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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
3.54KNew |
$256K - $302K
|
3.54K
$334K
|
|
|
Apr 29, 2022
Q1 2022
|
Gratus Capital LLC
|
SELL
|
- |
-3.72KClosed |
$269K - $317K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Sg Americas Securities, LLC
|
SELL
|
- |
-13KClosed |
$940K - $1.11M
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Single Point Partners, LLC
|
SELL
|
- |
-2.37KClosed |
$171K - $202K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
SELL
|
- |
-352- 26.23% |
$25.5K - $30K
|
990
$93.5K
|
|
|
Apr 19, 2022
Q1 2022
|
Security Financial Services, Inc.
|
SELL
|
- |
-3.42KClosed |
$247K - $291K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
136New |
$9.84K - $11.6K
|
136
$12.8K
|
|
|
Apr 18, 2022
Q1 2022
|
Cadence Bank Na
|
SELL
|
- |
-86- 0.69% |
$6.22K - $7.33K
|
12.4K
$1.17M
|
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
SELL
|
- |
-204- 5.31% |
$14.8K - $17.4K
|
3.64K
$343K
|
|
|
Apr 12, 2022
Q1 2022
|
Churchill Management Corp
|
SELL
|
- |
-168KClosed |
$12.2M - $14.3M
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
5.9KNew |
$427K - $503K
|
5.9K
$557K
|
|
|
Apr 12, 2022
Q1 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-3.44KClosed |
$249K - $293K
|
0
$0
|
|
|
Apr 08, 2022
Q1 2022
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-32- 44.44% |
$2.31K - $2.73K
|
40
$3.78K
|
|
| Q4 2021 | |||||||
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
136New |
$10.8K - $12K
|
136
$12.8K
|
|
|
Oct 26, 2022
Q4 2021
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
219New |
$17.3K - $19.3K
|
219
$20.7K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
180New |
$14.2K - $15.8K
|
180
$17K
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-200Closed |
$15.8K - $17.6K
|
0
$0
|
|
|
Apr 01, 2022
Q4 2021
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
BUY
|
- |
4.32KNew |
$342K - $380K
|
4.32K
$408K
|
|
|
Feb 15, 2022
Q4 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
288New |
$22.8K - $25.3K
|
288
$27.2K
|
|
|
Feb 15, 2022
Q4 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-212Closed |
$16.8K - $18.6K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
CALL |
2.5K+ 54.35% |
$198K - $220K
|
7.1K
$671K
|
|
|
Feb 14, 2022
Q4 2021
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
105KNew |
$8.32M - $9.24M
|
105K
$9.93M
|
|
|
Feb 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1.38K- 4.5% |
$110K - $122K
|
29.4K
$2.77M
|
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-284Closed |
$22.5K - $25K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1Closed |
$79.1 - $87.9
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-316Closed |
$25K - $27.8K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
4KNew |
$317K - $352K
|
4K
$378K
|
|
|
Feb 10, 2022
Q4 2021
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
4.71KNew |
$373K - $414K
|
4.71K
$445K
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
3+ 2.19% |
$237 - $264
|
140
$13.2K
|
|
|
Jan 28, 2022
Q4 2021
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-80Closed |
$6.33K - $7.03K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-2.76KClosed |
$218K - $242K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-44Closed |
$3.48K - $3.87K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
2.98KNew |
$236K - $262K
|
2.98K
$282K
|
|
| Q3 2021 | |||||||
|
Jan 25, 2022
Q3 2021
|
Fulcrum Equity Management
|
SELL
|
- |
-8.88KClosed |
$690K - $743K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Principle Wealth Partners LLC
|
SELL
|
- |
-2.63KClosed |
$205K - $220K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-4.22KClosed |
$328K - $352K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-685Closed |
$53.2K - $57.3K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Cordasco Financial Network
|
SELL
|
- |
-185- 23.72% |
$14.4K - $15.5K
|
595
$56.2K
|
|
|
Nov 12, 2021
Q3 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
124New |
$9.64K - $10.4K
|
124
$11.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-240- 6.83% |
$18.7K - $20.1K
|
3.28K
$309K
|
|
|
Nov 12, 2021
Q3 2021
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-2.65KClosed |
$206K - $221K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
400New |
$31.1K - $33.4K
|
400
$37.8K
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
PUT |
16New |
$1.24K - $1.34K
|
16
$1.51K
|
|
|
Nov 09, 2021
Q3 2021
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-2.58KClosed |
$200K - $216K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-2.63KClosed |
$205K - $220K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Cim, LLC
|
BUY
|
- |
8.4KNew |
$653K - $702K
|
8.4K
$793K
|
|
|
Nov 04, 2021
Q3 2021
|
Prw Wealth Management LLC
|
SELL
|
- |
-13.1KClosed |
$1.02M - $1.1M
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-4Closed |
$311 - $334
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-80Closed |
$6.22K - $6.69K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Sather Financial Group Inc
|
BUY
|
- |
11.4KNew |
$883K - $950K
|
11.4K
$1.07M
|
|