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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
7.41K+ 1.28% |
$869K - $970K
|
586K
$74.7M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
7.21K+ 110.11% |
$846K - $944K
|
13.8K
$1.75M
|
|
|
May 09, 2025
Q1 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
6.95KNew |
$815K - $910K
|
6.95K
$885K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
6.83K+ 22.24% |
$801K - $894K
|
37.5K
$4.78M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
6.18KNew |
$725K - $810K
|
6.18K
$788K
|
|
|
Apr 29, 2025
Q1 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
5.3KNew |
$622K - $694K
|
5.3K
$675K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.93K+ 19.25% |
$579K - $646K
|
30.6K
$3.89M
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
4.65K+ 3.44% |
$546K - $609K
|
140K
$17.8M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
4.48K+ 10.52% |
$526K - $587K
|
47.1K
$6M
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
4.28KNew |
$502K - $561K
|
4.28K
$545K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
4.12K+ 125.45% |
$484K - $540K
|
7.41K
$944K
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
3.97K+ 0.87% |
$467K - $521K
|
459K
$58.5M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.92K+ 0.92% |
$460K - $514K
|
429K
$54.7M
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
3.4K+ 3.93% |
$400K - $446K
|
90.1K
$11.5M
|
|
|
May 14, 2025
Q1 2025
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
3.09K+ 63.67% |
$363K - $405K
|
7.95K
$1.01M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
2.98KNew |
$350K - $390K
|
2.98K
$380K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
2.85K+ 3.0% |
$335K - $374K
|
98K
$12.5M
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
2.79KNew |
$327K - $365K
|
2.79K
$355K
|
|
|
May 07, 2025
Q1 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
2.78KNew |
$326K - $364K
|
2.78K
$354K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.67K+ 55.92% |
$313K - $349K
|
7.43K
$947K
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
2.62KNew |
$307K - $343K
|
2.62K
$334K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
2.58K+ 227.69% |
$303K - $338K
|
3.72K
$474K
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.52K+ 80.17% |
$296K - $330K
|
5.66K
$721K
|
|
|
May 12, 2025
Q1 2025
|
Nuance Investments, LLC
Kansas City, MO |
BUY
|
- |
2.51K+ 91.85% |
$295K - $329K
|
5.25K
$669K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.5K+ 1.48% |
$293K - $327K
|
172K
$21.9M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2.5K+ 10.7% |
$293K - $327K
|
25.8K
$3.29M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2.49KNew |
$292K - $326K
|
2.49K
$317K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
2.41K+ 1771.32% |
$283K - $316K
|
2.55K
$324K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.37K+ 6.27% |
$279K - $311K
|
40.2K
$5.12M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.23KNew |
$262K - $292K
|
2.23K
$284K
|
|
|
May 09, 2025
Q1 2025
|
Factorial Partners, LLC
|
BUY
|
- |
2.2K+ 7.21% |
$258K - $288K
|
32.7K
$4.17M
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
2.17KNew |
$254K - $284K
|
2.17K
$276K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
2.04K+ 15.97% |
$239K - $267K
|
14.8K
$1.88M
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
2.03KNew |
$239K - $266K
|
2.03K
$259K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.92KNew |
$225K - $251K
|
1.92K
$244K
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
1.75KNew |
$206K - $229K
|
1.75K
$223K
|
|
|
May 08, 2025
Q1 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
1.75K+ 4.24% |
$205K - $229K
|
42.9K
$5.47M
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
1.69KNew |
$198K - $221K
|
1.69K
$215K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.68K+ 168000.0% |
$197K - $220K
|
1.68K
$214K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.67K+ 2.86% |
$197K - $219K
|
60.2K
$7.67M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.67KNew |
$196K - $219K
|
1.67K
$213K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.51K+ 44.62% |
$177K - $198K
|
4.89K
$623K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.47K+ 12.52% |
$173K - $193K
|
13.2K
$1.68M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
1.46K+ 5.86% |
$171K - $191K
|
26.3K
$3.35M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.45K+ 7.11% |
$170K - $190K
|
21.9K
$2.79M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.44K+ 4.42% |
$169K - $189K
|
34K
$4.34M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.27K+ 37.25% |
$149K - $166K
|
4.67K
$595K
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
1.27K+ 8.56% |
$149K - $166K
|
16.1K
$2.05M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.24K+ 15.8% |
$146K - $163K
|
9.1K
$1.16M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
1.23K+ 34.21% |
$145K - $161K
|
4.83K
$616K
|