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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
116K+ 6.24% |
$13.6M - $15.2M
|
1.98M
$252M
|
|
|
Apr 29, 2025
Q1 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
5.3KNew |
$622K - $694K
|
5.3K
$675K
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-97- 14.37% |
$11.4K - $12.7K
|
578
$73.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-1.02K- 2.52% |
$120K - $134K
|
39.5K
$5.03M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
131+ 0.4% |
$15.4K - $17.2K
|
32.9K
$4.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-1.71K- 44.59% |
$201K - $224K
|
2.13K
$271K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
242+ 7.6% |
$28.4K - $31.7K
|
3.43K
$437K
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
BUY
|
- |
169+ 5.18% |
$19.8K - $22.1K
|
3.43K
$438K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-390- 50.72% |
$45.8K - $51.1K
|
379
$48.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
13.3K+ 7.53% |
$1.57M - $1.75M
|
191K
$24.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-22- 0.66% |
$2.58K - $2.88K
|
3.31K
$421K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
32New |
$3.76K - $4.19K
|
32
$4.08K
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
7+ 0.13% |
$822 - $917
|
5.54K
$706K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.73K- 18.23% |
$320K - $358K
|
12.2K
$1.56M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
6.83K+ 22.24% |
$801K - $894K
|
37.5K
$4.78M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
946+ 21.15% |
$111K - $124K
|
5.42K
$691K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-267- 2.4% |
$31.3K - $35K
|
10.8K
$1.38M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-40- 2.03% |
$4.7K - $5.24K
|
1.93K
$246K
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
1.69KNew |
$198K - $221K
|
1.69K
$215K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
24.7K+ 2.75% |
$2.9M - $3.24M
|
923K
$118M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
408New |
$47.9K - $53.5K
|
408
$52K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-310- 6.43% |
$36.4K - $40.6K
|
4.51K
$575K
|
|
|
Apr 28, 2025
Q1 2025
|
Davidson Trust CO
|
SELL
|
- |
-10- 0.2% |
$1.17K - $1.31K
|
5.03K
$641K
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
4.65K+ 3.44% |
$546K - $609K
|
140K
$17.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
786+ 45.96% |
$92.3K - $103K
|
2.5K
$318K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-144- 1.3% |
$16.9K - $18.9K
|
10.9K
$1.39M
|
|
|
Apr 25, 2025
Q1 2025
|
Innovative Wealth Building LLC
California, MD |
SELL
|
- |
-543- 3.95% |
$63.7K - $71.1K
|
13.2K
$1.68M
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
277New |
$32.5K - $36.3K
|
277
$35.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
398+ 3.91% |
$46.7K - $52.1K
|
10.6K
$1.35M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
SELL
|
- |
-145- 1.64% |
$17K - $19K
|
8.68K
$1.11M
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
40+ 0.78% |
$4.7K - $5.24K
|
5.2K
$662K
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
13+ 0.28% |
$1.53K - $1.7K
|
4.72K
$602K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-907- 2.43% |
$106K - $119K
|
36.4K
$4.64M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
32.8KNew |
$3.85M - $4.3M
|
32.8K
$4.18M
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-3.89K- 3.47% |
$457K - $510K
|
108K
$13.8M
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-1.36K- 1.13% |
$159K - $178K
|
119K
$15.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
SELL
|
- |
-61- 5.09% |
$7.16K - $7.99K
|
1.14K
$145K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
14.7KNew |
$1.72M - $1.92M
|
14.7K
$1.87M
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-200- 10.13% |
$23.5K - $26.2K
|
1.78K
$226K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-200- 15.47% |
$23.5K - $26.2K
|
1.09K
$139K
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-282- 2.35% |
$33.1K - $36.9K
|
11.7K
$1.49M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.04% |
$117 - $131
|
2.84K
$362K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-2.82K- 69.82% |
$330K - $369K
|
1.22K
$155K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-300- 50.0% |
$35.2K - $39.3K
|
300
$38.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.73K- 2.5% |
$320K - $357K
|
107K
$13.6M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2+ 0.1% |
$235 - $262
|
1.93K
$246K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-429- 7.86% |
$50.4K - $56.2K
|
5.03K
$641K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.47K+ 12.52% |
$173K - $193K
|
13.2K
$1.68M
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
11KNew |
$1.29M - $1.44M
|
11K
$1.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.03% |
$117 - $131
|
3.58K
$456K
|