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 05, 2025
Q4 2024
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
7.18KNew |
$651K - $714K
|
7.18K
$633K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
459+ 5.04% |
$41.6K - $45.7K
|
9.57K
$844K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
64.5K+ 30.96% |
$5.85M - $6.42M
|
273K
$24.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
551+ 0.24% |
$50K - $54.8K
|
233K
$20.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
2.69K+ 99.59% |
$244K - $267K
|
5.38K
$475K
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.63KNew |
$148K - $162K
|
1.63K
$144K
|
|
|
Feb 04, 2025
Q4 2024
|
B&D White Capital Company, LLC
|
SELL
|
- |
-10.9K- 77.03% |
$984K - $1.08M
|
3.24K
$285K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3.37K+ 3.53% |
$305K - $335K
|
98.8K
$8.71M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
82+ 0.61% |
$7.43K - $8.16K
|
13.4K
$1.18M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
4.28K+ 35.64% |
$388K - $426K
|
16.3K
$1.44M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-41- 0.71% |
$3.72K - $4.08K
|
5.7K
$503K
|
|
|
Feb 04, 2025
Q4 2024
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-967- 23.27% |
$87.7K - $96.2K
|
3.19K
$281K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
233New |
$21.1K - $23.2K
|
233
$20.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
5.26K+ 13.74% |
$477K - $523K
|
43.5K
$3.84M
|
|
|
Feb 04, 2025
Q4 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-1.51K- 3.09% |
$137K - $150K
|
47.3K
$4.17M
|
|
|
Feb 04, 2025
Q4 2024
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
6.46KNew |
$586K - $643K
|
6.46K
$570K
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-23.3K- 21.61% |
$2.11M - $2.32M
|
84.5K
$7.45M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
469+ 1.46% |
$42.5K - $46.6K
|
32.6K
$2.87M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1+ 0.04% |
$90.7 - $99.5
|
2.39K
$211K
|
|
|
Feb 04, 2025
Q4 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-538- 1.09% |
$48.8K - $53.5K
|
49K
$4.32M
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-220- 3.38% |
$19.9K - $21.9K
|
6.28K
$554K
|
|
|
Feb 03, 2025
Q4 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-760- 23.35% |
$68.9K - $75.6K
|
2.5K
$220K
|
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-808- 9.52% |
$73.3K - $80.4K
|
7.68K
$677K
|
|
|
Feb 03, 2025
Q4 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-69- 5.41% |
$6.26K - $6.86K
|
1.21K
$106K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-145K- 89.77% |
$13.1M - $14.4M
|
16.5K
$1.45M
|
|
|
Feb 03, 2025
Q4 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-30.2K- 81.46% |
$2.74M - $3.01M
|
6.88K
$607K
|
|
|
Feb 03, 2025
Q4 2024
|
Bank Of Stockton
|
SELL
|
- |
-85- 0.6% |
$7.71K - $8.45K
|
14K
$1.24M
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
800+ 33.22% |
$72.5K - $79.6K
|
3.21K
$283K
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
2.15K+ 1.2% |
$194K - $213K
|
181K
$16M
|
|
|
Feb 03, 2025
Q4 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-5.86K- 5.61% |
$531K - $583K
|
98.7K
$8.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-12- 0.07% |
$1.09K - $1.19K
|
18.1K
$1.59M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
358+ 0.64% |
$32.5K - $35.6K
|
56.3K
$4.96M
|
|
|
Feb 03, 2025
Q4 2024
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
65+ 1.75% |
$5.89K - $6.46K
|
3.78K
$333K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
58.6K+ 1134.29% |
$5.31M - $5.82M
|
63.7K
$5.62M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-421- 6.81% |
$38.2K - $41.9K
|
5.76K
$508K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
20+ 0.11% |
$1.81K - $1.99K
|
18.3K
$1.62M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.89K+ 14.27% |
$262K - $287K
|
23.1K
$2.04M
|
|
|
Feb 03, 2025
Q4 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
106+ 3.44% |
$9.61K - $10.5K
|
3.19K
$281K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.84K- 2.83% |
$167K - $183K
|
63.3K
$5.58M
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.5K- 12.08% |
$136K - $149K
|
10.9K
$963K
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-1.99K- 1.34% |
$180K - $197K
|
146K
$12.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-13.2K- 2.83% |
$1.2M - $1.31M
|
454K
$40M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
18.8K+ 1.86% |
$1.7M - $1.86M
|
1.03M
$90.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-26.3K- 24.83% |
$2.38M - $2.62M
|
79.6K
$7.02M
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-1.75K- 2.45% |
$159K - $174K
|
69.5K
$6.13M
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-296- 5.3% |
$26.8K - $29.4K
|
5.29K
$467K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-52- 0.71% |
$4.71K - $5.17K
|
7.31K
$644K
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
SELL
|
- |
-142- 2.5% |
$12.9K - $14.1K
|
5.53K
$488K
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-415- 0.93% |
$37.6K - $41.3K
|
44K
$3.88M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
512New |
$46.4K - $50.9K
|
512
$45.1K
|