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 17, 2025
Q4 2024
|
Hudson Capital Management LLC
|
SELL
|
- |
-5.28K- 2.83% |
$479K - $525K
|
181K
$16M
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
268+ 8.05% |
$24.3K - $26.7K
|
3.6K
$317K
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-924- 3.78% |
$83.8K - $91.9K
|
23.5K
$2.07M
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1New |
$90.7 - $99.5
|
1
$88.2
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
17+ 0.22% |
$1.54K - $1.69K
|
7.77K
$685K
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
1.57K+ 11.78% |
$143K - $156K
|
14.9K
$1.32M
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5+ 0.05% |
$453 - $497
|
9.62K
$848K
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
30+ 0.46% |
$2.72K - $2.98K
|
6.62K
$584K
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.29K+ 21.47% |
$116K - $128K
|
7.27K
$641K
|
|
Jan 17, 2025
Q4 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
6+ 0.22% |
$544 - $597
|
2.71K
$238K
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
9+ 0.06% |
$816 - $895
|
14.5K
$1.28M
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
5.57K+ 64.17% |
$505K - $554K
|
14.3K
$1.26M
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
2.33K+ 21.43% |
$211K - $231K
|
13.2K
$1.16M
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-410- 0.49% |
$37.2K - $40.8K
|
84.1K
$7.42M
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
849+ 1.21% |
$77K - $84.4K
|
70.9K
$6.25M
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-822- 2.66% |
$74.5K - $81.8K
|
30.1K
$2.65M
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
2.42K+ 8.77% |
$219K - $241K
|
30K
$2.64M
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-8- 0.22% |
$725 - $796
|
3.62K
$319K
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
3.13KNew |
$284K - $312K
|
3.13K
$276K
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-5.62K- 12.04% |
$509K - $558K
|
41K
$3.62M
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-71- 0.5% |
$6.44K - $7.06K
|
14.2K
$1.25M
|
|
Jan 16, 2025
Q4 2024
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
2.89KNew |
$262K - $287K
|
2.89K
$255K
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
3.97K+ 117.52% |
$359K - $394K
|
7.34K
$647K
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
1.54K+ 22.16% |
$139K - $153K
|
8.47K
$747K
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-10.8K- 73.98% |
$980K - $1.08M
|
3.8K
$335K
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-123- 25.2% |
$11.2K - $12.2K
|
365
$32.2K
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
52+ 2.27% |
$4.71K - $5.17K
|
2.34K
$206K
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
314+ 3.15% |
$28.5K - $31.2K
|
10.3K
$907K
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-51- 0.72% |
$4.62K - $5.07K
|
7.03K
$620K
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-33- 0.95% |
$2.99K - $3.28K
|
3.45K
$304K
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-29- 0.7% |
$2.63K - $2.88K
|
4.13K
$364K
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
52+ 2.29% |
$4.71K - $5.17K
|
2.32K
$204K
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4+ 0.1% |
$363 - $398
|
3.92K
$346K
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
2.21KNew |
$200K - $220K
|
2.21K
$195K
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
8+ 0.23% |
$725 - $796
|
3.42K
$302K
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-3- 0.07% |
$272 - $298
|
4.55K
$401K
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
6.45K+ 148.15% |
$584K - $641K
|
10.8K
$952K
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-738- 1.72% |
$66.9K - $73.4K
|
42.1K
$3.72M
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-24- 0.34% |
$2.18K - $2.39K
|
7.1K
$626K
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
4+ 0.1% |
$363 - $398
|
4.17K
$368K
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
11+ 0.13% |
$997 - $1.09K
|
8.58K
$757K
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
633+ 6.3% |
$57.4K - $63K
|
10.7K
$942K
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
1.59K+ 5.81% |
$144K - $158K
|
29K
$2.55M
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-656- 13.67% |
$59.5K - $65.2K
|
4.14K
$365K
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
3+ 0.09% |
$272 - $298
|
3.42K
$302K
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-4.75K- 30.13% |
$430K - $472K
|
11K
$970K
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
357+ 6.75% |
$32.4K - $35.5K
|
5.65K
$498K
|
|
Jan 15, 2025
Q4 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-1.76K- 3.56% |
$159K - $175K
|
47.6K
$4.2M
|
|
Jan 14, 2025
Q4 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-70- 98.59% |
$6.35K - $6.96K
|
1
$88.2
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-8- 0.19% |
$725 - $796
|
4.29K
$378K
|