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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-9.37KClosed |
$584K - $710K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Enzi Wealth
Austin, TX |
BUY
|
- |
3.22KNew |
$201K - $244K
|
3.22K
$304K
|
|
|
Nov 14, 2022
Q3 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
5.26K+ 5.58% |
$328K - $399K
|
99.5K
$9.39M
|
|
|
Nov 14, 2022
Q3 2022
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-420- 10.1% |
$26.2K - $31.8K
|
3.74K
$353K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
210New |
$13.1K - $15.9K
|
210
$19.8K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-530- 2.89% |
$33K - $40.2K
|
17.8K
$1.68M
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
3.64KNew |
$227K - $276K
|
3.64K
$343K
|
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-96- 16.33% |
$5.99K - $7.28K
|
492
$46.5K
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
5New |
$312 - $379
|
5
$472
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
4.84KNew |
$302K - $367K
|
4.84K
$457K
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
10.1KNew |
$629K - $765K
|
10.1K
$953K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
1+ 0.88% |
$62.4 - $75.8
|
115
$10.9K
|
|
|
Nov 02, 2022
Q3 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
1.04KNew |
$64.6K - $78.5K
|
1.04K
$97.8K
|
|
|
Nov 02, 2022
Q3 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
5.88KNew |
$367K - $446K
|
5.88K
$555K
|
|
|
Nov 01, 2022
Q3 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
3.29KNew |
$205K - $249K
|
3.29K
$311K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.25KNew |
$78.1K - $94.9K
|
1.25K
$118K
|
|
|
Oct 26, 2022
Q3 2022
|
Inverness Counsel LLC
|
BUY
|
- |
380+ 7.11% |
$23.7K - $28.8K
|
5.72K
$541K
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-228- 16.83% |
$14.2K - $17.3K
|
1.13K
$106K
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Bank
|
SELL
|
- |
-228- 16.83% |
$14.2K - $17.3K
|
1.13K
$106K
|
|
|
Oct 20, 2022
Q3 2022
|
Country Trust Bank
|
BUY
|
- |
276+ 71.88% |
$17.2K - $20.9K
|
660
$62.3K
|
|
|
Oct 20, 2022
Q3 2022
|
Planned Solutions, Inc.
|
BUY
|
- |
5.88KNew |
$367K - $446K
|
5.88K
$556K
|
|
|
Oct 19, 2022
Q3 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-716- 8.48% |
$44.6K - $54.3K
|
7.73K
$730K
|
|
|
Oct 06, 2022
Q3 2022
|
Independence Bank Of Kentucky
|
SELL
|
- |
-100- 2.59% |
$6.24K - $7.58K
|
3.76K
$355K
|
|
| 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
$113K
|
|
|
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
$530K
|
|
|
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
$99.7K
|
|
|
Aug 11, 2022
Q2 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-106- 10.39% |
$6.56K - $8.27K
|
914
$86.3K
|
|
|
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
$3.44M
|
|
|
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
$102K
|
|
|
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 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
60New |
$3.71K - $4.68K
|
60
$5.67K
|
|
|
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
$26.4K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-10K- 90.83% |
$620K - $783K
|
1.01K
$95.6K
|
|
|
Jul 27, 2022
Q2 2022
|
Sunesis Advisors, LLC
|
SELL
|
- |
-59- 0.48% |
$3.65K - $4.61K
|
12.3K
$1.16M
|
|
|
Jul 25, 2022
Q2 2022
|
Aspiriant, LLC
|
SELL
|
- |
-2.67KClosed |
$165K - $208K
|
0
$0
|
|