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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.11K+ 0.49% |
$101K - $108K
|
228K
$21.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-6.47K- 7.64% |
$591K - $631K
|
78.2K
$7.38M
|
|
|
Nov 04, 2025
Q3 2025
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-6.29K- 14.26% |
$574K - $614K
|
37.8K
$3.57M
|
|
|
Nov 04, 2025
Q3 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
2.16KNew |
$197K - $211K
|
2.16K
$204K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 0.2% |
$91.3 - $97.6
|
511
$48.3K
|
|
|
Nov 04, 2025
Q3 2025
|
Elm Partners Management LLC
|
BUY
|
- |
3.21KNew |
$293K - $313K
|
3.21K
$303K
|
|
|
Nov 04, 2025
Q3 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
430New |
$39.3K - $42K
|
430
$40.6K
|
|
|
Nov 04, 2025
Q3 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-115- 0.66% |
$10.5K - $11.2K
|
17.3K
$1.63M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-2.53K- 2.75% |
$231K - $247K
|
89.6K
$8.46M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-3.49K- 1.31% |
$318K - $340K
|
263K
$24.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
39New |
$3.56K - $3.81K
|
39
$3.68K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.44K+ 8.65% |
$132K - $141K
|
18.1K
$1.71M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
65.5K+ 3.73% |
$5.98M - $6.39M
|
1.82M
$172M
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-135- 81.33% |
$12.3K - $13.2K
|
31
$2.93K
|
|
|
Nov 03, 2025
Q3 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
22+ 0.46% |
$2.01K - $2.15K
|
4.77K
$450K
|
|
|
Nov 03, 2025
Q3 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-399- 9.72% |
$36.4K - $38.9K
|
3.7K
$350K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-12.3K- 2.94% |
$1.12M - $1.2M
|
407K
$38.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
610+ 12.58% |
$55.7K - $59.5K
|
5.46K
$516K
|
|
|
Nov 03, 2025
Q3 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-83- 3.25% |
$7.58K - $8.1K
|
2.47K
$233K
|
|
|
Nov 03, 2025
Q3 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-305- 7.25% |
$27.8K - $29.8K
|
3.9K
$369K
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-160- 1.16% |
$14.6K - $15.6K
|
13.6K
$1.28M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
433+ 11.39% |
$39.5K - $42.3K
|
4.23K
$400K
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.47% |
$91.3 - $97.6
|
214
$20.2K
|
|
|
Nov 03, 2025
Q3 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-258- 27.92% |
$23.6K - $25.2K
|
666
$62.9K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-123- 14.7% |
$11.2K - $12K
|
714
$67.4K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
12New |
$1.1K - $1.17K
|
12
$1.13K
|
|
|
Nov 03, 2025
Q3 2025
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-65- 1.72% |
$5.93K - $6.34K
|
3.72K
$351K
|
|
|
Nov 03, 2025
Q3 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-800- 4.3% |
$73K - $78.1K
|
17.8K
$1.68M
|
|
|
Nov 03, 2025
Q3 2025
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-380- 2.74% |
$34.7K - $37.1K
|
13.5K
$1.27M
|
|
|
Nov 03, 2025
Q3 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-20- 0.24% |
$1.83K - $1.95K
|
8.4K
$794K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-605- 18.54% |
$55.2K - $59K
|
2.66K
$251K
|
|
|
Nov 03, 2025
Q3 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-133- 0.16% |
$12.1K - $13K
|
84.6K
$7.98M
|
|
|
Nov 03, 2025
Q3 2025
|
Berman Mc Aleer LLC
Timonium, MD |
BUY
|
- |
49.8KNew |
$4.54M - $4.86M
|
49.8K
$4.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-904- 0.63% |
$82.5K - $88.2K
|
142K
$13.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-444- 4.44% |
$40.5K - $43.3K
|
9.57K
$903K
|
|
|
Oct 31, 2025
Q3 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
2+ 0.13% |
$183 - $195
|
1.51K
$143K
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
76+ 1.42% |
$6.94K - $7.42K
|
5.42K
$512K
|
|
|
Oct 31, 2025
Q3 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-8.26K- 4.97% |
$754K - $806K
|
158K
$14.9M
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-277- 2.22% |
$25.3K - $27K
|
12.2K
$1.15M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-3.27K- 2.24% |
$299K - $320K
|
143K
$13.5M
|
|
|
Oct 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1+ 0.04% |
$91.3 - $97.6
|
2.29K
$216K
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-73- 0.74% |
$6.66K - $7.12K
|
9.76K
$922K
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-180- 0.84% |
$16.4K - $17.6K
|
21.3K
$2.01M
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-4- 0.01% |
$365 - $390
|
37.6K
$3.55M
|
|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
180New |
$16.4K - $17.6K
|
180
$17K
|
|
|
Oct 31, 2025
Q3 2025
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
207+ 6.21% |
$18.9K - $20.2K
|
3.54K
$335K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.12K+ 93.25% |
$193K - $206K
|
4.38K
$414K
|
|
|
Oct 30, 2025
Q3 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-514- 5.76% |
$46.9K - $50.2K
|
8.41K
$795K
|
|
|
Oct 30, 2025
Q3 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-300- 23.08% |
$27.4K - $29.3K
|
1K
$94.4K
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-248- 6.43% |
$22.6K - $24.2K
|
3.61K
$341K
|
|