Latest Institutional Transactions on Ishares S&P Midcap 400 Value E (IJJ)
This table provides information on the latest institutional transactions involving Ishares S&P Midcap 400 Value E (IJJ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2026
Q4 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
221New |
$27.7K - $29K
|
221
$28.2K
|
|
|
Jan 20, 2026
Q4 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.43K- 28.83% |
$179K - $187K
|
3.53K
$450K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 0.11% |
$251 - $262
|
1.79K
$228K
|
|
|
Jan 20, 2026
Q4 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-995- 7.72% |
$125K - $130K
|
11.9K
$1.52M
|
|
|
Jan 20, 2026
Q4 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
10+ 0.61% |
$1.25K - $1.31K
|
1.65K
$211K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-821- 5.19% |
$103K - $108K
|
15K
$1.91M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
16+ 0.18% |
$2.01K - $2.1K
|
9.05K
$1.15M
|
|
|
Jan 20, 2026
Q4 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
21+ 0.43% |
$2.63K - $2.75K
|
4.91K
$626K
|
|
|
Jan 20, 2026
Q4 2025
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
1.52K+ 3.93% |
$191K - $200K
|
40.2K
$5.13M
|
|
|
Jan 20, 2026
Q4 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-122- 5.22% |
$15.3K - $16K
|
2.21K
$282K
|
|
|
Jan 20, 2026
Q4 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-27- 1.67% |
$3.39K - $3.54K
|
1.59K
$203K
|
|
|
Jan 20, 2026
Q4 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
4.86KNew |
$610K - $637K
|
4.86K
$620K
|
|
|
Jan 16, 2026
Q4 2025
|
Kwmg, LLC
|
SELL
|
- |
-132- 4.47% |
$16.6K - $17.3K
|
2.82K
$360K
|
|
|
Jan 16, 2026
Q4 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-59- 0.49% |
$7.4K - $7.73K
|
12.1K
$1.54M
|
|
|
Jan 16, 2026
Q4 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
4.93K+ 8.46% |
$618K - $646K
|
63.2K
$8.06M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.06K+ 93.3% |
$133K - $139K
|
2.19K
$280K
|
|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
BUY
|
- |
7.68K+ 177.9% |
$963K - $1.01M
|
12K
$1.53M
|
|
|
Jan 16, 2026
Q4 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-244- 1.33% |
$30.6K - $32K
|
18.1K
$2.31M
|
|
|
Jan 16, 2026
Q4 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-43- 1.04% |
$5.39K - $5.64K
|
4.08K
$520K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
71+ 2.48% |
$8.91K - $9.31K
|
2.94K
$375K
|
|
|
Jan 16, 2026
Q4 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-50- 0.78% |
$6.27K - $6.56K
|
6.39K
$815K
|
|
|
Jan 16, 2026
Q4 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-2.72K- 11.05% |
$341K - $357K
|
21.9K
$2.79M
|
|
|
Jan 16, 2026
Q4 2025
|
Essex LLC
|
SELL
|
- |
-87- 1.01% |
$10.9K - $11.4K
|
8.49K
$1.08M
|
|
|
Jan 15, 2026
Q4 2025
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
2.19K+ 74.9% |
$275K - $287K
|
5.11K
$652K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
SELL
|
- |
-119- 5.06% |
$14.9K - $15.6K
|
2.24K
$285K
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
5.17K+ 394.43% |
$649K - $678K
|
6.48K
$827K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
8+ 0.22% |
$1K - $1.05K
|
3.71K
$473K
|
|
|
Jan 15, 2026
Q4 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
2.57KNew |
$323K - $337K
|
2.57K
$328K
|
|
|
Jan 15, 2026
Q4 2025
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-31- 0.67% |
$3.89K - $4.06K
|
4.62K
$589K
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-3.23K- 8.9% |
$405K - $423K
|
33K
$4.21M
|
|
|
Jan 15, 2026
Q4 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-1.95K- 7.79% |
$245K - $256K
|
23.1K
$2.94M
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
112New |
$14.1K - $14.7K
|
112
$14.3K
|
|
|
Jan 15, 2026
Q4 2025
|
Members Trust CO
|
SELL
|
- |
-1.49K- 5.83% |
$187K - $195K
|
24.1K
$3.07M
|
|
|
Jan 15, 2026
Q4 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-2.02K- 4.71% |
$254K - $265K
|
40.9K
$5.22M
|
|
|
Jan 15, 2026
Q4 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
12+ 0.79% |
$1.51K - $1.57K
|
1.53K
$195K
|
|
|
Jan 14, 2026
Q4 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-30- 6.38% |
$3.76K - $3.93K
|
440
$56.1K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-329- 8.24% |
$41.3K - $43.1K
|
3.66K
$467K
|
|
|
Jan 14, 2026
Q4 2025
|
Weil Company, Inc.
|
SELL
|
- |
-371- 17.42% |
$46.5K - $48.6K
|
1.76K
$224K
|
|
|
Jan 14, 2026
Q4 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
912+ 3.98% |
$114K - $120K
|
23.8K
$3.04M
|
|
|
Jan 14, 2026
Q4 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
2.26KNew |
$284K - $297K
|
2.26K
$288K
|
|
|
Jan 14, 2026
Q4 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-270- 10.46% |
$33.9K - $35.4K
|
2.31K
$295K
|
|
|
Jan 14, 2026
Q4 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
2.64K+ 5.64% |
$332K - $347K
|
49.5K
$6.32M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.74K- 37.91% |
$218K - $228K
|
2.85K
$363K
|
|
|
Jan 14, 2026
Q4 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-3.54K- 10.25% |
$444K - $464K
|
31K
$3.96M
|
|
|
Jan 14, 2026
Q4 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
759+ 6.51% |
$95.2K - $99.5K
|
12.4K
$1.58M
|
|
|
Jan 14, 2026
Q4 2025
|
Neumann Capital Management, LLC
|
SELL
|
- |
-186- 0.69% |
$23.3K - $24.4K
|
26.9K
$3.43M
|
|
|
Jan 14, 2026
Q4 2025
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-219- 3.29% |
$27.5K - $28.7K
|
6.44K
$821K
|
|
|
Jan 13, 2026
Q4 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
215+ 2.11% |
$27K - $28.2K
|
10.4K
$1.33M
|
|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-56- 1.92% |
$7.03K - $7.34K
|
2.87K
$365K
|
|
|
Jan 13, 2026
Q4 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$125 - $131
|
4.01K
$511K
|
|