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 |
|---|---|---|---|---|---|---|---|
|
Dec 12, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
4.78KNew |
$406K - $436K
|
4.78K
$421K
|
|
|
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
2.89KNew |
$245K - $264K
|
2.89K
$255K
|
|
|
Aug 20, 2024
Q2 2024
|
Regency Capital Management Inc.\De
|
BUY
|
- |
2.03K+ 4.19% |
$172K - $185K
|
50.5K
$4.45M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.9KNew |
$331K - $355K
|
3.9K
$344K
|
|
|
Aug 19, 2024
Q2 2024
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-100- 9.64% |
$8.49K - $9.11K
|
937
$82.6K
|
|
|
Aug 15, 2024
Q2 2024
|
Dorsey Wright & Associates
|
SELL
|
- |
-334- 1.11% |
$28.3K - $30.4K
|
29.8K
$2.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-4- 11.76% |
$339 - $364
|
30
$2.64K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
90New |
$7.64K - $8.2K
|
90
$7.93K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.74KNew |
$148K - $159K
|
1.74K
$154K
|
|
|
Aug 14, 2024
Q2 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-96- 57.14% |
$8.15K - $8.75K
|
72
$6.35K
|
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-380- 8.17% |
$32.2K - $34.6K
|
4.27K
$377K
|
|
|
Aug 14, 2024
Q2 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-19- 0.79% |
$1.61K - $1.73K
|
2.39K
$211K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.25KNew |
$361K - $387K
|
4.25K
$375K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Donough Capital Management, Inc
Orlando, FL |
SELL
|
- |
-30- 0.72% |
$2.55K - $2.73K
|
4.15K
$366K
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-5.14K- 41.6% |
$436K - $468K
|
7.21K
$636K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-271- 2.64% |
$23K - $24.7K
|
9.98K
$880K
|
|
|
Aug 13, 2024
Q2 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
5.54KNew |
$470K - $505K
|
5.54K
$488K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.4KNew |
$204K - $219K
|
2.4K
$212K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
131+ 1.71% |
$11.1K - $11.9K
|
7.81K
$689K
|
|
|
Aug 12, 2024
Q2 2024
|
Somerville Kurt F
|
SELL
|
- |
-6.62K- 56.97% |
$562K - $603K
|
5K
$441K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
342+ 6.43% |
$29K - $31.2K
|
5.66K
$499K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
324New |
$27.5K - $29.5K
|
324
$28.6K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.7KNew |
$229K - $246K
|
2.7K
$238K
|
|
|
Aug 09, 2024
Q2 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-45- 1.08% |
$3.82K - $4.1K
|
4.13K
$364K
|
|
|
Aug 09, 2024
Q2 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
62.9KNew |
$5.33M - $5.73M
|
62.9K
$5.54M
|
|
|
Aug 09, 2024
Q2 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-2.4K- 50.0% |
$204K - $219K
|
2.4K
$212K
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-325- 6.86% |
$27.6K - $29.6K
|
4.41K
$389K
|
|
|
Aug 08, 2024
Q2 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-1.64K- 36.25% |
$139K - $149K
|
2.88K
$253K
|
|
|
Aug 08, 2024
Q2 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
651+ 16.44% |
$55.2K - $59.3K
|
4.61K
$407K
|
|
|
Aug 06, 2024
Q2 2024
|
Private Management Group Inc
|
SELL
|
- |
-648- 8.29% |
$55K - $59K
|
7.17K
$632K
|
|
|
Aug 06, 2024
Q2 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-31- 0.47% |
$2.63K - $2.82K
|
6.57K
$579K
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-3.05K- 95.55% |
$259K - $278K
|
142
$12.5K
|
|
|
Aug 05, 2024
Q2 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
82+ 1.18% |
$6.96K - $7.47K
|
7.02K
$619K
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
32.7KNew |
$2.78M - $2.98M
|
32.7K
$2.88M
|
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-469- 6.4% |
$39.8K - $42.7K
|
6.86K
$605K
|
|
|
Aug 02, 2024
Q2 2024
|
Sage Financial Group Inc
|
BUY
|
- |
34+ 1.13% |
$2.88K - $3.1K
|
3.05K
$269K
|
|
|
Aug 01, 2024
Q2 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
100New |
$8.49K - $9.11K
|
100
$8.82K
|
|
|
Aug 01, 2024
Q2 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-1.5K- 15.12% |
$127K - $137K
|
8.42K
$743K
|
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
31+ 1.16% |
$2.63K - $2.82K
|
2.71K
$238K
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
11.4KNew |
$964K - $1.04M
|
11.4K
$1M
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.83K- 43.59% |
$156K - $167K
|
2.37K
$209K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
1+ 0.04% |
$84.9 - $91.1
|
2.55K
$225K
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
840New |
$71.3K - $76.5K
|
840
$74.1K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
501New |
$42.5K - $45.7K
|
501
$44.2K
|
|
|
Jul 29, 2024
Q2 2024
|
Highview Capital Management LLC
|
BUY
|
- |
500+ 14.78% |
$42.4K - $45.6K
|
3.88K
$342K
|
|
|
Jul 29, 2024
Q2 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-7- 0.18% |
$594 - $638
|
3.89K
$343K
|
|
|
Jul 26, 2024
Q2 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
14KNew |
$1.19M - $1.28M
|
14K
$1.23M
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.83K+ 3.17% |
$155K - $167K
|
59.5K
$5.25M
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.55KNew |
$132K - $142K
|
1.55K
$137K
|
|
|
Jul 26, 2024
Q2 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
29New |
$2.46K - $2.64K
|
29
$2.56K
|