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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-700- 3.13% |
$51.6K - $63.7K
|
21.7K
$2.04M
|
|
|
Jul 09, 2025
Q2 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
2.35KNew |
$173K - $214K
|
2.35K
$222K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
44+ 0.81% |
$3.24K - $4K
|
5.44K
$514K
|
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
5.4KNew |
$398K - $492K
|
5.4K
$510K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
1.35KNew |
$99.6K - $123K
|
1.35K
$128K
|
|
|
Jul 08, 2025
Q2 2025
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
2.25KNew |
$166K - $204K
|
2.25K
$212K
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
8.92KNew |
$657K - $811K
|
8.92K
$842K
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-210- 7.71% |
$15.5K - $19.1K
|
2.52K
$238K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
13+ 1.55% |
$958 - $1.18K
|
853
$80.6K
|
|
|
Jul 02, 2025
Q2 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-118- 2.81% |
$8.7K - $10.7K
|
4.08K
$385K
|
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
SELL
|
- |
-81- 1.51% |
$5.97K - $7.37K
|
5.29K
$500K
|
|
| Q1 2025 | |||||||
|
Aug 26, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
14.3KNew |
$1.17M - $1.38M
|
14.3K
$1.35M
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
4.73KNew |
$386K - $457K
|
4.73K
$447K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
383New |
$31.3K - $37K
|
383
$36.2K
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
2.93KNew |
$239K - $284K
|
2.93K
$277K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1.08KNew |
$88.1K - $104K
|
1.08K
$102K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-41- 12.73% |
$3.35K - $3.96K
|
281
$26.5K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
165+ 7.29% |
$13.5K - $15.9K
|
2.43K
$229K
|
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
201New |
$16.4K - $19.4K
|
201
$19K
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
7.97K+ 279.9% |
$650K - $770K
|
10.8K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Strive Asset Management, LLC
Dublin, OH |
SELL
|
- |
-698- 21.82% |
$57K - $67.4K
|
2.5K
$236K
|
|
|
May 15, 2025
Q1 2025
|
Main Management ETF Advisors, LLC
San Francisco, CA |
SELL
|
- |
-92.9K- 3.81% |
$7.58M - $8.97M
|
2.34M
$221M
|
|
|
May 15, 2025
Q1 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-250- 2.21% |
$20.4K - $24.2K
|
11.1K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
4.6KNew |
$375K - $444K
|
4.6K
$434K
|
|
|
May 15, 2025
Q1 2025
|
Alamar Capital Management, LLC
|
SELL
|
- |
-2.53KClosed |
$207K - $245K
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-145- 2.55% |
$11.8K - $14K
|
5.55K
$524K
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
3.53K+ 4204.76% |
$288K - $341K
|
3.62K
$341K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
11.3KNew |
$926K - $1.1M
|
11.3K
$1.07M
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
290+ 8.9% |
$23.7K - $28K
|
3.55K
$335K
|
|
|
May 14, 2025
Q1 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
40.5K+ 1251.55% |
$3.31M - $3.91M
|
43.7K
$4.13M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2.13KNew |
$174K - $206K
|
2.13K
$201K
|
|
|
May 14, 2025
Q1 2025
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-225- 5.22% |
$18.4K - $21.7K
|
4.09K
$386K
|
|
|
May 14, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
1.1KNew |
$89.8K - $106K
|
1.1K
$104K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-198- 9.93% |
$16.2K - $19.1K
|
1.8K
$170K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-5.56K- 84.75% |
$453K - $537K
|
1K
$94.4K
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
4KNew |
$326K - $387K
|
4K
$378K
|
|
|
May 13, 2025
Q1 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
115New |
$9.39K - $11.1K
|
115
$10.9K
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
5.76KNew |
$470K - $556K
|
5.76K
$544K
|
|
|
May 12, 2025
Q1 2025
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-700- 7.04% |
$57.1K - $67.6K
|
9.25K
$873K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
366+ 7.18% |
$29.9K - $35.4K
|
5.46K
$516K
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-9- 0.31% |
$735 - $870
|
2.91K
$275K
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.98KNew |
$161K - $191K
|
1.98K
$187K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
55.6K+ 33.01% |
$4.54M - $5.37M
|
224K
$21.2M
|
|
|
May 12, 2025
Q1 2025
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
460+ 19.66% |
$37.5K - $44.4K
|
2.8K
$264K
|
|
|
May 12, 2025
Q1 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
400+ 13.84% |
$32.6K - $38.7K
|
3.29K
$311K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
83New |
$6.77K - $8.02K
|
83
$7.84K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-14K- 17.59% |
$1.14M - $1.35M
|
65.6K
$6.19M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-200- 5.47% |
$16.3K - $19.3K
|
3.45K
$326K
|
|
|
May 07, 2025
Q1 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
4.84KNew |
$395K - $467K
|
4.84K
$457K
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
BUY
|
- |
50+ 50.0% |
$4.08K - $4.83K
|
150
$14.2K
|
|