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 04, 2025
Q3 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-137- 1.18% |
$16.8K - $18.2K
|
11.4K
$1.46M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-2.33K- 8.11% |
$285K - $309K
|
26.4K
$3.36M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
106+ 1.47% |
$13K - $14.1K
|
7.34K
$936K
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
194+ 776.0% |
$23.8K - $25.7K
|
219
$27.9K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
66+ 1.18% |
$8.09K - $8.75K
|
5.66K
$722K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
80.2K+ 4.25% |
$9.83M - $10.6M
|
1.97M
$251M
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
121+ 281.4% |
$14.8K - $16K
|
164
$20.9K
|
|
|
Nov 03, 2025
Q3 2025
|
Saxon Interests, Inc.
|
SELL
|
- |
-6- 0.12% |
$735 - $795
|
5.19K
$662K
|
|
|
Nov 03, 2025
Q3 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
159+ 2.14% |
$19.5K - $21.1K
|
7.6K
$970K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-4.03K- 1.73% |
$494K - $534K
|
229K
$29.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-195- 4.11% |
$23.9K - $25.9K
|
4.55K
$580K
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
23+ 1.18% |
$2.82K - $3.05K
|
1.98K
$252K
|
|
|
Nov 03, 2025
Q3 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-80- 3.64% |
$9.81K - $10.6K
|
2.12K
$270K
|
|
|
Nov 03, 2025
Q3 2025
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-217- 1.18% |
$26.6K - $28.8K
|
18.1K
$2.31M
|
|
|
Nov 03, 2025
Q3 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-128- 5.75% |
$15.7K - $17K
|
2.1K
$267K
|
|
|
Nov 03, 2025
Q3 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-11- 0.51% |
$1.35K - $1.46K
|
2.14K
$273K
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-200- 2.51% |
$24.5K - $26.5K
|
7.77K
$990K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.76K- 13.75% |
$216K - $233K
|
11K
$1.41M
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
4+ 0.62% |
$490 - $530
|
649
$82.8K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
7New |
$858 - $928
|
7
$893
|
|
|
Nov 03, 2025
Q3 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-939- 7.09% |
$115K - $124K
|
12.3K
$1.57M
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-472- 13.87% |
$57.9K - $62.6K
|
2.93K
$374K
|
|
|
Nov 03, 2025
Q3 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-138- 0.35% |
$16.9K - $18.3K
|
39.3K
$5.01M
|
|
|
Nov 03, 2025
Q3 2025
|
Berman Mc Aleer LLC
Timonium, MD |
BUY
|
- |
13KNew |
$1.6M - $1.73M
|
13K
$1.66M
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.1K- 1.04% |
$135K - $146K
|
105K
$13.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-573- 1.88% |
$70.2K - $76K
|
29.9K
$3.82M
|
|
|
Oct 31, 2025
Q3 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-200- 3.65% |
$24.5K - $26.5K
|
5.28K
$673K
|
|
|
Oct 31, 2025
Q3 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-7.76K- 6.93% |
$951K - $1.03M
|
104K
$13.3M
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-380- 2.41% |
$46.6K - $50.4K
|
15.4K
$1.96M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
SELL
|
- |
-62- 0.48% |
$7.6K - $8.22K
|
12.9K
$1.65M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.93K+ 0.35% |
$359K - $389K
|
835K
$106M
|
|
|
Oct 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
15+ 0.41% |
$1.84K - $1.99K
|
3.72K
$474K
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-180- 2.3% |
$22.1K - $23.9K
|
7.65K
$975K
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.81K- 47.75% |
$222K - $240K
|
1.98K
$253K
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-18- 0.4% |
$2.21K - $2.39K
|
4.48K
$571K
|
|
|
Oct 31, 2025
Q3 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
1.01K+ 29.76% |
$123K - $133K
|
4.39K
$559K
|
|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
567New |
$69.5K - $75.2K
|
567
$72.3K
|
|
|
Oct 31, 2025
Q3 2025
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
151+ 5.62% |
$18.5K - $20K
|
2.84K
$362K
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-321- 6.51% |
$39.3K - $42.6K
|
4.61K
$588K
|
|
|
Oct 30, 2025
Q3 2025
|
Anchor Capital Advisors LLC
|
BUY
|
- |
3.75K+ 210.5% |
$460K - $497K
|
5.53K
$705K
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-98- 4.52% |
$12K - $13K
|
2.07K
$264K
|
|
|
Oct 30, 2025
Q3 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-558- 3.0% |
$68.4K - $74K
|
18K
$2.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-65- 2.14% |
$7.97K - $8.62K
|
2.98K
$380K
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-90- 4.75% |
$11K - $11.9K
|
1.8K
$230K
|
|
|
Oct 30, 2025
Q3 2025
|
Jmac Enterprises LLC
|
SELL
|
- |
-156- 0.69% |
$19.1K - $20.7K
|
22.4K
$2.85M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.43K+ 2.19% |
$175K - $190K
|
66.9K
$8.53M
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.63KNew |
$200K - $216K
|
1.63K
$208K
|
|
|
Oct 29, 2025
Q3 2025
|
Stenger Family Office, LLC
Naperville, IL |
SELL
|
- |
-61- 0.46% |
$7.48K - $8.09K
|
13.1K
$1.67M
|
|
|
Oct 29, 2025
Q3 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
89+ 2.12% |
$10.9K - $11.8K
|
4.29K
$548K
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-333- 3.8% |
$40.8K - $44.1K
|
8.44K
$1.08M
|
|