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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Strive Asset Management, LLC
Dublin, OH |
BUY
|
- |
3.27KNew |
$399K - $443K
|
3.27K
$417K
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
3.68KNew |
$448K - $498K
|
3.68K
$469K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-118- 2.74% |
$14.4K - $16K
|
4.18K
$533K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
200New |
$24.4K - $27.1K
|
200
$25.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.66K- 18.25% |
$324K - $360K
|
11.9K
$1.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-2.62K- 4.64% |
$319K - $355K
|
53.8K
$6.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-618- 2.0% |
$75.3K - $83.8K
|
30.3K
$3.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
2.8KNew |
$341K - $379K
|
2.8K
$357K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
3.06KNew |
$373K - $415K
|
3.06K
$391K
|
|
|
Feb 13, 2025
Q4 2024
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
2.06KNew |
$250K - $278K
|
2.06K
$262K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
336+ 8.57% |
$41K - $45.5K
|
4.26K
$542K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
44New |
$5.36K - $5.96K
|
44
$5.61K
|
|
|
Feb 13, 2025
Q4 2024
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
13.4KNew |
$1.63M - $1.81M
|
13.4K
$1.71M
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-62Closed |
$7.56K - $8.4K
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.17KNew |
$143K - $159K
|
1.17K
$149K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1+ 0.04% |
$122 - $136
|
2.76K
$352K
|
|
|
Feb 11, 2025
Q4 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-100- 5.21% |
$12.2K - $13.6K
|
1.82K
$232K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-153- 7.67% |
$18.6K - $20.7K
|
1.84K
$235K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
168+ 1.3% |
$20.5K - $22.8K
|
13.1K
$1.66M
|
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
1.06KNew |
$129K - $144K
|
1.06K
$135K
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-295- 41.9% |
$36K - $40K
|
409
$52.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
753New |
$91.8K - $102K
|
753
$96K
|
|
|
Feb 11, 2025
Q4 2024
|
Friday Financial
Dubuque, IA |
BUY
|
- |
1.72KNew |
$210K - $234K
|
1.72K
$220K
|
|
|
Feb 11, 2025
Q4 2024
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
5.8KNew |
$707K - $786K
|
5.8K
$739K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
386New |
$47K - $52.3K
|
386
$49.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.07K- 69.03% |
$131K - $145K
|
481
$61.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-18- 0.15% |
$2.19K - $2.44K
|
12.3K
$1.57M
|
|
|
Feb 10, 2025
Q4 2024
|
Allen Investment Management LLC
|
BUY
|
- |
1.61KNew |
$196K - $218K
|
1.61K
$205K
|
|
|
Feb 10, 2025
Q4 2024
|
Independent Family Office, LLC
|
SELL
|
- |
-750- 24.19% |
$91.4K - $102K
|
2.35K
$300K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-49- 2.5% |
$5.97K - $6.64K
|
1.91K
$244K
|
|
|
Feb 10, 2025
Q4 2024
|
Boston Partners
Boston, MA |
BUY
|
- |
2.58KNew |
$314K - $349K
|
2.58K
$328K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
2.15KNew |
$262K - $291K
|
2.15K
$274K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2.59K+ 439.49% |
$316K - $351K
|
3.18K
$406K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
384New |
$46.8K - $52K
|
384
$48.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.18% |
$122 - $136
|
545
$69.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
4KNew |
$488K - $542K
|
4K
$510K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
12KNew |
$1.46M - $1.62M
|
12K
$1.53M
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
761New |
$92.8K - $103K
|
761
$97K
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
60New |
$7.31K - $8.13K
|
60
$7.65K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
300New |
$36.6K - $40.7K
|
300
$38.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
BUY
|
- |
3.3K+ 13.31% |
$402K - $447K
|
28.1K
$3.58M
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
110+ 3.07% |
$13.4K - $14.9K
|
3.69K
$470K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
65+ 2.18% |
$7.92K - $8.81K
|
3.04K
$388K
|
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-350- 12.28% |
$42.7K - $47.4K
|
2.5K
$319K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-33- 6.02% |
$4.02K - $4.47K
|
515
$65.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-3.62K- 68.85% |
$441K - $491K
|
1.64K
$209K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
3.78KNew |
$461K - $513K
|
3.78K
$482K
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
4.21KNew |
$513K - $570K
|
4.21K
$536K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-158- 1.61% |
$19.3K - $21.4K
|
9.67K
$1.23M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
246New |
$30K - $33.3K
|
246
$31.4K
|