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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
9.34KNew |
$1.17M - $1.22M
|
9.34K
$1.19M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
6.4K+ 102.14% |
$802K - $839K
|
12.7K
$1.61M
|
|
|
Jan 07, 2026
Q4 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
2.09KNew |
$262K - $273K
|
2.09K
$266K
|
|
|
Jan 08, 2026
Q4 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
1.12K+ 2.0% |
$140K - $147K
|
57.2K
$7.29M
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
750+ 8.6% |
$94.1K - $98.3K
|
9.48K
$1.21M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
442+ 0.42% |
$55.4K - $57.9K
|
104K
$13.3M
|
|
|
Jan 09, 2026
Q4 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
350+ 5.48% |
$43.9K - $45.9K
|
6.73K
$859K
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
133+ 0.82% |
$16.7K - $17.4K
|
16.4K
$2.09M
|
|
|
Jan 09, 2026
Q4 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
13+ 0.49% |
$1.63K - $1.7K
|
2.68K
$342K
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
13+ 0.08% |
$1.63K - $1.7K
|
16.5K
$2.1M
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
3New |
$376 - $393
|
3
$383
|
|
|
Jan 05, 2026
Q4 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
2+ 0.39% |
$251 - $262
|
509
$64.9K
|
|
| Q3 2025 | |||||||
|
Oct 20, 2025
Q3 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
251KNew |
$30.8M - $33.3M
|
251K
$32M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
210K+ 4526.59% |
$25.8M - $27.9M
|
215K
$27.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
132KNew |
$16.1M - $17.4M
|
132K
$16.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
111K+ 5.41% |
$13.6M - $14.7M
|
2.15M
$275M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
80.2K+ 4.25% |
$9.83M - $10.6M
|
1.97M
$251M
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
78KNew |
$9.56M - $10.3M
|
78K
$9.94M
|
|
|
Nov 06, 2025
Q3 2025
|
Leeward Investments, LLC Ma
|
BUY
|
- |
54.2KNew |
$6.64M - $7.18M
|
54.2K
$6.91M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
53.3K+ 5.58% |
$6.53M - $7.06M
|
1.01M
$129M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
49.2K+ 170.16% |
$6.03M - $6.52M
|
78.1K
$9.95M
|
|
|
Oct 22, 2025
Q3 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
43.4KNew |
$5.32M - $5.76M
|
43.4K
$5.54M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
41.1K+ 579.31% |
$5.04M - $5.45M
|
48.2K
$6.15M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
37.4K+ 291.03% |
$4.58M - $4.95M
|
50.2K
$6.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
34.7K+ 15.8% |
$4.25M - $4.6M
|
254K
$32.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
34.4K+ 1722.61% |
$4.21M - $4.56M
|
36.4K
$4.64M
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
32.2K+ 44.94% |
$3.94M - $4.26M
|
104K
$13.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
31.7KNew |
$3.88M - $4.2M
|
31.7K
$4.04M
|
|
|
Oct 23, 2025
Q3 2025
|
Ramiah Investment Group
Brookfield, WI |
BUY
|
- |
26.8KNew |
$3.28M - $3.55M
|
26.8K
$3.42M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
18.8K+ 1.45% |
$2.3M - $2.49M
|
1.32M
$168M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
18K+ 2.12% |
$2.21M - $2.39M
|
867K
$111M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
17.7K+ 4.46% |
$2.17M - $2.35M
|
416K
$53M
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
15.7KNew |
$1.93M - $2.09M
|
15.7K
$2.01M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15.2K+ 18.79% |
$1.86M - $2.01M
|
95.9K
$12.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
13.4K+ 4.01% |
$1.65M - $1.78M
|
348K
$44.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Berman Mc Aleer LLC
Timonium, MD |
BUY
|
- |
13KNew |
$1.6M - $1.73M
|
13K
$1.66M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
12.5K+ 129.79% |
$1.53M - $1.66M
|
22.1K
$2.82M
|
|
|
Nov 14, 2025
Q3 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
7.62K+ 131.34% |
$934K - $1.01M
|
13.4K
$1.71M
|
|
|
Nov 14, 2025
Q3 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
7.25K+ 207.55% |
$889K - $962K
|
10.7K
$1.37M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
6.23K+ 2.8% |
$764K - $826K
|
229K
$29.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5.99K+ 13.94% |
$734K - $794K
|
49K
$6.24M
|
|
|
Oct 15, 2025
Q3 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
5.85K+ 45.72% |
$717K - $775K
|
18.6K
$2.38M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
5.74KNew |
$704K - $761K
|
5.74K
$732K
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.66K+ 3.73% |
$693K - $750K
|
157K
$20.1M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
5.45K+ 115.97% |
$668K - $722K
|
10.1K
$1.29M
|
|
|
Nov 04, 2025
Q3 2025
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
5.35KNew |
$655K - $709K
|
5.35K
$682K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
CALL |
4.7KNew |
$576K - $623K
|
4.7K
$599K
|
|
|
Oct 28, 2025
Q3 2025
|
Sol Capital Management CO
|
BUY
|
- |
4.67K+ 10.1% |
$573K - $619K
|
51K
$6.5M
|
|
|
Nov 12, 2025
Q3 2025
|
American Wealth Advisors, LLC
Johns Creek, GA |
BUY
|
- |
4.6KNew |
$564K - $610K
|
4.6K
$587K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
4.43KNew |
$542K - $587K
|
4.43K
$564K
|
|