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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.22K+ 6.37% |
$143K - $160K
|
20.4K
$2.59M
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.17K+ 15.06% |
$137K - $153K
|
8.95K
$1.14M
|
|
|
May 01, 2025
Q1 2025
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
1.17K+ 20.89% |
$137K - $153K
|
6.75K
$861K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.12K+ 2.8% |
$131K - $146K
|
41K
$5.22M
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
1.07KNew |
$126K - $140K
|
1.07K
$136K
|
|
|
May 01, 2025
Q1 2025
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
1.04K+ 3.31% |
$122K - $136K
|
32.5K
$4.14M
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.04K+ 5.84% |
$122K - $136K
|
18.8K
$2.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
946+ 21.15% |
$111K - $124K
|
5.42K
$691K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
933+ 8.24% |
$110K - $122K
|
12.3K
$1.56M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
830+ 0.5% |
$97.4K - $109K
|
168K
$21.3M
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
816+ 18.87% |
$95.8K - $107K
|
5.14K
$655K
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
800+ 4.95% |
$93.9K - $105K
|
17K
$2.16M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
786+ 45.96% |
$92.3K - $103K
|
2.5K
$318K
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
770+ 27.26% |
$90.4K - $101K
|
3.6K
$458K
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
761+ 3.59% |
$89.3K - $99.7K
|
21.9K
$2.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
737+ 4.46% |
$86.5K - $96.6K
|
17.2K
$2.2M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
724+ 56.96% |
$85K - $94.9K
|
2K
$254K
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
706+ 0.43% |
$82.9K - $92.5K
|
165K
$21M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
695+ 40.67% |
$81.6K - $91.1K
|
2.4K
$306K
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Capital Management LLC
|
BUY
|
- |
647+ 1.51% |
$76K - $84.8K
|
43.5K
$5.54M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
616+ 10.27% |
$72.3K - $80.7K
|
6.61K
$843K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
586+ 6.92% |
$68.8K - $76.8K
|
9.06K
$1.15M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
574+ 20.54% |
$67.4K - $75.2K
|
3.37K
$429K
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
545+ 0.23% |
$64K - $71.4K
|
238K
$30.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
532+ 6.71% |
$62.5K - $69.7K
|
8.47K
$1.08M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
513+ 28.45% |
$60.2K - $67.2K
|
2.32K
$295K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
488New |
$57.3K - $63.9K
|
488
$62.2K
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
469+ 28.99% |
$55.1K - $61.4K
|
2.09K
$266K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
462+ 1.54% |
$54.2K - $60.5K
|
30.5K
$3.89M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
458New |
$53.8K - $60K
|
458
$58.4K
|
|
|
May 13, 2025
Q1 2025
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
433+ 14.2% |
$50.8K - $56.7K
|
3.48K
$444K
|
|
|
May 02, 2025
Q1 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
414+ 0.72% |
$48.6K - $54.2K
|
58.2K
$7.42M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
408New |
$47.9K - $53.5K
|
408
$52K
|
|
|
Apr 25, 2025
Q1 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
398+ 3.91% |
$46.7K - $52.1K
|
10.6K
$1.35M
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
386+ 25.2% |
$45.3K - $50.6K
|
1.92K
$244K
|
|
|
Apr 30, 2025
Q1 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
380+ 1.02% |
$44.6K - $49.8K
|
37.5K
$4.79M
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
374+ 4.35% |
$43.9K - $49K
|
8.96K
$1.14M
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
BUY
|
- |
373+ 7.28% |
$43.8K - $48.9K
|
5.5K
$701K
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
364+ 5.77% |
$42.7K - $47.7K
|
6.67K
$850K
|