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 23, 2025
Q1 2025
|
Financial Life Planners
Tempe, AZ |
SELL
|
- |
-39- 3.98% |
$4.58K - $5.11K
|
941
$120K
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-600- 6.47% |
$70.4K - $78.6K
|
8.67K
$1.11M
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
SELL
|
- |
-125- 0.38% |
$14.7K - $16.4K
|
33.2K
$4.23M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-15.2K- 30.34% |
$1.78M - $1.99M
|
34.8K
$4.44M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-3- 0.15% |
$352 - $393
|
2.02K
$258K
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
2.98KNew |
$350K - $390K
|
2.98K
$380K
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-86- 1.94% |
$10.1K - $11.3K
|
4.34K
$554K
|
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-125- 2.63% |
$14.7K - $16.4K
|
4.62K
$589K
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-19- 0.57% |
$2.23K - $2.49K
|
3.33K
$424K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-4.19K- 4.3% |
$491K - $548K
|
93K
$11.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
16.2K+ 18.5% |
$1.91M - $2.13M
|
104K
$13.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
129+ 0.95% |
$15.1K - $16.9K
|
13.8K
$1.75M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
312+ 0.75% |
$36.6K - $40.9K
|
42.1K
$5.36M
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-30- 10.0% |
$3.52K - $3.93K
|
270
$34.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
56.6KNew |
$6.64M - $7.41M
|
56.6K
$7.21M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-305- 2.43% |
$35.8K - $40K
|
12.2K
$1.56M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.22K+ 6.37% |
$143K - $160K
|
20.4K
$2.59M
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
87+ 2.55% |
$10.2K - $11.4K
|
3.5K
$446K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
48+ 0.51% |
$5.64K - $6.29K
|
9.38K
$1.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
695+ 40.67% |
$81.6K - $91.1K
|
2.4K
$306K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1+ 0.55% |
$117 - $131
|
184
$23.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
SELL
|
- |
-75- 1.61% |
$8.81K - $9.83K
|
4.59K
$585K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-80- 0.54% |
$9.39K - $10.5K
|
14.8K
$1.88M
|
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
14.6K+ 13.41% |
$1.71M - $1.91M
|
123K
$15.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
345+ 0.39% |
$40.5K - $45.2K
|
87.7K
$11.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
148+ 15.01% |
$17.4K - $19.4K
|
1.13K
$145K
|
|
|
Apr 21, 2025
Q1 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-840- 2.11% |
$98.6K - $110K
|
38.9K
$4.96M
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-32- 1.53% |
$3.76K - $4.19K
|
2.05K
$262K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-191- 5.1% |
$22.4K - $25K
|
3.55K
$453K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-1.53K- 26.43% |
$180K - $201K
|
4.27K
$544K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 0.21% |
$117 - $131
|
469
$59.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-69- 1.25% |
$8.1K - $9.04K
|
5.43K
$692K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-30- 0.67% |
$3.52K - $3.93K
|
4.46K
$568K
|
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-834- 8.43% |
$97.9K - $109K
|
9.06K
$1.15M
|
|
|
Apr 17, 2025
Q1 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
219+ 0.93% |
$25.7K - $28.7K
|
23.8K
$3.03M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
5+ 0.77% |
$587 - $655
|
655
$83.5K
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-308- 15.13% |
$36.2K - $40.4K
|
1.73K
$220K
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
13+ 0.37% |
$1.53K - $1.7K
|
3.52K
$448K
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
1.27K+ 8.56% |
$149K - $166K
|
16.1K
$2.05M
|
|
|
Apr 16, 2025
Q1 2025
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
97+ 3.88% |
$11.4K - $12.7K
|
2.59K
$331K
|
|
|
Apr 16, 2025
Q1 2025
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-16- 0.22% |
$1.88K - $2.1K
|
7.21K
$918K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
64+ 3.96% |
$7.51K - $8.39K
|
1.68K
$214K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
1.23K+ 34.21% |
$145K - $161K
|
4.83K
$616K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
229New |
$26.9K - $30K
|
229
$29.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
36.9KNew |
$4.33M - $4.83M
|
36.9K
$4.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-62- 2.63% |
$7.28K - $8.12K
|
2.3K
$293K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-632- 1.5% |
$74.2K - $82.8K
|
41.5K
$5.29M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
2+ 0.07% |
$235 - $262
|
2.69K
$343K
|
|
|
Apr 15, 2025
Q1 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
300+ 3.0% |
$35.2K - $39.3K
|
10.3K
$1.31M
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-29- 26.85% |
$3.4K - $3.8K
|
79
$10.1K
|