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 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
240New |
$20.4K - $21.9K
|
240
$21.2K
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-186- 5.78% |
$15.8K - $16.9K
|
3.03K
$267K
|
|
|
Jul 25, 2024
Q2 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-303- 18.53% |
$25.7K - $27.6K
|
1.33K
$117K
|
|
|
Jul 25, 2024
Q2 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-44- 1.96% |
$3.73K - $4.01K
|
2.2K
$194K
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
60New |
$5.09K - $5.47K
|
60
$5.29K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.79K+ 232.81% |
$152K - $163K
|
2.56K
$225K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-75- 2.41% |
$6.36K - $6.83K
|
3.03K
$267K
|
|
|
Jul 23, 2024
Q2 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
2.45KNew |
$208K - $223K
|
2.45K
$216K
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
368New |
$31.2K - $33.5K
|
368
$32.4K
|
|
|
Jul 18, 2024
Q2 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
50.4KNew |
$4.27M - $4.59M
|
50.4K
$4.44M
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
7.99KNew |
$678K - $728K
|
7.99K
$704K
|
|
|
Jul 18, 2024
Q2 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-210- 1.01% |
$17.8K - $19.1K
|
20.7K
$1.82M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
10.8K+ 392.63% |
$917K - $985K
|
13.6K
$1.2M
|
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-33- 0.67% |
$2.8K - $3.01K
|
4.86K
$428K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
577New |
$49K - $52.6K
|
577
$50.9K
|
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
166New |
$14.1K - $15.1K
|
166
$14.6K
|
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
4.16KNew |
$353K - $379K
|
4.16K
$366K
|
|
|
Jul 16, 2024
Q2 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
3.49KNew |
$296K - $318K
|
3.49K
$308K
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-398- 10.86% |
$33.8K - $36.3K
|
3.27K
$288K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-466- 41.76% |
$39.5K - $42.5K
|
650
$57.3K
|
|
|
Jul 10, 2024
Q2 2024
|
Bennett Selby Investments LP
|
SELL
|
- |
-225- 7.01% |
$19.1K - $20.5K
|
2.99K
$263K
|
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
3.05K+ 280.07% |
$259K - $278K
|
4.14K
$365K
|
|
|
Jul 09, 2024
Q2 2024
|
Adirondack Trust CO
|
BUY
|
- |
112New |
$9.5K - $10.2K
|
112
$9.87K
|
|
| Q1 2024 | |||||||
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-5- 1.63% |
$384 - $456
|
301
$26.5K
|
|
|
Aug 02, 2024
Q1 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
5.41KNew |
$415K - $493K
|
5.41K
$477K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
1.41KNew |
$108K - $129K
|
1.41K
$124K
|
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-27- 0.53% |
$2.07K - $2.46K
|
5.05K
$445K
|
|
|
Jun 12, 2024
Q1 2024
|
Ims Capital Management
|
BUY
|
- |
2.41KNew |
$185K - $220K
|
2.41K
$212K
|
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
2.59KNew |
$199K - $237K
|
2.59K
$229K
|
|
|
May 23, 2024
Q1 2024
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-820- 87.7% |
$63K - $74.8K
|
115
$10.1K
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
3.13KNew |
$241K - $286K
|
3.13K
$276K
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-81- 1.55% |
$6.22K - $7.39K
|
5.15K
$454K
|
|
|
May 15, 2024
Q1 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-276- 28.45% |
$21.2K - $25.2K
|
694
$61.2K
|
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
137New |
$10.5K - $12.5K
|
137
$12.1K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
1.44KNew |
$111K - $131K
|
1.44K
$127K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
171New |
$13.1K - $15.6K
|
171
$15.1K
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
38.6KNew |
$2.97M - $3.53M
|
38.6K
$3.41M
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
2.39KNew |
$183K - $218K
|
2.39K
$210K
|
|
|
May 15, 2024
Q1 2024
|
Sandler Capital Management
New York, NY |
SELL
|
- |
-27K- 54.0% |
$2.07M - $2.46M
|
23K
$2.03M
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.19K- 16.0% |
$91.1K - $108K
|
6.23K
$549K
|
|
|
May 14, 2024
Q1 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
2.25KNew |
$173K - $205K
|
2.25K
$198K
|
|
|
May 14, 2024
Q1 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
3.04KNew |
$234K - $277K
|
3.04K
$268K
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
37.8KNew |
$2.91M - $3.45M
|
37.8K
$3.34M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
2.21KNew |
$170K - $201K
|
2.21K
$195K
|
|
|
May 14, 2024
Q1 2024
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
2.5KNew |
$192K - $228K
|
2.5K
$220K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-6.27K- 2.48% |
$481K - $572K
|
246K
$21.7M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
92.8K+ 954.25% |
$7.13M - $8.47M
|
103K
$9.04M
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
968New |
$74.4K - $88.3K
|
968
$85.3K
|
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
BUY
|
- |
1+ 0.04% |
$76.8 - $91.3
|
2.81K
$247K
|
|
|
May 13, 2024
Q1 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-4.08K- 46.33% |
$313K - $372K
|
4.72K
$416K
|
|