Latest Institutional Purchases of Ishares S&P Midcap 400 Value E (IJJ)
This list provides information on the latest institutional transactions involving Ishares S&P Midcap 400 Value E (IJJ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
854KNew |
$104M - $116M
|
854K
$108M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
543KNew |
$66.2M - $73.6M
|
543K
$68.7M
|
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
62.6KNew |
$7.63M - $8.48M
|
62.6K
$7.92M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
55.7K+ 19.52% |
$6.78M - $7.54M
|
341K
$43.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
52.5KNew |
$6.4M - $7.11M
|
52.5K
$6.64M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
48.7K+ 8.04% |
$5.93M - $6.6M
|
654K
$82.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
48.1K+ 3.54% |
$5.87M - $6.52M
|
1.41M
$178M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
44.2KNew |
$5.39M - $5.99M
|
44.2K
$5.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
37.2KNew |
$4.53M - $5.04M
|
37.2K
$4.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
34K+ 542.65% |
$4.15M - $4.61M
|
40.3K
$5.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
34K+ 8.69% |
$4.15M - $4.61M
|
425K
$53.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
33.5KNew |
$4.08M - $4.54M
|
33.5K
$4.24M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
27K+ 7.42% |
$3.29M - $3.66M
|
390K
$49.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
23.1K+ 1205.05% |
$2.82M - $3.13M
|
25K
$3.17M
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
22.6K+ 26.33% |
$2.76M - $3.07M
|
109K
$13.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
19.9K+ 14.58% |
$2.42M - $2.69M
|
156K
$19.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
18.8KNew |
$2.3M - $2.55M
|
18.8K
$2.38M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
16.2K+ 47.94% |
$1.97M - $2.19M
|
50K
$6.32M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
15.9K+ 113.76% |
$1.94M - $2.15M
|
29.9K
$3.78M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
15.7K+ 1.78% |
$1.92M - $2.13M
|
898K
$114M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
14.8KNew |
$1.81M - $2.01M
|
14.8K
$1.87M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
14.2K+ 573.57% |
$1.73M - $1.92M
|
16.7K
$2.11M
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
13.8KNew |
$1.68M - $1.87M
|
13.8K
$1.74M
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
13.7KNew |
$1.67M - $1.85M
|
13.7K
$1.73M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
12.9K+ 49.52% |
$1.57M - $1.75M
|
39K
$4.93M
|
|
|
Feb 05, 2025
Q4 2024
|
Anchor Capital Advisors LLC
|
BUY
|
- |
12.4K+ 512.77% |
$1.51M - $1.68M
|
14.8K
$1.88M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
12KNew |
$1.46M - $1.62M
|
12K
$1.52M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
10.4KNew |
$1.27M - $1.41M
|
10.4K
$1.32M
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9.34KNew |
$1.14M - $1.27M
|
9.34K
$1.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
9.15K+ 106.18% |
$1.11M - $1.24M
|
17.8K
$2.25M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
7.76KNew |
$946K - $1.05M
|
7.76K
$982K
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
7.63K+ 103.95% |
$930K - $1.03M
|
15K
$1.89M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
6.89KNew |
$840K - $934K
|
6.89K
$872K
|
|
|
Feb 07, 2025
Q4 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
6.74K+ 19.28% |
$822K - $913K
|
41.7K
$5.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
5.88KNew |
$717K - $797K
|
5.88K
$744K
|
|
|
Feb 11, 2025
Q4 2024
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
5.8KNew |
$707K - $786K
|
5.8K
$734K
|
|
|
Feb 03, 2025
Q4 2024
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
5.55KNew |
$676K - $752K
|
5.55K
$702K
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
5.49K+ 21.79% |
$670K - $745K
|
30.7K
$3.89M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
5.27K+ 4.64% |
$642K - $714K
|
119K
$15M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
5.07K+ 12.42% |
$618K - $687K
|
45.9K
$5.81M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.04K+ 3.83% |
$614K - $682K
|
137K
$17.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.92KNew |
$600K - $667K
|
4.92K
$623K
|
|
|
Feb 10, 2025
Q4 2024
|
Integras Partners LLC
Alpharetta, GA |
BUY
|
- |
4.89KNew |
$596K - $663K
|
4.89K
$619K
|
|
|
Feb 11, 2025
Q4 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
4.69K+ 50.73% |
$572K - $635K
|
13.9K
$1.76M
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
4.33KNew |
$527K - $586K
|
4.33K
$547K
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
4.21KNew |
$513K - $570K
|
4.21K
$532K
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
4.13K+ 108.32% |
$503K - $559K
|
7.93K
$1M
|
|
|
Feb 07, 2025
Q4 2024
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
4KNew |
$488K - $542K
|
4K
$506K
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
3.85KNew |
$469K - $522K
|
3.85K
$487K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
3.79K+ 29.78% |
$462K - $513K
|
16.5K
$2.09M
|