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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
3.17KNew |
$355K - $394K
|
3.17K
$408K
|
|
|
Nov 07, 2024
Q3 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
3.16KNew |
$354K - $393K
|
3.16K
$406K
|
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
3.03KNew |
$339K - $376K
|
3.03K
$389K
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
2.74K+ 2.51% |
$307K - $341K
|
112K
$14.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.66K+ 22.32% |
$298K - $331K
|
14.6K
$1.87M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.63K+ 3.26% |
$294K - $327K
|
83.3K
$10.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
2.62K+ 19.7% |
$293K - $325K
|
15.9K
$2.04M
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
2.57KNew |
$288K - $320K
|
2.57K
$330K
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
2.52K+ 47.04% |
$282K - $313K
|
7.87K
$1.01M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
2.32K+ 67.53% |
$259K - $288K
|
5.75K
$739K
|
|
|
Oct 15, 2024
Q3 2024
|
Enzi Wealth
Austin, TX |
BUY
|
- |
2.16KNew |
$242K - $268K
|
2.16K
$278K
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.16K+ 8.79% |
$241K - $268K
|
26.7K
$3.43M
|
|
|
Nov 12, 2024
Q3 2024
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
2.13KNew |
$238K - $264K
|
2.13K
$273K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.1K+ 16.65% |
$235K - $261K
|
14.7K
$1.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
2.06K+ 46.26% |
$230K - $256K
|
6.5K
$835K
|
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
2.03KNew |
$227K - $253K
|
2.03K
$261K
|
|
|
Nov 14, 2024
Q3 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
2.03K+ 17.96% |
$227K - $252K
|
13.3K
$1.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
2KNew |
$224K - $249K
|
2K
$257K
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
BUY
|
- |
1.93K+ 62.58% |
$216K - $240K
|
5.01K
$644K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.89KNew |
$211K - $235K
|
1.89K
$243K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.87KNew |
$209K - $233K
|
1.87K
$241K
|
|
|
Nov 13, 2024
Q3 2024
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
1.86KNew |
$209K - $232K
|
1.86K
$240K
|
|
|
Oct 11, 2024
Q3 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
1.84KNew |
$206K - $228K
|
1.84K
$236K
|
|
|
Oct 23, 2024
Q3 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
1.83KNew |
$204K - $227K
|
1.83K
$235K
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
1.83KNew |
$204K - $227K
|
1.83K
$235K
|
|
|
Oct 24, 2024
Q3 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
1.81K+ 6.32% |
$202K - $225K
|
30.4K
$3.91M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
1.78K+ 3.66% |
$199K - $221K
|
50.5K
$6.48M
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
1.76KNew |
$197K - $218K
|
1.76K
$226K
|
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
1.74KNew |
$194K - $216K
|
1.74K
$223K
|
|
|
Oct 23, 2024
Q3 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
1.73KNew |
$193K - $215K
|
1.73K
$222K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.72KNew |
$193K - $214K
|
1.72K
$222K
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
1.72KNew |
$193K - $214K
|
1.72K
$221K
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.71KNew |
$192K - $213K
|
1.71K
$220K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
1.71KNew |
$191K - $212K
|
1.71K
$219K
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
1.7KNew |
$190K - $211K
|
1.7K
$218K
|
|
|
Nov 07, 2024
Q3 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
1.69KNew |
$189K - $210K
|
1.69K
$217K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.69K+ 921.31% |
$189K - $210K
|
1.87K
$240K
|
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
1.69KNew |
$189K - $210K
|
1.69K
$217K
|
|
|
Nov 14, 2024
Q3 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.67KNew |
$187K - $208K
|
1.67K
$215K
|
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
1.66K+ 86.94% |
$186K - $207K
|
3.58K
$460K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
1.65KNew |
$185K - $205K
|
1.65K
$212K
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
1.65KNew |
$185K - $205K
|
1.65K
$212K
|
|
|
Nov 14, 2024
Q3 2024
|
Alamar Capital Management, LLC
|
BUY
|
- |
1.64KNew |
$184K - $204K
|
1.64K
$211K
|
|
|
Nov 12, 2024
Q3 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
1.64KNew |
$184K - $204K
|
1.64K
$211K
|
|
|
Oct 21, 2024
Q3 2024
|
Moneywise, Inc.
|
BUY
|
- |
1.63KNew |
$183K - $203K
|
1.63K
$210K
|
|
|
Nov 07, 2024
Q3 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
1.62KNew |
$181K - $201K
|
1.62K
$208K
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.62KNew |
$181K - $201K
|
1.62K
$208K
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
1.62KNew |
$181K - $201K
|
1.62K
$208K
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.45K+ 14.43% |
$163K - $181K
|
11.5K
$1.48M
|
|
|
Oct 30, 2024
Q3 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
1.45K+ 18.61% |
$162K - $180K
|
9.24K
$1.19M
|