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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-800- 24.52% |
$83.1K - $98.9K
|
2.46K
$314K
|
|
|
Jul 15, 2025
Q2 2025
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
25+ 1.4% |
$2.6K - $3.09K
|
1.81K
$231K
|
|
|
Jul 15, 2025
Q2 2025
|
Ims Capital Management
|
SELL
|
- |
-500- 23.3% |
$51.9K - $61.8K
|
1.65K
$210K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-30- 13.82% |
$3.12K - $3.71K
|
187
$23.8K
|
|
|
Jul 15, 2025
Q2 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-163- 2.45% |
$16.9K - $20.2K
|
6.49K
$828K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-4.12K- 22.9% |
$428K - $509K
|
13.9K
$1.77M
|
|
|
Jul 15, 2025
Q2 2025
|
Moneywise, Inc.
|
BUY
|
- |
1.65KNew |
$171K - $204K
|
1.65K
$210K
|
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-128- 1.79% |
$13.3K - $15.8K
|
7.01K
$894K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1- 0.01% |
$104 - $124
|
11.6K
$1.48M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
51+ 0.64% |
$5.3K - $6.31K
|
7.96K
$1.02M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-369- 16.93% |
$38.3K - $45.6K
|
1.81K
$231K
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
2.75KNew |
$286K - $340K
|
2.75K
$350K
|
|
|
Jul 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-43- 2.16% |
$4.47K - $5.32K
|
1.95K
$248K
|
|
|
Jul 14, 2025
Q2 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
35.1K+ 443.79% |
$3.64M - $4.34M
|
43K
$5.48M
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-134K- 87.83% |
$13.9M - $16.6M
|
18.6K
$2.37M
|
|
|
Jul 14, 2025
Q2 2025
|
Bank Of Stockton
|
SELL
|
- |
-834- 9.02% |
$86.6K - $103K
|
8.42K
$1.07M
|
|
|
Jul 14, 2025
Q2 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
4+ 0.24% |
$416 - $495
|
1.68K
$214K
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
SELL
|
- |
-950- 14.89% |
$98.7K - $117K
|
5.43K
$692K
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-4- 0.17% |
$416 - $495
|
2.33K
$297K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.26K- 7.49% |
$131K - $156K
|
15.6K
$1.98M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-88- 0.4% |
$9.14K - $10.9K
|
21.7K
$2.76M
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-87- 3.3% |
$9.04K - $10.8K
|
2.55K
$325K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-15.8K- 91.18% |
$1.64M - $1.96M
|
1.53K
$195K
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-37- 0.16% |
$3.84K - $4.58K
|
23.3K
$2.97M
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-2.11K- 3.61% |
$219K - $261K
|
56.2K
$7.16M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.35K+ 12.89% |
$140K - $167K
|
11.8K
$1.51M
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
90New |
$9.35K - $11.1K
|
90
$11.5K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-1.37K- 3.96% |
$143K - $170K
|
33.3K
$4.25M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.87K+ 3.74% |
$402K - $479K
|
107K
$13.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
1.77K+ 33.84% |
$184K - $219K
|
7K
$892K
|
|
|
Jul 10, 2025
Q2 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
12+ 0.21% |
$1.25K - $1.48K
|
5.69K
$725K
|
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
2.48K+ 4.59% |
$258K - $307K
|
56.6K
$7.21M
|
|
|
Jul 10, 2025
Q2 2025
|
Ryan Investment Management, Inc.
Basalt, CO |
BUY
|
- |
252New |
$26.2K - $31.2K
|
252
$32.1K
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
998+ 34.57% |
$104K - $123K
|
3.89K
$495K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
SELL
|
- |
-514- 39.39% |
$53.4K - $63.6K
|
791
$101K
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-800- 94.34% |
$83.1K - $98.9K
|
48
$6.12K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
196+ 4.42% |
$20.4K - $24.2K
|
4.63K
$590K
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
360+ 1.04% |
$37.4K - $44.5K
|
34.8K
$4.44M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
241+ 1.48% |
$25K - $29.8K
|
16.5K
$2.11M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-115- 0.41% |
$11.9K - $14.2K
|
28K
$3.57M
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
456+ 10.3% |
$47.4K - $56.4K
|
4.88K
$622K
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-248- 7.81% |
$25.8K - $30.7K
|
2.93K
$373K
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
9+ 0.34% |
$935 - $1.11K
|
2.66K
$339K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
593+ 17.01% |
$61.6K - $73.3K
|
4.08K
$520K
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
BUY
|
- |
2.82K+ 5.95% |
$293K - $349K
|
50.2K
$6.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
3+ 0.16% |
$312 - $371
|
1.85K
$236K
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
1.69K+ 15.22% |
$176K - $209K
|
12.8K
$1.63M
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
2New |
$208 - $247
|
2
$255
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
8+ 0.38% |
$831 - $989
|
2.11K
$268K
|
|
|
Jul 03, 2025
Q2 2025
|
First Hawaiian Bank
|
SELL
|
- |
-455- 1.62% |
$47.3K - $56.3K
|
27.6K
$3.51M
|