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 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-581- 0.12% |
$52.7K - $57.8K
|
484K
$42.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
351+ 2.15% |
$31.8K - $34.9K
|
16.7K
$1.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
4.9KNew |
$445K - $488K
|
4.9K
$432K
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
4+ 0.17% |
$363 - $398
|
2.35K
$207K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-188K- 89.76% |
$17.1M - $18.7M
|
21.5K
$1.89M
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-29- 0.13% |
$2.63K - $2.88K
|
22.8K
$2.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-11.4K- 2.33% |
$1.03M - $1.13M
|
479K
$42.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-278- 2.04% |
$25.2K - $27.6K
|
13.3K
$1.17M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.52K+ 43.15% |
$138K - $151K
|
5.04K
$444K
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
296+ 4.98% |
$26.8K - $29.4K
|
6.24K
$550K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-2.44K- 0.89% |
$221K - $242K
|
272K
$24M
|
|
|
Jan 28, 2025
Q4 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-340- 5.53% |
$30.8K - $33.8K
|
5.8K
$512K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
489New |
$44.3K - $48.6K
|
489
$43.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-12.3K- 77.16% |
$1.11M - $1.22M
|
3.63K
$320K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-523- 2.08% |
$47.4K - $52K
|
24.7K
$2.17M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
10.2K+ 138.54% |
$928K - $1.02M
|
17.6K
$1.55M
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-120- 15.0% |
$10.9K - $11.9K
|
680
$59.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-268- 3.56% |
$24.3K - $26.7K
|
7.26K
$640K
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-41- 0.86% |
$3.72K - $4.08K
|
4.75K
$418K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.28% |
$181 - $199
|
717
$63.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-41- 0.41% |
$3.72K - $4.08K
|
9.95K
$877K
|
|
|
Jan 27, 2025
Q4 2024
|
Moneywise, Inc.
|
BUY
|
- |
3+ 0.12% |
$272 - $298
|
2.52K
$223K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-390- 6.7% |
$35.4K - $38.8K
|
5.43K
$478K
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-209- 2.29% |
$18.9K - $20.8K
|
8.93K
$787K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-1.09K- 21.25% |
$99.1K - $109K
|
4.05K
$357K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-54- 0.59% |
$4.9K - $5.37K
|
9.04K
$797K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-646- 0.44% |
$58.6K - $64.3K
|
147K
$12.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-767- 2.17% |
$69.5K - $76.3K
|
34.6K
$3.05M
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-156- 0.3% |
$14.1K - $15.5K
|
52.2K
$4.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-84- 2.26% |
$7.62K - $8.35K
|
3.63K
$320K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
42+ 0.16% |
$3.81K - $4.18K
|
26.4K
$2.32M
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-3.93K- 45.09% |
$356K - $390K
|
4.78K
$421K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.67K+ 79.76% |
$423K - $465K
|
10.5K
$928K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-309- 0.36% |
$28K - $30.7K
|
85.7K
$7.55M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-54- 3.82% |
$4.9K - $5.37K
|
1.36K
$120K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
223+ 6.4% |
$20.2K - $22.2K
|
3.71K
$327K
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-18- 0.65% |
$1.63K - $1.79K
|
2.77K
$244K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
3.57KNew |
$324K - $355K
|
3.57K
$315K
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-350- 7.23% |
$31.7K - $34.8K
|
4.49K
$396K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.89K- 43.99% |
$171K - $188K
|
2.4K
$212K
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
BUY
|
- |
13+ 0.19% |
$1.18K - $1.29K
|
6.97K
$614K
|
|
|
Jan 23, 2025
Q4 2024
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-203- 0.73% |
$18.4K - $20.2K
|
27.7K
$2.44M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
15.7K+ 198.93% |
$1.42M - $1.56M
|
23.5K
$2.07M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
51+ 7.08% |
$4.62K - $5.07K
|
771
$68K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
8.26K+ 339.42% |
$749K - $821K
|
10.7K
$943K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-924- 18.85% |
$83.8K - $91.9K
|
3.98K
$351K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
1.8K+ 22.76% |
$163K - $179K
|
9.71K
$856K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
171+ 0.6% |
$15.5K - $17K
|
28.8K
$2.54M
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-169- 0.53% |
$15.3K - $16.8K
|
32K
$2.82M
|
|
|
Jan 23, 2025
Q4 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-17- 0.41% |
$1.54K - $1.69K
|
4.16K
$367K
|