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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-199- 2.1% |
$24.4K - $26.4K
|
9.29K
$1.18M
|
|
|
Oct 20, 2025
Q3 2025
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
482+ 1.55% |
$59.1K - $63.9K
|
31.6K
$4.03M
|
|
|
Oct 20, 2025
Q3 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
251KNew |
$30.8M - $33.3M
|
251K
$32M
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-2.02K- 1.92% |
$247K - $267K
|
103K
$13.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-707- 19.78% |
$86.7K - $93.7K
|
2.87K
$366K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.4K+ 11.86% |
$172K - $186K
|
13.2K
$1.69M
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-12- 0.13% |
$1.47K - $1.59K
|
9.06K
$1.15M
|
|
|
Oct 17, 2025
Q3 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-3.18K- 5.65% |
$389K - $421K
|
53K
$6.76M
|
|
|
Oct 17, 2025
Q3 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
28+ 0.15% |
$3.43K - $3.71K
|
18.3K
$2.34M
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
230+ 1.98% |
$28.2K - $30.5K
|
11.9K
$1.51M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-147- 1.05% |
$18K - $19.5K
|
13.9K
$1.77M
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
10New |
$1.23K - $1.33K
|
10
$1.28K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-190- 14.35% |
$23.3K - $25.2K
|
1.13K
$145K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.42K- 47.81% |
$174K - $188K
|
1.55K
$198K
|
|
|
Oct 16, 2025
Q3 2025
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-131K- 94.73% |
$16M - $17.3M
|
7.28K
$928K
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-30- 1.1% |
$3.68K - $3.98K
|
2.7K
$344K
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-138- 0.12% |
$16.9K - $18.3K
|
113K
$14.4M
|
|
|
Oct 16, 2025
Q3 2025
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-414- 5.98% |
$50.7K - $54.9K
|
6.51K
$830K
|
|
|
Oct 16, 2025
Q3 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
1.69K+ 2.99% |
$207K - $224K
|
58.3K
$7.43M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-717- 4.57% |
$87.9K - $95.1K
|
15K
$1.91M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
140+ 5.13% |
$17.2K - $18.6K
|
2.87K
$366K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
958+ 19.6% |
$117K - $127K
|
5.85K
$746K
|
|
|
Oct 15, 2025
Q3 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-32- 0.62% |
$3.92K - $4.24K
|
5.15K
$656K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
210K+ 4526.59% |
$25.8M - $27.9M
|
215K
$27.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-269- 4.73% |
$33K - $35.7K
|
5.42K
$691K
|
|
|
Oct 15, 2025
Q3 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
776New |
$95.1K - $103K
|
776
$98.9K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-3.03K- 19.21% |
$371K - $401K
|
12.7K
$1.62M
|
|
|
Oct 15, 2025
Q3 2025
|
Busey Wealth Management
|
BUY
|
- |
15+ 0.59% |
$1.84K - $1.99K
|
2.56K
$327K
|
|
|
Oct 15, 2025
Q3 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
5.85K+ 45.72% |
$717K - $775K
|
18.6K
$2.38M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
1.67K+ 33.18% |
$205K - $222K
|
6.72K
$856K
|
|
|
Oct 14, 2025
Q3 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-451- 1.46% |
$55.3K - $59.8K
|
30.4K
$3.88M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-204- 13.32% |
$25K - $27K
|
1.33K
$169K
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
BUY
|
- |
2.46K+ 16.41% |
$301K - $325K
|
17.4K
$2.22M
|
|
|
Oct 14, 2025
Q3 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-16- 0.98% |
$1.96K - $2.12K
|
1.62K
$207K
|
|
|
Oct 10, 2025
Q3 2025
|
Clarity Financial LLC
|
BUY
|
- |
3.08KNew |
$377K - $408K
|
3.08K
$392K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-603- 22.98% |
$73.9K - $79.9K
|
2.02K
$258K
|
|
|
Oct 10, 2025
Q3 2025
|
Thomasville National Bank
|
BUY
|
- |
23+ 0.42% |
$2.82K - $3.05K
|
5.45K
$695K
|
|
|
Oct 10, 2025
Q3 2025
|
Hixon Zuercher, LLC
|
BUY
|
- |
1.6KNew |
$196K - $212K
|
1.6K
$204K
|
|
|
Oct 10, 2025
Q3 2025
|
Fortitude Financial, LLC
Spokane, WA |
SELL
|
- |
-1.38K- 2.98% |
$169K - $183K
|
44.9K
$5.73M
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 0.25% |
$123 - $133
|
409
$52.2K
|
|
|
Oct 09, 2025
Q3 2025
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-40- 0.65% |
$4.9K - $5.3K
|
6.08K
$775K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.65K- 20.73% |
$202K - $219K
|
6.31K
$805K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-22- 1.21% |
$2.7K - $2.92K
|
1.79K
$228K
|
|
|
Oct 09, 2025
Q3 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-1- 0.03% |
$123 - $133
|
3.43K
$437K
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
7+ 0.15% |
$858 - $928
|
4.63K
$591K
|
|
|
Oct 08, 2025
Q3 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-122- 5.83% |
$15K - $16.2K
|
1.97K
$251K
|
|
|
Oct 07, 2025
Q3 2025
|
Country Club Bank
|
SELL
|
- |
-750- 19.71% |
$91.9K - $99.4K
|
3.06K
$390K
|
|
|
Oct 06, 2025
Q3 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-4- 0.14% |
$490 - $530
|
2.87K
$366K
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-920- 12.28% |
$113K - $122K
|
6.57K
$838K
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-808- 21.2% |
$99K - $107K
|
3K
$383K
|
|