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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
11+ 0.5% |
$1.34K - $1.49K
|
2.23K
$288K
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-3- 2.44% |
$366 - $407
|
120
$15.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
34New |
$4.14K - $4.61K
|
34
$4.39K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-67- 11.61% |
$8.17K - $9.08K
|
510
$65.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
146+ 1.76% |
$17.8K - $19.8K
|
8.46K
$1.09M
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
1.64K+ 2.08% |
$200K - $222K
|
80.5K
$10.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-1.93K- 3.01% |
$235K - $262K
|
62.3K
$8.05M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
18.8KNew |
$2.3M - $2.55M
|
18.8K
$2.43M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
9+ 0.2% |
$1.1K - $1.22K
|
4.42K
$571K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
187+ 10.03% |
$22.8K - $25.3K
|
2.05K
$265K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-912- 17.44% |
$111K - $124K
|
4.32K
$558K
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
BUY
|
- |
309+ 5.09% |
$37.7K - $41.9K
|
6.38K
$824K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-597- 5.17% |
$72.8K - $80.9K
|
11K
$1.42M
|
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-130- 2.08% |
$15.8K - $17.6K
|
6.12K
$790K
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
9+ 0.49% |
$1.1K - $1.22K
|
1.85K
$238K
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-4- 0.2% |
$488 - $542
|
2.04K
$263K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-175- 29.22% |
$21.3K - $23.7K
|
424
$54.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-554- 5.67% |
$67.5K - $75.1K
|
9.23K
$1.19M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
3.5K+ 1.5% |
$426K - $474K
|
237K
$30.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
2.07KNew |
$252K - $280K
|
2.07K
$267K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-121- 5.36% |
$14.7K - $16.4K
|
2.14K
$276K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.5% |
$122 - $136
|
202
$26.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
140+ 8.3% |
$17.1K - $19K
|
1.83K
$236K
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
155+ 3.62% |
$18.9K - $21K
|
4.44K
$573K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
137+ 0.86% |
$16.7K - $18.6K
|
16.1K
$2.08M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
98+ 2.94% |
$11.9K - $13.3K
|
3.43K
$443K
|
|
|
Jan 10, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
143+ 0.36% |
$17.4K - $19.4K
|
40.1K
$5.18M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
91+ 0.09% |
$11.1K - $12.3K
|
96.6K
$12.5M
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
10+ 0.38% |
$1.22K - $1.36K
|
2.67K
$344K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-260- 7.38% |
$31.7K - $35.2K
|
3.26K
$421K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1+ 0.05% |
$122 - $136
|
2.07K
$267K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-3K- 9.04% |
$366K - $407K
|
30.2K
$3.9M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-236K- 99.19% |
$28.7M - $31.9M
|
1.93K
$249K
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
3.2KNew |
$390K - $433K
|
3.2K
$413K
|
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
62.6KNew |
$7.63M - $8.48M
|
62.6K
$8.08M
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
SELL
|
- |
-20- 0.43% |
$2.44K - $2.71K
|
4.6K
$594K
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
2+ 0.4% |
$244 - $271
|
500
$64.6K
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-605- 1.26% |
$73.7K - $82K
|
47.2K
$6.1M
|
|
| Q3 2024 | |||||||
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
50+ 2.78% |
$5.6K - $6.21K
|
1.85K
$239K
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
60.6K+ 18.32% |
$6.78M - $7.53M
|
391K
$50.5M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-274- 5.6% |
$30.7K - $34.1K
|
4.62K
$596K
|
|
|
Nov 29, 2024
Q3 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-48- 0.51% |
$5.37K - $5.97K
|
9.33K
$1.21M
|
|
|
Nov 27, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-7.38K- 50.37% |
$826K - $917K
|
7.27K
$939K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
27.4KNew |
$3.06M - $3.4M
|
27.4K
$3.54M
|
|
|
Nov 25, 2024
Q3 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-193- 0.42% |
$21.6K - $24K
|
45.3K
$5.85M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-30.2K- 8.36% |
$3.38M - $3.75M
|
331K
$42.7M
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-810- 25.46% |
$90.6K - $101K
|
2.37K
$306K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.04% |
$112 - $124
|
2.84K
$367K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.61K- 7.36% |
$180K - $200K
|
20.2K
$2.61M
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.29K+ 4.31% |
$144K - $160K
|
31.1K
$4.01M
|
|