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 13, 2025
Q3 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
264+ 10.56% |
$32.4K - $35K
|
2.76K
$352K
|
|
|
Nov 13, 2025
Q3 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-4.18K- 1.32% |
$513K - $555K
|
313K
$39.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
288New |
$35.3K - $38.2K
|
288
$36.7K
|
|
|
Nov 13, 2025
Q3 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
2.1K+ 11.04% |
$257K - $278K
|
21.1K
$2.69M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-56.1K- 1.52% |
$6.88M - $7.44M
|
3.64M
$464M
|
|
|
Nov 13, 2025
Q3 2025
|
Sage Financial Group Inc
|
BUY
|
- |
6+ 0.18% |
$735 - $795
|
3.32K
$423K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
111K+ 5.41% |
$13.6M - $14.7M
|
2.15M
$275M
|
|
|
Nov 13, 2025
Q3 2025
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-6.63K- 40.24% |
$813K - $879K
|
9.84K
$1.26M
|
|
|
Nov 13, 2025
Q3 2025
|
Private Management Group Inc
|
BUY
|
- |
1.55KNew |
$189K - $205K
|
1.55K
$197K
|
|
|
Nov 13, 2025
Q3 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-81- 2.11% |
$9.93K - $10.7K
|
3.75K
$478K
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-2.51K- 5.66% |
$308K - $333K
|
41.8K
$5.33M
|
|
|
Nov 13, 2025
Q3 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-33- 0.53% |
$4.04K - $4.37K
|
6.14K
$782K
|
|
|
Nov 13, 2025
Q3 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-531- 57.97% |
$65.1K - $70.4K
|
385
$49.1K
|
|
|
Nov 13, 2025
Q3 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
27+ 0.36% |
$3.31K - $3.58K
|
7.55K
$962K
|
|
|
Nov 13, 2025
Q3 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
6+ 0.32% |
$735 - $795
|
1.9K
$242K
|
|
|
Nov 13, 2025
Q3 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-1.58K- 10.02% |
$193K - $209K
|
14.2K
$1.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
3.48KNew |
$426K - $461K
|
3.48K
$443K
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-2.44K- 0.9% |
$299K - $323K
|
268K
$34.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
34New |
$4.17K - $4.51K
|
34
$4.34K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.2K- 1.24% |
$146K - $158K
|
95.1K
$12.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-1.9K- 1.96% |
$233K - $251K
|
94.9K
$12.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
4.22K+ 1.62% |
$517K - $560K
|
266K
$33.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.52K+ 18.81% |
$186K - $201K
|
9.57K
$1.22M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
CALL |
4.7KNew |
$576K - $623K
|
4.7K
$599K
|
|
|
Nov 13, 2025
Q3 2025
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-5.82K- 13.82% |
$713K - $771K
|
36.3K
$4.62M
|
|
|
Nov 12, 2025
Q3 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
2.03KNew |
$249K - $269K
|
2.03K
$259K
|
|
|
Nov 12, 2025
Q3 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-67- 0.59% |
$8.21K - $8.88K
|
11.3K
$1.44M
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
155+ 1.73% |
$19K - $20.5K
|
9.13K
$1.16M
|
|
|
Nov 12, 2025
Q3 2025
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
5+ 0.15% |
$613 - $663
|
3.39K
$432K
|
|
|
Nov 12, 2025
Q3 2025
|
Innovative Wealth Building LLC
California, MD |
SELL
|
- |
-3.8K- 32.14% |
$465K - $503K
|
8.01K
$1.02M
|
|
|
Nov 12, 2025
Q3 2025
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
837+ 36.38% |
$103K - $111K
|
3.14K
$400K
|
|
|
Nov 12, 2025
Q3 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
2+ 1.09% |
$245 - $265
|
186
$23.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
217New |
$26.6K - $28.8K
|
217
$27.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
2+ 0.1% |
$245 - $265
|
2K
$255K
|
|
|
Nov 12, 2025
Q3 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
320+ 7.42% |
$39.2K - $42.4K
|
4.63K
$590K
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-305- 2.14% |
$37.4K - $40.4K
|
14K
$1.78M
|
|
|
Nov 12, 2025
Q3 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
1+ 0.0% |
$123 - $133
|
59.1K
$7.54M
|
|
|
Nov 12, 2025
Q3 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
306New |
$37.5K - $40.6K
|
306
$39K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.77K- 1.9% |
$217K - $235K
|
91.5K
$11.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
3.92K+ 4.7% |
$481K - $520K
|
87.4K
$11.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-171- 5.7% |
$21K - $22.7K
|
2.83K
$361K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-117- 0.11% |
$14.3K - $15.5K
|
106K
$13.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
789+ 2.35% |
$96.7K - $105K
|
34.3K
$4.38M
|
|
|
Nov 12, 2025
Q3 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-110- 2.63% |
$13.5K - $14.6K
|
4.07K
$519K
|
|
|
Nov 12, 2025
Q3 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.52K+ 6.4% |
$186K - $202K
|
25.3K
$3.22M
|
|
|
Nov 12, 2025
Q3 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-1.02K- 15.42% |
$125K - $135K
|
5.57K
$711K
|
|
|
Nov 12, 2025
Q3 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-101- 0.34% |
$12.4K - $13.4K
|
29.4K
$3.74M
|
|
|
Nov 12, 2025
Q3 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-962- 4.26% |
$118K - $128K
|
21.6K
$2.75M
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-94- 0.79% |
$11.5K - $12.5K
|
11.7K
$1.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.57KNew |
$192K - $208K
|
1.57K
$200K
|
|