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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-75- 4.32% |
$5.18K - $5.63K
|
1.66K
$157K
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
28New |
$1.94K - $2.1K
|
28
$2.64K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
45New |
$3.11K - $3.38K
|
45
$4.25K
|
|
|
Aug 04, 2023
Q2 2023
|
Terril Brothers, Inc.
|
BUY
|
- |
3.91KNew |
$270K - $293K
|
3.91K
$369K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
3+ 0.03% |
$207 - $225
|
10.3K
$974K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-104- 1.25% |
$7.19K - $7.8K
|
8.18K
$773K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-44- 0.45% |
$3.04K - $3.3K
|
9.82K
$927K
|
|
|
Jul 31, 2023
Q2 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-16- 0.9% |
$1.11K - $1.2K
|
1.75K
$165K
|
|
|
Jul 26, 2023
Q2 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
4.9KNew |
$339K - $368K
|
4.9K
$463K
|
|
|
Jul 26, 2023
Q2 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
5New |
$346 - $375
|
5
$472
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.25% |
$69.1 - $75
|
405
$38.2K
|
|
|
Jul 20, 2023
Q2 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
286New |
$19.8K - $21.5K
|
286
$27K
|
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
BUY
|
- |
3.16KNew |
$219K - $237K
|
3.16K
$299K
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-476- 21.76% |
$32.9K - $35.7K
|
1.71K
$162K
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-378- 7.94% |
$26.1K - $28.4K
|
4.38K
$414K
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-2.43K- 21.63% |
$168K - $182K
|
8.8K
$831K
|
|
| Q1 2023 | |||||||
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
1.8K+ 300.0% |
$122K - $135K
|
2.4K
$227K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
20New |
$1.36K - $1.5K
|
20
$1.89K
|
|
|
Aug 08, 2023
Q1 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
7.99KNew |
$541K - $597K
|
7.99K
$754K
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-2.42K- 13.12% |
$164K - $181K
|
16K
$1.52M
|
|
|
May 15, 2023
Q1 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-6.5K- 61.17% |
$440K - $486K
|
4.12K
$389K
|
|
|
May 15, 2023
Q1 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
13.9KNew |
$941K - $1.04M
|
13.9K
$1.31M
|
|
|
May 15, 2023
Q1 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
4.81KNew |
$326K - $360K
|
4.81K
$454K
|
|
|
May 12, 2023
Q1 2023
|
Wms Partners, LLC
|
SELL
|
- |
-141- 1.96% |
$9.56K - $10.5K
|
7.06K
$667K
|
|
|
May 12, 2023
Q1 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
386New |
$26.2K - $28.9K
|
386
$36.5K
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
560New |
$38K - $41.9K
|
560
$52.9K
|
|
|
May 11, 2023
Q1 2023
|
Kendall Capital Management
|
BUY
|
- |
5+ 0.16% |
$339 - $374
|
3.14K
$296K
|
|
|
May 10, 2023
Q1 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
1.5K+ 0.87% |
$102K - $112K
|
174K
$16.5M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
692KNew |
$46.9M - $51.8M
|
692K
$65.4M
|
|
|
May 09, 2023
Q1 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-400- 47.62% |
$27.1K - $29.9K
|
440
$41.6K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
973New |
$65.9K - $72.8K
|
973
$91.9K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
290New |
$19.7K - $21.7K
|
290
$27.4K
|
|
|
May 05, 2023
Q1 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
3.83KNew |
$259K - $286K
|
3.83K
$361K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
1.65K+ 5889.29% |
$112K - $123K
|
1.68K
$158K
|
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
18New |
$1.22K - $1.35K
|
18
$1.7K
|
|
|
May 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-1.3K- 51.98% |
$88.2K - $97.3K
|
1.2K
$114K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
40.7KNew |
$2.76M - $3.04M
|
40.7K
$3.84M
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-126- 5.47% |
$8.54K - $9.42K
|
2.18K
$206K
|
|
|
May 02, 2023
Q1 2023
|
Magnolia Capital Management LTD
|
BUY
|
- |
256New |
$17.3K - $19.1K
|
256
$24.2K
|
|
|
May 01, 2023
Q1 2023
|
Heritage Investors Management Corp
|
BUY
|
- |
2.9KNew |
$197K - $217K
|
2.9K
$274K
|
|
|
May 01, 2023
Q1 2023
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
3.18K+ 0.67% |
$215K - $237K
|
475K
$44.9M
|
|
|
Apr 28, 2023
Q1 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-20- 71.43% |
$1.36K - $1.5K
|
8
$756
|
|
|
Apr 25, 2023
Q1 2023
|
First National Bank Of Hutchinson
|
BUY
|
- |
2.85KNew |
$193K - $213K
|
2.85K
$269K
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
656New |
$44.5K - $49.1K
|
656
$62K
|
|
|
Apr 21, 2023
Q1 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
6.78KNew |
$459K - $507K
|
6.78K
$640K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
700New |
$47.4K - $52.3K
|
700
$66.1K
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
25New |
$1.69K - $1.87K
|
25
$2.36K
|
|
|
Apr 17, 2023
Q1 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
2.88KNew |
$195K - $215K
|
2.88K
$272K
|
|
|
Apr 14, 2023
Q1 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-160- 50.0% |
$10.8K - $12K
|
160
$15.1K
|
|
|
Apr 13, 2023
Q1 2023
|
Independent Investors Inc
|
BUY
|
- |
2.8KNew |
$190K - $209K
|
2.8K
$264K
|
|