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 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
143K+ 4.01% |
$16.8M - $18.8M
|
3.72M
$474M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-211- 0.79% |
$24.8K - $27.6K
|
26.4K
$3.36M
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
469+ 28.99% |
$55.1K - $61.4K
|
2.09K
$266K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-3.59K- 82.73% |
$422K - $471K
|
750
$95.6K
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
761+ 3.59% |
$89.3K - $99.7K
|
21.9K
$2.8M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.79K- 0.55% |
$210K - $235K
|
322K
$41M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
574+ 20.54% |
$67.4K - $75.2K
|
3.37K
$429K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-47.2K- 31.7% |
$5.54M - $6.18M
|
102K
$13M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-3.72K- 4.47% |
$437K - $488K
|
79.5K
$10.1M
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
150+ 6.77% |
$17.6K - $19.7K
|
2.37K
$301K
|
|
|
May 13, 2025
Q1 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
75New |
$8.81K - $9.83K
|
75
$9.56K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
18K+ 854.98% |
$2.12M - $2.36M
|
20.1K
$2.57M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-71- 3.47% |
$8.34K - $9.3K
|
1.97K
$252K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.02K- 1.83% |
$237K - $264K
|
108K
$13.8M
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
1+ 0.0% |
$117 - $131
|
20K
$2.55M
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
272+ 1.71% |
$31.9K - $35.6K
|
16.2K
$2.06M
|
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-1.25K- 21.64% |
$147K - $164K
|
4.54K
$578K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
343+ 6.1% |
$40.3K - $44.9K
|
5.97K
$761K
|
|
|
May 13, 2025
Q1 2025
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-112- 85.5% |
$13.1K - $14.7K
|
19
$2.42K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-557- 6.57% |
$65.4K - $73K
|
7.92K
$1.01M
|
|
|
May 13, 2025
Q1 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
17K+ 70.41% |
$2M - $2.23M
|
41.1K
$5.24M
|
|
|
May 13, 2025
Q1 2025
|
Umpqua Bank
Lake Oswego, OR |
SELL
|
- |
-858- 6.16% |
$101K - $112K
|
13.1K
$1.67M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
23.4K+ 2.74% |
$2.75M - $3.07M
|
877K
$112M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2+ 0.07% |
$235 - $262
|
2.68K
$342K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-62K- 2.88% |
$7.28M - $8.12M
|
2.09M
$267M
|
|
|
May 13, 2025
Q1 2025
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-8.79K- 6.88% |
$1.03M - $1.15M
|
119K
$15.1M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
8.45K+ 1.2% |
$992K - $1.11M
|
713K
$90.9M
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
14.3K+ 219.97% |
$1.68M - $1.87M
|
20.8K
$2.65M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.05K- 2.42% |
$124K - $138K
|
42.4K
$5.4M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-45- 0.04% |
$5.28K - $5.9K
|
109K
$13.9M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
458New |
$53.8K - $60K
|
458
$58.4K
|
|
|
May 13, 2025
Q1 2025
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
433+ 14.2% |
$50.8K - $56.7K
|
3.48K
$444K
|
|
|
May 12, 2025
Q1 2025
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-750- 17.54% |
$88.1K - $98.3K
|
3.53K
$449K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
8.24K+ 87.73% |
$967K - $1.08M
|
17.6K
$2.25M
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
5+ 0.27% |
$587 - $655
|
1.89K
$240K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
148+ 8.19% |
$17.4K - $19.4K
|
1.95K
$249K
|
|
|
May 12, 2025
Q1 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
SELL
|
- |
-3.3K- 59.39% |
$387K - $432K
|
2.25K
$287K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-362- 3.3% |
$42.5K - $47.4K
|
10.6K
$1.35M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.92K+ 0.92% |
$460K - $514K
|
429K
$54.7M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
30New |
$3.52K - $3.93K
|
30
$3.82K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-61- 2.18% |
$7.16K - $7.99K
|
2.74K
$349K
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
1.75KNew |
$206K - $229K
|
1.75K
$223K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-45- 0.58% |
$5.28K - $5.9K
|
7.68K
$979K
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.73K- 4.91% |
$203K - $226K
|
33.4K
$4.26M
|
|
|
May 12, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-417K- 99.12% |
$49M - $54.6M
|
3.69K
$470K
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.52K+ 80.17% |
$296K - $330K
|
5.66K
$721K
|
|
|
May 12, 2025
Q1 2025
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-31- 0.09% |
$3.64K - $4.06K
|
33.6K
$4.28M
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
5+ 0.05% |
$587 - $655
|
10.8K
$1.38M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
25+ 1.33% |
$2.94K - $3.28K
|
1.9K
$242K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-18K- 2.61% |
$2.11M - $2.36M
|
672K
$85.7M
|