.85M - $3.13M
|
427
$37.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
1.75K+ 2.19% |
$159K - $174K
|
81.7K
$7.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
1.31K+ 12.13% |
$119K - $130K
|
12.1K
$1.07M
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
13+ 0.29% |
$1.18K - $1.29K
|
4.52K
$398K
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-3.4K- 4.71% |
$308K - $338K
|
68.7K
$6.05M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-6.65K- 4.43% |
$603K - $661K
|
143K
$12.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
734+ 5.11% |
$66.5K - $73K
|
15.1K
$1.33M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-267- 0.59% |
$24.2K - $26.6K
|
45.1K
$3.98M
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
2.6K+ 336.27% |
$235K - $258K
|
3.37K
$297K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.14K+ 11.08% |
$103K - $113K
|
11.4K
$1.01M
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-380- 12.34% |
$34.5K - $37.8K
|
2.7K
$238K
|
|
|
Jan 21, 2025
Q4 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
1.43K+ 25.35% |
$130K - $142K
|
7.08K
$624K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-89- 0.29% |
$8.07K - $8.85K
|
31.1K
$2.74M
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-23.5K- 11.22% |
$2.13M - $2.34M
|
186K
$16.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
3+ 0.13% |
$272 - $298
|
2.25K
$198K
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
2.29KNew |
$208K - $228K
|
2.29K
$202K
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-112- 1.52% |
$10.2K - $11.1K
|
7.24K
$638K
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-2.17K- 5.95% |
$197K - $216K
|
34.3K
$3.02M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$90.7 - $99.5
|
8.02K
$707K
|
|
|
Jan 17, 2025
Q4 2024
|
White Pine Investment CO
|
BUY
|
- |
35.5K+ 58.92% |
$3.22M - $3.53M
|
95.7K
$8.44M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
2.97KNew |
$269K - $295K
|
2.97K
$262K
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-254- 1.45% |
$23K - $25.3K
|
17.3K
$1.52M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.07K- 7.06% |
$97.2K - $107K
|
14.1K
$1.24M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
15KNew |
$1.36M - $1.5M
|
15K
$1.33M
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
3+ 0.19% |
$272 - $298
|
1.6K
$141K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-972- 4.43% |
$88.1K - $96.7K
|
20.9K
$1.85M
|
|
|
Jan 17, 2025
Q4 2024
|
Corundum Trust Company, Inc
Sioux Falls, SD |
SELL
|
- |
-440- 1.98% |
$39.9K - $43.8K
|
21.7K
$1.92M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-65- 1.08% |
$5.89K - $6.46K
|
5.94K
$524K
|