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 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-332- 2.12% |
$40.7K - $44K
|
15.3K
$1.95M
|
|
|
Nov 12, 2025
Q3 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-6.33K- 28.43% |
$776K - $840K
|
15.9K
$2.03M
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
59New |
$7.23K - $7.82K
|
59
$7.52K
|
|
|
Nov 12, 2025
Q3 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
66+ 1.28% |
$8.09K - $8.75K
|
5.21K
$664K
|
|
|
Nov 12, 2025
Q3 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
666+ 2.3% |
$81.6K - $88.3K
|
29.7K
$3.78M
|
|
|
Nov 12, 2025
Q3 2025
|
Richmond Investment Services, LLC
Mequon, WI |
SELL
|
- |
-442- 21.85% |
$54.2K - $58.6K
|
1.58K
$202K
|
|
|
Nov 12, 2025
Q3 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-5.84K- 15.59% |
$715K - $774K
|
31.6K
$4.03M
|
|
|
Nov 12, 2025
Q3 2025
|
Sonata Capital Group Inc
|
SELL
|
- |
-150- 0.88% |
$18.4K - $19.9K
|
17K
$2.17M
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
1.01K+ 22.34% |
$123K - $133K
|
5.51K
$702K
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.72K+ 5.38% |
$211K - $228K
|
33.7K
$4.29M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-12.2K- 1.53% |
$1.5M - $1.62M
|
788K
$101M
|
|
|
Nov 12, 2025
Q3 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
30+ 0.17% |
$3.68K - $3.98K
|
17.8K
$2.26M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-464- 7.87% |
$56.9K - $61.5K
|
5.43K
$693K
|
|
|
Nov 12, 2025
Q3 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-727- 10.74% |
$89.1K - $96.4K
|
6.04K
$770K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.38K- 3.28% |
$414K - $448K
|
99.7K
$12.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.28K- 26.75% |
$279K - $302K
|
6.24K
$796K
|
|
|
Nov 12, 2025
Q3 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
1+ 0.48% |
$123 - $133
|
211
$26.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
15.7KNew |
$1.93M - $2.09M
|
15.7K
$2.01M
|
|
|
Nov 12, 2025
Q3 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
745+ 11.51% |
$91.3K - $98.8K
|
7.22K
$920K
|
|
|
Nov 12, 2025
Q3 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
163+ 7.95% |
$20K - $21.6K
|
2.21K
$282K
|
|
|
Nov 12, 2025
Q3 2025
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-446- 10.21% |
$54.7K - $59.1K
|
3.92K
$500K
|
|
|
Nov 12, 2025
Q3 2025
|
American Wealth Advisors, LLC
Johns Creek, GA |
BUY
|
- |
4.6KNew |
$564K - $610K
|
4.6K
$587K
|
|
|
Nov 12, 2025
Q3 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.8K- 6.17% |
$220K - $238K
|
27.3K
$3.48M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
11+ 0.41% |
$1.35K - $1.46K
|
2.71K
$345K
|
|
|
Nov 12, 2025
Q3 2025
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
2K+ 100.0% |
$245K - $265K
|
4K
$510K
|
|
|
Nov 12, 2025
Q3 2025
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
280+ 0.3% |
$34.3K - $37.1K
|
92.3K
$11.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2.87K- 62.03% |
$352K - $381K
|
1.76K
$224K
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
4.37KNew |
$536K - $580K
|
4.37K
$557K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.68K- 7.47% |
$328K - $355K
|
33.2K
$4.23M
|
|
|
Nov 12, 2025
Q3 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-1.33K- 5.55% |
$163K - $176K
|
22.6K
$2.88M
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-8- 0.38% |
$981 - $1.06K
|
2.1K
$267K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
257+ 4.54% |
$31.5K - $34.1K
|
5.92K
$755K
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
32.2K+ 44.94% |
$3.94M - $4.26M
|
104K
$13.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-18- 17.65% |
$2.21K - $2.39K
|
84
$10.7K
|
|
|
Nov 10, 2025
Q3 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
6+ 0.42% |
$735 - $795
|
1.43K
$182K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
12.5K+ 129.79% |
$1.53M - $1.66M
|
22.1K
$2.82M
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-1- 2.86% |
$123 - $133
|
34
$4.34K
|
|
|
Nov 10, 2025
Q3 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-206- 0.52% |
$25.2K - $27.3K
|
39.7K
$5.06M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.63K- 15.12% |
$199K - $216K
|
9.13K
$1.16M
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-352- 1.74% |
$43.1K - $46.7K
|
19.9K
$2.54M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-838- 5.68% |
$103K - $111K
|
13.9K
$1.78M
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
132KNew |
$16.1M - $17.4M
|
132K
$16.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
996+ 2.92% |
$122K - $132K
|
35.1K
$4.47M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
785+ 6.2% |
$96.2K - $104K
|
13.5K
$1.72M
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-10- 0.13% |
$1.23K - $1.33K
|
7.66K
$977K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-114- 3.41% |
$14K - $15.1K
|
3.23K
$412K
|
|
|
Nov 10, 2025
Q3 2025
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-45- 0.68% |
$5.52K - $5.97K
|
6.59K
$840K
|
|
|
Nov 10, 2025
Q3 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-50- 1.24% |
$6.13K - $6.63K
|
3.98K
$507K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
SELL
|
- |
-3.71K- 1.12% |
$455K - $492K
|
327K
$41.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Zhang Financial LLC
|
BUY
|
- |
2+ 0.07% |
$245 - $265
|
2.7K
$344K
|
|