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 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
1.56KNew |
$141K - $155K
|
1.56K
$147K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
211New |
$19.1K - $21K
|
211
$19.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
212+ 8.81% |
$19.2K - $21.1K
|
2.62K
$247K
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
262+ 8.52% |
$23.8K - $26.1K
|
3.34K
$315K
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
4.9KNew |
$445K - $488K
|
4.9K
$463K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-120- 15.0% |
$10.9K - $11.9K
|
680
$64.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-54- 0.59% |
$4.9K - $5.37K
|
9.04K
$854K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
15.7K+ 198.93% |
$1.42M - $1.56M
|
23.5K
$2.22M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
51+ 7.08% |
$4.62K - $5.07K
|
771
$72.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-17.5K- 71.9% |
$1.59M - $1.74M
|
6.85K
$647K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-115- 3.1% |
$10.4K - $11.4K
|
3.59K
$339K
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-380- 12.34% |
$34.5K - $37.8K
|
2.7K
$255K
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
15KNew |
$1.36M - $1.5M
|
15K
$1.42M
|
|
|
Jan 17, 2025
Q4 2024
|
Corundum Trust Company, Inc
Sioux Falls, SD |
SELL
|
- |
-440- 1.98% |
$39.9K - $43.8K
|
21.7K
$2.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1New |
$90.7 - $99.5
|
1
$94.4
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
1.54K+ 22.16% |
$139K - $153K
|
8.47K
$800K
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-123- 25.2% |
$11.2K - $12.2K
|
365
$34.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
2.21KNew |
$200K - $220K
|
2.21K
$209K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-656- 13.67% |
$59.5K - $65.2K
|
4.14K
$391K
|
|
|
Jan 14, 2025
Q4 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-285- 96.28% |
$25.8K - $28.3K
|
11
$1.04K
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
8.92KNew |
$809K - $887K
|
8.92K
$843K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-442- 16.5% |
$40.1K - $44K
|
2.24K
$211K
|
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-125- 1.23% |
$11.3K - $12.4K
|
10.1K
$950K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
2.76KNew |
$250K - $274K
|
2.76K
$260K
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.65% |
$90.7 - $99.5
|
154
$14.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
BUY
|
- |
6.89KNew |
$625K - $685K
|
6.89K
$651K
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-1.87K- 18.58% |
$170K - $186K
|
8.21K
$775K
|
|
|
Jan 07, 2025
Q4 2024
|
Moller Financial Services
|
BUY
|
- |
612+ 13.11% |
$55.5K - $60.9K
|
5.28K
$499K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
764New |
$69.3K - $76K
|
764
$72.2K
|
|
| Q3 2024 | |||||||
|
Feb 13, 2025
Q3 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-400- 5.93% |
$33.9K - $37.4K
|
6.34K
$599K
|
|
|
Jan 13, 2025
Q3 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
2.78KNew |
$235K - $260K
|
2.78K
$262K
|
|
|
Nov 15, 2024
Q3 2024
|
Kimelman & Baird, LLC
New York, NY |
SELL
|
- |
-50- 14.29% |
$4.24K - $4.68K
|
300
$28.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
2.27KNew |
$192K - $212K
|
2.27K
$214K
|
|
|
Nov 14, 2024
Q3 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
125+ 4.56% |
$10.6K - $11.7K
|
2.87K
$271K
|
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
SELL
|
- |
-85- 2.06% |
$7.21K - $7.95K
|
4.05K
$382K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
90New |
$7.63K - $8.42K
|
90
$8.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
72New |
$6.11K - $6.73K
|
72
$6.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
2.86KNew |
$242K - $267K
|
2.86K
$270K
|
|
|
Nov 13, 2024
Q3 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-156- 2.78% |
$13.2K - $14.6K
|
5.46K
$515K
|
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
1.57K+ 6.88% |
$133K - $147K
|
24.3K
$2.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
53.2K+ 291.56% |
$4.51M - $4.97M
|
71.4K
$6.74M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
235+ 0.95% |
$19.9K - $22K
|
24.9K
$2.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-34- 0.84% |
$2.88K - $3.18K
|
3.99K
$377K
|
|
|
Nov 12, 2024
Q3 2024
|
Codex Capital Asset Management L.L.C.
Dallas, TX |
BUY
|
- |
450+ 2.04% |
$38.2K - $42.1K
|
22.5K
$2.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
2.39KNew |
$203K - $224K
|
2.39K
$226K
|
|
|
Nov 12, 2024
Q3 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-140K- 35.97% |
$11.9M - $13.1M
|
250K
$23.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-2.54K- 47.94% |
$216K - $238K
|
2.76K
$261K
|
|
|
Nov 12, 2024
Q3 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
2.48KNew |
$210K - $232K
|
2.48K
$234K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-4.51K- 10.25% |
$383K - $422K
|
39.5K
$3.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-61- 49.59% |
$5.17K - $5.71K
|
62
$5.86K
|
|