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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-60- 2.61% |
$5.44K - $5.97K
|
2.24K
$197K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
2.29KNew |
$208K - $228K
|
2.29K
$202K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
138New |
$12.5K - $13.7K
|
138
$12.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-29.1K- 41.42% |
$2.64M - $2.9M
|
41.2K
$3.63M
|
|
|
Jan 31, 2025
Q4 2024
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
99+ 4.01% |
$8.98K - $9.85K
|
2.57K
$227K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-8.47K- 8.55% |
$768K - $843K
|
90.6K
$7.99M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
504+ 19.0% |
$45.7K - $50.1K
|
3.16K
$278K
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
2.13K+ 1.3% |
$193K - $212K
|
166K
$14.7M
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
SELL
|
- |
-2.61K- 1.73% |
$237K - $260K
|
148K
$13M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-282- 1.67% |
$25.6K - $28K
|
16.6K
$1.47M
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-920- 8.93% |
$83.4K - $91.5K
|
9.38K
$827K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
939+ 26.27% |
$85.1K - $93.4K
|
4.51K
$398K
|
|
|
Jan 30, 2025
Q4 2024
|
Ltg Capital LLC
|
SELL
|
- |
-486- 1.1% |
$44.1K - $48.3K
|
43.6K
$3.84M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
276+ 2.5% |
$25K - $27.5K
|
11.3K
$998K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
17+ 0.11% |
$1.54K - $1.69K
|
15.1K
$1.33M
|
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
BUY
|
- |
34.4K+ 247.56% |
$3.12M - $3.42M
|
48.3K
$4.26M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-12.3K- 5.82% |
$1.12M - $1.23M
|
199K
$17.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-230- 0.31% |
$20.9K - $22.9K
|
74.9K
$6.61M
|
|
|
Jan 30, 2025
Q4 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
368New |
$33.4K - $36.6K
|
368
$32.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
1.51K+ 30.06% |
$137K - $150K
|
6.55K
$577K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-210- 1.62% |
$19K - $20.9K
|
12.8K
$1.13M
|
|
|
Jan 30, 2025
Q4 2024
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
3.55KNew |
$322K - $353K
|
3.55K
$313K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
822+ 3.66% |
$74.5K - $81.8K
|
23.3K
$2.05M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.89K+ 2.06% |
$172K - $188K
|
93.7K
$8.26M
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 0.21% |
$90.7 - $99.5
|
477
$42.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-4.34K- 11.61% |
$394K - $432K
|
33K
$2.91M
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
4.14KNew |
$375K - $412K
|
4.14K
$365K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
51+ 2.12% |
$4.62K - $5.07K
|
2.46K
$217K
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
500+ 20.13% |
$45.3K - $49.7K
|
2.98K
$263K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-4- 0.06% |
$363 - $398
|
6.49K
$572K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
338New |
$30.6K - $33.6K
|
338
$29.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
6.61KNew |
$600K - $658K
|
6.61K
$583K
|
|
|
Jan 29, 2025
Q4 2024
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
2.84KNew |
$257K - $282K
|
2.84K
$250K
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
427+ 0.21% |
$38.7K - $42.5K
|
208K
$18.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
250+ 10.77% |
$22.7K - $24.9K
|
2.57K
$227K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-488- 9.48% |
$44.2K - $48.5K
|
4.66K
$411K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
1.56KNew |
$141K - $155K
|
1.56K
$138K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
5.5K+ 189.46% |
$499K - $547K
|
8.4K
$741K
|
|
|
Jan 29, 2025
Q4 2024
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
2.24KNew |
$203K - $223K
|
2.24K
$197K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
211New |
$19.1K - $21K
|
211
$18.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Hms Capital Management, LLC
|
SELL
|
- |
-101- 1.16% |
$9.16K - $10K
|
8.61K
$759K
|
|
|
Jan 29, 2025
Q4 2024
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
3.74KNew |
$339K - $372K
|
3.74K
$329K
|
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
7+ 0.03% |
$635 - $696
|
21.2K
$1.87M
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
212+ 8.81% |
$19.2K - $21.1K
|
2.62K
$231K
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-6- 0.12% |
$544 - $597
|
4.97K
$438K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.47% |
$90.7 - $99.5
|
213
$18.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
262+ 8.52% |
$23.8K - $26.1K
|
3.34K
$294K
|
|
|
Jan 28, 2025
Q4 2024
|
Darrow Company, Inc.
|
SELL
|
- |
-91- 0.45% |
$8.25K - $9.05K
|
20.1K
$1.77M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-4.66K- 99.7% |
$423K - $464K
|
14
$1.23K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1.48K+ 1.25% |
$134K - $147K
|
119K
$10.5M
|