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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.2K+ 16.5% |
$146K - $163K
|
8.47K
$1.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.17KNew |
$143K - $159K
|
1.17K
$148K
|
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
1.06KNew |
$129K - $144K
|
1.06K
$134K
|
|
|
Feb 07, 2025
Q4 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
1.02K+ 3.34% |
$124K - $138K
|
31.4K
$3.98M
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
1KNew |
$122K - $136K
|
1K
$127K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
980New |
$119K - $133K
|
980
$124K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
941+ 27.87% |
$115K - $128K
|
4.32K
$546K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
926+ 49.55% |
$113K - $125K
|
2.8K
$354K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
901+ 0.15% |
$110K - $122K
|
598K
$75.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
880+ 4.5% |
$107K - $119K
|
20.4K
$2.58M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
858New |
$105K - $116K
|
858
$109K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
793+ 19.7% |
$96.7K - $107K
|
4.82K
$610K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
769New |
$93.7K - $104K
|
769
$97.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
764+ 0.43% |
$93.1K - $104K
|
177K
$22.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
761New |
$92.8K - $103K
|
761
$96.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
753New |
$91.8K - $102K
|
753
$95.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
666+ 24.63% |
$81.2K - $90.3K
|
3.37K
$426K
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
BUY
|
- |
587+ 28.58% |
$71.5K - $79.6K
|
2.64K
$334K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
533+ 3.7% |
$65K - $72.2K
|
14.9K
$1.89M
|
|
|
Feb 10, 2025
Q4 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
531+ 1.48% |
$64.7K - $72K
|
36.5K
$4.62M
|
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
530+ 1.0% |
$64.6K - $71.8K
|
53.3K
$6.74M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
491+ 1.95% |
$59.8K - $66.5K
|
25.6K
$3.24M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
452+ 0.21% |
$55.1K - $61.3K
|
217K
$27.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
386New |
$47K - $52.3K
|
386
$48.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
384New |
$46.8K - $52K
|
384
$48.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
382+ 0.44% |
$46.6K - $51.8K
|
86.7K
$11M
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
359New |
$43.8K - $48.7K
|
359
$45.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
352+ 3.99% |
$42.9K - $47.7K
|
9.18K
$1.16M
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
337+ 783.72% |
$41.1K - $45.7K
|
380
$48.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
335+ 3.46% |
$40.8K - $45.4K
|
10K
$1.27M
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
319+ 2.01% |
$38.9K - $43.2K
|
16.2K
$2.05M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
318+ 8.76% |
$38.8K - $43.1K
|
3.95K
$500K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
316+ 2.71% |
$38.5K - $42.8K
|
12K
$1.52M
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
BUY
|
- |
309+ 5.09% |
$37.7K - $41.9K
|
6.38K
$808K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
300New |
$36.6K - $40.7K
|
300
$38K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
300New |
$36.6K - $40.7K
|
300
$38K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
300New |
$36.6K - $40.7K
|
300
$38K
|
|
|
Jan 15, 2025
Q4 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
300+ 352.94% |
$36.6K - $40.7K
|
385
$48.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
293+ 0.99% |
$35.7K - $39.7K
|
30K
$3.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
288+ 2.91% |
$35.1K - $39K
|
10.2K
$1.29M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
286New |
$34.9K - $38.8K
|
286
$36.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
280+ 0.85% |
$34.1K - $37.9K
|
33.3K
$4.22M
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
278+ 14.33% |
$33.9K - $37.7K
|
2.22K
$281K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
276+ 8.98% |
$33.6K - $37.4K
|
3.35K
$424K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
265+ 3.24% |
$32.3K - $35.9K
|
8.45K
$1.07M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
246New |
$30K - $33.3K
|
246
$31.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
244New |
$29.7K - $33.1K
|
244
$30.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
215+ 0.66% |
$26.2K - $29.1K
|
32.6K
$4.12M
|
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
213+ 3.04% |
$26K - $28.9K
|
7.22K
$914K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
207+ 0.6% |
$25.2K - $28.1K
|
34.5K
$4.36M
|