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 02, 2023
Q2 2023
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
14.8KNew |
$1.45M - $1.59M
|
14.8K
$1.88M
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
13.1KNew |
$1.28M - $1.41M
|
13.1K
$1.66M
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
11.3K+ 279.71% |
$1.1M - $1.21M
|
15.3K
$1.94M
|
|
Aug 10, 2023
Q2 2023
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
6.81KNew |
$665K - $729K
|
6.81K
$862K
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
6.77KNew |
$661K - $725K
|
6.77K
$856K
|
|
Jul 28, 2023
Q2 2023
|
Alaska Permanent Capital Management
|
BUY
|
- |
5.13KNew |
$501K - $549K
|
5.13K
$649K
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
3.68K+ 548.29% |
$360K - $394K
|
4.35K
$550K
|
|
Jul 26, 2023
Q2 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
2.15KNew |
$210K - $230K
|
2.15K
$272K
|
|
Jul 18, 2023
Q2 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
2.14KNew |
$209K - $229K
|
2.14K
$271K
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
1.94KNew |
$190K - $208K
|
1.94K
$246K
|
|
Aug 10, 2023
Q2 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
1.92KNew |
$188K - $206K
|
1.92K
$243K
|
|
Jul 31, 2023
Q2 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
1.87KNew |
$183K - $200K
|
1.87K
$237K
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
843New |
$82.4K - $90.3K
|
843
$107K
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
609New |
$59.5K - $65.2K
|
609
$77.1K
|
|
Aug 14, 2023
Q2 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
300New |
$29.3K - $32.1K
|
300
$38K
|
|
Aug 14, 2023
Q2 2023
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
198New |
$19.4K - $21.2K
|
198
$25.1K
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
194+ 1.45% |
$19K - $20.8K
|
13.5K
$1.71M
|
|
Oct 23, 2023
Q2 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
172New |
$16.8K - $18.4K
|
172
$21.8K
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
154New |
$15.1K - $16.5K
|
154
$19.5K
|
|
Aug 14, 2023
Q2 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
139New |
$13.6K - $14.9K
|
139
$17.6K
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
101+ 7.76% |
$9.87K - $10.8K
|
1.4K
$178K
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
76New |
$7.43K - $8.14K
|
76
$9.62K
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
41+ 0.33% |
$4.01K - $4.39K
|
12.4K
$1.57M
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
34New |
$3.32K - $3.64K
|
34
$4.3K
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
27+ 0.3% |
$2.64K - $2.89K
|
8.95K
$1.13M
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
26New |
$2.54K - $2.79K
|
26
$3.29K
|
|
Jul 21, 2023
Q2 2023
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
25+ 0.74% |
$2.44K - $2.68K
|
3.42K
$433K
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
20New |
$1.95K - $2.14K
|
20
$2.53K
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
3+ 0.45% |
$293 - $321
|
667
$84.4K
|
|
Jul 26, 2023
Q2 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
2New |
$195 - $214
|
2
$253
|
|
Q1 2023 | |||||||
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
875KNew |
$85M - $102M
|
875K
$111M
|
|
May 15, 2023
Q1 2023
|
Becker Capital Management Inc
|
BUY
|
- |
48.8KNew |
$4.75M - $5.67M
|
48.8K
$6.18M
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
18KNew |
$1.75M - $2.09M
|
18K
$2.28M
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
7.74K+ 40.34% |
$752K - $898K
|
26.9K
$3.41M
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
5.54KNew |
$539K - $643K
|
5.54K
$701K
|
|
May 05, 2023
Q1 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
3.23KNew |
$314K - $375K
|
3.23K
$409K
|
|
Apr 19, 2023
Q1 2023
|
Dorsey Wright & Associates
|
BUY
|
- |
2.68K+ 9.63% |
$261K - $311K
|
30.5K
$3.86M
|
|
May 01, 2023
Q1 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
2.6KNew |
$253K - $302K
|
2.6K
$329K
|
|
May 15, 2023
Q1 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
2.41KNew |
$235K - $280K
|
2.41K
$305K
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
2.28K+ 72.32% |
$222K - $265K
|
5.44K
$688K
|
|
Apr 20, 2023
Q1 2023
|
Wealthpoint, LLC
|
BUY
|
- |
2.2KNew |
$214K - $255K
|
2.2K
$278K
|
|
Apr 12, 2023
Q1 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1.99KNew |
$194K - $231K
|
1.99K
$252K
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.49K+ 129.92% |
$144K - $172K
|
2.63K
$333K
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.25K+ 262.34% |
$122K - $146K
|
1.73K
$219K
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
982+ 76.6% |
$95.5K - $114K
|
2.26K
$287K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
749New |
$72.8K - $87K
|
749
$94.8K
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
709+ 230.19% |
$68.9K - $82.3K
|
1.02K
$129K
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
304New |
$29.6K - $35.3K
|
304
$38.5K
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
BUY
|
- |
270New |
$26.3K - $31.3K
|
270
$34.2K
|
|
Apr 18, 2023
Q1 2023
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
228New |
$22.2K - $26.5K
|
228
$28.9K
|