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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2021
Q3 2021
|
Cim, LLC
|
BUY
|
- |
8.4KNew |
$653K - $702K
|
8.4K
$793K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
5.68KNew |
$441K - $475K
|
5.68K
$536K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
400New |
$31.1K - $33.4K
|
400
$37.8K
|
|
|
Oct 21, 2021
Q3 2021
|
Hanson & Doremus Investment Management
|
BUY
|
- |
297+ 300.0% |
$23.1K - $24.8K
|
396
$37.4K
|
|
|
Nov 12, 2021
Q3 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
124New |
$9.64K - $10.4K
|
124
$11.7K
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
PUT |
16New |
$1.24K - $1.34K
|
16
$1.51K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
3.52KNew |
$271K - $293K
|
3.52K
$332K
|
|
|
Aug 10, 2021
Q2 2021
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
2.36KNew |
$182K - $197K
|
2.36K
$223K
|
|
|
Jul 20, 2021
Q2 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
35+ 4.1% |
$2.7K - $2.92K
|
888
$83.9K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
24New |
$1.85K - $2K
|
24
$2.27K
|
|
| Q1 2021 | |||||||
|
May 10, 2021
Q1 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
128New |
$9.12K - $10.3K
|
128
$12.1K
|
|
| Q4 2020 | |||||||
|
Jan 27, 2021
Q4 2020
|
Segment Wealth Management, LLC
|
BUY
|
- |
23.8K+ 300.0% |
$1.44M - $1.73M
|
31.7K
$2.99M
|
|
|
Feb 11, 2021
Q4 2020
|
Pittenger & Anderson Inc
|
BUY
|
- |
10.4K+ 300.0% |
$626K - $754K
|
13.8K
$1.3M
|
|
|
Feb 03, 2021
Q4 2020
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
7.98K+ 300.0% |
$483K - $581K
|
10.6K
$1.01M
|
|
|
Feb 04, 2021
Q4 2020
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
7.4K+ 300.0% |
$448K - $539K
|
9.87K
$932K
|
|
|
Feb 16, 2021
Q4 2020
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
6.3KNew |
$381K - $459K
|
6.3K
$595K
|
|
|
Feb 03, 2021
Q4 2020
|
Allen Investment Management LLC
|
BUY
|
- |
5.67K+ 300.0% |
$343K - $413K
|
7.56K
$714K
|
|
|
Feb 12, 2021
Q4 2020
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
3.05K+ 300.0% |
$184K - $222K
|
4.06K
$384K
|
|
|
Jan 22, 2021
Q4 2020
|
Relaxing Retirement Coach
|
BUY
|
- |
1.94K+ 100.0% |
$117K - $141K
|
3.88K
$366K
|
|
|
Feb 02, 2021
Q4 2020
|
S.A. Mason LLC
|
BUY
|
- |
1.34KNew |
$80.9K - $97.3K
|
1.34K
$126K
|
|
|
Feb 01, 2021
Q4 2020
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
985New |
$59.6K - $71.7K
|
985
$93K
|
|
|
Feb 05, 2021
Q4 2020
|
Horrell Capital Management, Inc.
|
BUY
|
- |
915+ 300.0% |
$55.4K - $66.6K
|
1.22K
$115K
|
|
|
Jan 25, 2021
Q4 2020
|
Affiance Financial, LLC
|
BUY
|
- |
751+ 261.67% |
$45.5K - $54.7K
|
1.04K
$98K
|
|
|
Nov 07, 2023
Q4 2020
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
354+ 300.0% |
$21.4K - $25.8K
|
472
$44.6K
|
|
|
Jan 21, 2021
Q4 2020
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
330+ 300.0% |
$20K - $24K
|
440
$41.6K
|
|
|
Feb 18, 2021
Q4 2020
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
282+ 1084.62% |
$17.1K - $20.5K
|
308
$29.1K
|
|
|
Feb 08, 2021
Q4 2020
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
183+ 300.0% |
$11.1K - $13.3K
|
244
$23K
|
|
|
Jan 27, 2021
Q4 2020
|
Accel Wealth Management
|
BUY
|
- |
144New |
$8.72K - $10.5K
|
144
$13.6K
|
|
|
Feb 04, 2021
Q4 2020
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
136New |
$8.23K - $9.9K
|
136
$12.8K
|
|
|
Feb 22, 2022
Q4 2020
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
120+ 300.0% |
$7.26K - $8.74K
|
160
$15.1K
|
|
|
Jan 26, 2021
Q4 2020
|
Hc Financial Advisors Inc
|
BUY
|
- |
120+ 300.0% |
$7.26K - $8.74K
|
160
$15.1K
|
|
|
Feb 12, 2021
Q4 2020
|
Column Capital Advisors, LLC
|
BUY
|
- |
105+ 300.0% |
$6.36K - $7.65K
|
140
$13.2K
|
|
|
Feb 16, 2021
Q4 2020
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
100New |
$6.05K - $7.28K
|
100
$9.44K
|
|
|
Jan 27, 2021
Q4 2020
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
20New |
$1.21K - $1.46K
|
20
$1.89K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.92K+ 67.8% |
$79.7K - $114K
|
4.75K
$448K
|
|
| Q4 2019 | |||||||
|
Mar 28, 2023
Q4 2019
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
1.09KNew |
$58.9K - $64.8K
|
1.09K
$103K
|
|
| Q1 2019 | |||||||
|
Apr 26, 2019
Q1 2019
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
2.55KNew |
N/A
|
2.55K
$240K
|
|
| Q4 2018 | |||||||
|
Jan 18, 2019
Q4 2018
|
Lvz, Inc.
|
BUY
|
- |
1.85K+ 2.41% |
N/A
|
78.5K
$7.42M
|
|
|
Feb 05, 2019
Q4 2018
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
311New |
N/A
|
311
$29.4K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
27.7KNew |
N/A
|
27.7K
$2.62M
|
|
|
Nov 14, 2018
Q3 2018
|
Sage Capital Advisors,Llc
|
BUY
|
- |
156New |
N/A
|
156
$14.7K
|
|
|
Oct 25, 2018
Q3 2018
|
Investment Partners, Ltd.
|
BUY
|
- |
139New |
N/A
|
139
$13.1K
|
|
| Q3 2017 | |||||||
|
Nov 08, 2017
Q3 2017
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
525New |
N/A
|
525
$49.6K
|
|
|
Jan 03, 2024
Q3 2017
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
35New |
N/A
|
35
$3.31K
|
|
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$94.4
|
|