Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-90- 2.46% |
$7.64K - $8.2K
|
3.58K
$343K
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
SELL
|
- |
-87- 29.1% |
$7.38K - $7.93K
|
212
$20.4K
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-75- 2.41% |
$6.36K - $6.83K
|
3.03K
$291K
|
|
Aug 06, 2024
Q2 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-55- 1.71% |
$4.67K - $5.01K
|
3.16K
$303K
|
|
Aug 09, 2024
Q2 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-45- 1.08% |
$3.82K - $4.1K
|
4.13K
$396K
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-45Closed |
$3.82K - $4.1K
|
0
$0
|
|
Jul 25, 2024
Q2 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-44- 1.96% |
$3.73K - $4.01K
|
2.2K
$211K
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-41- 0.71% |
$3.48K - $3.74K
|
5.75K
$552K
|
|
Aug 08, 2024
Q2 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-40- 4.76% |
$3.39K - $3.64K
|
800
$76.8K
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-33- 0.67% |
$2.8K - $3.01K
|
4.86K
$467K
|
|
Aug 06, 2024
Q2 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-31- 0.47% |
$2.63K - $2.82K
|
6.57K
$631K
|
|
Aug 13, 2024
Q2 2024
|
Mc Donough Capital Management, Inc
Orlando, FL |
SELL
|
- |
-30- 0.72% |
$2.55K - $2.73K
|
4.15K
$399K
|
|
Aug 14, 2024
Q2 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-19- 0.79% |
$1.61K - $1.73K
|
2.39K
$230K
|
|
Aug 13, 2024
Q2 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-12- 0.12% |
$1.02K - $1.09K
|
9.82K
$943K
|
|
Jul 29, 2024
Q2 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-7- 0.18% |
$594 - $638
|
3.89K
$374K
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-4- 11.76% |
$339 - $364
|
30
$2.88K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Sandler Capital Management
New York, NY |
SELL
|
- |
-27K- 54.0% |
$2.07M - $2.46M
|
23K
$2.21M
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-9.4K- 31.03% |
$722K - $858K
|
20.9K
$2.01M
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.44KClosed |
$495K - $588K
|
0
$0
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-6.27K- 2.48% |
$481K - $572K
|
246K
$23.7M
|
|
May 13, 2024
Q1 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-4.08K- 46.33% |
$313K - $372K
|
4.72K
$453K
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-3.77K- 49.73% |
$289K - $344K
|
3.81K
$366K
|
|
Apr 15, 2024
Q1 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-1.81K- 20.54% |
$139K - $165K
|
7K
$672K
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
CALL |
-1.6K- 94.12% |
$123K - $146K
|
100
$9.6K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-1.28K- 8.44% |
$97.9K - $116K
|
13.8K
$1.33M
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.19K- 16.0% |
$91.1K - $108K
|
6.23K
$598K
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
SELL
|
- |
-995- 15.92% |
$76.4K - $90.8K
|
5.26K
$505K
|
|
May 23, 2024
Q1 2024
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-820- 87.7% |
$63K - $74.8K
|
115
$11K
|
|
Apr 26, 2024
Q1 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-697- 20.69% |
$53.5K - $63.6K
|
2.67K
$257K
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-500- 50.0% |
$38.4K - $45.6K
|
500
$48K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-499- 6.78% |
$38.3K - $45.5K
|
6.86K
$659K
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
SELL
|
- |
-400- 37.04% |
$30.7K - $36.5K
|
680
$65.3K
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-372- 61.59% |
$28.6K - $33.9K
|
232
$22.3K
|
|
May 01, 2024
Q1 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-340- 10.65% |
$26.1K - $31K
|
2.85K
$274K
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-320- 25.4% |
$24.6K - $29.2K
|
940
$90.3K
|
|
May 15, 2024
Q1 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-276- 28.45% |
$21.2K - $25.2K
|
694
$66.7K
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-194- 0.36% |
$14.9K - $17.7K
|
54.4K
$5.23M
|
|
Apr 22, 2024
Q1 2024
|
Fc Advisory LLC
|
SELL
|
- |
-168- 6.15% |
$12.9K - $15.3K
|
2.56K
$246K
|
|
May 09, 2024
Q1 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-130- 4.15% |
$9.99K - $11.9K
|
3K
$288K
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-94- 7.7% |
$7.22K - $8.58K
|
1.13K
$108K
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-81- 1.55% |
$6.22K - $7.39K
|
5.15K
$495K
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
SELL
|
- |
-40- 0.48% |
$3.07K - $3.65K
|
8.24K
$792K
|
|
Apr 02, 2024
Q1 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-37- 0.37% |
$2.84K - $3.38K
|
10.1K
$967K
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-28- 0.31% |
$2.15K - $2.56K
|
8.89K
$854K
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-27- 0.53% |
$2.07K - $2.46K
|
5.05K
$485K
|
|
Apr 22, 2024
Q1 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-20- 0.43% |
$1.54K - $1.83K
|
4.58K
$440K
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-5- 1.63% |
$384 - $456
|
301
$28.9K
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-4- 4.08% |
$307 - $365
|
94
$9.03K
|
|
Q4 2023 | |||||||
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-8.69K- 38.53% |
$589K - $695K
|
13.9K
$1.33M
|
|
Feb 01, 2024
Q4 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-2.94K- 22.49% |
$199K - $235K
|
10.1K
$972K
|