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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-404- 5.01% |
$36.9K - $39.4K
|
7.66K
$723K
|
|
|
Oct 30, 2025
Q3 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
145+ 0.35% |
$13.2K - $14.2K
|
42.1K
$3.97M
|
|
|
Oct 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
366New |
$33.4K - $35.7K
|
366
$34.6K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
490+ 1.14% |
$44.7K - $47.8K
|
43.4K
$4.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-20- 0.68% |
$1.83K - $1.95K
|
2.92K
$276K
|
|
|
Oct 29, 2025
Q3 2025
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-11- 0.48% |
$1K - $1.07K
|
2.3K
$217K
|
|
|
Oct 29, 2025
Q3 2025
|
Stenger Family Office, LLC
Naperville, IL |
SELL
|
- |
-134- 0.61% |
$12.2K - $13.1K
|
22K
$2.08M
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
58+ 1.68% |
$5.29K - $5.66K
|
3.51K
$332K
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-193- 0.86% |
$17.6K - $18.8K
|
22.1K
$2.09M
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
BUY
|
- |
2.62K+ 0.94% |
$239K - $256K
|
281K
$26.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
170+ 0.34% |
$15.5K - $16.6K
|
50.8K
$4.79M
|
|
|
Oct 29, 2025
Q3 2025
|
Royal Fund Management, LLC
|
SELL
|
- |
-1.15K- 16.07% |
$105K - $112K
|
6.01K
$567K
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
684+ 4.49% |
$62.4K - $66.8K
|
15.9K
$1.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
141+ 1.89% |
$12.9K - $13.8K
|
7.58K
$716K
|
|
|
Oct 29, 2025
Q3 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
8+ 0.16% |
$730 - $781
|
4.99K
$471K
|
|
|
Oct 29, 2025
Q3 2025
|
Slow Capital, Inc.
|
SELL
|
- |
-1.41K- 8.1% |
$128K - $137K
|
16K
$1.51M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
952New |
$86.9K - $92.9K
|
952
$89.9K
|
|
|
Oct 29, 2025
Q3 2025
|
Rede Wealth, LLC
|
BUY
|
- |
2.64KNew |
$241K - $257K
|
2.64K
$249K
|
|
|
Oct 29, 2025
Q3 2025
|
Bank Of Stockton
|
SELL
|
- |
-525- 4.2% |
$47.9K - $51.2K
|
12K
$1.13M
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.27K+ 0.25% |
$116K - $124K
|
508K
$48M
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-53- 1.75% |
$4.84K - $5.17K
|
2.98K
$281K
|
|
|
Oct 29, 2025
Q3 2025
|
Hms Capital Management, LLC
|
SELL
|
- |
-1.52K- 28.73% |
$139K - $148K
|
3.77K
$356K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5+ 0.05% |
$456 - $488
|
9.45K
$892K
|
|
|
Oct 28, 2025
Q3 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
1.09K+ 4.97% |
$99.6K - $106K
|
23.1K
$2.18M
|
|
|
Oct 28, 2025
Q3 2025
|
Darrow Company, Inc.
|
SELL
|
- |
-173- 0.85% |
$15.8K - $16.9K
|
20.1K
$1.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-2.47K- 3.41% |
$226K - $241K
|
70K
$6.61M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
SELL
|
- |
-38- 1.51% |
$3.47K - $3.71K
|
2.48K
$234K
|
|
|
Oct 28, 2025
Q3 2025
|
Montis Financial, LLC
|
BUY
|
- |
5.23KNew |
$477K - $510K
|
5.23K
$494K
|
|
|
Oct 28, 2025
Q3 2025
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-268- 8.09% |
$24.5K - $26.2K
|
3.04K
$287K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-497- 4.46% |
$45.4K - $48.5K
|
10.7K
$1.01M
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.75K- 18.74% |
$160K - $171K
|
7.61K
$718K
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
BUY
|
- |
10+ 0.26% |
$913 - $976
|
3.9K
$368K
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-150- 5.83% |
$13.7K - $14.6K
|
2.42K
$229K
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
244+ 4.76% |
$22.3K - $23.8K
|
5.37K
$507K
|
|
|
Oct 28, 2025
Q3 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-302- 5.92% |
$27.6K - $29.5K
|
4.8K
$453K
|
|
|
Oct 28, 2025
Q3 2025
|
Sol Capital Management CO
|
BUY
|
- |
6.11K+ 21.9% |
$558K - $597K
|
34K
$3.21M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.09KNew |
$373K - $399K
|
4.09K
$386K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-447- 0.92% |
$40.8K - $43.6K
|
48.2K
$4.55M
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
270+ 3.84% |
$24.6K - $26.3K
|
7.3K
$690K
|
|
|
Oct 27, 2025
Q3 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
1.18K+ 11.85% |
$108K - $115K
|
11.2K
$1.05M
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
578New |
$52.8K - $56.4K
|
578
$54.6K
|
|
|
Oct 27, 2025
Q3 2025
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-308- 1.32% |
$28.1K - $30.1K
|
23K
$2.17M
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-270- 2.27% |
$24.6K - $26.3K
|
11.6K
$1.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-249- 1.62% |
$22.7K - $24.3K
|
15.1K
$1.43M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
SELL
|
- |
-873- 3.47% |
$79.7K - $85.2K
|
24.3K
$2.29M
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3+ 0.14% |
$274 - $293
|
2.17K
$205K
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
295New |
$26.9K - $28.8K
|
295
$27.9K
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
39New |
$3.56K - $3.81K
|
39
$3.68K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
SELL
|
- |
-236- 2.02% |
$21.5K - $23K
|
11.5K
$1.08M
|
|
|
Oct 27, 2025
Q3 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
2.09KNew |
$191K - $204K
|
2.09K
$198K
|
|