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 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
7.73K+ 24.75% |
$701K - $769K
|
39K
$3.43M
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
23+ 0.39% |
$2.09K - $2.29K
|
5.91K
$521K
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
157+ 10.77% |
$14.2K - $15.6K
|
1.62K
$142K
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
29.6KNew |
$2.68M - $2.94M
|
29.6K
$2.61M
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-813- 15.12% |
$73.7K - $80.9K
|
4.56K
$402K
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-299- 2.55% |
$27.1K - $29.7K
|
11.4K
$1.01M
|
|
Jan 14, 2025
Q4 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-14- 0.14% |
$1.27K - $1.39K
|
9.85K
$869K
|
|
Jan 14, 2025
Q4 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-285- 96.28% |
$25.8K - $28.3K
|
11
$970
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
280+ 21.67% |
$25.4K - $27.8K
|
1.57K
$139K
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
18+ 0.22% |
$1.63K - $1.79K
|
8.08K
$712K
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
39+ 40.63% |
$3.54K - $3.88K
|
135
$11.9K
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-87- 11.8% |
$7.89K - $8.65K
|
650
$57.3K
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
141+ 3.53% |
$12.8K - $14K
|
4.14K
$365K
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
5+ 0.02% |
$453 - $497
|
26.8K
$2.36M
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
21K+ 8.6% |
$1.9M - $2.09M
|
265K
$23.4M
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-111- 2.18% |
$10.1K - $11K
|
4.98K
$439K
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
8.92KNew |
$809K - $887K
|
8.92K
$787K
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-81- 0.7% |
$7.34K - $8.06K
|
11.6K
$1.02M
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.64K- 22.03% |
$149K - $163K
|
5.8K
$511K
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
BUY
|
- |
113+ 3.3% |
$10.2K - $11.2K
|
3.54K
$312K
|
|
Jan 13, 2025
Q4 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
40+ 0.48% |
$3.63K - $3.98K
|
8.29K
$731K
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
191+ 16.37% |
$17.3K - $19K
|
1.36K
$120K
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-442- 16.5% |
$40.1K - $44K
|
2.24K
$197K
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-125- 1.23% |
$11.3K - $12.4K
|
10.1K
$886K
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
5.34K+ 2.07% |
$484K - $531K
|
263K
$23.2M
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
2.76KNew |
$250K - $274K
|
2.76K
$243K
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
50+ 0.38% |
$4.53K - $4.97K
|
13.3K
$1.17M
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-183- 1.74% |
$16.6K - $18.2K
|
10.3K
$912K
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.65% |
$90.7 - $99.5
|
154
$13.6K
|
|
Jan 13, 2025
Q4 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
2.25KNew |
$204K - $223K
|
2.25K
$198K
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
2+ 0.3% |
$181 - $199
|
676
$59.6K
|
|
Jan 13, 2025
Q4 2024
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
BUY
|
- |
6.89KNew |
$625K - $685K
|
6.89K
$607K
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-672- 6.9% |
$60.9K - $66.8K
|
9.07K
$800K
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-1.87K- 18.58% |
$170K - $186K
|
8.21K
$724K
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
550+ 5.33% |
$49.9K - $54.7K
|
10.9K
$958K
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
165+ 0.4% |
$15K - $16.4K
|
41.4K
$3.65M
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-471- 4.66% |
$42.7K - $46.8K
|
9.63K
$849K
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-833- 8.8% |
$75.5K - $82.9K
|
8.64K
$762K
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
5+ 0.04% |
$453 - $497
|
11.5K
$1.02M
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-4.05K- 9.03% |
$367K - $403K
|
40.8K
$3.6M
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.28M- 99.03% |
$116M - $128M
|
12.6K
$1.11M
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
1.07K+ 7.73% |
$97K - $106K
|
14.9K
$1.31M
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
63.7KNew |
$5.78M - $6.34M
|
63.7K
$5.62M
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-136- 2.08% |
$12.3K - $13.5K
|
6.4K
$564K
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-22- 0.22% |
$1.99K - $2.19K
|
9.99K
$880K
|
|
Jan 07, 2025
Q4 2024
|
Moller Financial Services
|
BUY
|
- |
612+ 13.11% |
$55.5K - $60.9K
|
5.28K
$465K
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.22% |
$90.7 - $99.5
|
455
$40.1K
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
1+ 0.21% |
$90.7 - $99.5
|
468
$41.3K
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-187- 1.2% |
$17K - $18.6K
|
15.4K
$1.36M
|
|
Jan 06, 2025
Q4 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-450- 9.5% |
$40.8K - $44.8K
|
4.29K
$378K
|