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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-220- 20.13% |
$22.9K - $27.2K
|
873
$111K
|
|
|
Jul 22, 2025
Q2 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
32New |
$3.32K - $3.96K
|
32
$4.08K
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-361- 12.12% |
$37.5K - $44.6K
|
2.62K
$334K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.09K+ 2.85% |
$113K - $134K
|
39.2K
$5M
|
|
|
Jul 21, 2025
Q2 2025
|
Mechanics Financial Corp
|
SELL
|
- |
-90- 8.2% |
$9.35K - $11.1K
|
1.01K
$129K
|
|
|
Jul 21, 2025
Q2 2025
|
Old Second National Bank Of Aurora
|
BUY
|
- |
172+ 6.35% |
$17.9K - $21.3K
|
2.88K
$367K
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-48- 2.21% |
$4.99K - $5.94K
|
2.12K
$271K
|
|
|
Jul 21, 2025
Q2 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-20- 0.83% |
$2.08K - $2.47K
|
2.39K
$304K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-374- 7.97% |
$38.9K - $46.3K
|
4.32K
$550K
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-39- 0.93% |
$4.05K - $4.82K
|
4.18K
$533K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-1.92K- 27.33% |
$199K - $237K
|
5.09K
$649K
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
3+ 0.17% |
$312 - $371
|
1.74K
$222K
|
|
|
Jul 17, 2025
Q2 2025
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-82- 0.58% |
$8.52K - $10.1K
|
14K
$1.78M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-193- 80.08% |
$20K - $23.9K
|
48
$6.12K
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
125+ 8.99% |
$13K - $15.5K
|
1.52K
$193K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
86+ 44.79% |
$8.93K - $10.6K
|
278
$35.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
380+ 1.42% |
$39.5K - $47K
|
27.1K
$3.46M
|
|
|
Jul 15, 2025
Q2 2025
|
Kwmg, LLC
|
BUY
|
- |
82+ 2.86% |
$8.52K - $10.1K
|
2.95K
$377K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
11.9KNew |
$1.23M - $1.47M
|
11.9K
$1.51M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-800- 24.52% |
$83.1K - $98.9K
|
2.46K
$314K
|
|
|
Jul 15, 2025
Q2 2025
|
Ims Capital Management
|
SELL
|
- |
-500- 23.3% |
$51.9K - $61.8K
|
1.65K
$210K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-30- 13.82% |
$3.12K - $3.71K
|
187
$23.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
2.75KNew |
$286K - $340K
|
2.75K
$351K
|
|
|
Jul 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-43- 2.16% |
$4.47K - $5.32K
|
1.95K
$249K
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-4- 0.17% |
$416 - $495
|
2.33K
$297K
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
90New |
$9.35K - $11.1K
|
90
$11.5K
|
|
|
Jul 10, 2025
Q2 2025
|
Ryan Investment Management, Inc.
Basalt, CO |
BUY
|
- |
252New |
$26.2K - $31.2K
|
252
$32.1K
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-800- 94.34% |
$83.1K - $98.9K
|
48
$6.12K
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-248- 7.81% |
$25.8K - $30.7K
|
2.93K
$373K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
2New |
$208 - $247
|
2
$255
|
|
| Q1 2025 | |||||||
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2.38KNew |
$279K - $311K
|
2.38K
$303K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
216New |
$25.4K - $28.3K
|
216
$27.5K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-2- 0.04% |
$235 - $262
|
4.91K
$626K
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
17New |
$2K - $2.23K
|
17
$2.17K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-55- 2.84% |
$6.46K - $7.21K
|
1.88K
$240K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.51K+ 44.62% |
$177K - $198K
|
4.89K
$623K
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
14.7KNew |
$1.72M - $1.92M
|
14.7K
$1.87M
|
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
BUY
|
- |
17+ 0.61% |
$2K - $2.23K
|
2.82K
$359K
|
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
144New |
$16.9K - $18.9K
|
144
$18.4K
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-529K- 97.33% |
$62.1M - $69.3M
|
14.5K
$1.85M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
13.8KNew |
$1.62M - $1.81M
|
13.8K
$1.76M
|
|
|
May 15, 2025
Q1 2025
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
93.5KNew |
$11M - $12.2M
|
93.5K
$11.9M
|
|
|
May 15, 2025
Q1 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
1+ 0.06% |
$117 - $131
|
1.74K
$221K
|
|
|
May 15, 2025
Q1 2025
|
Alamar Capital Management, LLC
|
SELL
|
- |
-1.64KClosed |
$193K - $215K
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-4.56K- 68.22% |
$536K - $598K
|
2.13K
$271K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
12.1KNew |
$1.42M - $1.59M
|
12.1K
$1.54M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-60- 2.15% |
$7.04K - $7.86K
|
2.73K
$348K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
30+ 65.22% |
$3.52K - $3.93K
|
76
$9.69K
|
|
|
May 15, 2025
Q1 2025
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-23.6K- 92.96% |
$2.77M - $3.09M
|
1.79K
$228K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
9.36KNew |
$1.1M - $1.23M
|
9.36K
$1.19M
|
|