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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
23+ 0.42% |
$2.39K - $2.84K
|
5.55K
$707K
|
|
|
Aug 14, 2025
Q2 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
21+ 0.89% |
$2.18K - $2.6K
|
2.39K
$304K
|
|
|
Aug 14, 2025
Q2 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
167New |
$17.3K - $20.7K
|
167
$21.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Acas, LLC
|
SELL
|
- |
-185- 1.77% |
$19.2K - $22.9K
|
10.3K
$1.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
306+ 2.45% |
$31.8K - $37.8K
|
12.8K
$1.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-71- 65.74% |
$7.38K - $8.78K
|
37
$4.72K
|
|
|
Aug 14, 2025
Q2 2025
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
15+ 78.95% |
$1.56K - $1.86K
|
34
$4.34K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-14.9K- 44.0% |
$1.55M - $1.85M
|
19K
$2.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
40New |
$4.16K - $4.95K
|
40
$5.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-10- 0.4% |
$1.04K - $1.24K
|
2.48K
$316K
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-90- 0.84% |
$9.35K - $11.1K
|
10.7K
$1.36M
|
|
|
Aug 13, 2025
Q2 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-1.06K- 38.03% |
$110K - $131K
|
1.73K
$220K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
165+ 36.03% |
$17.1K - $20.4K
|
623
$79.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Independent Family Office, LLC
|
SELL
|
- |
-10- 0.43% |
$1.04K - $1.24K
|
2.34K
$298K
|
|
|
Aug 13, 2025
Q2 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.13K- 17.9% |
$222K - $264K
|
9.79K
$1.25M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-10- 0.11% |
$1.04K - $1.24K
|
9.47K
$1.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
1.26KNew |
$130K - $155K
|
1.26K
$160K
|
|
|
Aug 13, 2025
Q2 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-856- 33.29% |
$88.9K - $106K
|
1.72K
$219K
|
|
|
Aug 13, 2025
Q2 2025
|
Royal Fund Management, LLC
|
SELL
|
- |
-419- 13.76% |
$43.5K - $51.8K
|
2.63K
$335K
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-8K- 50.63% |
$831K - $989K
|
7.8K
$995K
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-12- 0.8% |
$1.25K - $1.48K
|
1.48K
$189K
|
|
|
Aug 13, 2025
Q2 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
1.94KNew |
$202K - $240K
|
1.94K
$248K
|
|
|
Aug 13, 2025
Q2 2025
|
Oribel Capital Management, LP
New York, NY |
BUY
|
CALL |
184KNew |
$19.1M - $22.7M
|
184K
$23.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
27New |
$2.8K - $3.34K
|
27
$3.44K
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-621- 17.27% |
$64.5K - $76.8K
|
2.97K
$379K
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-28- 1.82% |
$2.91K - $3.46K
|
1.51K
$193K
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.85% |
$104 - $124
|
119
$15.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-6- 0.05% |
$623 - $742
|
12.8K
$1.64M
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-166- 5.01% |
$17.2K - $20.5K
|
3.15K
$402K
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
900New |
$93.5K - $111K
|
900
$115K
|
|
|
Aug 12, 2025
Q2 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
100New |
$10.4K - $12.4K
|
100
$12.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.25K- 18.39% |
$234K - $279K
|
9.99K
$1.27M
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
178K+ 12258.05% |
$18.5M - $22M
|
180K
$22.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.47K- 21.59% |
$152K - $182K
|
5.33K
$680K
|
|
|
Aug 12, 2025
Q2 2025
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
430+ 12.35% |
$44.7K - $53.2K
|
3.91K
$499K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
494New |
$51.3K - $61.1K
|
494
$63K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-160- 17.02% |
$16.6K - $19.8K
|
780
$99.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-34- 0.62% |
$3.53K - $4.21K
|
5.42K
$691K
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
1.65KNew |
$172K - $204K
|
1.65K
$211K
|
|
|
Aug 11, 2025
Q2 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-40- 0.06% |
$4.16K - $4.95K
|
72.2K
$9.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
426New |
$44.3K - $52.7K
|
426
$54.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-119- 4.43% |
$12.4K - $14.7K
|
2.57K
$327K
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
102New |
$10.6K - $12.6K
|
102
$13K
|
|
|
Aug 11, 2025
Q2 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
SELL
|
- |
-206- 2.97% |
$21.4K - $25.5K
|
6.74K
$859K
|
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
BUY
|
- |
1.65KNew |
$172K - $204K
|
1.65K
$211K
|
|
|
Aug 11, 2025
Q2 2025
|
Factorial Partners, LLC
|
SELL
|
- |
-13.8K- 42.2% |
$1.43M - $1.71M
|
18.9K
$2.41M
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
538New |
$55.9K - $66.5K
|
538
$68.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
BUY
|
- |
931+ 23.71% |
$96.7K - $115K
|
4.86K
$619K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-806- 16.68% |
$83.7K - $99.7K
|
4.03K
$513K
|
|