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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
29+ 1.55% |
$3.01K - $3.59K
|
1.9K
$244K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
37New |
$3.84K - $4.58K
|
37
$4.74K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-382- 15.89% |
$39.7K - $47.2K
|
2.02K
$259K
|
|
|
Jul 23, 2025
Q2 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
9.71K+ 24.96% |
$1.01M - $1.2M
|
48.6K
$6.23M
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
130New |
$13.5K - $16.1K
|
130
$16.6K
|
|
|
Jul 23, 2025
Q2 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
155+ 8.79% |
$16.1K - $19.2K
|
1.92K
$246K
|
|
|
Jul 23, 2025
Q2 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-625- 70.78% |
$64.9K - $77.3K
|
258
$33K
|
|
|
Jul 23, 2025
Q2 2025
|
First Merchants Corp
|
SELL
|
- |
-3.36K- 2.83% |
$349K - $416K
|
115K
$14.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-21- 0.6% |
$2.18K - $2.6K
|
3.48K
$445K
|
|
|
Jul 23, 2025
Q2 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
195+ 11.28% |
$20.3K - $24.1K
|
1.92K
$246K
|
|
|
Jul 23, 2025
Q2 2025
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-2.84K- 6.6% |
$295K - $352K
|
40.2K
$5.15M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-93- 0.76% |
$9.66K - $11.5K
|
12.1K
$1.56M
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
BUY
|
- |
13.1K+ 39.38% |
$1.36M - $1.62M
|
46.3K
$5.93M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
479+ 7.39% |
$49.8K - $59.2K
|
6.96K
$891K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4+ 0.11% |
$416 - $495
|
3.71K
$475K
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-25- 1.41% |
$2.6K - $3.09K
|
1.75K
$224K
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-1.88K- 53.51% |
$195K - $233K
|
1.63K
$209K
|
|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-139K- 23.52% |
$14.5M - $17.2M
|
453K
$58M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-12.2K- 78.95% |
$1.26M - $1.5M
|
3.25K
$416K
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-220- 20.13% |
$22.9K - $27.2K
|
873
$112K
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
15KNew |
$1.55M - $1.85M
|
15K
$1.92M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
232+ 13.46% |
$24.1K - $28.7K
|
1.96K
$250K
|
|
|
Jul 22, 2025
Q2 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
32New |
$3.32K - $3.96K
|
32
$4.1K
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-15- 0.45% |
$1.56K - $1.86K
|
3.31K
$424K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
166+ 5.02% |
$17.2K - $20.5K
|
3.47K
$445K
|
|
|
Jul 22, 2025
Q2 2025
|
Innovative Wealth Building LLC
California, MD |
SELL
|
- |
-1.4K- 10.57% |
$145K - $173K
|
11.8K
$1.51M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-8.88K- 72.74% |
$923K - $1.1M
|
3.33K
$426K
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-361- 12.12% |
$37.5K - $44.6K
|
2.62K
$335K
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
2.65K+ 11.72% |
$276K - $328K
|
25.3K
$3.24M
|
|
|
Jul 21, 2025
Q2 2025
|
Jmac Enterprises LLC
|
SELL
|
- |
-39.1K- 63.44% |
$4.06M - $4.84M
|
22.5K
$2.89M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.09K+ 2.85% |
$113K - $134K
|
39.2K
$5.02M
|
|
|
Jul 21, 2025
Q2 2025
|
Sageworth Trust CO
|
BUY
|
- |
19.9KNew |
$2.07M - $2.46M
|
19.9K
$2.55M
|
|
|
Jul 21, 2025
Q2 2025
|
Mechanics Financial Corp
|
SELL
|
- |
-90- 8.2% |
$9.35K - $11.1K
|
1.01K
$129K
|
|
|
Jul 21, 2025
Q2 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-2.45K- 17.74% |
$255K - $303K
|
11.4K
$1.46M
|
|
|
Jul 21, 2025
Q2 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
640+ 22.02% |
$66.5K - $79.2K
|
3.55K
$454K
|
|
|
Jul 21, 2025
Q2 2025
|
Old Second National Bank Of Aurora
|
BUY
|
- |
172+ 6.35% |
$17.9K - $21.3K
|
2.88K
$369K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-281- 11.05% |
$29.2K - $34.8K
|
2.26K
$290K
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-48- 2.21% |
$4.99K - $5.94K
|
2.12K
$272K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-85- 4.55% |
$8.83K - $10.5K
|
1.79K
$229K
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
9.15K+ 2698.23% |
$950K - $1.13M
|
9.49K
$1.21M
|
|
|
Jul 21, 2025
Q2 2025
|
Willner & Heller, LLC
|
BUY
|
- |
11+ 0.43% |
$1.14K - $1.36K
|
2.59K
$332K
|
|
|
Jul 21, 2025
Q2 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-20- 0.83% |
$2.08K - $2.47K
|
2.39K
$305K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
134New |
$13.9K - $16.6K
|
134
$17.2K
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
29.2K+ 821.89% |
$3.04M - $3.62M
|
32.8K
$4.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-4.21K- 1.78% |
$438K - $521K
|
233K
$29.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-16- 0.6% |
$1.66K - $1.98K
|
2.66K
$341K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-374- 7.97% |
$38.9K - $46.3K
|
4.32K
$553K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.97K- 12.49% |
$204K - $243K
|
13.8K
$1.76M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.56K+ 12.45% |
$162K - $192K
|
14.1K
$1.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-39- 0.93% |
$4.05K - $4.82K
|
4.18K
$535K
|