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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Oribel Capital Management, LP
New York, NY |
BUY
|
CALL |
184KNew |
$19.1M - $22.7M
|
184K
$22.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
178K+ 12258.05% |
$18.5M - $22M
|
180K
$22.2M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
140K+ 3.37% |
$14.5M - $17.3M
|
4.28M
$530M
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
90.2K+ 12.15% |
$9.36M - $11.1M
|
832K
$103M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
44.7K+ 8.23% |
$4.64M - $5.53M
|
588K
$72.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
43.5K+ 127.79% |
$4.52M - $5.38M
|
77.5K
$9.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
42.6KNew |
$4.42M - $5.27M
|
42.6K
$5.27M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
38.5K+ 21.25% |
$4M - $4.76M
|
220K
$27.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
35.3K+ 5.97% |
$3.67M - $4.37M
|
626K
$77.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
35.1K+ 443.79% |
$3.64M - $4.34M
|
43K
$5.32M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
32.4K+ 3.51% |
$3.36M - $4.01M
|
955K
$118M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
31.5KNew |
$3.27M - $3.9M
|
31.5K
$3.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
29.2K+ 821.89% |
$3.04M - $3.62M
|
32.8K
$4.06M
|
|
|
Jul 24, 2025
Q2 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
27.3K+ 1536.99% |
$2.84M - $3.38M
|
29.1K
$3.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
26.4K+ 35.89% |
$2.74M - $3.26M
|
99.8K
$12.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
21.4K+ 3.19% |
$2.23M - $2.65M
|
694K
$85.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
21.2K+ 1979.83% |
$2.2M - $2.62M
|
22.3K
$2.76M
|
|
|
Jul 21, 2025
Q2 2025
|
Sageworth Trust CO
|
BUY
|
- |
19.9KNew |
$2.07M - $2.46M
|
19.9K
$2.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
19.7K+ 0.83% |
$2.04M - $2.43M
|
2.39M
$296M
|
|
|
Aug 07, 2025
Q2 2025
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
19.7KNew |
$2.04M - $2.43M
|
19.7K
$2.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
19.4K+ 943.57% |
$2.02M - $2.41M
|
21.5K
$2.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
19KNew |
$1.98M - $2.35M
|
19K
$2.35M
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
18.5K+ 34.29% |
$1.92M - $2.29M
|
72.4K
$8.97M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
18K+ 68.39% |
$1.87M - $2.23M
|
44.3K
$5.49M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
17.5K+ 6.89% |
$1.81M - $2.16M
|
271K
$33.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
15K+ 12.21% |
$1.56M - $1.86M
|
138K
$17.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
15KNew |
$1.55M - $1.85M
|
15K
$1.85M
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
BUY
|
- |
13.1K+ 39.38% |
$1.36M - $1.62M
|
46.3K
$5.73M
|
|
|
Aug 07, 2025
Q2 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
13K+ 2.22% |
$1.35M - $1.61M
|
599K
$74.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
11.9KNew |
$1.23M - $1.47M
|
11.9K
$1.47M
|
|
|
Aug 13, 2025
Q2 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
11.1K+ 2.42% |
$1.15M - $1.37M
|
470K
$58.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
9.71K+ 24.96% |
$1.01M - $1.2M
|
48.6K
$6.02M
|
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
9.48K+ 10.53% |
$985K - $1.17M
|
99.6K
$12.3M
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
9.15K+ 2698.23% |
$950K - $1.13M
|
9.49K
$1.17M
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
7.9KNew |
$821K - $977K
|
7.9K
$978K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
7.83K+ 98.79% |
$814K - $969K
|
15.8K
$1.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.83K+ 10.11% |
$813K - $969K
|
85.3K
$10.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
7.73K+ 4.61% |
$803K - $956K
|
175K
$21.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
7.48K+ 121.01% |
$777K - $925K
|
13.7K
$1.69M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
7.38K+ 34.37% |
$767K - $913K
|
28.9K
$3.57M
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
6.76K+ 1.52% |
$702K - $836K
|
452K
$55.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
6.7K+ 0.94% |
$696K - $829K
|
720K
$89.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
6.63K+ 4.75% |
$689K - $820K
|
146K
$18.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.13K+ 13.94% |
$636K - $758K
|
50.1K
$6.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
5.7K+ 62.93% |
$592K - $705K
|
14.8K
$1.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
5.19K+ 5.48% |
$539K - $642K
|
99.8K
$12.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
5.18K+ 270.55% |
$538K - $641K
|
7.1K
$879K
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.16K+ 13.42% |
$536K - $638K
|
43.6K
$5.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
4.92K+ 9.57% |
$511K - $608K
|
56.3K
$6.97M
|
|
|
Aug 12, 2025
Q2 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
4.76K+ 36.44% |
$495K - $589K
|
17.8K
$2.21M
|