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 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-62Closed |
$7.56K - $8.4K
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
28+ 0.51% |
$3.41K - $3.79K
|
5.5K
$664K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
189+ 5.69% |
$23K - $25.6K
|
3.51K
$423K
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
SELL
|
- |
-34- 1.59% |
$4.14K - $4.61K
|
2.11K
$254K
|
|
|
Feb 12, 2025
Q4 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-392- 3.28% |
$47.8K - $53.1K
|
11.6K
$1.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-3.02K- 24.31% |
$368K - $409K
|
9.39K
$1.13M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.07K- 2.02% |
$374K - $416K
|
149K
$18M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.17KNew |
$143K - $159K
|
1.17K
$141K
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.2K+ 16.5% |
$146K - $163K
|
8.47K
$1.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
100+ 1.3% |
$12.2K - $13.6K
|
7.78K
$938K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
926+ 49.55% |
$113K - $125K
|
2.8K
$337K
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
80+ 0.84% |
$9.75K - $10.8K
|
9.57K
$1.15M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
44.2KNew |
$5.39M - $5.99M
|
44.2K
$5.34M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
7+ 0.39% |
$853 - $949
|
1.81K
$218K
|
|
|
Feb 12, 2025
Q4 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-463- 7.41% |
$56.4K - $62.7K
|
5.79K
$698K
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
7.63K+ 103.95% |
$930K - $1.03M
|
15K
$1.81M
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1+ 0.03% |
$122 - $136
|
3.18K
$383K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1+ 0.04% |
$122 - $136
|
2.76K
$333K
|
|
|
Feb 12, 2025
Q4 2024
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
37.2KNew |
$4.53M - $5.04M
|
37.2K
$4.48M
|
|
|
Feb 12, 2025
Q4 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
63+ 0.32% |
$7.68K - $8.54K
|
19.8K
$2.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-423- 1.05% |
$51.6K - $57.3K
|
39.8K
$4.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-171K- 96.23% |
$20.9M - $23.2M
|
6.71K
$810K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
49.9K+ 1.42% |
$6.09M - $6.77M
|
3.58M
$432M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
67.2K+ 3.74% |
$8.2M - $9.11M
|
1.86M
$225M
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.99K- 31.4% |
$242K - $269K
|
4.34K
$524K
|
|
|
Feb 11, 2025
Q4 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-100- 5.21% |
$12.2K - $13.6K
|
1.82K
$220K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-153- 7.67% |
$18.6K - $20.7K
|
1.84K
$222K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
168+ 1.3% |
$20.5K - $22.8K
|
13.1K
$1.58M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-105- 0.45% |
$12.8K - $14.2K
|
23.3K
$2.81M
|
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
1.06KNew |
$129K - $144K
|
1.06K
$128K
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-295- 41.9% |
$36K - $40K
|
409
$49.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-797- 3.94% |
$97.1K - $108K
|
19.4K
$2.34M
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
300New |
$36.6K - $40.7K
|
300
$36.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
4.69K+ 50.73% |
$572K - $635K
|
13.9K
$1.68M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
753New |
$91.8K - $102K
|
753
$90.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-6.58K- 6.51% |
$802K - $892K
|
94.5K
$11.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-88.1K- 75.99% |
$10.7M - $11.9M
|
27.8K
$3.36M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
15.9K+ 113.76% |
$1.94M - $2.15M
|
29.9K
$3.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
901+ 0.15% |
$110K - $122K
|
598K
$72.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
48.7K+ 8.04% |
$5.93M - $6.6M
|
654K
$78.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-336- 3.46% |
$41K - $45.5K
|
9.38K
$1.13M
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
20+ 0.32% |
$2.44K - $2.71K
|
6.31K
$761K
|
|
|
Feb 11, 2025
Q4 2024
|
Friday Financial
Dubuque, IA |
BUY
|
- |
1.72KNew |
$210K - $234K
|
1.72K
$208K
|
|
|
Feb 11, 2025
Q4 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
42+ 0.51% |
$5.12K - $5.69K
|
8.2K
$989K
|
|
|
Feb 11, 2025
Q4 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
1+ 0.01% |
$122 - $136
|
7.96K
$960K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
3.79K+ 29.78% |
$462K - $513K
|
16.5K
$1.99M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
352+ 3.99% |
$42.9K - $47.7K
|
9.18K
$1.11M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
543KNew |
$66.2M - $73.6M
|
543K
$65.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-130- 0.39% |
$15.8K - $17.6K
|
32.8K
$3.96M
|
|
|
Feb 11, 2025
Q4 2024
|
Nuance Investments, LLC
Kansas City, MO |
BUY
|
- |
2.74KNew |
$333K - $371K
|
2.74K
$330K
|