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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-920- 3.17% |
$113K - $122K
|
28.1K
$3.58M
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
BUY
|
- |
1.84K+ 0.77% |
$225K - $244K
|
241K
$30.7M
|
|
|
Oct 29, 2025
Q3 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-2.05K- 6.14% |
$251K - $271K
|
31.3K
$3.99M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.42K- 3.18% |
$419K - $453K
|
104K
$13.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-142- 1.04% |
$17.4K - $18.8K
|
13.5K
$1.72M
|
|
|
Oct 29, 2025
Q3 2025
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
24+ 0.76% |
$2.94K - $3.18K
|
3.2K
$408K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
305+ 12.68% |
$37.4K - $40.4K
|
2.71K
$346K
|
|
|
Oct 29, 2025
Q3 2025
|
Bank Of Stockton
|
SELL
|
- |
-501- 5.95% |
$61.4K - $66.4K
|
7.91K
$1.01M
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-59- 2.99% |
$7.23K - $7.82K
|
1.92K
$244K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
18+ 0.15% |
$2.21K - $2.39K
|
12.1K
$1.54M
|
|
|
Oct 28, 2025
Q3 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
502+ 1.03% |
$61.5K - $66.6K
|
49.1K
$6.26M
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-11.6K- 3.63% |
$1.43M - $1.54M
|
309K
$39.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-604- 10.86% |
$74K - $80.1K
|
4.96K
$632K
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-829- 2.31% |
$102K - $110K
|
35.1K
$4.48M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
1.34K+ 3.56% |
$164K - $178K
|
39K
$4.98M
|
|
|
Oct 28, 2025
Q3 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-4.28K- 55.39% |
$525K - $567K
|
3.45K
$440K
|
|
|
Oct 28, 2025
Q3 2025
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-258- 6.79% |
$31.6K - $34.2K
|
3.54K
$452K
|
|
|
Oct 28, 2025
Q3 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-1- 0.06% |
$123 - $133
|
1.69K
$215K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
580+ 0.73% |
$71.1K - $76.9K
|
79.6K
$10.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-231- 4.73% |
$28.3K - $30.6K
|
4.65K
$593K
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-13- 0.03% |
$1.59K - $1.72K
|
44K
$5.61M
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
90+ 1.79% |
$11K - $11.9K
|
5.13K
$654K
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
3.62K+ 160.11% |
$444K - $480K
|
5.88K
$750K
|
|
|
Oct 28, 2025
Q3 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-135- 3.73% |
$16.5K - $17.9K
|
3.48K
$444K
|
|
|
Oct 28, 2025
Q3 2025
|
Sol Capital Management CO
|
BUY
|
- |
4.67K+ 10.1% |
$573K - $619K
|
51K
$6.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
31.7KNew |
$3.88M - $4.2M
|
31.7K
$4.04M
|
|
|
Oct 28, 2025
Q3 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-403- 1.44% |
$49.4K - $53.4K
|
27.6K
$3.52M
|
|
|
Oct 27, 2025
Q3 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
349+ 2.96% |
$42.8K - $46.3K
|
12.1K
$1.55M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.49K+ 6.12% |
$306K - $331K
|
43.3K
$5.52M
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-603- 8.78% |
$73.9K - $79.9K
|
6.26K
$798K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
401New |
$49.2K - $53.2K
|
401
$51.1K
|
|
|
Oct 27, 2025
Q3 2025
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-662- 4.01% |
$81.1K - $87.8K
|
15.9K
$2.02M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-249- 1.34% |
$30.5K - $33K
|
18.3K
$2.34M
|
|
|
Oct 27, 2025
Q3 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
70+ 3.72% |
$8.58K - $9.28K
|
1.95K
$249K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-214- 1.54% |
$26.2K - $28.4K
|
13.7K
$1.74M
|
|
|
Oct 27, 2025
Q3 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
90+ 3.38% |
$11K - $11.9K
|
2.75K
$351K
|
|
|
Oct 27, 2025
Q3 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
11+ 0.46% |
$1.35K - $1.46K
|
2.42K
$308K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9+ 0.08% |
$1.1K - $1.19K
|
10.7K
$1.36M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
131+ 6.19% |
$16.1K - $17.4K
|
2.25K
$287K
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-19- 38.78% |
$2.33K - $2.52K
|
30
$3.83K
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
106New |
$13K - $14.1K
|
106
$13.5K
|
|
|
Oct 24, 2025
Q3 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-686- 2.71% |
$84.1K - $90.9K
|
24.6K
$3.14M
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-127- 1.07% |
$15.6K - $16.8K
|
11.7K
$1.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.64K- 3.2% |
$201K - $218K
|
49.7K
$6.34M
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
3.81K+ 32.88% |
$467K - $505K
|
15.4K
$1.97M
|
|
|
Oct 24, 2025
Q3 2025
|
Washington Trust Bank
|
SELL
|
- |
-262- 7.93% |
$32.1K - $34.7K
|
3.04K
$388K
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
SELL
|
- |
-189- 4.54% |
$23.2K - $25.1K
|
3.98K
$507K
|
|
|
Oct 24, 2025
Q3 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
109+ 5.68% |
$13.4K - $14.5K
|
2.03K
$259K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
27+ 0.32% |
$3.31K - $3.58K
|
8.53K
$1.09M
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.44K- 9.26% |
$177K - $191K
|
14.1K
$1.8M
|
|