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 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
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
206+ 6.6% |
$25.1K - $27.9K
|
3.33K
$421K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
201+ 1.85% |
$24.5K - $27.2K
|
11.1K
$1.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
198+ 0.14% |
$24.1K - $26.8K
|
142K
$17.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
198+ 5.95% |
$24.1K - $26.8K
|
3.53K
$446K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
189+ 5.69% |
$23K - $25.6K
|
3.51K
$444K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
187+ 10.03% |
$22.8K - $25.3K
|
2.05K
$260K
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
183New |
$22.3K - $24.8K
|
183
$23.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
176+ 0.93% |
$21.5K - $23.9K
|
19.1K
$2.42M
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
170+ 3.49% |
$20.7K - $23K
|
5.05K
$639K
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
170+ 10.31% |
$20.7K - $23K
|
1.82K
$230K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
168+ 1.3% |
$20.5K - $22.8K
|
13.1K
$1.65M
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
155New |
$18.9K - $21K
|
155
$19.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
155+ 3.62% |
$18.9K - $21K
|
4.44K
$561K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
146+ 1.76% |
$17.8K - $19.8K
|
8.46K
$1.07M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
144+ 0.98% |
$17.6K - $19.5K
|
14.9K
$1.88M
|
|
|
Jan 10, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
143+ 0.36% |
$17.4K - $19.4K
|
40.1K
$5.08M
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
140+ 8.3% |
$17.1K - $19K
|
1.83K
$231K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
137+ 0.86% |
$16.7K - $18.6K
|
16.1K
$2.04M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
136New |
$16.6K - $18.4K
|
136
$17.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
BUY
|
- |
125+ 23.81% |
$15.2K - $16.9K
|
650
$82.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
118+ 0.2% |
$14.4K - $16K
|
57.8K
$7.32M
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
116+ 2.14% |
$14.1K - $15.7K
|
5.54K
$701K
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
115+ 0.58% |
$14K - $15.6K
|
20K
$2.54M
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
110+ 3.07% |
$13.4K - $14.9K
|
3.69K
$467K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
108New |
$13.2K - $14.6K
|
108
$13.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
105+ 2.36% |
$12.8K - $14.2K
|
4.55K
$576K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
100+ 1.3% |
$12.2K - $13.6K
|
7.78K
$984K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
98+ 2.94% |
$11.9K - $13.3K
|
3.43K
$434K
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
94New |
$11.5K - $12.7K
|
94
$11.9K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
91+ 0.09% |
$11.1K - $12.3K
|
96.6K
$12.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
BUY
|
- |
88+ 0.44% |
$10.7K - $11.9K
|
20K
$2.53M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
BUY
|
- |
87+ 3.41% |
$10.6K - $11.8K
|
2.64K
$334K
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
80+ 0.84% |
$9.75K - $10.8K
|
9.57K
$1.21M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
73New |
$8.9K - $9.89K
|
73
$9.24K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
68+ 4.14% |
$8.29K - $9.22K
|
1.71K
$216K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
65+ 2.18% |
$7.92K - $8.81K
|
3.04K
$385K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
65+ 0.38% |
$7.92K - $8.81K
|
17.1K
$2.17M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
64+ 0.97% |
$7.8K - $8.67K
|
6.69K
$846K
|
|
|
Feb 12, 2025
Q4 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
63+ 0.32% |
$7.68K - $8.54K
|
19.8K
$2.51M
|
|
|
Jan 31, 2025
Q4 2024
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
62+ 2.55% |
$7.56K - $8.4K
|
2.5K
$316K
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
60New |
$7.31K - $8.13K
|
60
$7.59K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
59+ 8.9% |
$7.19K - $8K
|
722
$91.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
59+ 0.4% |
$7.19K - $8K
|
15K
$1.89M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
57+ 2.58% |
$6.95K - $7.72K
|
2.27K
$287K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
48New |
$5.85K - $6.5K
|
48
$6.07K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
46+ 7.38% |
$5.61K - $6.23K
|
669
$84.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
43+ 2.49% |
$5.24K - $5.83K
|
1.77K
$224K
|