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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Family Firm, Inc.
|
SELL
|
- |
-900- 4.58% |
$93.5K - $111K
|
18.7K
$2.39M
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
126+ 6.85% |
$13.1K - $15.6K
|
1.97K
$251K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.06K- 18.57% |
$422K - $502K
|
17.8K
$2.27M
|
|
|
Aug 08, 2025
Q2 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
2.12KNew |
$221K - $263K
|
2.12K
$271K
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-848- 26.63% |
$88.1K - $105K
|
2.34K
$298K
|
|
|
Aug 07, 2025
Q2 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-3.04K- 51.14% |
$315K - $375K
|
2.9K
$370K
|
|
|
Aug 07, 2025
Q2 2025
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
19.7KNew |
$2.04M - $2.43M
|
19.7K
$2.51M
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-24- 0.78% |
$2.49K - $2.97K
|
3.04K
$388K
|
|
|
Aug 07, 2025
Q2 2025
|
Vera Bank, N.A.
|
BUY
|
- |
2.42KNew |
$251K - $299K
|
2.42K
$308K
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
SELL
|
- |
-68- 0.34% |
$7.06K - $8.41K
|
20.1K
$2.56M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-715- 16.42% |
$74.3K - $88.4K
|
3.64K
$464K
|
|
|
Aug 05, 2025
Q2 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
1.64KNew |
$170K - $203K
|
1.64K
$209K
|
|
|
Aug 05, 2025
Q2 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-147- 1.39% |
$15.3K - $18.2K
|
10.4K
$1.33M
|
|
|
Aug 05, 2025
Q2 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-103- 17.82% |
$10.7K - $12.7K
|
475
$60.6K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.02K- 9.4% |
$106K - $126K
|
9.83K
$1.25M
|
|
|
Aug 04, 2025
Q2 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
SELL
|
- |
-53.6K- 94.68% |
$5.56M - $6.62M
|
3.01K
$384K
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-6- 4.41% |
$623 - $742
|
130
$16.6K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-17- 5.15% |
$1.77K - $2.1K
|
313
$39.9K
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
2.32KNew |
$241K - $287K
|
2.32K
$296K
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
5+ 0.29% |
$519 - $618
|
1.76K
$224K
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
2.88KNew |
$299K - $356K
|
2.88K
$367K
|
|
|
Aug 01, 2025
Q2 2025
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-1- 0.06% |
$104 - $124
|
1.68K
$215K
|
|
|
Aug 01, 2025
Q2 2025
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-368- 5.45% |
$38.2K - $45.5K
|
6.39K
$814K
|
|
|
Jul 31, 2025
Q2 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-60- 2.64% |
$6.23K - $7.42K
|
2.22K
$282K
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-717- 34.89% |
$74.5K - $88.7K
|
1.34K
$171K
|
|
|
Jul 31, 2025
Q2 2025
|
Allied Investment Advisors, LLC
|
SELL
|
- |
-125- 6.55% |
$13K - $15.5K
|
1.78K
$227K
|
|
|
Jul 31, 2025
Q2 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
3.92K+ 102.27% |
$407K - $484K
|
7.74K
$987K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.64K+ 6.37% |
$171K - $203K
|
27.5K
$3.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-142- 6.64% |
$14.8K - $17.6K
|
2K
$255K
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
1.06KNew |
$110K - $131K
|
1.06K
$135K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3+ 0.16% |
$312 - $371
|
1.93K
$246K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-652- 26.82% |
$67.7K - $80.6K
|
1.78K
$227K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
747+ 62.62% |
$77.6K - $92.4K
|
1.94K
$247K
|
|
|
Jul 28, 2025
Q2 2025
|
Equitable Trust CO
|
SELL
|
- |
-869- 24.82% |
$90.3K - $107K
|
2.63K
$336K
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
724+ 43.04% |
$75.2K - $89.5K
|
2.41K
$307K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-501- 23.94% |
$52K - $62K
|
1.59K
$203K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-144- 0.97% |
$15K - $17.8K
|
14.6K
$1.87M
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Advisory Team LLC
Bellevue, KY |
BUY
|
- |
2.06KNew |
$214K - $254K
|
2.06K
$262K
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
6.76K+ 1.52% |
$702K - $836K
|
452K
$57.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-50- 32.47% |
$5.19K - $6.18K
|
104
$13.3K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.02% |
$104 - $124
|
5.49K
$699K
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
29+ 1.55% |
$3.01K - $3.59K
|
1.9K
$243K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
37New |
$3.84K - $4.58K
|
37
$4.72K
|
|
|
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
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-625- 70.78% |
$64.9K - $77.3K
|
258
$32.9K
|
|
|
Jul 23, 2025
Q2 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
195+ 11.28% |
$20.3K - $24.1K
|
1.92K
$245K
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-25- 1.41% |
$2.6K - $3.09K
|
1.75K
$223K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-12.2K- 78.95% |
$1.26M - $1.5M
|
3.25K
$414K
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-220- 20.13% |
$22.9K - $27.2K
|
873
$111K
|
|
|
Jul 22, 2025
Q2 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
32New |
$3.32K - $3.96K
|
32
$4.08K
|
|