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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
202New |
$19.6K - $23.5K
|
202
$25.6K
|
|
|
Apr 10, 2023
Q1 2023
|
First Premier Bank
|
BUY
|
- |
192New |
$18.7K - $22.3K
|
192
$24.3K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
136New |
$13.2K - $15.8K
|
136
$17.2K
|
|
|
Apr 12, 2023
Q1 2023
|
Piershale Financial Group, Inc.
|
BUY
|
- |
20New |
$1.94K - $2.32K
|
20
$2.53K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
6+ 0.19% |
$583 - $697
|
3.11K
$393K
|
|
|
Apr 06, 2023
Q1 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
5+ 0.22% |
$486 - $580
|
2.23K
$283K
|
|
|
Apr 19, 2023
Q1 2023
|
David J Yvars Group
|
BUY
|
- |
1+ 0.04% |
$97.2 - $116
|
2.7K
$342K
|
|
| Q4 2022 | |||||||
|
Jan 12, 2023
Q4 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
36.7KNew |
$3.36M - $3.91M
|
36.7K
$4.64M
|
|
|
Feb 09, 2023
Q4 2022
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
26.7KNew |
$2.45M - $2.85M
|
26.7K
$3.38M
|
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
16.9KNew |
$1.55M - $1.8M
|
16.9K
$2.14M
|
|
|
Feb 13, 2023
Q4 2022
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
4.32KNew |
$396K - $461K
|
4.32K
$546K
|
|
|
Mar 10, 2023
Q4 2022
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
3.81KNew |
$349K - $406K
|
3.81K
$482K
|
|
|
Jan 17, 2023
Q4 2022
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
3.69K+ 138.2% |
$339K - $394K
|
6.37K
$806K
|
|
|
Feb 07, 2023
Q4 2022
|
Hardy Reed LLC
|
BUY
|
- |
3.46KNew |
$317K - $369K
|
3.46K
$438K
|
|
|
Feb 11, 2025
Q4 2022
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
3.33KNew |
$306K - $356K
|
3.33K
$422K
|
|
|
Apr 03, 2023
Q4 2022
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
3.12KNew |
$286K - $333K
|
3.12K
$395K
|
|
|
Feb 08, 2023
Q4 2022
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
2.93KNew |
$269K - $313K
|
2.93K
$371K
|
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
2.92KNew |
$268K - $312K
|
2.92K
$370K
|
|
|
Jan 17, 2023
Q4 2022
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
2.83KNew |
$260K - $303K
|
2.83K
$359K
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.74K+ 48.64% |
$251K - $292K
|
8.36K
$1.06M
|
|
|
Jan 31, 2023
Q4 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
2.69KNew |
$247K - $287K
|
2.69K
$340K
|
|
|
Feb 13, 2023
Q4 2022
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
2.06KNew |
$189K - $220K
|
2.06K
$261K
|
|
|
Jan 20, 2023
Q4 2022
|
Eclectic Associates Inc
|
BUY
|
- |
2.05KNew |
$188K - $218K
|
2.05K
$259K
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2KNew |
$183K - $213K
|
2K
$253K
|
|
|
Jan 20, 2023
Q4 2022
|
Mill Capital Management, LLC
|
BUY
|
- |
1.47KNew |
$135K - $157K
|
1.47K
$186K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.17KNew |
$107K - $124K
|
1.17K
$148K
|
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
669New |
$61.3K - $71.4K
|
669
$84.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
563+ 17.24% |
$51.6K - $60.1K
|
3.83K
$484K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
552New |
$50.6K - $58.9K
|
552
$69.9K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
506New |
$46.4K - $54K
|
506
$64K
|
|
|
Feb 09, 2023
Q4 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
497New |
$45.6K - $53K
|
497
$62.9K
|
|
|
Feb 03, 2023
Q4 2022
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
360New |
$33K - $38.4K
|
360
$45.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
289New |
$26.5K - $30.8K
|
289
$36.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
268New |
$24.6K - $28.6K
|
268
$33.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
158New |
$14.5K - $16.9K
|
158
$20K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
145New |
$13.3K - $15.5K
|
145
$18.3K
|
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
94+ 3.99% |
$8.62K - $10K
|
2.45K
$310K
|
|
|
Feb 14, 2023
Q4 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
92New |
$8.44K - $9.82K
|
92
$11.6K
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
80New |
$7.34K - $8.54K
|
80
$10.1K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
70New |
$6.42K - $7.47K
|
70
$8.86K
|
|
|
Feb 24, 2023
Q4 2022
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
65New |
$5.96K - $6.94K
|
65
$8.23K
|
|
|
Feb 14, 2023
Q4 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
32+ 0.68% |
$2.93K - $3.42K
|
4.71K
$595K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
21New |
$1.93K - $2.24K
|
21
$2.66K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
18New |
$1.65K - $1.92K
|
18
$2.28K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
6+ 0.27% |
$550 - $640
|
2.25K
$284K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
1+ 0.31% |
$91.7 - $107
|
326
$41.3K
|
|
| Q3 2022 | |||||||
|
Oct 25, 2022
Q3 2022
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
10.6KNew |
$957K - $1.15M
|
10.6K
$1.35M
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
5.88KNew |
$529K - $633K
|
5.88K
$744K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
4.67KNew |
$420K - $503K
|
4.67K
$591K
|
|
|
Nov 02, 2022
Q3 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
4.01KNew |
$360K - $431K
|
4.01K
$507K
|
|