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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
246New |
$30K - $33.3K
|
246
$31.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-15- 3.79% |
$1.83K - $2.03K
|
381
$48.6K
|
|
|
Feb 03, 2025
Q4 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-240- 11.2% |
$29.3K - $32.5K
|
1.9K
$243K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-278- 14.27% |
$33.9K - $37.7K
|
1.67K
$213K
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-26.6K- 68.07% |
$3.24M - $3.6M
|
12.5K
$1.59M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
73New |
$8.9K - $9.89K
|
73
$9.31K
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
13.8KNew |
$1.68M - $1.87M
|
13.8K
$1.76M
|
|
|
Jan 30, 2025
Q4 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
244New |
$29.7K - $33.1K
|
244
$31.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
858New |
$105K - $116K
|
858
$109K
|
|
|
Jan 29, 2025
Q4 2024
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
2.52KNew |
$307K - $341K
|
2.52K
$321K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
1KNew |
$122K - $136K
|
1K
$128K
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
52.5KNew |
$6.4M - $7.11M
|
52.5K
$6.69M
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
170+ 10.31% |
$20.7K - $23K
|
1.82K
$232K
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
2.73KNew |
$332K - $370K
|
2.73K
$348K
|
|
|
Jan 28, 2025
Q4 2024
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-112- 3.27% |
$13.7K - $15.2K
|
3.31K
$422K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-92- 4.29% |
$11.2K - $12.5K
|
2.05K
$262K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
136New |
$16.6K - $18.4K
|
136
$17.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
46+ 7.38% |
$5.61K - $6.23K
|
669
$85.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
278+ 14.33% |
$33.9K - $37.7K
|
2.22K
$283K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
359New |
$43.8K - $48.7K
|
359
$45.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-456- 21.6% |
$55.6K - $61.8K
|
1.66K
$211K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-35- 0.84% |
$4.27K - $4.74K
|
4.12K
$526K
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
7.76KNew |
$946K - $1.05M
|
7.76K
$989K
|
|
|
Jan 17, 2025
Q4 2024
|
Corundum Trust Company, Inc
Sioux Falls, SD |
SELL
|
- |
-418- 3.08% |
$51K - $56.6K
|
13.2K
$1.68M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
14.2K+ 573.57% |
$1.73M - $1.92M
|
16.7K
$2.12M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-68- 4.01% |
$8.29K - $9.22K
|
1.63K
$208K
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-314- 64.08% |
$38.3K - $42.6K
|
176
$22.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-590- 89.94% |
$71.9K - $80K
|
66
$8.42K
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-3- 2.44% |
$366 - $407
|
120
$15.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
34New |
$4.14K - $4.61K
|
34
$4.34K
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
18.8KNew |
$2.3M - $2.55M
|
18.8K
$2.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-175- 29.22% |
$21.3K - $23.7K
|
424
$54.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
2.07KNew |
$252K - $280K
|
2.07K
$264K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.5% |
$122 - $136
|
202
$25.8K
|
|
| Q3 2024 | |||||||
|
Feb 13, 2025
Q3 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-300- 5.97% |
$33.6K - $37.3K
|
4.73K
$602K
|
|
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-230- 89.15% |
$25.7K - $28.6K
|
28
$3.57K
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-368- 28.68% |
$41.2K - $45.7K
|
915
$117K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-249- 65.35% |
$27.9K - $30.9K
|
132
$16.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Portland Global Advisors LLC
|
SELL
|
- |
-24- 1.03% |
$2.69K - $2.98K
|
2.31K
$295K
|
|
|
Nov 13, 2024
Q3 2024
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
1.86KNew |
$209K - $232K
|
1.86K
$238K
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-100- 8.44% |
$11.2K - $12.4K
|
1.09K
$138K
|
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
417+ 3.32% |
$46.7K - $51.8K
|
13K
$1.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
169+ 2.48% |
$18.9K - $21K
|
7K
$892K
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
37.7KNew |
$4.22M - $4.69M
|
37.7K
$4.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
12.3KNew |
$1.38M - $1.53M
|
12.3K
$1.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-316- 2.43% |
$35.4K - $39.3K
|
12.7K
$1.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-72- 64.29% |
$8.06K - $8.95K
|
40
$5.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
47New |
$5.26K - $5.84K
|
47
$5.99K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
28New |
$3.13K - $3.48K
|
28
$3.57K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
138New |
$15.4K - $17.2K
|
138
$17.6K
|
|