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
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.07K+ 16.71% |
$120K - $133K
|
7.47K
$945K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.06K+ 275.58% |
$119K - $132K
|
1.45K
$183K
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
1K+ 17.29% |
$112K - $124K
|
6.78K
$859K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
717+ 53.59% |
$80.2K - $89.1K
|
2.06K
$260K
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
710+ 131.97% |
$79.4K - $88.2K
|
1.25K
$158K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
688+ 14.09% |
$77K - $85.5K
|
5.57K
$705K
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
608+ 0.67% |
$68K - $75.6K
|
90.8K
$11.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
581New |
$65K - $72.2K
|
581
$73.5K
|
|
|
Oct 30, 2024
Q3 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
565+ 11.5% |
$63.2K - $70.2K
|
5.48K
$693K
|
|
|
Nov 12, 2024
Q3 2024
|
Main Street Investment Advisors LLC
|
BUY
|
- |
465+ 7.54% |
$52K - $57.8K
|
6.63K
$839K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
465New |
$52K - $57.8K
|
465
$58.8K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
465+ 6.68% |
$52K - $57.8K
|
7.43K
$940K
|
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
417+ 3.32% |
$46.7K - $51.8K
|
13K
$1.64M
|
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
338New |
$37.8K - $42K
|
338
$42.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
319+ 2.07% |
$35.7K - $39.6K
|
15.7K
$1.99M
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
300New |
$33.6K - $37.3K
|
300
$38K
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
200+ 8.21% |
$22.4K - $24.9K
|
2.64K
$333K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
169+ 2.48% |
$18.9K - $21K
|
7K
$885K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
164+ 94.25% |
$18.4K - $20.4K
|
338
$42.8K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
158New |
$17.7K - $19.6K
|
158
$20K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
146+ 2.24% |
$16.3K - $18.1K
|
6.68K
$845K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
141New |
$15.8K - $17.5K
|
141
$17.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
138New |
$15.4K - $17.2K
|
138
$17.5K
|
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
115New |
$12.9K - $14.3K
|
115
$14.6K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
111New |
$12.4K - $13.8K
|
111
$14K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
106New |
$11.9K - $13.2K
|
106
$13.4K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
106+ 106.0% |
$11.9K - $13.2K
|
206
$26.1K
|
|
|
Feb 11, 2025
Q3 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
84New |
$9.4K - $10.4K
|
84
$10.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
76New |
$8.5K - $9.45K
|
76
$9.62K
|
|
|
Oct 10, 2024
Q3 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
71New |
$7.94K - $8.82K
|
71
$8.99K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
70+ 0.96% |
$7.83K - $8.7K
|
7.33K
$928K
|
|
|
Nov 14, 2024
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
59+ 1.28% |
$6.6K - $7.33K
|
4.67K
$590K
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
56New |
$6.27K - $6.96K
|
56
$7.09K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
53+ 2.6% |
$5.93K - $6.59K
|
2.1K
$265K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
53+ 0.55% |
$5.93K - $6.59K
|
9.75K
$1.23M
|
|
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
50+ 2.78% |
$5.6K - $6.21K
|
1.85K
$234K
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
49+ 2.05% |
$5.48K - $6.09K
|
2.44K
$309K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
48+ 0.66% |
$5.37K - $5.97K
|
7.27K
$920K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
47New |
$5.26K - $5.84K
|
47
$5.95K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
46+ 9.2% |
$5.15K - $5.72K
|
546
$69.1K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
BUY
|
- |
40New |
$4.48K - $4.97K
|
40
$5.06K
|
|
|
Oct 23, 2024
Q3 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
31+ 0.51% |
$3.47K - $3.85K
|
6.11K
$773K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
28New |
$3.13K - $3.48K
|
28
$3.54K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
28+ 2.4% |
$3.13K - $3.48K
|
1.19K
$151K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
23+ 1.74% |
$2.57K - $2.86K
|
1.34K
$170K
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
22+ 1.0% |
$2.46K - $2.73K
|
2.22K
$281K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
18+ 2.84% |
$2.01K - $2.24K
|
651
$82.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
15+ 0.62% |
$1.68K - $1.86K
|
2.43K
$307K
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
BUY
|
- |
10+ 0.3% |
$1.12K - $1.24K
|
3.35K
$423K
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
8+ 0.01% |
$895 - $994
|
53.6K
$6.78M
|