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 13, 2025
Q4 2024
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
2.8KNew |
$341K - $379K
|
2.8K
$338K
|
|
|
Feb 13, 2025
Q4 2024
|
Campion Asset Management
|
SELL
|
- |
-2.44K- 7.98% |
$298K - $331K
|
28.2K
$3.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
2+ 0.11% |
$244 - $271
|
1.76K
$212K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
16.2K+ 27.87% |
$1.98M - $2.2M
|
74.4K
$8.98M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-908- 7.59% |
$111K - $123K
|
11.1K
$1.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
28+ 0.38% |
$3.41K - $3.79K
|
7.49K
$904K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-400- 4.92% |
$48.8K - $54.2K
|
7.73K
$932K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
447+ 8.54% |
$54.5K - $60.6K
|
5.68K
$686K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
372New |
$45.3K - $50.4K
|
372
$44.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
947+ 0.44% |
$115K - $128K
|
217K
$26.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-573- 2.81% |
$69.8K - $77.7K
|
19.8K
$2.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
4.92KNew |
$599K - $666K
|
4.92K
$593K
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
1.88KNew |
$229K - $255K
|
1.88K
$227K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
3.06KNew |
$373K - $415K
|
3.06K
$370K
|
|
|
Feb 13, 2025
Q4 2024
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
2.06KNew |
$250K - $278K
|
2.06K
$248K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
336+ 8.57% |
$41K - $45.5K
|
4.26K
$513K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Square, LLC
|
BUY
|
- |
5+ 0.17% |
$609 - $678
|
2.97K
$358K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
588+ 8.08% |
$71.7K - $79.7K
|
7.86K
$948K
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.04K+ 110.1% |
$126K - $140K
|
1.98K
$239K
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-126- 1.93% |
$15.4K - $17.1K
|
6.39K
$771K
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
349+ 1.38% |
$42.5K - $47.3K
|
25.6K
$3.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.04K+ 6.25% |
$127K - $141K
|
17.7K
$2.14M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-206- 3.53% |
$25.1K - $27.9K
|
5.63K
$679K
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
85+ 0.71% |
$10.4K - $11.5K
|
12K
$1.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.96K+ 7.69% |
$482K - $536K
|
55.4K
$6.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.15K+ 46.63% |
$141K - $156K
|
3.63K
$438K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-678- 0.4% |
$82.6K - $91.9K
|
169K
$20.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.3K- 40.11% |
$158K - $176K
|
1.94K
$234K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.94K- 5.16% |
$724K - $805K
|
109K
$13.2M
|
|
|
Feb 13, 2025
Q4 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-307- 5.61% |
$37.4K - $41.6K
|
5.17K
$624K
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
494+ 1.5% |
$60.2K - $66.9K
|
33.3K
$4.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
44New |
$5.36K - $5.96K
|
44
$5.31K
|
|
|
Feb 13, 2025
Q4 2024
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
7.13KNew |
$869K - $966K
|
7.13K
$860K
|
|
|
Feb 13, 2025
Q4 2024
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
13.4KNew |
$1.63M - $1.81M
|
13.4K
$1.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-2.38K- 0.37% |
$290K - $322K
|
637K
$76.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-359- 1.44% |
$43.8K - $48.7K
|
24.6K
$2.97M
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-4.17K- 1.27% |
$508K - $565K
|
324K
$39M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
5.86K+ 87.85% |
$715K - $795K
|
12.5K
$1.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.4K- 1.29% |
$170K - $189K
|
106K
$12.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-38- 1.57% |
$4.63K - $5.15K
|
2.39K
$288K
|
|
|
Feb 13, 2025
Q4 2024
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
7.26KNew |
$885K - $984K
|
7.26K
$876K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-84- 1.8% |
$10.2K - $11.4K
|
4.57K
$552K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
533+ 3.7% |
$65K - $72.2K
|
14.9K
$1.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
34K+ 8.69% |
$4.15M - $4.61M
|
425K
$51.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-488- 3.07% |
$59.5K - $66.1K
|
15.4K
$1.86M
|
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
1.36K+ 41.22% |
$166K - $184K
|
4.66K
$562K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
337+ 783.72% |
$41.1K - $45.7K
|
380
$45.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9.34KNew |
$1.14M - $1.27M
|
9.34K
$1.13M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.38KNew |
$412K - $458K
|
3.38K
$408K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.68K+ 9.34% |
$327K - $364K
|
31.4K
$3.79M
|