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 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
764New |
$69.3K - $76K
|
764
$67.4K
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-733- 1.06% |
$66.5K - $72.9K
|
68.5K
$6.04M
|
|
| Q3 2024 | |||||||
|
Feb 13, 2025
Q3 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-400- 5.93% |
$33.9K - $37.4K
|
6.34K
$559K
|
|
|
Feb 11, 2025
Q3 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
132New |
$11.2K - $12.3K
|
132
$11.6K
|
|
|
Jan 13, 2025
Q3 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
2.78KNew |
$235K - $260K
|
2.78K
$245K
|
|
|
Nov 15, 2024
Q3 2024
|
United Bank
Vienna, VA |
BUY
|
- |
3.07K+ 11.4% |
$260K - $287K
|
30K
$2.64M
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-74- 6.86% |
$6.28K - $6.92K
|
1.01K
$88.6K
|
|
|
Nov 15, 2024
Q3 2024
|
Kimelman & Baird, LLC
New York, NY |
SELL
|
- |
-50- 14.29% |
$4.24K - $4.68K
|
300
$26.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
9.78KNew |
$829K - $915K
|
9.78K
$862K
|
|
|
Nov 14, 2024
Q3 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
2.27KNew |
$192K - $212K
|
2.27K
$200K
|
|
|
Nov 14, 2024
Q3 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
125+ 4.56% |
$10.6K - $11.7K
|
2.87K
$253K
|
|
|
Nov 14, 2024
Q3 2024
|
Marquette Associates, Inc.
Chicago, IL |
SELL
|
- |
-2.29K- 17.92% |
$194K - $214K
|
10.5K
$926K
|
|
|
Nov 14, 2024
Q3 2024
|
C2 C Wealth Management, LLC
|
BUY
|
- |
205+ 1.06% |
$17.4K - $19.2K
|
19.6K
$1.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-353- 10.59% |
$29.9K - $33K
|
2.98K
$263K
|
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
SELL
|
- |
-85- 2.06% |
$7.21K - $7.95K
|
4.05K
$357K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.63K+ 156.5% |
$478K - $527K
|
9.23K
$814K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
12.5KNew |
$1.06M - $1.17M
|
12.5K
$1.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
3.66KNew |
$310K - $342K
|
3.66K
$322K
|
|
|
Nov 14, 2024
Q3 2024
|
Alamar Capital Management, LLC
|
BUY
|
- |
2.53KNew |
$215K - $237K
|
2.53K
$223K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-371- 81.54% |
$31.5K - $34.7K
|
84
$7.41K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
90New |
$7.63K - $8.42K
|
90
$7.93K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
72New |
$6.11K - $6.73K
|
72
$6.35K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-24- 1.52% |
$2.04K - $2.24K
|
1.56K
$138K
|
|
|
Nov 13, 2024
Q3 2024
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
2.86KNew |
$242K - $267K
|
2.86K
$252K
|
|
|
Nov 13, 2024
Q3 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
2.31KNew |
$196K - $216K
|
2.31K
$204K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
2.18KNew |
$185K - $204K
|
2.18K
$192K
|
|
|
Nov 13, 2024
Q3 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-156- 2.78% |
$13.2K - $14.6K
|
5.46K
$481K
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-11.5K- 55.47% |
$972K - $1.07M
|
9.2K
$811K
|
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
1.57K+ 6.88% |
$133K - $147K
|
24.3K
$2.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
391+ 6.82% |
$33.2K - $36.6K
|
6.13K
$540K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-220- 2.01% |
$18.7K - $20.6K
|
10.7K
$946K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-80- 1.0% |
$6.78K - $7.48K
|
7.91K
$697K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
53.2K+ 291.56% |
$4.51M - $4.97M
|
71.4K
$6.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
235+ 0.95% |
$19.9K - $22K
|
24.9K
$2.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
2+ 0.06% |
$170 - $187
|
3.53K
$311K
|
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-34- 0.84% |
$2.88K - $3.18K
|
3.99K
$352K
|
|
|
Nov 12, 2024
Q3 2024
|
Codex Capital Asset Management L.L.C.
Dallas, TX |
BUY
|
- |
450+ 2.04% |
$38.2K - $42.1K
|
22.5K
$1.98M
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
8+ 0.05% |
$678 - $748
|
16.2K
$1.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-108- 2.23% |
$9.16K - $10.1K
|
4.73K
$417K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
2.39KNew |
$203K - $224K
|
2.39K
$211K
|
|
|
Nov 12, 2024
Q3 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-140K- 35.97% |
$11.9M - $13.1M
|
250K
$22M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.22KNew |
$188K - $207K
|
2.22K
$195K
|
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-2.54K- 47.94% |
$216K - $238K
|
2.76K
$243K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
698New |
$59.2K - $65.3K
|
698
$61.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
2.48KNew |
$210K - $232K
|
2.48K
$219K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-4.51K- 10.25% |
$383K - $422K
|
39.5K
$3.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-61- 49.59% |
$5.17K - $5.71K
|
62
$5.47K
|
|
|
Nov 12, 2024
Q3 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
2K+ 1.61% |
$170K - $187K
|
126K
$11.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
600New |
$50.9K - $56.1K
|
600
$52.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
24.1K+ 222.67% |
$2.04M - $2.25M
|
34.9K
$3.08M
|
|