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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2022
Q4 2021
|
Financial Council Asset Management Inc
|
BUY
|
- |
1.96KNew |
$203K - $223K
|
1.96K
$249K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
394New |
$40.7K - $44.7K
|
394
$49.9K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
390New |
$40.3K - $44.2K
|
390
$49.4K
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
90New |
$9.3K - $10.2K
|
90
$11.4K
|
|
|
Feb 17, 2022
Q4 2021
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
76New |
$7.86K - $8.61K
|
76
$9.62K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
62New |
$6.41K - $7.03K
|
62
$7.85K
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
45KNew |
$4.49M - $4.88M
|
45K
$5.69M
|
|
|
Oct 21, 2021
Q3 2021
|
Townsend Asset Management Corp
|
BUY
|
- |
725New |
$72.4K - $78.6K
|
725
$91.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
568+ 66.51% |
$56.7K - $61.6K
|
1.42K
$180K
|
|
|
Oct 20, 2021
Q3 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
30+ 16.04% |
$3K - $3.25K
|
217
$27.5K
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
PUT |
11New |
$1.1K - $1.19K
|
11
$1.39K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
2.79KNew |
$285K - $307K
|
2.79K
$352K
|
|
|
Aug 04, 2021
Q2 2021
|
Charles Schwab Trust CO
|
BUY
|
- |
2.7KNew |
$277K - $297K
|
2.7K
$342K
|
|
|
Aug 10, 2021
Q2 2021
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
1.5KNew |
$153K - $165K
|
1.5K
$189K
|
|
|
Aug 03, 2021
Q2 2021
|
Legacy Bridge, LLC
|
BUY
|
- |
385+ 48.13% |
$39.4K - $42.4K
|
1.19K
$150K
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
238+ 9.06% |
$20.2K - $25.1K
|
2.86K
$362K
|
|
| Q4 2020 | |||||||
|
Sep 21, 2023
Q4 2020
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
10KNew |
$683K - $864K
|
10K
$1.27M
|
|
|
Feb 17, 2021
Q4 2020
|
Jane Street Group, LLC
New York, NY |
BUY
|
PUT |
9.1KNew |
$621K - $786K
|
9.1K
$1.15M
|
|
|
May 11, 2021
Q4 2020
|
Cornerstone Advisory, LLC
|
BUY
|
- |
7K+ 100.0% |
$478K - $604K
|
14K
$1.77M
|
|
|
Feb 03, 2021
Q4 2020
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
3.32K+ 100.0% |
$227K - $287K
|
6.65K
$841K
|
|
|
Jan 14, 2021
Q4 2020
|
Advisors Management Group Inc
|
BUY
|
- |
2.67KNew |
$182K - $231K
|
2.67K
$338K
|
|
|
Feb 02, 2021
Q4 2020
|
S.A. Mason LLC
|
BUY
|
- |
880New |
$60.1K - $76K
|
880
$111K
|
|
|
Nov 12, 2021
Q4 2020
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
498New |
$34K - $43K
|
498
$63K
|
|
|
Feb 05, 2021
Q4 2020
|
Tortoise Investment Management, LLC
|
BUY
|
- |
328+ 100.0% |
$22.4K - $28.3K
|
656
$83K
|
|
|
Jan 26, 2021
Q4 2020
|
Cordasco Financial Network
|
BUY
|
- |
257+ 100.0% |
$17.5K - $22.2K
|
514
$65K
|
|
|
Jan 27, 2021
Q4 2020
|
Crewe Advisors LLC
|
BUY
|
- |
190+ 100.0% |
$13K - $16.4K
|
380
$48.1K
|
|
|
Feb 18, 2021
Q4 2020
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
184+ 511.11% |
$12.6K - $15.9K
|
220
$27.8K
|
|
|
Jan 21, 2021
Q4 2020
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
154+ 100.0% |
$10.5K - $13.3K
|
308
$39K
|
|
|
Jan 15, 2021
Q4 2020
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
118New |
$8.06K - $10.2K
|
118
$14.9K
|
|
|
Feb 04, 2021
Q4 2020
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
92New |
$6.28K - $7.94K
|
92
$11.6K
|
|
|
Feb 02, 2021
Q4 2020
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
39+ 100.0% |
$2.66K - $3.37K
|
78
$9.87K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
292+ 7.83% |
$14.8K - $22K
|
4.02K
$509K
|
|
|
Aug 11, 2020
Q2 2020
|
Demars Financial Group, LLC
|
BUY
|
- |
149New |
$7.53K - $11.2K
|
149
$18.9K
|
|
| Q3 2019 | |||||||
|
Nov 12, 2019
Q3 2019
|
Gsb Wealth Management, LLC
|
BUY
|
- |
231New |
$18.3K - $18.8K
|
231
$29.2K
|
|
| Q1 2019 | |||||||
|
Apr 26, 2019
Q1 2019
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
3.21KNew |
N/A
|
3.21K
$406K
|
|
| Q4 2018 | |||||||
|
Feb 05, 2019
Q4 2018
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
158New |
N/A
|
158
$20K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
24.2KNew |
N/A
|
24.2K
$3.07M
|
|
| Q2 2018 | |||||||
|
Aug 09, 2018
Q2 2018
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
1.29KNew |
N/A
|
1.29K
$163K
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
Ubs Group Ag
|
BUY
|
PUT |
100New |
N/A
|
100
$12.7K
|
|
| Q3 2017 | |||||||
|
Oct 26, 2017
Q3 2017
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
56New |
N/A
|
56
$7.09K
|
|