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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Alamar Capital Management, LLC
|
SELL
|
- |
-1.64KClosed |
$193K - $215K
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
30.7K+ 7.42% |
$3.61M - $4.03M
|
445K
$56.7M
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
BUY
|
- |
373+ 7.28% |
$43.8K - $48.9K
|
5.5K
$701K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
513+ 28.45% |
$60.2K - $67.2K
|
2.32K
$295K
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-4.56K- 68.22% |
$536K - $598K
|
2.13K
$271K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-48- 0.44% |
$5.64K - $6.29K
|
10.7K
$1.37M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-66- 0.53% |
$7.75K - $8.65K
|
12.5K
$1.59M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
1.46K+ 5.86% |
$171K - $191K
|
26.3K
$3.35M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-212- 0.48% |
$24.9K - $27.8K
|
43.9K
$5.6M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-10- 0.17% |
$1.17K - $1.31K
|
5.97K
$761K
|
|
|
May 15, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-4.81K- 68.64% |
$564K - $630K
|
2.2K
$280K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
12.1KNew |
$1.42M - $1.59M
|
12.1K
$1.54M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
14.2K+ 268.5% |
$1.67M - $1.86M
|
19.5K
$2.49M
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
324+ 3.39% |
$38K - $42.5K
|
9.89K
$1.26M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
29.8KNew |
$3.49M - $3.9M
|
29.8K
$3.79M
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
4.28KNew |
$502K - $561K
|
4.28K
$545K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7.62K- 3.14% |
$895K - $999K
|
235K
$30M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-60- 2.15% |
$7.04K - $7.86K
|
2.73K
$348K
|
|
|
May 15, 2025
Q1 2025
|
Alexis Investment Partners, LLC
Montgomery, TX |
SELL
|
- |
-668- 9.37% |
$78.4K - $87.5K
|
6.46K
$823K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
1+ 0.3% |
$117 - $131
|
337
$43K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
30+ 65.22% |
$3.52K - $3.93K
|
76
$9.69K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
14.5K+ 48.69% |
$1.71M - $1.91M
|
44.4K
$5.66M
|
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-60.5K- 91.73% |
$7.1M - $7.92M
|
5.45K
$695K
|
|
|
May 15, 2025
Q1 2025
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-23.6K- 92.96% |
$2.77M - $3.09M
|
1.79K
$228K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.67KNew |
$196K - $219K
|
1.67K
$213K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.93K+ 19.25% |
$579K - $646K
|
30.6K
$3.89M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
114+ 0.76% |
$13.4K - $14.9K
|
15K
$1.92M
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
2.79KNew |
$327K - $365K
|
2.79K
$355K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-429- 1.37% |
$50.4K - $56.2K
|
31K
$3.95M
|
|
|
May 14, 2025
Q1 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-2.01K- 8.17% |
$236K - $263K
|
22.6K
$2.88M
|
|
|
May 14, 2025
Q1 2025
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-2.22K- 5.32% |
$260K - $290K
|
39.5K
$5.03M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-548- 4.88% |
$64.3K - $71.8K
|
10.7K
$1.36M
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-679- 0.75% |
$79.7K - $89K
|
90.3K
$11.5M
|
|
|
May 14, 2025
Q1 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
SELL
|
- |
-26- 0.36% |
$3.05K - $3.41K
|
7.23K
$922K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-5.96K- 14.99% |
$700K - $781K
|
33.8K
$4.31M
|
|
|
May 14, 2025
Q1 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-401- 1.33% |
$47.1K - $52.5K
|
29.8K
$3.8M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
9.36KNew |
$1.1M - $1.23M
|
9.36K
$1.19M
|
|
|
May 14, 2025
Q1 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-330- 1.75% |
$38.7K - $43.2K
|
18.5K
$2.36M
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.17K- 2.68% |
$137K - $153K
|
42.2K
$5.38M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.23K- 4.89% |
$614K - $685K
|
102K
$13M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.92KNew |
$225K - $251K
|
1.92K
$244K
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
BUY
|
- |
1+ 0.05% |
$117 - $131
|
1.98K
$252K
|
|
|
May 14, 2025
Q1 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
179+ 0.9% |
$21K - $23.5K
|
20K
$2.55M
|
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
SELL
|
- |
-325- 10.95% |
$38.2K - $42.6K
|
2.64K
$337K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
100+ 1.07% |
$11.7K - $13.1K
|
9.48K
$1.21M
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
48+ 0.24% |
$5.64K - $6.29K
|
19.9K
$2.53M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-66.4K- 6.72% |
$7.8M - $8.7M
|
921K
$117M
|
|
|
May 14, 2025
Q1 2025
|
Integras Partners LLC
Alpharetta, GA |
SELL
|
- |
-151- 3.09% |
$17.7K - $19.8K
|
4.74K
$604K
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1+ 0.03% |
$117 - $131
|
3.18K
$405K
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-203- 24.97% |
$23.8K - $26.6K
|
610
$77.7K
|