Latest Institutional Purchases of Ishares S&P Midcap 400 Growth (IJK)
This list provides information on the latest institutional transactions involving Ishares S&P Midcap 400 Growth (IJK) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
7+ 0.13% |
$447 - $511
|
5.23K
$494K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
1New |
$63.9 - $73
|
1
$94.4
|
|
| Q3 2022 | |||||||
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
10.1KNew |
$629K - $765K
|
10.1K
$953K
|
|
|
Oct 20, 2022
Q3 2022
|
Planned Solutions, Inc.
|
BUY
|
- |
5.88KNew |
$367K - $446K
|
5.88K
$556K
|
|
|
Nov 02, 2022
Q3 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
5.88KNew |
$367K - $446K
|
5.88K
$555K
|
|
|
Nov 14, 2022
Q3 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
5.26K+ 5.58% |
$328K - $399K
|
99.5K
$9.39M
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
4.84KNew |
$302K - $367K
|
4.84K
$457K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
3.64KNew |
$227K - $276K
|
3.64K
$343K
|
|
|
Nov 01, 2022
Q3 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
3.29KNew |
$205K - $249K
|
3.29K
$311K
|
|
|
Nov 14, 2022
Q3 2022
|
Enzi Wealth
Austin, TX |
BUY
|
- |
3.22KNew |
$201K - $244K
|
3.22K
$304K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.25KNew |
$78.1K - $94.9K
|
1.25K
$118K
|
|
|
Nov 02, 2022
Q3 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
1.04KNew |
$64.6K - $78.5K
|
1.04K
$97.8K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
801+ 500.62% |
$49.9K - $60.7K
|
961
$90.8K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
420New |
$26.2K - $31.8K
|
420
$39.7K
|
|
|
Oct 26, 2022
Q3 2022
|
Inverness Counsel LLC
|
BUY
|
- |
380+ 7.11% |
$23.7K - $28.8K
|
5.72K
$541K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
357+ 33.09% |
$22.3K - $27.1K
|
1.44K
$136K
|
|
|
Oct 20, 2022
Q3 2022
|
Country Trust Bank
|
BUY
|
- |
276+ 71.88% |
$17.2K - $20.9K
|
660
$62.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
210New |
$13.1K - $15.9K
|
210
$19.8K
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
5New |
$312 - $379
|
5
$472
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
1+ 0.88% |
$62.4 - $75.8
|
115
$10.9K
|
|
| Q2 2022 | |||||||
|
Jul 18, 2022
Q2 2022
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
7.5KNew |
$464K - $585K
|
7.5K
$708K
|
|
|
Aug 15, 2022
Q2 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
5.62KNew |
$347K - $438K
|
5.62K
$530K
|
|
|
Aug 05, 2022
Q2 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
685+ 171.25% |
$42.4K - $53.5K
|
1.09K
$102K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
332New |
$20.5K - $25.9K
|
332
$31.4K
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
118New |
$7.3K - $9.21K
|
118
$11.1K
|
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
60New |
$3.71K - $4.68K
|
60
$5.67K
|
|
|
Jul 25, 2022
Q2 2022
|
Arlington Partners LLC
|
BUY
|
- |
33New |
$2.04K - $2.58K
|
33
$3.12K
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
19+ 1.24% |
$1.18K - $1.48K
|
1.55K
$146K
|
|
|
Jul 21, 2022
Q2 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
4+ 0.08% |
$247 - $312
|
5.17K
$488K
|
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
209KNew |
$15.1M - $17.8M
|
209K
$19.7M
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
58.4KNew |
$4.23M - $4.98M
|
58.4K
$5.52M
|
|
|
Apr 12, 2022
Q1 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
5.9KNew |
$427K - $503K
|
5.9K
$557K
|
|
|
Apr 29, 2022
Q1 2022
|
Lake Street Financial LLC
|
BUY
|
- |
5.64KNew |
$408K - $480K
|
5.64K
$533K
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
3.54KNew |
$256K - $302K
|
3.54K
$334K
|
|
|
May 16, 2022
Q1 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
1.1K+ 25.54% |
$79.3K - $93.4K
|
5.39K
$509K
|
|
|
May 05, 2022
Q1 2022
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
356New |
$25.8K - $30.3K
|
356
$33.6K
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
136New |
$9.84K - $11.6K
|
136
$12.8K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
105KNew |
$8.32M - $9.24M
|
105K
$9.93M
|
|
|
Feb 10, 2022
Q4 2021
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
4.71KNew |
$373K - $414K
|
4.71K
$445K
|
|
|
Apr 01, 2022
Q4 2021
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
BUY
|
- |
4.32KNew |
$342K - $380K
|
4.32K
$408K
|
|
|
Feb 11, 2022
Q4 2021
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
4KNew |
$317K - $352K
|
4K
$378K
|
|
|
Jan 14, 2022
Q4 2021
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
2.98KNew |
$236K - $262K
|
2.98K
$282K
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
CALL |
2.5K+ 54.35% |
$198K - $220K
|
7.1K
$671K
|
|
|
Feb 15, 2022
Q4 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
288New |
$22.8K - $25.3K
|
288
$27.2K
|
|
|
Oct 26, 2022
Q4 2021
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
219New |
$17.3K - $19.3K
|
219
$20.7K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
180New |
$14.2K - $15.8K
|
180
$17K
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
136New |
$10.8K - $12K
|
136
$12.8K
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
3+ 2.19% |
$237 - $264
|
140
$13.2K
|
|
| Q3 2021 | |||||||
|
Nov 02, 2021
Q3 2021
|
Sather Financial Group Inc
|
BUY
|
- |
11.4KNew |
$883K - $950K
|
11.4K
$1.07M
|
|