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 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3K+ 54.74% |
$365K - $406K
|
8.47K
$1.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-485- 4.14% |
$59.1K - $65.7K
|
11.2K
$1.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
131New |
$16K - $17.8K
|
131
$15.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-176K- 47.03% |
$21.5M - $23.9M
|
198K
$23.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.61K+ 0.89% |
$562K - $625K
|
525K
$63M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-14- 0.24% |
$1.71K - $1.9K
|
5.75K
$690K
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-2.22K- 10.44% |
$270K - $300K
|
19K
$2.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
69.9K+ 7.61% |
$8.52M - $9.47M
|
988K
$119M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
8.32K+ 3.55% |
$1.01M - $1.13M
|
243K
$29.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-530- 36.65% |
$64.6K - $71.8K
|
916
$110K
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
3.14KNew |
$383K - $426K
|
3.14K
$377K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-549- 0.93% |
$66.9K - $74.4K
|
58.5K
$7.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1+ 0.55% |
$122 - $136
|
183
$22K
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-887- 28.7% |
$108K - $120K
|
2.2K
$265K
|
|
|
Feb 14, 2025
Q4 2024
|
Strive Asset Management, LLC
Dublin, OH |
BUY
|
- |
3.27KNew |
$399K - $443K
|
3.27K
$393K
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
3.68KNew |
$448K - $498K
|
3.68K
$442K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
336New |
$41K - $45.5K
|
336
$40.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
33.5K+ 0.83% |
$4.09M - $4.54M
|
4.06M
$488M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.03K+ 311.98% |
$248K - $275K
|
2.68K
$322K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-25.8K- 21.34% |
$3.15M - $3.5M
|
95.1K
$11.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
28+ 0.29% |
$3.41K - $3.79K
|
9.77K
$1.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-411- 3.67% |
$50.1K - $55.7K
|
10.8K
$1.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
7+ 0.21% |
$853 - $949
|
3.41K
$410K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-683- 1.52% |
$83.3K - $92.6K
|
44.2K
$5.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
3.57K+ 206.96% |
$435K - $484K
|
5.29K
$636K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-118- 2.74% |
$14.4K - $16K
|
4.18K
$502K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-7.7K- 77.84% |
$939K - $1.04M
|
2.19K
$263K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-13.3K- 4.95% |
$1.62M - $1.8M
|
255K
$30.7M
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
23.9K+ 636.07% |
$2.91M - $3.24M
|
27.6K
$3.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
200New |
$24.4K - $27.1K
|
200
$24K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
996+ 19.97% |
$121K - $135K
|
5.98K
$719K
|
|
|
Feb 14, 2025
Q4 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-59- 0.4% |
$7.19K - $8K
|
14.7K
$1.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
36.7KNew |
$4.47M - $4.97M
|
36.7K
$4.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
41+ 3.33% |
$5K - $5.56K
|
1.27K
$153K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.21K+ 2.59% |
$513K - $571K
|
167K
$20M
|
|
|
Feb 13, 2025
Q4 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-209- 10.75% |
$25.5K - $28.3K
|
1.74K
$209K
|
|
|
Feb 13, 2025
Q4 2024
|
Sepio Capital, LP
|
BUY
|
- |
2.8KNew |
$341K - $379K
|
2.8K
$336K
|
|
|
Feb 13, 2025
Q4 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-31- 0.23% |
$3.78K - $4.2K
|
13.3K
$1.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-452- 3.38% |
$55.1K - $61.3K
|
12.9K
$1.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-537- 4.37% |
$65.5K - $72.8K
|
11.7K
$1.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.59K- 1.11% |
$315K - $351K
|
231K
$27.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
2.9KNew |
$353K - $393K
|
2.9K
$348K
|
|
|
Feb 13, 2025
Q4 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.66K- 18.25% |
$324K - $360K
|
11.9K
$1.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.62K- 12.52% |
$198K - $220K
|
11.3K
$1.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
17+ 0.74% |
$2.07K - $2.3K
|
2.32K
$278K
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
1.6K+ 1.39% |
$194K - $216K
|
116K
$13.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
15.6K+ 13.88% |
$1.9M - $2.11M
|
128K
$15.3M
|
|
|
Feb 13, 2025
Q4 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-885- 2.84% |
$108K - $120K
|
30.2K
$3.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-2.62K- 4.64% |
$319K - $355K
|
53.8K
$6.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-618- 2.0% |
$75.3K - $83.8K
|
30.3K
$3.64M
|