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 18, 2023
Q2 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
2.14KNew |
$209K - $229K
|
2.14K
$273K
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-654- 6.56% |
$63.9K - $70.1K
|
9.32K
$1.19M
|
|
|
Jul 11, 2023
Q2 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-50- 2.31% |
$4.89K - $5.36K
|
2.11K
$269K
|
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
92.1KNew |
$9M - $9.86M
|
92.1K
$11.7M
|
|
| Q1 2023 | |||||||
|
Dec 08, 2025
Q1 2023
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
267+ 15.12% |
$26K - $31K
|
2.03K
$259K
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-8- 16.0% |
$778 - $929
|
42
$5.36K
|
|
|
Feb 02, 2024
Q1 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-36.5KClosed |
$3.54M - $4.23M
|
0
$0
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
982+ 76.6% |
$95.5K - $114K
|
2.26K
$289K
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
709+ 230.19% |
$68.9K - $82.3K
|
1.02K
$130K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.49K+ 129.92% |
$144K - $172K
|
2.63K
$335K
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.25K+ 262.34% |
$122K - $146K
|
1.73K
$221K
|
|
|
May 15, 2023
Q1 2023
|
Becker Capital Management Inc
|
BUY
|
- |
48.8KNew |
$4.75M - $5.67M
|
48.8K
$6.22M
|
|
|
May 15, 2023
Q1 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
2.41KNew |
$235K - $280K
|
2.41K
$308K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
2.28K+ 72.32% |
$222K - $265K
|
5.44K
$694K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
875KNew |
$85M - $102M
|
875K
$112M
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
202New |
$19.6K - $23.5K
|
202
$25.8K
|
|
|
May 05, 2023
Q1 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
3.23KNew |
$314K - $375K
|
3.23K
$412K
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
304New |
$29.6K - $35.3K
|
304
$38.8K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
7.74K+ 40.34% |
$752K - $898K
|
26.9K
$3.43M
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-3- 0.63% |
$292 - $348
|
472
$60.2K
|
|
|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-51- 96.23% |
$4.96K - $5.92K
|
2
$255
|
|
|
May 02, 2023
Q1 2023
|
Friedenthal Financial
|
SELL
|
- |
-89- 0.57% |
$8.65K - $10.3K
|
15.4K
$1.96M
|
|
|
May 02, 2023
Q1 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-2.41K- 19.82% |
$235K - $280K
|
9.76K
$1.24M
|
|
|
May 01, 2023
Q1 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
2.6KNew |
$253K - $302K
|
2.6K
$332K
|
|
|
May 01, 2023
Q1 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-21- 0.87% |
$2.04K - $2.44K
|
2.38K
$303K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
749New |
$72.8K - $87K
|
749
$95.5K
|
|
|
Apr 20, 2023
Q1 2023
|
Wealthpoint, LLC
|
BUY
|
- |
2.2KNew |
$214K - $255K
|
2.2K
$280K
|
|
|
Apr 19, 2023
Q1 2023
|
David J Yvars Group
|
BUY
|
- |
1+ 0.04% |
$97.2 - $116
|
2.7K
$344K
|
|
|
Apr 19, 2023
Q1 2023
|
Dorsey Wright & Associates
|
BUY
|
- |
2.68K+ 9.63% |
$261K - $311K
|
30.5K
$3.89M
|
|
|
Apr 18, 2023
Q1 2023
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
228New |
$22.2K - $26.5K
|
228
$29.1K
|
|
|
Apr 13, 2023
Q1 2023
|
Transparent Wealth Partners LLC
Little Rock, AR |
SELL
|
- |
-153- 5.25% |
$14.9K - $17.8K
|
2.76K
$352K
|
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
BUY
|
- |
270New |
$26.3K - $31.3K
|
270
$34.4K
|
|
|
Apr 12, 2023
Q1 2023
|
Piershale Financial Group, Inc.
|
BUY
|
- |
20New |
$1.94K - $2.32K
|
20
$2.55K
|
|
|
Apr 10, 2023
Q1 2023
|
First Premier Bank
|
BUY
|
- |
192New |
$18.7K - $22.3K
|
192
$24.5K
|
|
|
Apr 06, 2023
Q1 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
5+ 0.22% |
$486 - $580
|
2.23K
$285K
|
|
| Q4 2022 | |||||||
|
Feb 11, 2025
Q4 2022
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
3.33KNew |
$306K - $356K
|
3.33K
$425K
|
|
|
Apr 03, 2023
Q4 2022
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
3.12KNew |
$286K - $333K
|
3.12K
$398K
|
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
669New |
$61.3K - $71.4K
|
669
$85.3K
|
|
|
Mar 10, 2023
Q4 2022
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
3.81KNew |
$349K - $406K
|
3.81K
$485K
|
|
|
Feb 24, 2023
Q4 2022
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
65New |
$5.96K - $6.94K
|
65
$8.29K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
289New |
$26.5K - $30.8K
|
289
$36.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
21New |
$1.93K - $2.24K
|
21
$2.68K
|
|
|
Feb 14, 2023
Q4 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
32+ 0.68% |
$2.93K - $3.42K
|
4.71K
$600K
|
|
|
Feb 14, 2023
Q4 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
92New |
$8.44K - $9.82K
|
92
$11.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
552New |
$50.6K - $58.9K
|
552
$70.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
145New |
$13.3K - $15.5K
|
145
$18.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
6+ 0.27% |
$550 - $640
|
2.25K
$286K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
563+ 17.24% |
$51.6K - $60.1K
|
3.83K
$488K
|
|
|
Feb 13, 2023
Q4 2022
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
4.32KNew |
$396K - $461K
|
4.32K
$551K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
268New |
$24.6K - $28.6K
|
268
$34.2K
|
|