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 |
|---|---|---|---|---|---|---|---|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.99K+ 52.19% |
$242K - $269K
|
5.8K
$688K
|
|
|
Mar 04, 2025
Q4 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
322+ 1.38% |
$39.2K - $43.6K
|
23.6K
$2.8M
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
1.46KNew |
$177K - $197K
|
1.46K
$173K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
1New |
$122 - $136
|
1
$119
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-840- 18.19% |
$102K - $114K
|
3.78K
$448K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
46New |
$5.61K - $6.23K
|
46
$5.46K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5+ 0.09% |
$609 - $678
|
5.42K
$643K
|
|
|
Feb 20, 2025
Q4 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
10.7K+ 985.31% |
$1.31M - $1.45M
|
11.8K
$1.4M
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-372- 5.34% |
$45.3K - $50.4K
|
6.59K
$782K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.04% |
$122 - $136
|
2.84K
$337K
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
3.82K+ 40.95% |
$466K - $518K
|
13.2K
$1.56M
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
18.4KNew |
$2.24M - $2.49M
|
18.4K
$2.18M
|
|
|
Feb 18, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-25.1K- 92.42% |
$3.06M - $3.4M
|
2.06K
$245K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-290- 53.11% |
$35.3K - $39.3K
|
256
$30.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-16- 0.24% |
$1.95K - $2.17K
|
6.55K
$777K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.62K+ 4.3% |
$441K - $491K
|
87.7K
$10.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
3.06K+ 13.7% |
$373K - $414K
|
25.4K
$3.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
2.22K+ 107.57% |
$270K - $300K
|
4.28K
$507K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.42K- 25.56% |
$174K - $193K
|
4.15K
$492K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.75K+ 104.22% |
$1.07M - $1.19M
|
17.1K
$2.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-3.2K- 65.31% |
$390K - $434K
|
1.7K
$202K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-7.23K- 46.04% |
$881K - $980K
|
8.47K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
19+ 0.41% |
$2.32K - $2.57K
|
4.68K
$555K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
26.4K+ 230.88% |
$3.22M - $3.58M
|
37.8K
$4.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
127+ 0.14% |
$15.5K - $17.2K
|
91K
$10.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
36K+ 1.56% |
$4.38M - $4.87M
|
2.34M
$278M
|
|
|
Feb 14, 2025
Q4 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-285- 1.98% |
$34.7K - $38.6K
|
14.1K
$1.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
SELL
|
- |
-722- 26.78% |
$88K - $97.8K
|
1.97K
$234K
|
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
10K+ 2.26% |
$1.22M - $1.36M
|
455K
$54M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
4.81K+ 1.36% |
$586K - $652K
|
358K
$42.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
1.19K+ 2.23% |
$145K - $162K
|
54.7K
$6.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
5.07K+ 44.01% |
$618K - $687K
|
16.6K
$1.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
4.46KNew |
$544K - $605K
|
4.46K
$529K
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
1.61KNew |
$197K - $219K
|
1.61K
$191K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
1.53KNew |
$187K - $208K
|
1.53K
$182K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
274+ 11.04% |
$33.4K - $37.1K
|
2.76K
$327K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-6.73K- 20.21% |
$821K - $912K
|
26.6K
$3.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
BUY
|
- |
117+ 2.34% |
$14.3K - $15.9K
|
5.13K
$608K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
226K+ 11.7% |
$27.5M - $30.6M
|
2.15M
$256M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.68K- 0.74% |
$327K - $363K
|
362K
$42.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-899- 47.62% |
$110K - $122K
|
989
$117K
|
|
|
Feb 14, 2025
Q4 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1+ 0.01% |
$122 - $136
|
15.9K
$1.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
1.04K+ 4.36% |
$127K - $141K
|
24.9K
$2.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
22.1K+ 3.23% |
$2.69M - $2.99M
|
705K
$83.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
4.86KNew |
$592K - $658K
|
4.86K
$576K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
5.87KNew |
$716K - $796K
|
5.87K
$697K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3K+ 54.74% |
$365K - $406K
|
8.47K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-485- 4.14% |
$59.1K - $65.7K
|
11.2K
$1.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
131New |
$16K - $17.8K
|
131
$15.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-176K- 47.03% |
$21.5M - $23.9M
|
198K
$23.5M
|