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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
2.18KNew |
$178K - $211K
|
2.18K
$206K
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-280- 9.22% |
$22.9K - $27.1K
|
2.76K
$260K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
408New |
$33.3K - $39.4K
|
408
$38.5K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
10.9KNew |
$886K - $1.05M
|
10.9K
$1.03M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.64K- 56.83% |
$134K - $159K
|
1.25K
$118K
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
5.92K+ 109.94% |
$483K - $572K
|
11.3K
$1.07M
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-872- 11.36% |
$71.2K - $84.3K
|
6.8K
$643K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
23New |
$1.88K - $2.22K
|
23
$2.17K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
1+ 0.03% |
$81.6 - $96.6
|
3.13K
$296K
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
240New |
$19.6K - $23.2K
|
240
$22.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-40- 0.46% |
$3.26K - $3.87K
|
8.58K
$811K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
32+ 0.09% |
$2.61K - $3.09K
|
36K
$3.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-356- 22.65% |
$29.1K - $34.4K
|
1.22K
$115K
|
|
|
Apr 28, 2025
Q1 2025
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-463- 6.54% |
$37.8K - $44.7K
|
6.61K
$625K
|
|
|
Apr 25, 2025
Q1 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-100- 2.62% |
$8.16K - $9.66K
|
3.72K
$352K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
48New |
$3.92K - $4.64K
|
48
$4.53K
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-40- 0.75% |
$3.26K - $3.87K
|
5.31K
$502K
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-31- 1.15% |
$2.53K - $3K
|
2.67K
$253K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-36- 50.0% |
$2.94K - $3.48K
|
36
$3.4K
|
|
|
Apr 23, 2025
Q1 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
2.55KNew |
$208K - $247K
|
2.55K
$241K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-8- 0.51% |
$653 - $773
|
1.56K
$148K
|
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-1.31K- 7.58% |
$107K - $126K
|
16K
$1.51M
|
|
|
Apr 22, 2025
Q1 2025
|
Sawyer & Company, Inc
|
BUY
|
- |
70+ 7000.0% |
$5.71K - $6.76K
|
71
$6.71K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
368New |
$30K - $35.6K
|
368
$34.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-100- 3.28% |
$8.16K - $9.66K
|
2.95K
$279K
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-160- 34.78% |
$13.1K - $15.5K
|
300
$28.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
937New |
$76.5K - $90.5K
|
937
$88.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-601- 88.91% |
$49.1K - $58.1K
|
75
$7.08K
|
|
|
Apr 21, 2025
Q1 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-10- 0.1% |
$816 - $966
|
10.1K
$950K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
284New |
$23.2K - $27.4K
|
284
$26.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-19- 0.35% |
$1.55K - $1.84K
|
5.41K
$511K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-191- 14.06% |
$15.6K - $18.5K
|
1.17K
$110K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-37- 1.07% |
$3.02K - $3.58K
|
3.41K
$322K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-77- 4.43% |
$6.28K - $7.44K
|
1.66K
$157K
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
1+ 0.03% |
$81.6 - $96.6
|
2.99K
$282K
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
66+ 0.75% |
$5.39K - $6.38K
|
8.86K
$836K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-47K- 98.8% |
$3.83M - $4.54M
|
571
$53.9K
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-1.13K- 15.55% |
$91.8K - $109K
|
6.11K
$577K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2+ 0.05% |
$163 - $193
|
4.29K
$405K
|
|
|
Apr 10, 2025
Q1 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-1.58K- 16.02% |
$129K - $153K
|
8.28K
$781K
|
|
|
Apr 10, 2025
Q1 2025
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
69.1KNew |
$5.64M - $6.67M
|
69.1K
$6.52M
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
3.34KNew |
$273K - $323K
|
3.34K
$316K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.1K+ 103266.67% |
$253K - $299K
|
3.1K
$293K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-229- 45.71% |
$18.7K - $22.1K
|
272
$25.7K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-673- 6.19% |
$54.9K - $65K
|
10.2K
$963K
|
|
| Q4 2024 | |||||||
|
Apr 09, 2025
Q4 2024
|
Compass Investment Advisers LLC
Portland, OR |
BUY
|
- |
3.95KNew |
$358K - $393K
|
3.95K
$373K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
452New |
$41K - $45K
|
452
$42.7K
|
|
|
Mar 19, 2025
Q4 2024
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
7.85KNew |
$712K - $781K
|
7.85K
$742K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-33.4K- 95.69% |
$3.03M - $3.32M
|
1.5K
$142K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-315Closed |
$28.6K - $31.3K
|
0
$0
|
|