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 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-10.2K- 36.87% |
$1.2M - $1.33M
|
17.4K
$2.22M
|
|
|
May 07, 2025
Q1 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-685- 28.85% |
$80.4K - $89.7K
|
1.69K
$215K
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
SELL
|
- |
-587- 22.23% |
$68.9K - $76.9K
|
2.05K
$262K
|
|
|
May 07, 2025
Q1 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
2.78KNew |
$326K - $364K
|
2.78K
$354K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.23KNew |
$262K - $292K
|
2.23K
$284K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
163K+ 24.96% |
$19.2M - $21.4M
|
817K
$104M
|
|
|
May 07, 2025
Q1 2025
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-551- 2.71% |
$64.7K - $72.2K
|
19.8K
$2.52M
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-1.96K- 1.69% |
$230K - $256K
|
114K
$14.5M
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
386+ 25.2% |
$45.3K - $50.6K
|
1.92K
$244K
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-907- 0.74% |
$106K - $119K
|
121K
$15.5M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
488New |
$57.3K - $63.9K
|
488
$62.2K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
99+ 16.36% |
$11.6K - $13K
|
704
$89.7K
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.04K+ 5.84% |
$122K - $136K
|
18.8K
$2.4M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-218- 5.9% |
$25.6K - $28.6K
|
3.48K
$443K
|
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-7.34K- 63.52% |
$861K - $961K
|
4.22K
$537K
|
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
5+ 0.28% |
$587 - $655
|
1.76K
$225K
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
2.17KNew |
$254K - $284K
|
2.17K
$276K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
45.2K+ 1953.32% |
$5.31M - $5.93M
|
47.6K
$6.06M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-219- 4.79% |
$25.7K - $28.7K
|
4.35K
$555K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
338New |
$39.7K - $44.3K
|
338
$43.1K
|
|
|
May 06, 2025
Q1 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-25.1K- 93.38% |
$2.95M - $3.29M
|
1.78K
$227K
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
800+ 4.95% |
$93.9K - $105K
|
17K
$2.16M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.45K+ 7.11% |
$170K - $190K
|
21.9K
$2.79M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
58.4K+ 54.82% |
$6.85M - $7.65M
|
165K
$21M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
7.84KNew |
$920K - $1.03M
|
7.84K
$999K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
2.58K+ 227.69% |
$303K - $338K
|
3.72K
$474K
|
|
|
May 06, 2025
Q1 2025
|
Anb Bank
Denver, CO |
BUY
|
- |
202+ 0.59% |
$23.7K - $26.5K
|
34.5K
$4.39M
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-102- 1.5% |
$12K - $13.4K
|
6.68K
$852K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-9.15K- 74.89% |
$1.07M - $1.2M
|
3.07K
$391K
|
|
|
May 05, 2025
Q1 2025
|
Willner & Heller, LLC
|
BUY
|
- |
10+ 0.39% |
$1.17K - $1.31K
|
2.58K
$329K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.12K+ 2.8% |
$131K - $146K
|
41K
$5.22M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
309+ 0.86% |
$36.3K - $40.5K
|
36.1K
$4.59M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
146+ 1.28% |
$17.1K - $19.1K
|
11.5K
$1.47M
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-460- 1.88% |
$54K - $60.3K
|
24K
$3.06M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.09K- 11.16% |
$128K - $143K
|
8.68K
$1.11M
|
|
|
May 05, 2025
Q1 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
31+ 0.38% |
$3.64K - $4.06K
|
8.23K
$1.05M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-381- 7.76% |
$44.7K - $49.9K
|
4.53K
$577K
|
|
|
May 05, 2025
Q1 2025
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-3- 0.02% |
$352 - $393
|
16.7K
$2.12M
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
3.4K+ 3.93% |
$400K - $446K
|
90.1K
$11.5M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.27K+ 37.25% |
$149K - $166K
|
4.67K
$595K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.17K+ 15.06% |
$137K - $153K
|
8.95K
$1.14M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.19K- 26.06% |
$139K - $155K
|
3.36K
$428K
|
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-374- 0.9% |
$43.9K - $49K
|
41.3K
$5.26M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.44K+ 4.42% |
$169K - $189K
|
34K
$4.34M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
64+ 8.52% |
$7.51K - $8.39K
|
815
$104K
|
|
|
May 05, 2025
Q1 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-293- 2.45% |
$34.4K - $38.4K
|
11.7K
$1.48M
|
|
|
May 05, 2025
Q1 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
15+ 8.2% |
$1.76K - $1.97K
|
198
$25.2K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
69+ 1.84% |
$8.1K - $9.04K
|
3.82K
$487K
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-107- 2.39% |
$12.6K - $14K
|
4.36K
$556K
|
|
|
May 05, 2025
Q1 2025
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
68.1KNew |
$8M - $8.92M
|
68.1K
$8.68M
|