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 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5.99K+ 13.94% |
$734K - $794K
|
49K
$6.24M
|
|
|
Nov 10, 2025
Q3 2025
|
Dakota Wealth Management
|
BUY
|
- |
2.36K+ 4.18% |
$289K - $312K
|
58.7K
$7.48M
|
|
|
Nov 10, 2025
Q3 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-27- 1.49% |
$3.31K - $3.58K
|
1.79K
$228K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-20- 0.27% |
$2.45K - $2.65K
|
7.39K
$942K
|
|
|
Nov 10, 2025
Q3 2025
|
Rice Partnership, LLC
|
BUY
|
- |
429+ 113.49% |
$52.6K - $56.9K
|
807
$103K
|
|
|
Nov 10, 2025
Q3 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1- 0.04% |
$123 - $133
|
2.33K
$296K
|
|
|
Nov 10, 2025
Q3 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-409- 0.34% |
$50.1K - $54.2K
|
120K
$15.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1+ 0.04% |
$123 - $133
|
2.76K
$352K
|
|
|
Nov 10, 2025
Q3 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.04K- 4.78% |
$127K - $138K
|
20.7K
$2.64M
|
|
|
Nov 10, 2025
Q3 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-20K- 9.41% |
$2.45M - $2.65M
|
192K
$24.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-2.03K- 2.78% |
$249K - $269K
|
71.1K
$9.07M
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-71- 2.09% |
$8.7K - $9.41K
|
3.33K
$424K
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-48- 1.53% |
$5.88K - $6.36K
|
3.09K
$395K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
18.8K+ 1.45% |
$2.3M - $2.49M
|
1.32M
$168M
|
|
|
Nov 07, 2025
Q3 2025
|
Sageworth Trust CO
|
SELL
|
- |
-3.82K- 19.22% |
$469K - $507K
|
16.1K
$2.05M
|
|
|
Nov 07, 2025
Q3 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-2- 0.52% |
$245 - $265
|
382
$48.7K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
45+ 0.01% |
$5.52K - $5.97K
|
429K
$54.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
476+ 0.69% |
$58.3K - $63.1K
|
69.8K
$8.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
1+ 0.0% |
$123 - $133
|
112K
$14.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
19+ 0.29% |
$2.33K - $2.52K
|
6.63K
$845K
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
137+ 33.5% |
$16.8K - $18.2K
|
546
$69.6K
|
|
|
Nov 07, 2025
Q3 2025
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
5+ 0.05% |
$613 - $663
|
10.8K
$1.38M
|
|
|
Nov 07, 2025
Q3 2025
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
1.38K+ 65.25% |
$169K - $183K
|
3.49K
$445K
|
|
|
Nov 07, 2025
Q3 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
73New |
$8.95K - $9.68K
|
73
$9.31K
|
|
|
Nov 07, 2025
Q3 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-782- 0.79% |
$95.8K - $104K
|
98.8K
$12.6M
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
64New |
$7.84K - $8.48K
|
64
$8.16K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
281+ 7.57% |
$34.4K - $37.3K
|
3.99K
$509K
|
|
|
Nov 07, 2025
Q3 2025
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-337- 1.01% |
$41.3K - $44.7K
|
33.1K
$4.22M
|
|
|
Nov 07, 2025
Q3 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-653- 12.02% |
$80K - $86.6K
|
4.78K
$610K
|
|
|
Nov 07, 2025
Q3 2025
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
2KNew |
$245K - $265K
|
2K
$255K
|
|
|
Nov 07, 2025
Q3 2025
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-909- 2.56% |
$111K - $121K
|
34.6K
$4.41M
|
|
|
Nov 07, 2025
Q3 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
140+ 6.34% |
$17.2K - $18.6K
|
2.35K
$299K
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
3+ 0.16% |
$368 - $398
|
1.93K
$246K
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
116+ 1.52% |
$14.2K - $15.4K
|
7.77K
$990K
|
|
|
Nov 07, 2025
Q3 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-263K- 43.97% |
$32.3M - $34.9M
|
336K
$42.8M
|
|
|
Nov 07, 2025
Q3 2025
|
Amg National Trust Bank
|
SELL
|
- |
-2.64K- 22.99% |
$324K - $350K
|
8.84K
$1.13M
|
|
|
Nov 07, 2025
Q3 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-100- 29.67% |
$12.3K - $13.3K
|
237
$30.2K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
37.4K+ 291.03% |
$4.58M - $4.95M
|
50.2K
$6.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
1.32K+ 32.33% |
$162K - $175K
|
5.4K
$688K
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
SELL
|
- |
-999- 3.17% |
$122K - $132K
|
30.5K
$3.89M
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-51- 0.12% |
$6.25K - $6.76K
|
41.4K
$5.28M
|
|
|
Nov 06, 2025
Q3 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-890- 31.72% |
$109K - $118K
|
1.92K
$244K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
487+ 3.17% |
$59.7K - $64.6K
|
15.8K
$2.02M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
90+ 1.01% |
$11K - $11.9K
|
9.03K
$1.15M
|
|
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
15+ 0.31% |
$1.84K - $1.99K
|
4.89K
$624K
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
5.74KNew |
$704K - $761K
|
5.74K
$732K
|
|
|
Nov 06, 2025
Q3 2025
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-133K- 28.29% |
$16.3M - $17.6M
|
337K
$43M
|
|
|
Nov 06, 2025
Q3 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
403+ 2.16% |
$49.4K - $53.4K
|
19.1K
$2.43M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-524- 32.11% |
$64.2K - $69.5K
|
1.11K
$141K
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
697New |
$85.4K - $92.4K
|
697
$88.9K
|
|