Latest Institutional Purchases of Ishares S&P Midcap 400 Value E (IJJ)
This list provides information on the latest institutional transactions involving Ishares S&P Midcap 400 Value E (IJJ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
35.1K+ 443.79% |
$3.64M - $4.34M
|
43K
$5.48M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
11.9KNew |
$1.23M - $1.47M
|
11.9K
$1.51M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
7.38K+ 34.37% |
$767K - $913K
|
28.9K
$3.68M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
4.92K+ 9.57% |
$511K - $608K
|
56.3K
$7.18M
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
4.09K+ 54.56% |
$425K - $506K
|
11.6K
$1.48M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
4.02KNew |
$417K - $497K
|
4.02K
$512K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.87K+ 3.74% |
$402K - $479K
|
107K
$13.7M
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
BUY
|
- |
2.82K+ 5.95% |
$293K - $349K
|
50.2K
$6.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
2.75KNew |
$286K - $340K
|
2.75K
$350K
|
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
2.48K+ 4.59% |
$258K - $307K
|
56.6K
$7.21M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
1.78K+ 4.66% |
$184K - $220K
|
39.9K
$5.08M
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
1.77K+ 33.84% |
$184K - $219K
|
7K
$892K
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
1.69K+ 15.22% |
$176K - $209K
|
12.8K
$1.63M
|
|
|
Jul 15, 2025
Q2 2025
|
Moneywise, Inc.
|
BUY
|
- |
1.65KNew |
$171K - $204K
|
1.65K
$210K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.56K+ 12.45% |
$162K - $192K
|
14.1K
$1.79M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.35K+ 12.89% |
$140K - $167K
|
11.8K
$1.51M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1K+ 17.05% |
$104K - $124K
|
6.87K
$875K
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
998+ 34.57% |
$104K - $123K
|
3.89K
$495K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
593+ 17.01% |
$61.6K - $73.3K
|
4.08K
$520K
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
456+ 10.3% |
$47.4K - $56.4K
|
4.88K
$622K
|
|
|
Jul 16, 2025
Q2 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
380+ 1.42% |
$39.5K - $47K
|
27.1K
$3.46M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
366+ 3.11% |
$38K - $45.3K
|
12.1K
$1.54M
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
360+ 1.04% |
$37.4K - $44.5K
|
34.8K
$4.44M
|
|
|
Jul 10, 2025
Q2 2025
|
Ryan Investment Management, Inc.
Basalt, CO |
BUY
|
- |
252New |
$26.2K - $31.2K
|
252
$32.1K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
241+ 1.48% |
$25K - $29.8K
|
16.5K
$2.11M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
196+ 4.42% |
$20.4K - $24.2K
|
4.63K
$590K
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
125+ 8.99% |
$13K - $15.5K
|
1.52K
$193K
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
90New |
$9.35K - $11.1K
|
90
$11.5K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
86+ 44.79% |
$8.93K - $10.6K
|
278
$35.4K
|
|
|
Jul 15, 2025
Q2 2025
|
Kwmg, LLC
|
BUY
|
- |
82+ 2.86% |
$8.52K - $10.1K
|
2.95K
$376K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
51+ 0.64% |
$5.3K - $6.31K
|
7.96K
$1.02M
|
|
|
Jul 15, 2025
Q2 2025
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
25+ 1.4% |
$2.6K - $3.09K
|
1.81K
$231K
|
|
|
Jul 10, 2025
Q2 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
12+ 0.21% |
$1.25K - $1.48K
|
5.69K
$725K
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
9+ 0.34% |
$935 - $1.11K
|
2.66K
$339K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
8+ 0.38% |
$831 - $989
|
2.11K
$268K
|
|
|
Jul 16, 2025
Q2 2025
|
Holland Advisory Services, Inc.
|
BUY
|
- |
7+ 0.39% |
$727 - $866
|
1.81K
$230K
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
6+ 0.42% |
$623 - $742
|
1.42K
$181K
|
|
|
Jul 14, 2025
Q2 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
4+ 0.24% |
$416 - $495
|
1.68K
$214K
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
3+ 0.17% |
$312 - $371
|
1.74K
$222K
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
3+ 0.16% |
$312 - $371
|
1.85K
$236K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
2New |
$208 - $247
|
2
$255
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
2+ 0.4% |
$208 - $247
|
504
$64.2K
|
|
| Q1 2025 | |||||||
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
216K+ 3213.69% |
$25.3M - $28.3M
|
222K
$28.3M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
163K+ 24.96% |
$19.2M - $21.4M
|
817K
$104M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
146K+ 123.12% |
$17.2M - $19.2M
|
265K
$33.8M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
143K+ 4.01% |
$16.8M - $18.8M
|
3.72M
$474M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
116K+ 6.24% |
$13.6M - $15.2M
|
1.98M
$252M
|
|
|
May 15, 2025
Q1 2025
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
93.5KNew |
$11M - $12.2M
|
93.5K
$11.9M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
75.6K+ 1.86% |
$8.88M - $9.91M
|
4.14M
$527M
|
|
|
May 05, 2025
Q1 2025
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
68.1KNew |
$8M - $8.92M
|
68.1K
$8.68M
|
|