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 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
3.03K+ 24.89% |
$275K - $302K
|
15.2K
$1.34M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
2.97KNew |
$269K - $295K
|
2.97K
$262K
|
|
|
Jan 16, 2025
Q4 2024
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
2.89KNew |
$262K - $287K
|
2.89K
$255K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.89K+ 14.27% |
$262K - $287K
|
23.1K
$2.04M
|
|
|
Jan 29, 2025
Q4 2024
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
2.84KNew |
$257K - $282K
|
2.84K
$250K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
2.76KNew |
$250K - $274K
|
2.76K
$243K
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
2.69K+ 99.59% |
$244K - $267K
|
5.38K
$475K
|
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
2.63KNew |
$239K - $262K
|
2.63K
$232K
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
2.6K+ 336.27% |
$235K - $258K
|
3.37K
$297K
|
|
|
Feb 11, 2025
Q4 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
2.58K+ 19.94% |
$234K - $257K
|
15.5K
$1.37M
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
2.42K+ 8.77% |
$219K - $241K
|
30K
$2.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
2.38KNew |
$216K - $237K
|
2.38K
$210K
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
2.34KNew |
$212K - $233K
|
2.34K
$206K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
2.33K+ 21.43% |
$211K - $231K
|
13.2K
$1.16M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
2.29KNew |
$208K - $228K
|
2.29K
$202K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
2.29KNew |
$208K - $228K
|
2.29K
$202K
|
|
|
Jan 13, 2025
Q4 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
2.25KNew |
$204K - $223K
|
2.25K
$198K
|
|
|
Jan 29, 2025
Q4 2024
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
2.24KNew |
$203K - $223K
|
2.24K
$197K
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
2.21KNew |
$200K - $220K
|
2.21K
$195K
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
2.15K+ 1.2% |
$194K - $213K
|
181K
$16M
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
2.13K+ 1.3% |
$193K - $212K
|
166K
$14.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
2.09K+ 114.48% |
$189K - $208K
|
3.91K
$345K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
2.08K+ 17.04% |
$189K - $207K
|
14.3K
$1.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
2.07K+ 10.68% |
$188K - $206K
|
21.5K
$1.89M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.04K+ 46.96% |
$185K - $203K
|
6.4K
$564K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.04K+ 51.16% |
$185K - $203K
|
6.04K
$532K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.9K+ 4.81% |
$173K - $189K
|
41.5K
$3.65M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.89K+ 2.06% |
$172K - $188K
|
93.7K
$8.26M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
1.8K+ 22.76% |
$163K - $179K
|
9.71K
$856K
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
1.75K+ 2.19% |
$159K - $174K
|
81.7K
$7.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
1.74KNew |
$157K - $173K
|
1.74K
$153K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.73K+ 103.84% |
$157K - $172K
|
3.39K
$299K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.64K+ 10.86% |
$149K - $163K
|
16.7K
$1.48M
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.63KNew |
$148K - $162K
|
1.63K
$144K
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
1.59K+ 5.81% |
$144K - $158K
|
29K
$2.55M
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
1.57K+ 11.78% |
$143K - $156K
|
14.9K
$1.32M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
1.57KNew |
$143K - $156K
|
1.57K
$139K
|
|
|
Feb 13, 2025
Q4 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
1.56K+ 0.97% |
$142K - $155K
|
162K
$14.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
1.56KNew |
$141K - $155K
|
1.56K
$138K
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
1.54K+ 22.16% |
$139K - $153K
|
8.47K
$747K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.52K+ 43.15% |
$138K - $151K
|
5.04K
$444K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
1.51K+ 30.06% |
$137K - $150K
|
6.55K
$577K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.5K+ 1.38% |
$136K - $149K
|
110K
$9.66M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
1.49K+ 10.76% |
$135K - $148K
|
15.3K
$1.35M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1.48K+ 1.25% |
$134K - $147K
|
119K
$10.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
1.43K+ 25.35% |
$130K - $142K
|
7.08K
$624K
|
|
|
Feb 13, 2025
Q4 2024
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
1.4KNew |
$127K - $139K
|
1.4K
$123K
|
|
|
Feb 07, 2025
Q4 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
1.37K+ 3.85% |
$125K - $137K
|
37.1K
$3.27M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.34K+ 38.0% |
$121K - $133K
|
4.85K
$428K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
1.31K+ 12.13% |
$119K - $130K
|
12.1K
$1.07M
|