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 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-74- 0.61% |
$9.07K - $9.81K
|
12K
$1.54M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
4.43KNew |
$542K - $587K
|
4.43K
$564K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.8KNew |
$221K - $239K
|
1.8K
$230K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
134+ 58.52% |
$16.4K - $17.8K
|
363
$46.3K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.25K+ 175.54% |
$398K - $431K
|
5.1K
$651K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-55- 0.19% |
$6.74K - $7.29K
|
28.8K
$3.67M
|
|
|
Oct 23, 2025
Q3 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
6+ 0.35% |
$735 - $795
|
1.72K
$219K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-161- 3.39% |
$19.7K - $21.3K
|
4.59K
$585K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.87KNew |
$229K - $248K
|
1.87K
$238K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
238+ 11.77% |
$29.2K - $31.6K
|
2.26K
$288K
|
|
|
Oct 23, 2025
Q3 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
282+ 0.69% |
$34.6K - $37.4K
|
41.4K
$5.28M
|
|
|
Oct 23, 2025
Q3 2025
|
Ramiah Investment Group
Brookfield, WI |
BUY
|
- |
26.8KNew |
$3.28M - $3.55M
|
26.8K
$3.42M
|
|
|
Oct 23, 2025
Q3 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-51- 0.79% |
$6.25K - $6.76K
|
6.44K
$822K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
47New |
$5.76K - $6.23K
|
47
$5.99K
|
|
|
Oct 23, 2025
Q3 2025
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-45- 0.22% |
$5.52K - $5.97K
|
20K
$2.55M
|
|
|
Oct 23, 2025
Q3 2025
|
Essex LLC
|
SELL
|
- |
-4- 0.05% |
$490 - $530
|
8.57K
$1.09M
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
53+ 1.32% |
$6.5K - $7.03K
|
4.07K
$519K
|
|
|
Oct 23, 2025
Q3 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
1.44K+ 0.99% |
$177K - $191K
|
148K
$18.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-43- 0.35% |
$5.27K - $5.7K
|
12.1K
$1.54M
|
|
|
Oct 23, 2025
Q3 2025
|
Moneywise, Inc.
|
BUY
|
- |
5+ 0.3% |
$613 - $663
|
1.65K
$211K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-45.9K- 14.88% |
$5.62M - $6.08M
|
262K
$33.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-63- 0.16% |
$7.72K - $8.35K
|
39.4K
$5.02M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
57+ 0.65% |
$6.99K - $7.56K
|
8.82K
$1.12M
|
|
|
Oct 22, 2025
Q3 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.2K- 12.28% |
$147K - $159K
|
8.57K
$1.09M
|
|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
SELL
|
- |
-11- 1.59% |
$1.35K - $1.46K
|
679
$86.6K
|
|
|
Oct 22, 2025
Q3 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
106+ 2.99% |
$13K - $14.1K
|
3.65K
$466K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
53.3K+ 5.58% |
$6.53M - $7.06M
|
1.01M
$129M
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-3.38K- 3.69% |
$414K - $448K
|
88.3K
$11.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-696- 18.87% |
$85.3K - $92.3K
|
2.99K
$382K
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-347- 0.67% |
$42.5K - $46K
|
51.3K
$6.54M
|
|
|
Oct 22, 2025
Q3 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
1.46K+ 3.52% |
$179K - $193K
|
42.9K
$5.47M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-153- 8.99% |
$18.8K - $20.3K
|
1.55K
$198K
|
|
|
Oct 22, 2025
Q3 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
43.4KNew |
$5.32M - $5.76M
|
43.4K
$5.54M
|
|
|
Oct 22, 2025
Q3 2025
|
B&L Asset Management LLC
Boston, MA |
SELL
|
- |
-64- 3.4% |
$7.84K - $8.48K
|
1.82K
$232K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-85- 1.14% |
$10.4K - $11.3K
|
7.35K
$937K
|
|
|
Oct 22, 2025
Q3 2025
|
First Merchants Corp
|
SELL
|
- |
-9.27K- 8.05% |
$1.14M - $1.23M
|
106K
$13.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
6.23K+ 2.8% |
$764K - $826K
|
229K
$29.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Absher Wealth Management, LLC
|
BUY
|
- |
280New |
$34.3K - $37.1K
|
280
$35.7K
|
|
|
Oct 22, 2025
Q3 2025
|
Anb Bank
Denver, CO |
SELL
|
- |
-1.5K- 5.42% |
$184K - $199K
|
26.1K
$3.33M
|
|
|
Oct 21, 2025
Q3 2025
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-1.5K- 3.72% |
$183K - $198K
|
38.7K
$4.94M
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-1.67K- 4.39% |
$204K - $221K
|
36.3K
$4.62M
|
|
|
Oct 21, 2025
Q3 2025
|
Hudson Capital Management LLC
|
BUY
|
- |
457+ 1.04% |
$56K - $60.6K
|
44.3K
$5.64M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.7KNew |
$453K - $490K
|
3.7K
$472K
|
|
|
Oct 21, 2025
Q3 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
288+ 2.91% |
$35.3K - $38.2K
|
10.2K
$1.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
7+ 0.43% |
$858 - $928
|
1.64K
$209K
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
3.21KNew |
$394K - $426K
|
3.21K
$409K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-877- 6.37% |
$107K - $116K
|
12.9K
$1.64M
|
|
|
Oct 21, 2025
Q3 2025
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-27- 1.49% |
$3.31K - $3.58K
|
1.79K
$228K
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-160- 1.51% |
$19.6K - $21.2K
|
10.4K
$1.33M
|
|
|
Oct 21, 2025
Q3 2025
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
590+ 25.28% |
$72.3K - $78.2K
|
2.92K
$373K
|
|