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 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
532+ 6.71% |
$62.5K - $69.7K
|
8.47K
$1.08M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2.8K- 2.27% |
$328K - $366K
|
120K
$15.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.13% |
$117 - $131
|
745
$95K
|
|
|
Apr 15, 2025
Q1 2025
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
98+ 4.38% |
$11.5K - $12.8K
|
2.33K
$297K
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-336- 14.96% |
$39.4K - $44K
|
1.91K
$243K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
565+ 18.88% |
$66.3K - $74K
|
3.56K
$453K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-2.75K- 29.77% |
$322K - $360K
|
6.48K
$826K
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
24+ 0.28% |
$2.82K - $3.14K
|
8.49K
$1.08M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
2.04K+ 15.97% |
$239K - $267K
|
14.8K
$1.88M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
545+ 0.23% |
$64K - $71.4K
|
238K
$30.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
31+ 0.36% |
$3.64K - $4.06K
|
8.73K
$1.11M
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
7.41K+ 1.28% |
$869K - $970K
|
586K
$74.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-48- 1.28% |
$5.64K - $6.29K
|
3.71K
$473K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-40.1K- 99.16% |
$4.71M - $5.26M
|
338
$43.1K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
1+ 0.05% |
$117 - $131
|
2.14K
$273K
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Capital Management LLC
|
BUY
|
- |
647+ 1.51% |
$76K - $84.8K
|
43.5K
$5.54M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-59- 1.34% |
$6.93K - $7.73K
|
4.33K
$552K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-300- 77.92% |
$35.2K - $39.3K
|
85
$10.8K
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
374+ 4.35% |
$43.9K - $49K
|
8.96K
$1.14M
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
8+ 0.36% |
$939 - $1.05K
|
2.24K
$285K
|
|
|
Apr 10, 2025
Q1 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-3.96K- 20.89% |
$465K - $518K
|
15K
$1.91M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
100New |
$11.7K - $13.1K
|
100
$12.7K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-50- 9.8% |
$5.87K - $6.55K
|
460
$58.6K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.68K+ 168000.0% |
$197K - $220K
|
1.68K
$214K
|
|
|
Apr 09, 2025
Q1 2025
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-52.4K- 54.89% |
$6.15M - $6.86M
|
43.1K
$5.49M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
174+ 5.3% |
$20.4K - $22.8K
|
3.45K
$440K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
17K+ 64.06% |
$2M - $2.23M
|
43.6K
$5.56M
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
19+ 0.1% |
$2.23K - $2.49K
|
18.5K
$2.36M
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
SELL
|
- |
-100- 2.18% |
$11.7K - $13.1K
|
4.5K
$573K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-199- 33.17% |
$23.4K - $26.1K
|
401
$51.1K
|
|
| Q4 2024 | |||||||
|
Jul 17, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-33- 17.55% |
$4.02K - $4.47K
|
155
$19.8K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.47K- 4.37% |
$911K - $1.01M
|
163K
$20.8M
|
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
1.74KNew |
$212K - $235K
|
1.74K
$221K
|
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
10+ 0.62% |
$1.22K - $1.36K
|
1.61K
$206K
|
|
|
Apr 21, 2025
Q4 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-75- 4.05% |
$9.14K - $10.2K
|
1.78K
$226K
|
|
|
Apr 17, 2025
Q4 2024
|
Lee Kelleher Wealth Management
Fulton, MD |
BUY
|
- |
2.11KNew |
$257K - $286K
|
2.11K
$269K
|
|
|
Apr 09, 2025
Q4 2024
|
Compass Investment Advisers LLC
Portland, OR |
BUY
|
- |
3.05KNew |
$371K - $413K
|
3.05K
$388K
|
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
2.88KNew |
$351K - $390K
|
2.88K
$367K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
851New |
$104K - $115K
|
851
$108K
|
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-572- 7.27% |
$69.7K - $77.5K
|
7.3K
$930K
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
1.46KNew |
$177K - $197K
|
1.46K
$186K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
1New |
$122 - $136
|
1
$127
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-840- 18.19% |
$102K - $114K
|
3.78K
$481K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
18.4KNew |
$2.24M - $2.49M
|
18.4K
$2.34M
|
|
|
Feb 18, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-25.1K- 92.42% |
$3.06M - $3.4M
|
2.06K
$263K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-290- 53.11% |
$35.3K - $39.3K
|
256
$32.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-3.2K- 65.31% |
$390K - $434K
|
1.7K
$217K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
5.87KNew |
$716K - $796K
|
5.87K
$748K
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-2.22K- 10.44% |
$270K - $300K
|
19K
$2.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-530- 36.65% |
$64.6K - $71.8K
|
916
$117K
|
|