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 02, 2025
Q2 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-185- 4.47% |
$19.2K - $22.9K
|
3.95K
$503K
|
|
|
Jul 02, 2025
Q2 2025
|
Inves Trust
Oklahoma City, OK |
SELL
|
- |
-2.1K- 3.4% |
$218K - $260K
|
59.6K
$7.6M
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
2+ 0.4% |
$208 - $247
|
504
$64.2K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1K+ 17.05% |
$104K - $124K
|
6.87K
$875K
|
|
| Q1 2025 | |||||||
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-337- 88.68% |
$39.6K - $44.2K
|
43
$5.48K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
216New |
$25.4K - $28.3K
|
216
$27.5K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
48.7K+ 36.81% |
$5.72M - $6.38M
|
181K
$23.1M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
2.62KNew |
$307K - $343K
|
2.62K
$334K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-6.91K- 6.76% |
$811K - $906K
|
95.4K
$12.2M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
12.2K+ 374.98% |
$1.43M - $1.59M
|
15.4K
$1.96M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-2- 0.04% |
$235 - $262
|
4.91K
$626K
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
17New |
$2K - $2.23K
|
17
$2.17K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
2.41K+ 1771.32% |
$283K - $316K
|
2.55K
$324K
|
|
|
May 16, 2025
Q1 2025
|
American Trust
Lexington, KY |
SELL
|
- |
-4.29K- 32.64% |
$504K - $563K
|
8.86K
$1.13M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
7.21K+ 110.11% |
$846K - $944K
|
13.8K
$1.75M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
9.29K+ 255.91% |
$1.09M - $1.22M
|
12.9K
$1.65M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-577- 13.91% |
$67.7K - $75.6K
|
3.57K
$455K
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
3.97K+ 0.87% |
$467K - $521K
|
459K
$58.5M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-151- 2.63% |
$17.7K - $19.8K
|
5.59K
$713K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-55- 2.84% |
$6.46K - $7.21K
|
1.88K
$240K
|
|
|
May 15, 2025
Q1 2025
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-257- 4.97% |
$30.2K - $33.7K
|
4.91K
$626K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-2.19K- 0.86% |
$257K - $287K
|
253K
$32.3M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
7.97KNew |
$935K - $1.04M
|
7.97K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.51K+ 44.62% |
$177K - $198K
|
4.89K
$623K
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
14.7KNew |
$1.72M - $1.92M
|
14.7K
$1.87M
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1+ 0.05% |
$117 - $131
|
2.07K
$264K
|
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
BUY
|
- |
17+ 0.61% |
$2K - $2.23K
|
2.82K
$359K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
933+ 8.24% |
$110K - $122K
|
12.3K
$1.56M
|
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
144New |
$16.9K - $18.9K
|
144
$18.4K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
154+ 5.59% |
$18.1K - $20.2K
|
2.91K
$371K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-15.3K- 20.56% |
$1.8M - $2M
|
59.1K
$7.53M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.24K+ 15.8% |
$146K - $163K
|
9.1K
$1.16M
|
|
|
May 15, 2025
Q1 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-426- 3.21% |
$50K - $55.8K
|
12.8K
$1.64M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-260- 6.58% |
$30.5K - $34.1K
|
3.69K
$470K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.37K+ 6.27% |
$279K - $311K
|
40.2K
$5.12M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-529K- 97.33% |
$62.1M - $69.3M
|
14.5K
$1.85M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
29.5K+ 1.26% |
$3.47M - $3.87M
|
2.37M
$302M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
75.6K+ 1.86% |
$8.88M - $9.91M
|
4.14M
$527M
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-637- 9.66% |
$74.8K - $83.5K
|
5.96K
$759K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-27.7K- 7.74% |
$3.25M - $3.63M
|
330K
$42.1M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
13.8KNew |
$1.62M - $1.81M
|
13.8K
$1.76M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
SELL
|
- |
-4.33K- 9.8% |
$509K - $568K
|
39.9K
$5.08M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-20.5K- 5.66% |
$2.4M - $2.68M
|
341K
$43.5M
|
|
|
May 15, 2025
Q1 2025
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
93.5KNew |
$11M - $12.2M
|
93.5K
$11.9M
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
14+ 14.89% |
$1.64K - $1.83K
|
108
$13.8K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-7.41K- 3.73% |
$869K - $970K
|
191K
$24.3M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
18.2K+ 3.46% |
$2.13M - $2.38M
|
543K
$69.2M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.5K+ 1.48% |
$293K - $327K
|
172K
$21.9M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
148+ 0.16% |
$17.4K - $19.4K
|
94.6K
$12.1M
|
|
|
May 15, 2025
Q1 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
1+ 0.06% |
$117 - $131
|
1.74K
$221K
|
|