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 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-4.46K- 3.64% |
$523K - $584K
|
118K
$15M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.67K+ 55.92% |
$313K - $349K
|
7.43K
$947K
|
|
|
May 14, 2025
Q1 2025
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-479- 1.1% |
$56.2K - $62.8K
|
43.1K
$5.49M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.59K- 1.2% |
$304K - $340K
|
214K
$27.3M
|
|
|
May 14, 2025
Q1 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
29.4K+ 1465.67% |
$3.45M - $3.85M
|
31.4K
$4M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-6.82K- 1.14% |
$800K - $893K
|
591K
$75.3M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.1K+ 76.53% |
$1.54M - $1.72M
|
30.3K
$3.86M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
7.49KNew |
$880K - $982K
|
7.49K
$955K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
4+ 0.55% |
$470 - $524
|
726
$92.5K
|
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
9+ 0.38% |
$1.06K - $1.18K
|
2.4K
$306K
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
17.1KNew |
$2.01M - $2.25M
|
17.1K
$2.19M
|
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
SELL
|
- |
-82- 2.62% |
$9.63K - $10.7K
|
3.04K
$388K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
2.85K+ 3.0% |
$335K - $374K
|
98K
$12.5M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-600- 91.46% |
$70.4K - $78.6K
|
56
$7.14K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
30+ 0.4% |
$3.52K - $3.93K
|
7.52K
$959K
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
12.9K+ 444.83% |
$1.51M - $1.69M
|
15.8K
$2.01M
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-482- 24.38% |
$56.6K - $63.2K
|
1.5K
$191K
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-205- 3.21% |
$24.1K - $26.9K
|
6.19K
$789K
|
|
|
May 14, 2025
Q1 2025
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
3.09K+ 63.67% |
$363K - $405K
|
7.95K
$1.01M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-649- 5.41% |
$76.2K - $85K
|
11.3K
$1.45M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
22K+ 39.7% |
$2.58M - $2.88M
|
77.5K
$9.87M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
31.8K+ 1449.16% |
$3.73M - $4.16M
|
34K
$4.33M
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-966- 2.9% |
$113K - $127K
|
32.4K
$4.12M
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-200- 9.07% |
$23.5K - $26.2K
|
2K
$255K
|
|
|
May 14, 2025
Q1 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-4.25KClosed |
$499K - $557K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-93- 2.0% |
$10.9K - $12.2K
|
4.57K
$582K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2.49KNew |
$292K - $326K
|
2.49K
$317K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.78KClosed |
$209K - $233K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-17- 0.3% |
$2K - $2.23K
|
5.67K
$722K
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
816+ 18.87% |
$95.8K - $107K
|
5.14K
$655K
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
770+ 27.26% |
$90.4K - $101K
|
3.6K
$458K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.67K+ 2.86% |
$197K - $219K
|
60.2K
$7.67M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-167K- 96.08% |
$19.6M - $21.8M
|
6.8K
$866K
|
|
|
May 14, 2025
Q1 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.56K- 10.62% |
$184K - $205K
|
13.2K
$1.68M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
724+ 56.96% |
$85K - $94.9K
|
2K
$254K
|
|
|
May 13, 2025
Q1 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-44.6K- 7.0% |
$5.23M - $5.84M
|
592K
$75.5M
|
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-840- 16.64% |
$98.6K - $110K
|
4.21K
$536K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
14+ 0.09% |
$1.64K - $1.83K
|
15.1K
$1.92M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-510- 1.31% |
$59.9K - $66.8K
|
38.4K
$4.9M
|
|
|
May 13, 2025
Q1 2025
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-175- 3.91% |
$20.5K - $22.9K
|
4.31K
$549K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-373- 2.25% |
$43.8K - $48.9K
|
16.2K
$2.07M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
830+ 0.5% |
$97.4K - $109K
|
168K
$21.3M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
8.7K+ 248.03% |
$1.02M - $1.14M
|
12.2K
$1.56M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
586+ 6.92% |
$68.8K - $76.8K
|
9.06K
$1.15M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-206- 9.75% |
$24.2K - $27K
|
1.91K
$243K
|
|
|
May 13, 2025
Q1 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-11.1K- 74.83% |
$1.3M - $1.45M
|
3.73K
$476K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-151- 1.78% |
$17.7K - $19.8K
|
8.32K
$1.06M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-46- 2.9% |
$5.4K - $6.03K
|
1.54K
$196K
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
8.98KNew |
$1.05M - $1.18M
|
8.98K
$1.14M
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
50+ 1.07% |
$5.87K - $6.55K
|
4.73K
$603K
|