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 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-403- 5.57% |
$36.8K - $39.3K
|
6.84K
$646K
|
|
|
Oct 24, 2025
Q3 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
5+ 0.08% |
$456 - $488
|
6.07K
$573K
|
|
|
Oct 24, 2025
Q3 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-905- 5.46% |
$82.6K - $88.3K
|
15.7K
$1.48M
|
|
|
Oct 24, 2025
Q3 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
BUY
|
- |
3.28K+ 5.43% |
$299K - $320K
|
63.6K
$6.01M
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.45K- 1.63% |
$132K - $142K
|
87.5K
$8.26M
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
3.66K+ 26.56% |
$334K - $357K
|
17.4K
$1.65M
|
|
|
Oct 24, 2025
Q3 2025
|
Freedom Day Solutions, LLC
|
BUY
|
- |
2.18KNew |
$199K - $213K
|
2.18K
$206K
|
|
|
Oct 24, 2025
Q3 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
1+ 0.1% |
$91.3 - $97.6
|
967
$91.3K
|
|
|
Oct 24, 2025
Q3 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-195- 3.62% |
$17.8K - $19K
|
5.19K
$490K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.12K- 2.02% |
$102K - $109K
|
54.1K
$5.11M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.94K- 45.48% |
$177K - $189K
|
2.33K
$220K
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
335+ 2.41% |
$30.6K - $32.7K
|
14.2K
$1.35M
|
|
|
Oct 24, 2025
Q3 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
39+ 1.35% |
$3.56K - $3.81K
|
2.93K
$277K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
13KNew |
$1.19M - $1.27M
|
13K
$1.23M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
7.08KNew |
$647K - $691K
|
7.08K
$669K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
965+ 4.13% |
$88.1K - $94.2K
|
24.3K
$2.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-56- 1.75% |
$5.11K - $5.47K
|
3.15K
$297K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.26K+ 3.52% |
$206K - $221K
|
66.5K
$6.28M
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
SELL
|
- |
-520- 76.58% |
$47.5K - $50.7K
|
159
$15K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-475- 1.75% |
$43.4K - $46.4K
|
26.7K
$2.53M
|
|
|
Oct 23, 2025
Q3 2025
|
Texas Bank & Trust CO
Longview, TX |
SELL
|
- |
-588- 7.63% |
$53.7K - $57.4K
|
7.12K
$672K
|
|
|
Oct 23, 2025
Q3 2025
|
West Bancorporation Inc
|
SELL
|
- |
-145- 5.18% |
$13.2K - $14.2K
|
2.66K
$251K
|
|
|
Oct 23, 2025
Q3 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-860- 10.06% |
$78.5K - $83.9K
|
7.69K
$726K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
812+ 10.04% |
$74.1K - $79.2K
|
8.9K
$840K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.72K+ 53.42% |
$157K - $168K
|
4.94K
$467K
|
|
|
Oct 23, 2025
Q3 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-240- 0.55% |
$21.9K - $23.4K
|
43.4K
$4.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Lee Kelleher Wealth Management
Fulton, MD |
BUY
|
- |
175+ 0.45% |
$16K - $17.1K
|
38.9K
$3.67M
|
|
|
Oct 23, 2025
Q3 2025
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-2.76K- 4.42% |
$252K - $269K
|
59.7K
$5.64M
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
111+ 2.13% |
$10.1K - $10.8K
|
5.31K
$502K
|
|
|
Oct 23, 2025
Q3 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
1.98K+ 1.11% |
$181K - $193K
|
180K
$17M
|
|
|
Oct 23, 2025
Q3 2025
|
Moneywise, Inc.
|
BUY
|
- |
3+ 0.12% |
$274 - $293
|
2.53K
$239K
|
|
|
Oct 23, 2025
Q3 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
713+ 2.11% |
$65.1K - $69.6K
|
34.5K
$3.26M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
345+ 9.91% |
$31.5K - $33.7K
|
3.83K
$361K
|
|
|
Oct 23, 2025
Q3 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
5+ 0.14% |
$456 - $488
|
3.63K
$343K
|
|
|
Oct 22, 2025
Q3 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-120- 4.76% |
$11K - $11.7K
|
2.4K
$227K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-155K- 19.35% |
$14.2M - $15.1M
|
646K
$61.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
2+ 0.06% |
$183 - $195
|
3.43K
$324K
|
|
|
Oct 22, 2025
Q3 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-480- 0.65% |
$43.8K - $46.8K
|
73.3K
$6.92M
|
|
|
Oct 22, 2025
Q3 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-687- 0.48% |
$62.7K - $67K
|
143K
$13.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-229- 1.62% |
$20.9K - $22.3K
|
13.9K
$1.31M
|
|
|
Oct 22, 2025
Q3 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.53K- 10.65% |
$139K - $149K
|
12.8K
$1.21M
|
|
|
Oct 22, 2025
Q3 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-162- 8.79% |
$14.8K - $15.8K
|
1.68K
$159K
|
|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
SELL
|
- |
-40- 0.3% |
$3.65K - $3.9K
|
13.3K
$1.26M
|
|
|
Oct 22, 2025
Q3 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
37+ 0.52% |
$3.38K - $3.61K
|
7.09K
$670K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
52.1K+ 4.74% |
$4.75M - $5.08M
|
1.15M
$109M
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-92- 0.63% |
$8.4K - $8.98K
|
14.5K
$1.37M
|
|
|
Oct 22, 2025
Q3 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-41- 0.99% |
$3.74K - $4K
|
4.12K
$389K
|
|
|
Oct 22, 2025
Q3 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
2.11KNew |
$193K - $206K
|
2.11K
$199K
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
279+ 27.62% |
$25.5K - $27.2K
|
1.29K
$122K
|
|
|
Oct 22, 2025
Q3 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
50+ 1.85% |
$4.56K - $4.88K
|
2.75K
$260K
|
|