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 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-30- 0.17% |
$3.52K - $3.93K
|
17.7K
$2.26M
|
|
|
May 12, 2025
Q1 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-229- 2.88% |
$26.9K - $30K
|
7.73K
$985K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
4.12K+ 125.45% |
$484K - $540K
|
7.41K
$944K
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-105- 2.31% |
$12.3K - $13.8K
|
4.44K
$566K
|
|
|
May 12, 2025
Q1 2025
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-940- 2.69% |
$110K - $123K
|
34K
$4.33M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
47.7K+ 12.21% |
$5.6M - $6.25M
|
438K
$55.8M
|
|
|
May 12, 2025
Q1 2025
|
Nuance Investments, LLC
Kansas City, MO |
BUY
|
- |
2.51K+ 91.85% |
$295K - $329K
|
5.25K
$669K
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-194- 6.99% |
$22.8K - $25.4K
|
2.58K
$329K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
8.05K+ 0.57% |
$945K - $1.05M
|
1.42M
$180M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.95K- 2.04% |
$816K - $911K
|
334K
$42.5M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
308+ 2.0% |
$36.2K - $40.4K
|
15.7K
$2M
|
|
|
May 09, 2025
Q1 2025
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-17.5K- 69.91% |
$2.06M - $2.29M
|
7.54K
$960K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
15K+ 1519.82% |
$1.76M - $1.97M
|
16K
$2.04M
|
|
|
May 09, 2025
Q1 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
2+ 0.09% |
$235 - $262
|
2.28K
$291K
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
110+ 0.18% |
$12.9K - $14.4K
|
60.8K
$7.74M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1+ 0.27% |
$117 - $131
|
373
$47.5K
|
|
|
May 09, 2025
Q1 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
6.95KNew |
$815K - $910K
|
6.95K
$885K
|
|
|
May 09, 2025
Q1 2025
|
Factorial Partners, LLC
|
BUY
|
- |
2.2K+ 7.21% |
$258K - $288K
|
32.7K
$4.17M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.17K- 5.41% |
$490K - $547K
|
72.9K
$9.3M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-599- 24.56% |
$70.3K - $78.5K
|
1.84K
$235K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
146K+ 123.12% |
$17.2M - $19.2M
|
265K
$33.8M
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-78- 27.27% |
$9.16K - $10.2K
|
208
$26.5K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
45.6K+ 163.73% |
$5.35M - $5.97M
|
73.4K
$9.36M
|
|
|
May 09, 2025
Q1 2025
|
Renasant Bank
|
SELL
|
- |
-565- 4.62% |
$66.3K - $74K
|
11.7K
$1.49M
|
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-78- 0.6% |
$9.16K - $10.2K
|
12.8K
$1.64M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
364+ 5.77% |
$42.7K - $47.7K
|
6.67K
$850K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
162+ 1.92% |
$19K - $21.2K
|
8.61K
$1.1M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.41K- 10.48% |
$166K - $185K
|
12.1K
$1.54M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-8.64K- 73.07% |
$1.01M - $1.13M
|
3.18K
$406K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-2.27K- 0.7% |
$267K - $298K
|
323K
$41.1M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-2.72K- 3.78% |
$319K - $356K
|
69.2K
$8.82M
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
2.03KNew |
$239K - $266K
|
2.03K
$259K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-827- 1.51% |
$97.1K - $108K
|
53.9K
$6.87M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
6.18KNew |
$725K - $810K
|
6.18K
$788K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
350+ 6.46% |
$41.1K - $45.9K
|
5.77K
$735K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-1.84K- 0.85% |
$216K - $241K
|
215K
$27.4M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-204- 2.75% |
$23.9K - $26.7K
|
7.22K
$921K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
462+ 1.54% |
$54.2K - $60.5K
|
30.5K
$3.89M
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1+ 0.03% |
$117 - $131
|
3.17K
$403K
|
|
|
May 08, 2025
Q1 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
21+ 0.38% |
$2.47K - $2.75K
|
5.52K
$704K
|
|
|
May 08, 2025
Q1 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
1.75K+ 4.24% |
$205K - $229K
|
42.9K
$5.47M
|
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-314- 0.86% |
$36.9K - $41.1K
|
36.2K
$4.61M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
305+ 17.06% |
$35.8K - $40K
|
2.09K
$267K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
37+ 0.83% |
$4.34K - $4.85K
|
4.5K
$573K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
616+ 10.27% |
$72.3K - $80.7K
|
6.61K
$843K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-3.62K- 4.49% |
$425K - $475K
|
77.1K
$9.82M
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
706+ 0.43% |
$82.9K - $92.5K
|
165K
$21M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-77- 0.3% |
$9.04K - $10.1K
|
25.5K
$3.25M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-59- 0.64% |
$6.93K - $7.73K
|
9.12K
$1.16M
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
BUY
|
- |
15+ 0.43% |
$1.76K - $1.97K
|
3.5K
$446K
|