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 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
79+ 2.93% |
$7.16K - $7.86K
|
2.77K
$244K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
65New |
$5.89K - $6.46K
|
65
$5.73K
|
|
|
Feb 03, 2025
Q4 2024
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
65+ 1.75% |
$5.89K - $6.46K
|
3.78K
$333K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
62+ 2.82% |
$5.62K - $6.17K
|
2.26K
$200K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
60+ 300.0% |
$5.44K - $5.97K
|
80
$7.05K
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
52+ 2.27% |
$4.71K - $5.17K
|
2.34K
$206K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
52+ 2.29% |
$4.71K - $5.17K
|
2.32K
$204K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
51+ 2.12% |
$4.62K - $5.07K
|
2.46K
$217K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
51+ 7.08% |
$4.62K - $5.07K
|
771
$68K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
50+ 0.38% |
$4.53K - $4.97K
|
13.3K
$1.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
46+ 16.67% |
$4.17K - $4.58K
|
322
$28.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
45+ 1.68% |
$4.08K - $4.48K
|
2.73K
$240K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
45+ 0.72% |
$4.08K - $4.48K
|
6.3K
$555K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
42+ 0.16% |
$3.81K - $4.18K
|
26.4K
$2.32M
|
|
|
Jan 13, 2025
Q4 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
40+ 0.48% |
$3.63K - $3.98K
|
8.29K
$731K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
39+ 40.63% |
$3.54K - $3.88K
|
135
$11.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
38New |
$3.45K - $3.78K
|
38
$3.35K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
37+ 1.27% |
$3.35K - $3.68K
|
2.96K
$261K
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
37+ 0.24% |
$3.35K - $3.68K
|
15.7K
$1.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
34+ 3.52% |
$3.08K - $3.38K
|
1K
$88.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
32+ 0.09% |
$2.9K - $3.18K
|
36.7K
$3.23M
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
30+ 0.46% |
$2.72K - $2.98K
|
6.62K
$584K
|
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
25+ 0.13% |
$2.27K - $2.49K
|
19.8K
$1.74M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
23+ 0.39% |
$2.09K - $2.29K
|
5.91K
$521K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
20+ 0.05% |
$1.81K - $1.99K
|
37.7K
$3.33M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
20+ 0.11% |
$1.81K - $1.99K
|
18.3K
$1.62M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
18+ 0.22% |
$1.63K - $1.79K
|
8.08K
$712K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
17+ 0.14% |
$1.54K - $1.69K
|
11.8K
$1.04M
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
17+ 0.11% |
$1.54K - $1.69K
|
15.1K
$1.33M
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
17+ 0.22% |
$1.54K - $1.69K
|
7.77K
$685K
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
16+ 0.2% |
$1.45K - $1.59K
|
7.92K
$699K
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
BUY
|
- |
15+ 0.48% |
$1.36K - $1.49K
|
3.15K
$278K
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
14+ 0.14% |
$1.27K - $1.39K
|
10.1K
$890K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
14+ 0.1% |
$1.27K - $1.39K
|
13.9K
$1.23M
|
|
|
Feb 06, 2025
Q4 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
13+ 0.07% |
$1.18K - $1.29K
|
19.4K
$1.71M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
BUY
|
- |
13+ 0.19% |
$1.18K - $1.29K
|
6.97K
$614K
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
13+ 0.29% |
$1.18K - $1.29K
|
4.52K
$398K
|
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
11+ 0.13% |
$997 - $1.09K
|
8.58K
$757K
|
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
10+ 0.34% |
$907 - $995
|
2.96K
$261K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
10New |
$907 - $995
|
10
$882
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
9New |
$816 - $895
|
9
$793
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
9+ 0.14% |
$816 - $895
|
6.27K
$553K
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
9+ 0.06% |
$816 - $895
|
14.5K
$1.28M
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
8+ 0.23% |
$725 - $796
|
3.42K
$302K
|
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
7+ 0.03% |
$635 - $696
|
21.2K
$1.87M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
7+ 0.07% |
$635 - $696
|
9.44K
$832K
|
|
|
Feb 12, 2025
Q4 2024
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
6+ 0.09% |
$544 - $597
|
6.79K
$599K
|
|
|
Jan 17, 2025
Q4 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
6+ 0.22% |
$544 - $597
|
2.71K
$238K
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
5+ 0.11% |
$453 - $497
|
4.52K
$398K
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
5+ 0.15% |
$453 - $497
|
3.29K
$290K
|