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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-60- 0.07% |
$4.42K - $5.46K
|
87.6K
$8.27M
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
147New |
$10.8K - $13.4K
|
147
$13.9K
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
126+ 4.3% |
$9.29K - $11.5K
|
3.06K
$289K
|
|
|
Aug 11, 2025
Q2 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-132- 5.35% |
$9.73K - $12K
|
2.34K
$221K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-747- 32.38% |
$55.1K - $68K
|
1.56K
$147K
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
SELL
|
- |
-69- 2.25% |
$5.09K - $6.28K
|
3K
$284K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
2.26KNew |
$167K - $206K
|
2.26K
$214K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-295- 7.81% |
$21.7K - $26.8K
|
3.48K
$329K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
18+ 4.59% |
$1.33K - $1.64K
|
410
$38.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Family Firm, Inc.
|
BUY
|
- |
104+ 0.63% |
$7.66K - $9.46K
|
16.6K
$1.57M
|
|
|
Aug 08, 2025
Q2 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-700- 23.73% |
$51.6K - $63.7K
|
2.25K
$212K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
530+ 19.2% |
$39.1K - $48.2K
|
3.29K
$311K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-20.5K- 23.41% |
$1.51M - $1.86M
|
67K
$6.33M
|
|
|
Aug 07, 2025
Q2 2025
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
15.9KNew |
$1.17M - $1.45M
|
15.9K
$1.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-42- 30.88% |
$3.1K - $3.82K
|
94
$8.88K
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
3.05KNew |
$225K - $278K
|
3.05K
$288K
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1+ 0.03% |
$73.7 - $91
|
3.27K
$309K
|
|
|
Aug 07, 2025
Q2 2025
|
Vera Bank, N.A.
|
SELL
|
- |
-9- 0.32% |
$663 - $819
|
2.8K
$264K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Bridge, LLC
|
SELL
|
- |
-3- 0.16% |
$221 - $273
|
1.9K
$180K
|
|
|
Aug 06, 2025
Q2 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
7.06KNew |
$520K - $642K
|
7.06K
$666K
|
|
|
Aug 06, 2025
Q2 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
4.98KNew |
$367K - $453K
|
4.98K
$471K
|
|
|
Aug 06, 2025
Q2 2025
|
Washington Trust Bank
|
SELL
|
- |
-230- 3.48% |
$17K - $20.9K
|
6.37K
$602K
|
|
|
Aug 05, 2025
Q2 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-39- 0.82% |
$2.87K - $3.55K
|
4.74K
$448K
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
184+ 1.04% |
$13.6K - $16.7K
|
17.8K
$1.68M
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
2.5K+ 80.13% |
$185K - $228K
|
5.63K
$532K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-439- 2.62% |
$32.4K - $39.9K
|
16.3K
$1.54M
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-10- 4.69% |
$737 - $910
|
203
$19.2K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.93K- 96.8% |
$143K - $176K
|
64
$6.04K
|
|
|
Aug 04, 2025
Q2 2025
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
3.16KNew |
$233K - $287K
|
3.16K
$298K
|
|
|
Aug 04, 2025
Q2 2025
|
Mill Capital Management, LLC
|
SELL
|
- |
-300- 25.0% |
$22.1K - $27.3K
|
900
$85K
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-199- 31.19% |
$14.7K - $18.1K
|
439
$41.5K
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
2.3KNew |
$170K - $210K
|
2.3K
$217K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-24- 0.1% |
$1.77K - $2.18K
|
23.2K
$2.19M
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
200New |
$14.7K - $18.2K
|
200
$18.9K
|
|
|
Aug 01, 2025
Q2 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.1K+ 48.03% |
$81.1K - $100K
|
3.39K
$320K
|
|
|
Jul 31, 2025
Q2 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
551+ 8.04% |
$40.6K - $50.1K
|
7.4K
$699K
|
|
|
Jul 31, 2025
Q2 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
8New |
$590 - $728
|
8
$756
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-999- 57.95% |
$73.6K - $90.9K
|
725
$68.5K
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.47KNew |
$182K - $224K
|
2.47K
$233K
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
2.24KNew |
$165K - $204K
|
2.24K
$211K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
BUY
|
- |
2.79K+ 17.55% |
$206K - $254K
|
18.7K
$1.77M
|
|
|
Jul 30, 2025
Q2 2025
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-284- 8.01% |
$20.9K - $25.8K
|
3.26K
$308K
|
|
|
Jul 30, 2025
Q2 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
130+ 1.99% |
$9.58K - $11.8K
|
6.66K
$629K
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-333- 8.22% |
$24.5K - $30.3K
|
3.72K
$351K
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1- 0.02% |
$73.7 - $91
|
4.1K
$387K
|
|
|
Jul 30, 2025
Q2 2025
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-240- 28.57% |
$17.7K - $21.8K
|
600
$56.7K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
88New |
$6.49K - $8.01K
|
88
$8.31K
|
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.42KNew |
$179K - $221K
|
2.42K
$229K
|
|
|
Jul 29, 2025
Q2 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-102- 3.42% |
$7.52K - $9.28K
|
2.88K
$272K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
12+ 0.32% |
$884 - $1.09K
|
3.81K
$360K
|
|