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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2022
Q3 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
3.48K+ 149.55% |
$313K - $375K
|
5.81K
$735K
|
|
|
Nov 14, 2022
Q3 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
3.07KNew |
$276K - $331K
|
3.07K
$389K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
944New |
$85K - $102K
|
944
$119K
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
524New |
$47.2K - $56.4K
|
524
$66.3K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
376New |
$33.8K - $40.5K
|
376
$47.6K
|
|
|
Oct 20, 2022
Q3 2022
|
Country Trust Bank
|
BUY
|
- |
188+ 70.68% |
$16.9K - $20.2K
|
454
$57.5K
|
|
|
Oct 24, 2022
Q3 2022
|
Great Diamond Partners, LLC
|
BUY
|
- |
24+ 0.05% |
$2.16K - $2.58K
|
53.3K
$6.75M
|
|
|
Nov 14, 2022
Q3 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2022 | |||||||
|
Jul 29, 2022
Q2 2022
|
Close Asset Management LTD
|
BUY
|
- |
3.74KNew |
$342K - $412K
|
3.74K
$473K
|
|
|
Aug 05, 2022
Q2 2022
|
Gamble Jones Investment Counsel
|
BUY
|
- |
3KNew |
$275K - $331K
|
3K
$380K
|
|
|
Aug 04, 2022
Q2 2022
|
North Rock Partners, LLC
|
BUY
|
- |
2.97KNew |
$271K - $327K
|
2.97K
$375K
|
|
|
Nov 03, 2022
Q2 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
2.36KNew |
$216K - $260K
|
2.36K
$298K
|
|
|
Aug 08, 2022
Q2 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
2.24KNew |
$205K - $246K
|
2.24K
$283K
|
|
|
Jul 08, 2022
Q2 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.23KNew |
$204K - $245K
|
2.23K
$282K
|
|
|
Jul 15, 2022
Q2 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
826New |
$75.6K - $91K
|
826
$105K
|
|
|
Jul 15, 2022
Q2 2022
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
790New |
$72.3K - $87.1K
|
790
$100K
|
|
|
Jul 26, 2022
Q2 2022
|
Strategic Equity Management
|
BUY
|
- |
601+ 15.84% |
$55K - $66.2K
|
4.39K
$556K
|
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
600New |
$54.9K - $66.1K
|
600
$75.9K
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
453New |
$41.5K - $49.9K
|
453
$57.3K
|
|
|
Aug 10, 2022
Q2 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
416New |
$38.1K - $45.8K
|
416
$52.6K
|
|
|
Sep 06, 2022
Q2 2022
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
285+ 7.89% |
$26.1K - $31.4K
|
3.9K
$493K
|
|
|
Aug 16, 2022
Q2 2022
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
255+ 0.41% |
$23.3K - $28.1K
|
63.1K
$7.98M
|
|
|
Aug 12, 2024
Q2 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
252+ 53.85% |
$23.1K - $27.8K
|
720
$91.1K
|
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
248New |
$22.7K - $27.3K
|
248
$31.4K
|
|
|
Jul 20, 2022
Q2 2022
|
Founders Capital Management
|
BUY
|
- |
232New |
$21.2K - $25.6K
|
232
$29.4K
|
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
220New |
$20.1K - $24.2K
|
220
$27.8K
|
|
|
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
105+ 0.32% |
$9.61K - $11.6K
|
33.3K
$4.21M
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
76New |
$6.95K - $8.38K
|
76
$9.62K
|
|
|
Jul 18, 2022
Q2 2022
|
Field & Main Bank
|
BUY
|
- |
62New |
$5.67K - $6.83K
|
62
$7.85K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
48New |
$4.39K - $5.29K
|
48
$6.07K
|
|
|
Jul 19, 2022
Q2 2022
|
Eidelman Virant Capital
|
BUY
|
- |
36+ 0.76% |
$3.29K - $3.97K
|
4.78K
$605K
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
26New |
$2.38K - $2.87K
|
26
$3.29K
|
|
|
Jul 25, 2022
Q2 2022
|
Arlington Partners LLC
|
BUY
|
- |
26New |
$2.38K - $2.87K
|
26
$3.29K
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
9+ 0.12% |
$824 - $992
|
7.41K
$937K
|
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
122KNew |
$12.5M - $13.8M
|
122K
$15.4M
|
|
|
Apr 27, 2022
Q1 2022
|
Virginia National Bank
|
BUY
|
- |
21.3KNew |
$2.18M - $2.4M
|
21.3K
$2.69M
|
|
|
Apr 12, 2022
Q1 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
6.35KNew |
$651K - $717K
|
6.35K
$804K
|
|
|
Apr 14, 2022
Q1 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
5.36K+ 1150.64% |
$550K - $605K
|
5.83K
$738K
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
3.23KNew |
$332K - $365K
|
3.23K
$409K
|
|
|
May 06, 2022
Q1 2022
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.47KNew |
$253K - $279K
|
2.47K
$313K
|
|
|
Apr 12, 2022
Q1 2022
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
1.44KNew |
$148K - $163K
|
1.44K
$182K
|
|
|
May 09, 2022
Q1 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
515New |
$52.8K - $58.1K
|
515
$65.2K
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
78New |
$8K - $8.8K
|
78
$9.87K
|
|
|
Apr 22, 2022
Q1 2022
|
Exane Derivatives
|
BUY
|
- |
20+ 10.7% |
$2.05K - $2.26K
|
207
$26.2K
|
|
|
Apr 18, 2022
Q1 2022
|
Cadence Bank Na
|
BUY
|
- |
20+ 0.32% |
$2.05K - $2.26K
|
6.28K
$795K
|
|
| Q4 2021 | |||||||
|
Feb 10, 2022
Q4 2021
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
4.5KNew |
$465K - $510K
|
4.5K
$570K
|
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.7KNew |
$382K - $419K
|
3.7K
$468K
|
|
|
Feb 11, 2022
Q4 2021
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
2.6KNew |
$269K - $295K
|
2.6K
$329K
|
|
|
Apr 01, 2022
Q4 2021
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
BUY
|
- |
2.26KNew |
$233K - $256K
|
2.26K
$286K
|
|