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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
19.4K+ 1.02% |
$2.18M - $2.42M
|
1.93M
$244M
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
BUY
|
- |
15.1K+ 2.41% |
$1.69M - $1.87M
|
639K
$80.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
14.4K+ 4.0% |
$1.61M - $1.79M
|
374K
$47.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
12.3K+ 2.85% |
$1.38M - $1.53M
|
445K
$56.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
12.3KNew |
$1.38M - $1.53M
|
12.3K
$1.56M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.84K+ 1.19% |
$877K - $974K
|
666K
$84.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
7.3KNew |
$817K - $907K
|
7.3K
$924K
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
7.28K+ 1.08% |
$815K - $905K
|
683K
$86.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
6.52KNew |
$730K - $810K
|
6.52K
$825K
|
|
|
Nov 15, 2024
Q3 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
5.43K+ 32.11% |
$607K - $674K
|
22.3K
$2.82M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.24KNew |
$586K - $651K
|
5.24K
$663K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
4.66KNew |
$521K - $579K
|
4.66K
$590K
|
|
|
Oct 24, 2024
Q3 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
4KNew |
$448K - $497K
|
4K
$506K
|
|
|
Oct 30, 2024
Q3 2024
|
Belvedere Trading LLC
|
BUY
|
CALL |
3.9KNew |
$436K - $485K
|
3.9K
$494K
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
3.76K+ 29.1% |
$421K - $467K
|
16.7K
$2.11M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
3.21K+ 14.56% |
$359K - $399K
|
25.2K
$3.19M
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
3.17KNew |
$355K - $394K
|
3.17K
$401K
|
|
|
Nov 14, 2024
Q3 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
2.62K+ 19.7% |
$293K - $325K
|
15.9K
$2.01M
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
2.57KNew |
$288K - $320K
|
2.57K
$325K
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
2.52K+ 47.04% |
$282K - $313K
|
7.87K
$996K
|
|
|
Oct 15, 2024
Q3 2024
|
Enzi Wealth
Austin, TX |
BUY
|
- |
2.16KNew |
$242K - $268K
|
2.16K
$273K
|
|
|
Nov 12, 2024
Q3 2024
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
2.13KNew |
$238K - $264K
|
2.13K
$269K
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
2.06K+ 46.26% |
$230K - $256K
|
6.5K
$823K
|
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
2.03KNew |
$227K - $253K
|
2.03K
$257K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
2KNew |
$224K - $249K
|
2K
$253K
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
BUY
|
- |
1.93K+ 62.58% |
$216K - $240K
|
5.01K
$634K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.89KNew |
$211K - $235K
|
1.89K
$239K
|
|
|
Nov 13, 2024
Q3 2024
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
1.86KNew |
$209K - $232K
|
1.86K
$236K
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
1.83KNew |
$204K - $227K
|
1.83K
$231K
|
|
|
Oct 23, 2024
Q3 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
1.83KNew |
$204K - $227K
|
1.83K
$231K
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
1.76KNew |
$197K - $218K
|
1.76K
$222K
|
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
1.74KNew |
$194K - $216K
|
1.74K
$220K
|
|
|
Oct 23, 2024
Q3 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
1.73KNew |
$193K - $215K
|
1.73K
$219K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.72KNew |
$193K - $214K
|
1.72K
$218K
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
1.72KNew |
$193K - $214K
|
1.72K
$218K
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.71KNew |
$192K - $213K
|
1.71K
$217K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
1.71KNew |
$191K - $212K
|
1.71K
$216K
|
|
|
Nov 07, 2024
Q3 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
1.69KNew |
$189K - $210K
|
1.69K
$214K
|
|
|
Nov 14, 2024
Q3 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.67KNew |
$187K - $208K
|
1.67K
$212K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
1.65KNew |
$185K - $205K
|
1.65K
$209K
|
|
|
Nov 14, 2024
Q3 2024
|
Alamar Capital Management, LLC
|
BUY
|
- |
1.64KNew |
$184K - $204K
|
1.64K
$208K
|
|
|
Nov 07, 2024
Q3 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
1.62KNew |
$181K - $201K
|
1.62K
$205K
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.62KNew |
$181K - $201K
|
1.62K
$205K
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
1.62KNew |
$181K - $201K
|
1.62K
$205K
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.45K+ 14.43% |
$163K - $181K
|
11.5K
$1.46M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.32K+ 0.49% |
$148K - $164K
|
269K
$34M
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.31K+ 4.15% |
$146K - $162K
|
32.8K
$4.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.2K+ 22.47% |
$135K - $150K
|
6.56K
$830K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.17K+ 30.65% |
$131K - $145K
|
4.99K
$631K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
1.12K+ 5.47% |
$125K - $139K
|
21.5K
$2.73M
|