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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2021
Q4 2020
|
Column Capital Advisors, LLC
|
BUY
|
- |
105+ 300.0% |
$6.36K - $7.65K
|
140
$12.3K
|
|
|
Feb 12, 2021
Q4 2020
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
3.05K+ 300.0% |
$184K - $222K
|
4.06K
$358K
|
|
|
Feb 12, 2021
Q4 2020
|
Makena Capital Management LLC
Menlo Park, CA |
SELL
|
- |
-3.71KClosed |
$224K - $270K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Pittenger & Anderson Inc
|
BUY
|
- |
10.4K+ 300.0% |
$626K - $754K
|
13.8K
$1.22M
|
|
|
Feb 09, 2021
Q4 2020
|
Marietta Wealth Management, LLC
|
BUY
|
- |
8.42K+ 300.0% |
$509K - $613K
|
11.2K
$989K
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-322Closed |
$19.5K - $23.4K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-1.43KClosed |
$86.6K - $104K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
183+ 300.0% |
$11.1K - $13.3K
|
244
$21.5K
|
|
|
Feb 05, 2021
Q4 2020
|
Horrell Capital Management, Inc.
|
BUY
|
- |
915+ 300.0% |
$55.4K - $66.6K
|
1.22K
$108K
|
|
|
Feb 05, 2021
Q4 2020
|
Tortoise Investment Management, LLC
|
BUY
|
- |
11+ 6.51% |
$666 - $801
|
180
$15.9K
|
|
|
Feb 04, 2021
Q4 2020
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
7.4K+ 300.0% |
$448K - $539K
|
9.87K
$870K
|
|
|
Feb 04, 2021
Q4 2020
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
136New |
$8.23K - $9.9K
|
136
$12K
|
|
|
Feb 03, 2021
Q4 2020
|
Allen Investment Management LLC
|
BUY
|
- |
5.67K+ 300.0% |
$343K - $413K
|
7.56K
$666K
|
|
|
Feb 03, 2021
Q4 2020
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
7.98K+ 300.0% |
$483K - $581K
|
10.6K
$938K
|
|
|
Feb 02, 2021
Q4 2020
|
S.A. Mason LLC
|
BUY
|
- |
1.34KNew |
$80.9K - $97.3K
|
1.34K
$118K
|
|
|
Feb 01, 2021
Q4 2020
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
985New |
$59.6K - $71.7K
|
985
$86.8K
|
|
|
Jan 29, 2021
Q4 2020
|
Tfo Tdc, LLC
|
SELL
|
- |
-21Closed |
$1.27K - $1.53K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-22Closed |
$1.33K - $1.6K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
630+ 300.0% |
$38.1K - $45.9K
|
840
$74.1K
|
|
|
Jan 27, 2021
Q4 2020
|
Smart Money Group LLC
|
SELL
|
- |
-5.56KClosed |
$337K - $405K
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Segment Wealth Management, LLC
|
BUY
|
- |
23.8K+ 300.0% |
$1.44M - $1.73M
|
31.7K
$2.79M
|
|
|
Jan 27, 2021
Q4 2020
|
Accel Wealth Management
|
BUY
|
- |
144New |
$8.72K - $10.5K
|
144
$12.7K
|
|
|
Jan 27, 2021
Q4 2020
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
20New |
$1.21K - $1.46K
|
20
$1.76K
|
|
|
Jan 26, 2021
Q4 2020
|
Hc Financial Advisors Inc
|
BUY
|
- |
120+ 300.0% |
$7.26K - $8.74K
|
160
$14.1K
|
|
|
Jan 25, 2021
Q4 2020
|
Affiance Financial, LLC
|
BUY
|
- |
751+ 261.67% |
$45.5K - $54.7K
|
1.04K
$91.5K
|
|
|
Jan 22, 2021
Q4 2020
|
Relaxing Retirement Coach
|
BUY
|
- |
1.94K+ 100.0% |
$117K - $141K
|
3.88K
$342K
|
|
|
Jan 21, 2021
Q4 2020
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
330+ 300.0% |
$20K - $24K
|
440
$38.8K
|
|
|
Jan 20, 2021
Q4 2020
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-2.48KClosed |
$150K - $180K
|
0
$0
|
|
|
Jan 15, 2021
Q4 2020
|
Monument Capital Management
|
SELL
|
- |
-920Closed |
$55.7K - $67K
|
0
$0
|
|
|
Jan 13, 2021
Q4 2020
|
Stone House Investment Management, LLC
|
SELL
|
- |
-3.23KClosed |
$196K - $235K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 17, 2020
Q3 2020
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-1Closed |
$55.4 - $62.7
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-43Closed |
$2.38K - $2.7K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-2.16KClosed |
$120K - $135K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-2KClosed |
$111K - $125K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
1776 Wealth LLC
|
SELL
|
- |
-36Closed |
$2K - $2.26K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-89Closed |
$4.93K - $5.58K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-200Closed |
$11.1K - $12.5K
|
0
$0
|
|
|
Nov 06, 2020
Q3 2020
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-3.23KClosed |
$179K - $202K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-31Closed |
$1.72K - $1.94K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Campbell Wealth Management
|
SELL
|
- |
-105Closed |
$5.82K - $6.58K
|
0
$0
|
|
|
Oct 26, 2020
Q3 2020
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-11Closed |
$610 - $690
|
0
$0
|
|
|
Oct 13, 2020
Q3 2020
|
Altus Wealth Management, LLC
|
SELL
|
- |
-931Closed |
$51.6K - $58.4K
|
0
$0
|
|
|
Oct 08, 2020
Q3 2020
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-330Closed |
$18.3K - $20.7K
|
0
$0
|
|
|
Oct 08, 2020
Q3 2020
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-18Closed |
$998 - $1.13K
|
0
$0
|
|
|
Oct 07, 2020
Q3 2020
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-2.17KClosed |
$120K - $136K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.92K+ 67.8% |
$79.7K - $114K
|
4.75K
$418K
|
|
|
May 14, 2021
Q2 2020
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Sep 28, 2020
Q2 2020
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-150Closed |
$6.23K - $8.9K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-92Closed |
$3.82K - $5.46K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-1.19KClosed |
$49.5K - $70.6K
|
0
$0
|
|