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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Ieq Capital, LLC
|
BUY
|
- |
1.66KNew |
$204K - $220K
|
1.66K
$212K
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
SELL
|
- |
-925- 2.17% |
$113K - $123K
|
41.7K
$5.31M
|
|
|
Nov 14, 2025
Q3 2025
|
Brown Advisory Inc
|
SELL
|
- |
-169- 5.3% |
$20.7K - $22.4K
|
3.02K
$385K
|
|
|
Nov 14, 2025
Q3 2025
|
Members Trust CO
|
SELL
|
- |
-382- 1.47% |
$46.8K - $50.6K
|
25.6K
$3.26M
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-183- 5.84% |
$22.4K - $24.3K
|
2.95K
$376K
|
|
|
Nov 14, 2025
Q3 2025
|
Sierra Capital LLC
|
SELL
|
- |
-240- 0.73% |
$29.4K - $31.8K
|
32.7K
$4.17M
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-37- 1.98% |
$4.54K - $4.91K
|
1.83K
$233K
|
|
|
Nov 14, 2025
Q3 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-872- 4.68% |
$107K - $116K
|
17.7K
$2.26M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.67K- 9.32% |
$572K - $619K
|
45.4K
$5.79M
|
|
|
Nov 14, 2025
Q3 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-216- 1.3% |
$26.5K - $28.6K
|
16.4K
$2.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-44.5K- 6.18% |
$5.46M - $5.9M
|
676K
$86.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15.2K+ 18.79% |
$1.86M - $2.01M
|
95.9K
$12.2M
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
264+ 4.69% |
$32.4K - $35K
|
5.9K
$752K
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
49.2K+ 170.16% |
$6.03M - $6.52M
|
78.1K
$9.95M
|
|
|
Nov 14, 2025
Q3 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-201- 3.7% |
$24.6K - $26.6K
|
5.23K
$667K
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
70+ 2.09% |
$8.58K - $9.28K
|
3.42K
$436K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.35K- 0.79% |
$165K - $179K
|
169K
$21.5M
|
|
|
Nov 14, 2025
Q3 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-3.28K- 7.27% |
$402K - $434K
|
41.8K
$5.33M
|
|
|
Nov 14, 2025
Q3 2025
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-19.4K- 90.42% |
$2.38M - $2.58M
|
2.06K
$263K
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.02K+ 13.33% |
$125K - $135K
|
8.65K
$1.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-452- 9.77% |
$55.4K - $59.9K
|
4.18K
$532K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
34.4K+ 1722.61% |
$4.21M - $4.56M
|
36.4K
$4.64M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.14K- 1.4% |
$385K - $416K
|
222K
$28.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
49New |
$6.01K - $6.5K
|
49
$6.25K
|
|
|
Nov 14, 2025
Q3 2025
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-2.19K- 94.08% |
$269K - $291K
|
138
$17.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
200+ 11.9% |
$24.5K - $26.5K
|
1.88K
$240K
|
|
|
Nov 14, 2025
Q3 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
1+ 0.05% |
$123 - $133
|
2.01K
$256K
|
|
|
Nov 14, 2025
Q3 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
7.62K+ 131.34% |
$934K - $1.01M
|
13.4K
$1.71M
|
|
|
Nov 14, 2025
Q3 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
350+ 28.46% |
$42.9K - $46.4K
|
1.58K
$201K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
18K+ 2.12% |
$2.21M - $2.39M
|
867K
$111M
|
|
|
Nov 14, 2025
Q3 2025
|
Alexis Investment Partners, LLC
Montgomery, TX |
SELL
|
- |
-50- 0.98% |
$6.13K - $6.63K
|
5.04K
$643K
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
1.98KNew |
$243K - $263K
|
1.98K
$253K
|
|
|
Nov 14, 2025
Q3 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
1.3KNew |
$159K - $172K
|
1.3K
$165K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-151- 3.55% |
$18.5K - $20K
|
4.1K
$523K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
426New |
$52.2K - $56.5K
|
426
$54.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-1K- 27.78% |
$123K - $133K
|
2.6K
$332K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-348- 3.45% |
$42.7K - $46.1K
|
9.75K
$1.24M
|
|
|
Nov 14, 2025
Q3 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
1+ 0.95% |
$123 - $133
|
106
$13.5K
|
|
|
Nov 14, 2025
Q3 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
7.25K+ 207.55% |
$889K - $962K
|
10.7K
$1.37M
|
|
|
Nov 13, 2025
Q3 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-385- 6.46% |
$47.2K - $51K
|
5.57K
$710K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
388+ 19.46% |
$47.6K - $51.4K
|
2.38K
$304K
|
|
|
Nov 13, 2025
Q3 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-107K- 23.64% |
$13.1M - $14.2M
|
346K
$44.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-747- 0.43% |
$91.6K - $99K
|
174K
$22.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Empowered Funds, LLC
|
BUY
|
- |
371+ 12.72% |
$45.5K - $49.2K
|
3.29K
$419K
|
|
|
Nov 13, 2025
Q3 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-4- 0.02% |
$490 - $530
|
19.8K
$2.53M
|
|
|
Nov 13, 2025
Q3 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
50+ 0.26% |
$6.13K - $6.63K
|
19K
$2.42M
|
|
|
Nov 13, 2025
Q3 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-4.9K- 33.2% |
$601K - $650K
|
9.86K
$1.26M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
5.45K+ 115.97% |
$668K - $722K
|
10.1K
$1.29M
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
625New |
$76.6K - $82.9K
|
625
$79.7K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
13.4K+ 4.01% |
$1.65M - $1.78M
|
348K
$44.4M
|
|