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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2022
Q3 2022
|
Planned Solutions, Inc.
|
BUY
|
- |
5.88KNew |
$367K - $446K
|
5.88K
$519K
|
|
|
Oct 19, 2022
Q3 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-716- 8.48% |
$44.6K - $54.3K
|
7.73K
$681K
|
|
|
Oct 06, 2022
Q3 2022
|
Independence Bank Of Kentucky
|
SELL
|
- |
-100- 2.59% |
$6.24K - $7.58K
|
3.76K
$331K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-1.06KClosed |
$65.6K - $82.7K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-627Closed |
$38.8K - $48.9K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-1.27K- 51.34% |
$78.3K - $98.8K
|
1.2K
$106K
|
|
|
Aug 15, 2022
Q2 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-60Closed |
$3.71K - $4.68K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
5.62KNew |
$347K - $438K
|
5.62K
$495K
|
|
|
Aug 15, 2022
Q2 2022
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
SELL
|
- |
-480Closed |
$29.7K - $37.5K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-1.59KClosed |
$98.5K - $124K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-5.96KClosed |
$369K - $465K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-4KClosed |
$247K - $312K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-3.53KClosed |
$218K - $275K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-117- 9.97% |
$7.24K - $9.13K
|
1.06K
$93.1K
|
|
|
Aug 11, 2022
Q2 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-106- 10.39% |
$6.56K - $8.27K
|
914
$80.6K
|
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-12Closed |
$742 - $937
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
SELL
|
- |
-1.08K- 2.89% |
$66.9K - $84.5K
|
36.4K
$3.21M
|
|
|
Aug 09, 2022
Q2 2022
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-3.54KClosed |
$219K - $276K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-668Closed |
$41.3K - $52.1K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-3.47KClosed |
$215K - $271K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
685+ 171.25% |
$42.4K - $53.5K
|
1.09K
$95.7K
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-140Closed |
$8.66K - $10.9K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-7.13KClosed |
$441K - $556K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
327New |
$20.2K - $25.5K
|
327
$28.8K
|
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
60New |
$3.71K - $4.68K
|
60
$5.29K
|
|
|
Aug 01, 2022
Q2 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-20Closed |
$1.24K - $1.56K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Citizens National Bank Trust Department
|
SELL
|
- |
-444- 61.33% |
$27.5K - $34.7K
|
280
$24.7K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-10K- 90.83% |
$620K - $783K
|
1.01K
$89.2K
|
|
|
Jul 27, 2022
Q2 2022
|
Sunesis Advisors, LLC
|
SELL
|
- |
-59- 0.48% |
$3.65K - $4.61K
|
12.3K
$1.08M
|
|
|
Jul 25, 2022
Q2 2022
|
Aspiriant, LLC
|
SELL
|
- |
-2.67KClosed |
$165K - $208K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Arlington Partners LLC
|
BUY
|
- |
33New |
$2.04K - $2.58K
|
33
$2.91K
|
|
|
Jul 25, 2022
Q2 2022
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-3.58KClosed |
$221K - $280K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-80- 27.78% |
$4.95K - $6.24K
|
208
$18.3K
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-1.99KClosed |
$123K - $155K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Paragon Advisors, LLC
|
SELL
|
- |
-4.24KClosed |
$262K - $331K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
4+ 0.08% |
$247 - $312
|
5.17K
$456K
|
|
|
Jul 21, 2022
Q2 2022
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-2.69KClosed |
$167K - $210K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
19+ 1.24% |
$1.18K - $1.48K
|
1.55K
$137K
|
|
|
Jul 19, 2022
Q2 2022
|
Evensky & Katz LLC
|
SELL
|
- |
-615Closed |
$38K - $48K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
118New |
$7.3K - $9.21K
|
118
$10.4K
|
|
|
Jul 19, 2022
Q2 2022
|
Sym Financial Corp
|
BUY
|
- |
43New |
$2.66K - $3.36K
|
43
$3.79K
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-1.57KClosed |
$97K - $122K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
7.5KNew |
$464K - $585K
|
7.5K
$661K
|
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-3.61KClosed |
$223K - $282K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
332New |
$20.5K - $25.9K
|
332
$29.3K
|
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
SELL
|
- |
-144- 0.7% |
$8.91K - $11.2K
|
20.4K
$1.8M
|
|
|
Jul 12, 2022
Q2 2022
|
Hoese & CO LLP
|
SELL
|
- |
-660Closed |
$40.8K - $51.5K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-106Closed |
$6.56K - $8.27K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Webster Bank, N. A.
|
SELL
|
- |
-1.47KClosed |
$90.9K - $115K
|
0
$0
|
|