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 06, 2025
Q3 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
1.15K+ 6.44% |
$141K - $152K
|
19K
$2.42M
|
|
|
Nov 06, 2025
Q3 2025
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-91- 2.2% |
$11.2K - $12.1K
|
4.04K
$515K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-749- 41.96% |
$91.8K - $99.3K
|
1.04K
$132K
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
700+ 673.08% |
$85.8K - $92.8K
|
804
$103K
|
|
|
Nov 06, 2025
Q3 2025
|
Leeward Investments, LLC Ma
|
BUY
|
- |
54.2KNew |
$6.64M - $7.18M
|
54.2K
$6.91M
|
|
|
Nov 06, 2025
Q3 2025
|
Weil Company, Inc.
|
SELL
|
- |
-5- 0.23% |
$613 - $663
|
2.13K
$272K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
17.7K+ 4.46% |
$2.17M - $2.35M
|
416K
$53M
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
SELL
|
- |
-2.85K- 41.53% |
$349K - $377K
|
4.01K
$511K
|
|
|
Nov 05, 2025
Q3 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
72+ 0.42% |
$8.83K - $9.55K
|
17.2K
$2.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-854- 14.04% |
$105K - $113K
|
5.23K
$666K
|
|
|
Nov 05, 2025
Q3 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
12.9K+ 29.96% |
$1.58M - $1.71M
|
56.1K
$7.15M
|
|
|
Nov 05, 2025
Q3 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
208+ 1.53% |
$25.5K - $27.6K
|
13.8K
$1.76M
|
|
|
Nov 05, 2025
Q3 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
36+ 0.44% |
$4.41K - $4.77K
|
8.3K
$1.06M
|
|
|
Nov 05, 2025
Q3 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1+ 0.03% |
$123 - $133
|
3.17K
$404K
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.1K- 33.08% |
$135K - $146K
|
2.23K
$284K
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
BUY
|
- |
5+ 0.48% |
$613 - $663
|
1.05K
$134K
|
|
|
Nov 05, 2025
Q3 2025
|
Renasant Bank
|
SELL
|
- |
-489- 6.37% |
$59.9K - $64.8K
|
7.19K
$917K
|
|
|
Nov 05, 2025
Q3 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
375+ 2.05% |
$46K - $49.7K
|
18.7K
$2.38M
|
|
|
Nov 05, 2025
Q3 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
3+ 0.13% |
$368 - $398
|
2.33K
$297K
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
644+ 1.77% |
$78.9K - $85.4K
|
37K
$4.72M
|
|
|
Nov 05, 2025
Q3 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-1.4K- 5.28% |
$171K - $185K
|
25K
$3.19M
|
|
|
Nov 05, 2025
Q3 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
1+ 0.46% |
$123 - $133
|
218
$27.8K
|
|
|
Nov 05, 2025
Q3 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-448- 0.27% |
$54.9K - $59.4K
|
165K
$21M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-5- 0.8% |
$613 - $663
|
618
$78.8K
|
|
|
Nov 05, 2025
Q3 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
521+ 1.62% |
$63.9K - $69.1K
|
32.6K
$4.16M
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
7+ 0.35% |
$858 - $928
|
2.03K
$259K
|
|
|
Nov 05, 2025
Q3 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
4.04KNew |
$495K - $535K
|
4.04K
$515K
|
|
|
Nov 05, 2025
Q3 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$123 - $133
|
4.01K
$511K
|
|
|
Nov 05, 2025
Q3 2025
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-1.83K- 3.96% |
$224K - $242K
|
44.3K
$5.64M
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-14- 0.65% |
$1.72K - $1.86K
|
2.14K
$272K
|
|
|
Nov 05, 2025
Q3 2025
|
Allen Investment Management LLC
|
BUY
|
- |
1.61KNew |
$198K - $214K
|
1.61K
$206K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.97K+ 48.37% |
$241K - $261K
|
6.04K
$770K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
148+ 0.75% |
$18.1K - $19.6K
|
19.9K
$2.53M
|
|
|
Nov 05, 2025
Q3 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-254- 1.54% |
$31.1K - $33.7K
|
16.3K
$2.07M
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.57KNew |
$192K - $208K
|
1.57K
$200K
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
SELL
|
- |
-4.3K- 2.29% |
$527K - $570K
|
183K
$23.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
253+ 3.02% |
$31K - $33.5K
|
8.63K
$1.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.23K+ 5.12% |
$274K - $296K
|
45.8K
$5.84M
|
|
|
Nov 04, 2025
Q3 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
SELL
|
- |
-18- 0.49% |
$2.21K - $2.39K
|
3.66K
$467K
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-1.35K- 6.23% |
$165K - $179K
|
20.3K
$2.59M
|
|
|
Nov 04, 2025
Q3 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-633- 14.57% |
$77.6K - $83.9K
|
3.71K
$473K
|
|
|
Nov 04, 2025
Q3 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-534- 3.99% |
$65.5K - $70.8K
|
12.9K
$1.64M
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3.04K+ 159.87% |
$372K - $402K
|
4.94K
$629K
|
|
|
Nov 04, 2025
Q3 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
2.37K+ 27.94% |
$290K - $314K
|
10.8K
$1.38M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
34.7K+ 15.8% |
$4.25M - $4.6M
|
254K
$32.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-676- 12.48% |
$82.9K - $89.6K
|
4.74K
$605K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
78+ 2.22% |
$9.56K - $10.3K
|
3.59K
$458K
|
|
|
Nov 04, 2025
Q3 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-1.15K- 35.75% |
$141K - $153K
|
2.07K
$264K
|
|
|
Nov 04, 2025
Q3 2025
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
5.35KNew |
$655K - $709K
|
5.35K
$682K
|
|
|
Nov 04, 2025
Q3 2025
|
Elm Partners Management LLC
|
BUY
|
- |
1.64KNew |
$200K - $217K
|
1.64K
$208K
|
|