Latest Institutional Transactions on Ishares S&P Midcap 400 Value E (IJJ)
This table provides information on the latest institutional transactions involving Ishares S&P Midcap 400 Value E (IJJ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
140K+ 3.37% |
$14.5M - $17.3M
|
4.28M
$530M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-72.8K- 71.59% |
$7.56M - $9.01M
|
28.9K
$3.58M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.92K- 3.32% |
$408K - $485K
|
114K
$14.1M
|
|
|
Aug 15, 2025
Q2 2025
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-26.8K- 22.56% |
$2.78M - $3.32M
|
92K
$11.4M
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-15.1K- 86.67% |
$1.57M - $1.87M
|
2.33K
$288K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.08K+ 7.87% |
$112K - $134K
|
14.8K
$1.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
75New |
$7.79K - $9.28K
|
75
$9.29K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-48.6K- 2.32% |
$5.05M - $6.02M
|
2.04M
$253M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-384- 0.96% |
$39.9K - $47.5K
|
39.8K
$4.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-2.08K- 14.14% |
$216K - $257K
|
12.6K
$1.56M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
993+ 10.91% |
$103K - $123K
|
10.1K
$1.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.83K+ 10.11% |
$813K - $969K
|
85.3K
$10.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
19KNew |
$1.98M - $2.35M
|
19K
$2.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-24.6K- 0.66% |
$2.55M - $3.04M
|
3.7M
$458M
|
|
|
Aug 14, 2025
Q2 2025
|
Fc Advisory LLC
|
BUY
|
- |
767+ 17.06% |
$79.7K - $94.9K
|
5.26K
$652K
|
|
|
Aug 14, 2025
Q2 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
1.62KNew |
$168K - $200K
|
1.62K
$201K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-558- 9.68% |
$58K - $69K
|
5.21K
$645K
|
|
|
Aug 14, 2025
Q2 2025
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
5+ 0.05% |
$519 - $618
|
10.8K
$1.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
86+ 0.99% |
$8.93K - $10.6K
|
8.77K
$1.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.47K- 9.04% |
$152K - $181K
|
14.8K
$1.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
23+ 0.42% |
$2.39K - $2.84K
|
5.55K
$687K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-39- 1.34% |
$4.05K - $4.82K
|
2.87K
$355K
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-1.46K- 26.6% |
$152K - $181K
|
4.04K
$500K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-781- 1.85% |
$81.1K - $96.6K
|
41.5K
$5.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
127+ 1.69% |
$13.2K - $15.7K
|
7.65K
$947K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-88.7K- 9.62% |
$9.21M - $11M
|
833K
$103M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-224- 6.27% |
$23.3K - $27.7K
|
3.35K
$414K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.4K- 4.62% |
$145K - $173K
|
28.9K
$3.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-6.09K- 5.58% |
$633K - $753K
|
103K
$12.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
3.22K+ 32.58% |
$335K - $399K
|
13.1K
$1.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-103- 14.19% |
$10.7K - $12.7K
|
623
$77.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
10+ 0.42% |
$1.04K - $1.24K
|
2.41K
$298K
|
|
|
Aug 14, 2025
Q2 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
21+ 0.89% |
$2.18K - $2.6K
|
2.39K
$295K
|
|
|
Aug 14, 2025
Q2 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
167New |
$17.3K - $20.7K
|
167
$20.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
26.4K+ 35.89% |
$2.74M - $3.26M
|
99.8K
$12.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
19.7K+ 0.83% |
$2.04M - $2.43M
|
2.39M
$296M
|
|
|
Aug 14, 2025
Q2 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
1.72KNew |
$178K - $212K
|
1.72K
$212K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-255- 5.22% |
$26.5K - $31.5K
|
4.63K
$574K
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-69- 3.33% |
$7.17K - $8.53K
|
2K
$248K
|
|
|
Aug 14, 2025
Q2 2025
|
Acas, LLC
|
SELL
|
- |
-185- 1.77% |
$19.2K - $22.9K
|
10.3K
$1.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-449- 19.39% |
$46.6K - $55.5K
|
1.87K
$231K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-14.3K- 89.38% |
$1.49M - $1.77M
|
1.7K
$211K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
306+ 2.45% |
$31.8K - $37.8K
|
12.8K
$1.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
18K+ 68.39% |
$1.87M - $2.23M
|
44.3K
$5.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.13K+ 13.94% |
$636K - $758K
|
50.1K
$6.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-71- 65.74% |
$7.38K - $8.78K
|
37
$4.58K
|
|
|
Aug 14, 2025
Q2 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-20- 0.32% |
$2.08K - $2.47K
|
6.17K
$764K
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.55KNew |
$473K - $563K
|
4.55K
$564K
|
|
|
Aug 14, 2025
Q2 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
31+ 0.18% |
$3.22K - $3.83K
|
17.7K
$2.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
15+ 78.95% |
$1.56K - $1.86K
|
34
$4.21K
|