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 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
103+ 1.04% |
$9.34K - $10.2K
|
10K
$881K
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-736K- 99.64% |
$66.7M - $73.2M
|
2.69K
$237K
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-284- 0.78% |
$25.7K - $28.2K
|
36K
$3.17M
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-70.5K- 4.95% |
$6.39M - $7.01M
|
1.35M
$119M
|
|
Feb 11, 2025
Q4 2024
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
3.82KNew |
$347K - $380K
|
3.82K
$337K
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
8.65KNew |
$784K - $860K
|
8.65K
$762K
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
464New |
$42.1K - $46.1K
|
464
$40.9K
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
6.69K+ 26.56% |
$606K - $665K
|
31.9K
$2.81M
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
65New |
$5.89K - $6.46K
|
65
$5.73K
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
10+ 0.34% |
$907 - $995
|
2.96K
$261K
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-48.5K- 6.18% |
$4.4M - $4.83M
|
737K
$65M
|
|
Feb 10, 2025
Q4 2024
|
Renasant Bank
|
SELL
|
- |
-1.2K- 6.65% |
$109K - $119K
|
16.8K
$1.48M
|
|
Feb 10, 2025
Q4 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
785+ 24.21% |
$71.2K - $78.1K
|
4.03K
$355K
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
340New |
$30.8K - $33.8K
|
340
$30K
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-7.71K- 4.55% |
$699K - $767K
|
162K
$14.3M
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
426+ 0.46% |
$38.6K - $42.4K
|
93K
$8.2M
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
119+ 297.5% |
$10.8K - $11.8K
|
159
$14K
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
32+ 0.09% |
$2.9K - $3.18K
|
36.7K
$3.23M
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
150+ 14.31% |
$13.6K - $14.9K
|
1.2K
$106K
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
SELL
|
- |
-617- 3.76% |
$55.9K - $61.4K
|
15.8K
$1.39M
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
5+ 0.11% |
$453 - $497
|
4.52K
$398K
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
114New |
$10.3K - $11.3K
|
114
$10.1K
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-294- 6.02% |
$26.7K - $29.2K
|
4.59K
$405K
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-20.1K- 25.07% |
$1.82M - $2M
|
60K
$5.29M
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.35K- 6.21% |
$304K - $333K
|
50.6K
$4.47M
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-50- 2.44% |
$4.53K - $4.97K
|
2K
$176K
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.81K- 11.23% |
$164K - $180K
|
14.3K
$1.26M
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
SELL
|
- |
-325- 4.62% |
$29.5K - $32.3K
|
6.71K
$592K
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-120- 3.8% |
$10.9K - $11.9K
|
3.04K
$268K
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
3.31K+ 71.96% |
$300K - $329K
|
7.91K
$697K
|
|
Feb 10, 2025
Q4 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
10.5KNew |
$953K - $1.05M
|
10.5K
$927K
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-207- 11.59% |
$18.8K - $20.6K
|
1.58K
$139K
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-68- 0.91% |
$6.16K - $6.76K
|
7.39K
$651K
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
56.6K+ 2.89% |
$5.13M - $5.63M
|
2.02M
$178M
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
60+ 300.0% |
$5.44K - $5.97K
|
80
$7.05K
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
4New |
$363 - $398
|
4
$353
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
5+ 0.15% |
$453 - $497
|
3.29K
$290K
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
7.93KNew |
$719K - $789K
|
7.93K
$699K
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
20KNew |
$1.81M - $1.99M
|
20K
$1.76M
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-29.6K- 11.13% |
$2.69M - $2.95M
|
237K
$20.9M
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
94+ 10.85% |
$8.52K - $9.35K
|
960
$84.6K
|
|
Feb 07, 2025
Q4 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
1+ 0.01% |
$90.7 - $99.5
|
7.43K
$655K
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
BUY
|
- |
84+ 2.21% |
$7.62K - $8.35K
|
3.89K
$343K
|
|
Feb 07, 2025
Q4 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
1.37K+ 3.85% |
$125K - $137K
|
37.1K
$3.27M
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2+ 0.27% |
$181 - $199
|
755
$66.6K
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
428+ 9.75% |
$38.8K - $42.6K
|
4.82K
$425K
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-7.75K- 0.93% |
$703K - $771K
|
827K
$72.9M
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
25+ 0.13% |
$2.27K - $2.49K
|
19.8K
$1.74M
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-595- 8.56% |
$53.9K - $59.2K
|
6.36K
$560K
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
10New |
$907 - $995
|
10
$882
|