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 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
324+ 3.39% |
$38K - $42.5K
|
9.89K
$1.26M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
312+ 0.75% |
$36.6K - $40.9K
|
42.1K
$5.36M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
309+ 0.86% |
$36.3K - $40.5K
|
36.1K
$4.59M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
308+ 2.0% |
$36.2K - $40.4K
|
15.7K
$2M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
305+ 17.06% |
$35.8K - $40K
|
2.09K
$267K
|
|
|
Apr 15, 2025
Q1 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
300+ 3.0% |
$35.2K - $39.3K
|
10.3K
$1.31M
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
277New |
$32.5K - $36.3K
|
277
$35.3K
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
272+ 1.71% |
$31.9K - $35.6K
|
16.2K
$2.06M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
266+ 0.12% |
$31.2K - $34.9K
|
231K
$29.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
250+ 12.66% |
$29.4K - $32.8K
|
2.23K
$284K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
242+ 7.6% |
$28.4K - $31.7K
|
3.43K
$437K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
229New |
$26.9K - $30K
|
229
$29.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
226New |
$26.5K - $29.6K
|
226
$28.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
219+ 0.93% |
$25.7K - $28.7K
|
23.8K
$3.03M
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
216New |
$25.4K - $28.3K
|
216
$27.5K
|
|
|
May 06, 2025
Q1 2025
|
Anb Bank
Denver, CO |
BUY
|
- |
202+ 0.59% |
$23.7K - $26.5K
|
34.5K
$4.39M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
197+ 2.55% |
$23.1K - $25.8K
|
7.93K
$1.01M
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
180+ 6.45% |
$21.1K - $23.6K
|
2.97K
$378K
|
|
|
May 14, 2025
Q1 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
179+ 0.9% |
$21K - $23.5K
|
20K
$2.55M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
174+ 5.3% |
$20.4K - $22.8K
|
3.45K
$440K
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
BUY
|
- |
169+ 5.18% |
$19.8K - $22.1K
|
3.43K
$438K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
162+ 1.92% |
$19K - $21.2K
|
8.61K
$1.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
156+ 1.14% |
$18.3K - $20.4K
|
13.8K
$1.76M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
154+ 5.59% |
$18.1K - $20.2K
|
2.91K
$371K
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
150+ 6.77% |
$17.6K - $19.7K
|
2.37K
$301K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
148+ 0.16% |
$17.4K - $19.4K
|
94.6K
$12.1M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
148+ 8.19% |
$17.4K - $19.4K
|
1.95K
$249K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
148+ 15.01% |
$17.4K - $19.4K
|
1.13K
$145K
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
146+ 1.28% |
$17.1K - $19.1K
|
11.5K
$1.47M
|
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
144New |
$16.9K - $18.9K
|
144
$18.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
131+ 0.4% |
$15.4K - $17.2K
|
32.9K
$4.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
129+ 0.95% |
$15.1K - $16.9K
|
13.8K
$1.75M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
117+ 1.7% |
$13.7K - $15.3K
|
7.01K
$893K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
114+ 0.76% |
$13.4K - $14.9K
|
15K
$1.92M
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
110+ 0.18% |
$12.9K - $14.4K
|
60.8K
$7.74M
|
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
110+ 0.14% |
$12.9K - $14.4K
|
80.6K
$10.3M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
100+ 1.07% |
$11.7K - $13.1K
|
9.48K
$1.21M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
100New |
$11.7K - $13.1K
|
100
$12.7K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
99+ 16.36% |
$11.6K - $13K
|
704
$89.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
98+ 4.38% |
$11.5K - $12.8K
|
2.33K
$297K
|
|
|
Apr 16, 2025
Q1 2025
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
97+ 3.88% |
$11.4K - $12.7K
|
2.59K
$331K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
95+ 4.63% |
$11.2K - $12.4K
|
2.15K
$274K
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
87+ 2.55% |
$10.2K - $11.4K
|
3.5K
$446K
|
|
|
May 13, 2025
Q1 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
75New |
$8.81K - $9.83K
|
75
$9.56K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
69+ 1.84% |
$8.1K - $9.04K
|
3.82K
$487K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
64+ 8.52% |
$7.51K - $8.39K
|
815
$104K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
64+ 3.96% |
$7.51K - $8.39K
|
1.68K
$214K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
50+ 1.07% |
$5.87K - $6.55K
|
4.73K
$603K
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
48+ 0.24% |
$5.64K - $6.29K
|
19.9K
$2.53M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
48+ 0.51% |
$5.64K - $6.29K
|
9.38K
$1.2M
|