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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
SELL
|
- |
-325- 10.95% |
$38.2K - $42.6K
|
2.64K
$337K
|
|
|
May 14, 2025
Q1 2025
|
Integras Partners LLC
Alpharetta, GA |
SELL
|
- |
-151- 3.09% |
$17.7K - $19.8K
|
4.74K
$604K
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1+ 0.03% |
$117 - $131
|
3.18K
$405K
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-203- 24.97% |
$23.8K - $26.6K
|
610
$77.8K
|
|
|
May 14, 2025
Q1 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
29.4K+ 1465.67% |
$3.45M - $3.85M
|
31.4K
$4.01M
|
|
|
May 14, 2025
Q1 2025
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
3.09K+ 63.67% |
$363K - $405K
|
7.95K
$1.01M
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-966- 2.9% |
$113K - $127K
|
32.4K
$4.13M
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-93- 2.0% |
$10.9K - $12.2K
|
4.57K
$582K
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
8.98KNew |
$1.05M - $1.18M
|
8.98K
$1.14M
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
469+ 28.99% |
$55.1K - $61.4K
|
2.09K
$266K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-3.59K- 82.73% |
$422K - $471K
|
750
$95.6K
|
|
|
May 13, 2025
Q1 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
75New |
$8.81K - $9.83K
|
75
$9.56K
|
|
|
May 12, 2025
Q1 2025
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-750- 17.54% |
$88.1K - $98.3K
|
3.53K
$450K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
148+ 8.19% |
$17.4K - $19.4K
|
1.95K
$249K
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.73K- 4.91% |
$203K - $226K
|
33.4K
$4.26M
|
|
|
May 12, 2025
Q1 2025
|
Nuance Investments, LLC
Kansas City, MO |
BUY
|
- |
2.51K+ 91.85% |
$295K - $329K
|
5.25K
$669K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1+ 0.27% |
$117 - $131
|
373
$47.6K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.17K- 5.41% |
$490K - $547K
|
72.9K
$9.3M
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
SELL
|
- |
-587- 22.23% |
$68.9K - $76.9K
|
2.05K
$262K
|
|
|
May 07, 2025
Q1 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
2.78KNew |
$326K - $364K
|
2.78K
$354K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.23KNew |
$262K - $292K
|
2.23K
$284K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
488New |
$57.3K - $63.9K
|
488
$62.2K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
338New |
$39.7K - $44.3K
|
338
$43.1K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
7.84KNew |
$920K - $1.03M
|
7.84K
$999K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
64+ 8.52% |
$7.51K - $8.39K
|
815
$104K
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-107- 2.39% |
$12.6K - $14K
|
4.36K
$556K
|
|
|
May 05, 2025
Q1 2025
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
68.1KNew |
$8M - $8.92M
|
68.1K
$8.68M
|
|
|
May 02, 2025
Q1 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
8.83KNew |
$1.04M - $1.16M
|
8.83K
$1.13M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
41+ 2.76% |
$4.81K - $5.37K
|
1.52K
$194K
|
|
|
May 01, 2025
Q1 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-81- 11.38% |
$9.51K - $10.6K
|
631
$80.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
180+ 6.45% |
$21.1K - $23.6K
|
2.97K
$379K
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-197- 9.0% |
$23.1K - $25.8K
|
1.99K
$254K
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
226New |
$26.5K - $29.6K
|
226
$28.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-35- 0.48% |
$4.11K - $4.59K
|
7.3K
$930K
|
|
|
Apr 29, 2025
Q1 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
44.2KNew |
$5.19M - $5.8M
|
44.2K
$5.64M
|
|
|
Apr 29, 2025
Q1 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
5.3KNew |
$622K - $694K
|
5.3K
$676K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
131+ 0.4% |
$15.4K - $17.2K
|
32.9K
$4.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-390- 50.72% |
$45.8K - $51.1K
|
379
$48.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-40- 2.03% |
$4.7K - $5.24K
|
1.93K
$247K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
277New |
$32.5K - $36.3K
|
277
$35.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
32.8KNew |
$3.85M - $4.3M
|
32.8K
$4.18M
|
|