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 02, 2025
Q1 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
8.83KNew |
$1.04M - $1.16M
|
8.83K
$1.13M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2.5K+ 10.7% |
$293K - $327K
|
25.8K
$3.29M
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-1.17K- 18.13% |
$138K - $154K
|
5.29K
$675K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-353- 13.43% |
$41.4K - $46.3K
|
2.28K
$290K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
36.7K+ 5.21% |
$4.31M - $4.81M
|
742K
$94.5M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-537- 1.33% |
$63K - $70.4K
|
39.8K
$5.07M
|
|
|
May 02, 2025
Q1 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
414+ 0.72% |
$48.6K - $54.2K
|
58.2K
$7.42M
|
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
SELL
|
- |
-120- 0.45% |
$14.1K - $15.7K
|
26.6K
$3.39M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
4+ 0.39% |
$470 - $524
|
1.04K
$132K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-945- 5.56% |
$111K - $124K
|
16.1K
$2.05M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-580- 12.87% |
$68.1K - $76K
|
3.93K
$500K
|
|
|
May 02, 2025
Q1 2025
|
Acas, LLC
|
SELL
|
- |
-509- 4.63% |
$59.8K - $66.7K
|
10.5K
$1.33M
|
|
|
May 01, 2025
Q1 2025
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
1.17K+ 20.89% |
$137K - $153K
|
6.75K
$861K
|
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
110+ 0.14% |
$12.9K - $14.4K
|
80.6K
$10.3M
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
SELL
|
- |
-324- 1.62% |
$38K - $42.5K
|
19.6K
$2.5M
|
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-1.04K- 3.51% |
$122K - $136K
|
28.6K
$3.65M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-172- 6.61% |
$20.2K - $22.5K
|
2.43K
$310K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
197+ 2.55% |
$23.1K - $25.8K
|
7.93K
$1.01M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
4.48K+ 10.52% |
$526K - $587K
|
47.1K
$6M
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-357- 1.04% |
$41.9K - $46.8K
|
34.1K
$4.35M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
41+ 2.76% |
$4.81K - $5.37K
|
1.52K
$194K
|
|
|
May 01, 2025
Q1 2025
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
1.04K+ 3.31% |
$122K - $136K
|
32.5K
$4.14M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-5.76K- 26.05% |
$676K - $755K
|
16.4K
$2.08M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
7.56K+ 53.75% |
$888K - $991K
|
21.6K
$2.76M
|
|
|
May 01, 2025
Q1 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-81- 11.38% |
$9.51K - $10.6K
|
631
$80.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Ltg Capital LLC
|
SELL
|
- |
-2.01K- 6.11% |
$236K - $263K
|
30.8K
$3.93M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-4.26K- 5.64% |
$500K - $558K
|
71.2K
$9.08M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
35+ 0.23% |
$4.11K - $4.59K
|
15.6K
$1.99M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-695- 6.73% |
$81.6K - $91.1K
|
9.64K
$1.23M
|
|
|
Apr 30, 2025
Q1 2025
|
Sierra Capital LLC
|
BUY
|
- |
17+ 0.05% |
$2K - $2.23K
|
35.5K
$4.53M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
117+ 1.7% |
$13.7K - $15.3K
|
7.01K
$893K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
356+ 15.7% |
$41.8K - $46.6K
|
2.62K
$334K
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
180+ 6.45% |
$21.1K - $23.6K
|
2.97K
$378K
|
|
|
Apr 30, 2025
Q1 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
737+ 4.46% |
$86.5K - $96.6K
|
17.2K
$2.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
1.07KNew |
$126K - $140K
|
1.07K
$136K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-610- 3.39% |
$71.6K - $79.9K
|
17.4K
$2.22M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
266+ 0.12% |
$31.2K - $34.9K
|
231K
$29.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
380+ 1.02% |
$44.6K - $49.8K
|
37.5K
$4.79M
|
|
|
Apr 30, 2025
Q1 2025
|
Weil Company, Inc.
|
SELL
|
- |
-78- 3.1% |
$9.16K - $10.2K
|
2.44K
$311K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
250+ 12.66% |
$29.4K - $32.8K
|
2.23K
$284K
|
|
|
Apr 30, 2025
Q1 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
156+ 1.14% |
$18.3K - $20.4K
|
13.8K
$1.76M
|
|
|
Apr 29, 2025
Q1 2025
|
Sonata Capital Group Inc
|
SELL
|
- |
-200- 1.14% |
$23.5K - $26.2K
|
17.3K
$2.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-407- 3.67% |
$47.8K - $53.3K
|
10.7K
$1.36M
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-197- 9.0% |
$23.1K - $25.8K
|
1.99K
$254K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
95+ 4.63% |
$11.2K - $12.4K
|
2.15K
$274K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.86K- 39.04% |
$570K - $637K
|
7.59K
$967K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
216K+ 3213.69% |
$25.3M - $28.3M
|
222K
$28.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
226New |
$26.5K - $29.6K
|
226
$28.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-35- 0.48% |
$4.11K - $4.59K
|
7.3K
$930K
|
|
|
Apr 29, 2025
Q1 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
44.2KNew |
$5.19M - $5.8M
|
44.2K
$5.64M
|