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 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-35Closed |
$2.7K - $2.92K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-25.4KClosed |
$1.96M - $2.12M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
24New |
$1.85K - $2K
|
24
$2.12K
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-287Closed |
$22.1K - $23.9K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
2.36KNew |
$182K - $197K
|
2.36K
$208K
|
|
|
Aug 09, 2021
Q2 2021
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-1.1KClosed |
$84.8K - $91.7K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-5.85KClosed |
$451K - $488K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
High Mark Wealth Management LLC
|
SELL
|
- |
-36Closed |
$2.77K - $3K
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Le Jeune Puetz Investment Counsel LLC
|
SELL
|
- |
-1.74K- 17.86% |
$134K - $145K
|
8K
$705K
|
|
|
Jul 27, 2021
Q2 2021
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-256Closed |
$19.7K - $21.3K
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Duncker Streett & CO Inc
|
SELL
|
- |
-240- 13.19% |
$18.5K - $20K
|
1.58K
$139K
|
|
|
Jul 21, 2021
Q2 2021
|
Grandview Asset Management LLC
|
SELL
|
- |
-44Closed |
$3.39K - $3.67K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
3.52KNew |
$271K - $293K
|
3.52K
$310K
|
|
|
Jul 21, 2021
Q2 2021
|
Hedeker Wealth, LLC
|
SELL
|
- |
-3.07KClosed |
$236K - $256K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-380Closed |
$29.3K - $31.7K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
35+ 4.1% |
$2.7K - $2.92K
|
888
$78.3K
|
|
|
Jul 15, 2021
Q2 2021
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-452Closed |
$34.8K - $37.7K
|
0
$0
|
|
|
Jul 13, 2021
Q2 2021
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-96Closed |
$7.4K - $8K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-800Closed |
$57K - $64.1K
|
0
$0
|
|
|
May 19, 2021
Q1 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-800Closed |
$57K - $64.1K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-31Closed |
$2.21K - $2.49K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-392Closed |
$27.9K - $31.4K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Founders Financial Securities LLC
|
SELL
|
- |
-8.34KClosed |
$594K - $669K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-20Closed |
$1.42K - $1.6K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
128New |
$9.12K - $10.3K
|
128
$11.3K
|
|
|
May 06, 2021
Q1 2021
|
Bridge Advisory, LLC
|
SELL
|
- |
-9.45KClosed |
$673K - $758K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Diversified, LLC
|
SELL
|
- |
-253Closed |
$18K - $20.3K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-864Closed |
$61.5K - $69.3K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Ascension Asset Management LLC
|
SELL
|
- |
-90.4KClosed |
$6.44M - $7.25M
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-62Closed |
$4.42K - $4.97K
|
0
$0
|
|
|
May 03, 2021
Q1 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-17.9KClosed |
$1.27M - $1.43M
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-36Closed |
$2.56K - $2.89K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Belvedere Trading LLC
|
SELL
|
CALL |
-16.7KClosed |
$1.19M - $1.34M
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-3.28KClosed |
$234K - $263K
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
Piershale Financial Group, Inc.
|
SELL
|
- |
-309KClosed |
$22M - $24.8M
|
0
$0
|
|
|
Apr 19, 2021
Q1 2021
|
Peoples Bank
|
SELL
|
- |
-3.2KClosed |
$228K - $257K
|
0
$0
|
|
|
Apr 13, 2021
Q1 2021
|
Ballew Advisors, Inc
|
SELL
|
- |
-3.11KClosed |
$221K - $249K
|
0
$0
|
|
|
Apr 09, 2021
Q1 2021
|
Anderson Hoagland & CO
|
SELL
|
- |
-5.51K- 24.93% |
$392K - $441K
|
16.6K
$1.46M
|
|
|
Apr 09, 2021
Q1 2021
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-84Closed |
$5.98K - $6.74K
|
0
$0
|
|
|
Apr 07, 2021
Q1 2021
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-27.9KClosed |
$1.99M - $2.24M
|
0
$0
|
|
| Q4 2020 | |||||||
|
Aug 28, 2024
Q4 2020
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-13- 0.45% |
$787 - $947
|
2.87K
$253K
|
|
|
Nov 07, 2023
Q4 2020
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
354+ 300.0% |
$21.4K - $25.8K
|
472
$41.6K
|
|
|
Feb 22, 2022
Q4 2020
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
120+ 300.0% |
$7.26K - $8.74K
|
160
$14.1K
|
|
|
Mar 05, 2021
Q4 2020
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-10Closed |
$605 - $728
|
0
$0
|
|
|
Feb 23, 2021
Q4 2020
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-1.32KClosed |
$79.8K - $96K
|
0
$0
|
|
|
Feb 18, 2021
Q4 2020
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
282+ 1084.62% |
$17.1K - $20.5K
|
308
$27.2K
|
|
|
Feb 16, 2021
Q4 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-225Closed |
$13.6K - $16.4K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
6.3KNew |
$381K - $459K
|
6.3K
$555K
|
|
|
Feb 16, 2021
Q4 2020
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
100New |
$6.05K - $7.28K
|
100
$8.82K
|
|
|
Feb 16, 2021
Q4 2020
|
Premier Asset Management LLC
Chicago, IL |
SELL
|
- |
-2.04KClosed |
$124K - $149K
|
0
$0
|
|