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, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
506K+ 182624.91% |
$55.4M - $59.9M
|
506K
$62.4M
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
393KNew |
$43M - $46.5M
|
393K
$48.4M
|
|
Aug 09, 2024
Q2 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
219KNew |
$24M - $25.9M
|
219K
$27M
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
173K+ 4648.22% |
$19M - $20.5M
|
177K
$21.8M
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
70.6KNew |
$7.73M - $8.36M
|
70.6K
$8.71M
|
|
Aug 07, 2024
Q2 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
49.5KNew |
$5.42M - $5.86M
|
49.5K
$6.11M
|
|
Aug 13, 2024
Q2 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
40.4KNew |
$4.42M - $4.78M
|
40.4K
$4.98M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
36.9K+ 7.38% |
$4.04M - $4.37M
|
538K
$66.3M
|
|
Sep 10, 2024
Q2 2024
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
34.2KNew |
$3.74M - $4.05M
|
34.2K
$4.22M
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
32.7KNew |
$3.58M - $3.87M
|
32.7K
$4.03M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
32.5K+ 1.89% |
$3.56M - $3.85M
|
1.75M
$216M
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
31.5KNew |
$3.45M - $3.73M
|
31.5K
$3.89M
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
31K+ 221.58% |
$3.39M - $3.67M
|
45K
$5.55M
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
BUY
|
- |
28.1K+ 486.65% |
$3.08M - $3.33M
|
33.9K
$4.18M
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
22.8KNew |
$2.49M - $2.7M
|
22.8K
$2.81M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
20.3K+ 3.46% |
$2.23M - $2.41M
|
609K
$75.1M
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
19.2K+ 5.98% |
$2.1M - $2.27M
|
340K
$41.9M
|
|
Jul 23, 2024
Q2 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
19.2K+ 106.35% |
$2.1M - $2.27M
|
37.2K
$4.58M
|
|
Jul 26, 2024
Q2 2024
|
Evensky & Katz LLC
|
BUY
|
- |
18.1K+ 2.98% |
$1.98M - $2.14M
|
624K
$77M
|
|
Aug 01, 2024
Q2 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
17.7K+ 4.26% |
$1.93M - $2.09M
|
433K
$53.4M
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
15.7K+ 117.87% |
$1.72M - $1.86M
|
29.1K
$3.59M
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15.1K+ 3.54% |
$1.65M - $1.79M
|
442K
$54.5M
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
14K+ 4.05% |
$1.53M - $1.66M
|
360K
$44.4M
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
13.9K+ 13.82% |
$1.52M - $1.65M
|
115K
$14.1M
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
13.8K+ 1.06% |
$1.51M - $1.64M
|
1.32M
$162M
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
12.7K+ 1.48% |
$1.39M - $1.51M
|
869K
$107M
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
12.6K+ 217.95% |
$1.38M - $1.5M
|
18.4K
$2.27M
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11K+ 5.22% |
$1.2M - $1.3M
|
222K
$27.4M
|
|
Aug 05, 2024
Q2 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
10.7KNew |
$1.17M - $1.27M
|
10.7K
$1.32M
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
10.6K+ 160.3% |
$1.16M - $1.26M
|
17.3K
$2.13M
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
10.1KNew |
$1.1M - $1.19M
|
10.1K
$1.24M
|
|
Jul 23, 2024
Q2 2024
|
Courier Capital LLC
|
BUY
|
- |
9.72K+ 4.5% |
$1.06M - $1.15M
|
226K
$27.8M
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
9.24KNew |
$1.01M - $1.09M
|
9.24K
$1.14M
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
9.16K+ 1.47% |
$1M - $1.08M
|
631K
$77.8M
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
8.38K+ 9.68% |
$918K - $993K
|
95K
$11.7M
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
8.32KNew |
$911K - $986K
|
8.32K
$1.03M
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
BUY
|
- |
8.16KNew |
$893K - $966K
|
8.16K
$1.01M
|
|
Aug 15, 2024
Q2 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
7.86K+ 113.36% |
$860K - $931K
|
14.8K
$1.82M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.57K+ 4.96% |
$829K - $897K
|
160K
$19.8M
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
7.27K+ 22.59% |
$796K - $861K
|
39.5K
$4.87M
|
|
Aug 08, 2024
Q2 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
6.51KNew |
$713K - $771K
|
6.51K
$803K
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
5.53K+ 28.46% |
$605K - $654K
|
25K
$3.08M
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5.36KNew |
$586K - $634K
|
5.36K
$661K
|
|
Aug 13, 2024
Q2 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
4.95KNew |
$542K - $586K
|
4.95K
$610K
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
4.62KNew |
$506K - $547K
|
4.62K
$570K
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
4.46KNew |
$488K - $527K
|
4.46K
$549K
|
|
Aug 15, 2024
Q2 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
4.44KNew |
$486K - $526K
|
4.44K
$548K
|
|
Jul 15, 2024
Q2 2024
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
4.44K+ 3.54% |
$486K - $526K
|
130K
$16M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.37K+ 4.17% |
$479K - $518K
|
109K
$13.5M
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
4.34K+ 0.65% |
$475K - $514K
|
676K
$83.3M
|