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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
SELL
|
- |
-119- 3.3% |
$14.5K - $16.1K
|
3.49K
$445K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-144- 5.67% |
$17.6K - $19.5K
|
2.4K
$306K
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
2.25KNew |
$274K - $304K
|
2.25K
$287K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
858New |
$105K - $116K
|
858
$110K
|
|
|
Jan 29, 2025
Q4 2024
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
2.52KNew |
$307K - $341K
|
2.52K
$321K
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
198+ 0.14% |
$24.1K - $26.8K
|
142K
$18.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
318+ 8.76% |
$38.8K - $43.1K
|
3.95K
$504K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
1KNew |
$122K - $136K
|
1K
$128K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
3.47K+ 611.11% |
$422K - $470K
|
4.03K
$515K
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1+ 0.02% |
$122 - $136
|
4.22K
$538K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
1+ 0.08% |
$122 - $136
|
1.2K
$153K
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-210- 10.05% |
$25.6K - $28.5K
|
1.88K
$240K
|
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-144- 1.32% |
$17.6K - $19.5K
|
10.8K
$1.38M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
52.5KNew |
$6.4M - $7.11M
|
52.5K
$6.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
2.41KNew |
$293K - $326K
|
2.41K
$307K
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
288+ 2.91% |
$35.1K - $39K
|
10.2K
$1.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
170+ 10.31% |
$20.7K - $23K
|
1.82K
$232K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-5.62K- 1.7% |
$685K - $762K
|
325K
$41.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.85% |
$122 - $136
|
118
$15.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-76- 1.59% |
$9.26K - $10.3K
|
4.71K
$601K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
300New |
$36.6K - $40.7K
|
300
$38.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-74- 0.47% |
$9.02K - $10K
|
15.7K
$2M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.46K- 12.64% |
$300K - $334K
|
17K
$2.17M
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
2.73KNew |
$332K - $370K
|
2.73K
$348K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.62K+ 12.98% |
$197K - $219K
|
14.1K
$1.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
57+ 2.58% |
$6.95K - $7.72K
|
2.27K
$289K
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
335+ 3.46% |
$40.8K - $45.4K
|
10K
$1.28M
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
SELL
|
- |
-182- 2.02% |
$22.2K - $24.7K
|
8.82K
$1.13M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-32- 1.21% |
$3.9K - $4.34K
|
2.6K
$332K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.47K+ 42.86% |
$180K - $200K
|
4.91K
$627K
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-330- 14.32% |
$40.2K - $44.7K
|
1.98K
$252K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-190- 2.49% |
$23.2K - $25.7K
|
7.43K
$948K
|
|
|
Jan 28, 2025
Q4 2024
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-112- 3.27% |
$13.7K - $15.2K
|
3.31K
$423K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
286New |
$34.9K - $38.8K
|
286
$36.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-10.5K- 40.28% |
$1.28M - $1.42M
|
15.5K
$1.99M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.23K- 10.6% |
$149K - $166K
|
10.3K
$1.32M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
6.89KNew |
$840K - $934K
|
6.89K
$880K
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
1+ 0.05% |
$122 - $136
|
1.87K
$239K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-493- 11.78% |
$60.1K - $66.8K
|
3.69K
$471K
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-70- 3.25% |
$8.53K - $9.49K
|
2.09K
$266K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
7+ 0.5% |
$853 - $949
|
1.41K
$180K
|
|
|
Jan 27, 2025
Q4 2024
|
Moneywise, Inc.
|
BUY
|
- |
6+ 0.37% |
$731 - $813
|
1.64K
$209K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.02% |
$122 - $136
|
5.48K
$700K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-418- 16.35% |
$51K - $56.6K
|
2.14K
$273K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
207+ 0.6% |
$25.2K - $28.1K
|
34.5K
$4.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-531- 0.48% |
$64.7K - $72K
|
109K
$14M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
59+ 0.4% |
$7.19K - $8K
|
15K
$1.91M
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
13.7KNew |
$1.67M - $1.85M
|
13.7K
$1.75M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
206+ 6.6% |
$25.1K - $27.9K
|
3.33K
$425K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
5+ 0.19% |
$609 - $678
|
2.66K
$339K
|