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 29, 2026
Q4 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
44.8K+ 4.45% |
$5.62M - $5.88M
|
1.05M
$134M
|
|
|
Jan 13, 2026
Q4 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
30.1K+ 769.45% |
$3.78M - $3.95M
|
34K
$4.34M
|
|
|
Jan 29, 2026
Q4 2025
|
M&T Bank Corp
|
BUY
|
- |
28.7K+ 138.69% |
$3.6M - $3.76M
|
49.3K
$6.29M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
22K+ 37.56% |
$2.76M - $2.89M
|
80.7K
$10.3M
|
|
|
Jan 20, 2026
Q4 2025
|
Cooke Wealth Management, LLC
Irvine, CA |
BUY
|
- |
20.9KNew |
$2.63M - $2.75M
|
20.9K
$2.67M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
12.4K+ 936.02% |
$1.56M - $1.63M
|
13.7K
$1.75M
|
|
|
Jan 23, 2026
Q4 2025
|
Hudson Oak Wealth Advisory LLC
Hoboken, NJ |
BUY
|
- |
12.1KNew |
$1.52M - $1.59M
|
12.1K
$1.54M
|
|
|
Jan 08, 2026
Q4 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
9.34KNew |
$1.17M - $1.22M
|
9.34K
$1.19M
|
|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
BUY
|
- |
7.68K+ 177.9% |
$963K - $1.01M
|
12K
$1.53M
|
|
|
Jan 29, 2026
Q4 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
7.52K+ 70.58% |
$944K - $986K
|
18.2K
$2.32M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
6.4K+ 102.14% |
$802K - $839K
|
12.7K
$1.61M
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
5.17K+ 394.43% |
$649K - $678K
|
6.48K
$827K
|
|
|
Jan 27, 2026
Q4 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
5.11K+ 3.45% |
$641K - $670K
|
153K
$19.5M
|
|
|
Jan 16, 2026
Q4 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
4.93K+ 8.46% |
$618K - $646K
|
63.2K
$8.06M
|
|
|
Jan 29, 2026
Q4 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
4.86K+ 18.1% |
$610K - $638K
|
31.7K
$4.05M
|
|
|
Jan 20, 2026
Q4 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
4.86KNew |
$610K - $637K
|
4.86K
$620K
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
BUY
|
- |
4.42K+ 34.68% |
$554K - $579K
|
17.1K
$2.19M
|
|
|
Jan 30, 2026
Q4 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
4K+ 25.97% |
$502K - $525K
|
19.4K
$2.48M
|
|
|
Jan 29, 2026
Q4 2025
|
Courier Capital LLC
|
BUY
|
- |
2.87K+ 1.19% |
$360K - $376K
|
244K
$31.1M
|
|
|
Jan 14, 2026
Q4 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
2.64K+ 5.64% |
$332K - $347K
|
49.5K
$6.32M
|
|
|
Jan 15, 2026
Q4 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
2.57KNew |
$323K - $337K
|
2.57K
$328K
|
|
|
Jan 26, 2026
Q4 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.39K+ 3.0% |
$300K - $313K
|
82K
$10.5M
|
|
|
Jan 23, 2026
Q4 2025
|
Valley National Advisers Inc
|
BUY
|
- |
2.32KNew |
$291K - $304K
|
2.32K
$296K
|
|
|
Jan 14, 2026
Q4 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
2.26KNew |
$284K - $297K
|
2.26K
$288K
|
|
|
Jan 27, 2026
Q4 2025
|
Breachway Investments LLC
Charlestown, RI |
BUY
|
- |
2.23KNew |
$280K - $292K
|
2.23K
$284K
|
|
|
Jan 15, 2026
Q4 2025
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
2.19K+ 74.9% |
$275K - $287K
|
5.11K
$652K
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.11K+ 15.94% |
$264K - $276K
|
15.3K
$1.96M
|
|
|
Jan 07, 2026
Q4 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
2.09KNew |
$262K - $273K
|
2.09K
$266K
|
|
|
Jan 27, 2026
Q4 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
1.89KNew |
$237K - $248K
|
1.89K
$241K
|
|
|
Jan 23, 2026
Q4 2025
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
1.71K+ 60.23% |
$215K - $224K
|
4.55K
$580K
|
|
|
Jan 28, 2026
Q4 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
1.65K+ 1.89% |
$207K - $217K
|
89K
$11.4M
|
|
|
Jan 26, 2026
Q4 2025
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
1.54KNew |
$193K - $202K
|
1.54K
$196K
|
|
|
Jan 20, 2026
Q4 2025
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
1.52K+ 3.93% |
$191K - $200K
|
40.2K
$5.13M
|
|
|
Jan 08, 2026
Q4 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
1.12K+ 2.0% |
$140K - $147K
|
57.2K
$7.29M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.06K+ 93.3% |
$133K - $139K
|
2.19K
$280K
|
|
|
Jan 28, 2026
Q4 2025
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
1.03K+ 3.26% |
$129K - $135K
|
32.6K
$4.16M
|
|
|
Jan 29, 2026
Q4 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
972+ 3.68% |
$122K - $127K
|
27.4K
$3.49M
|
|
|
Jan 14, 2026
Q4 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
912+ 3.98% |
$114K - $120K
|
23.8K
$3.04M
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
895New |
$112K - $117K
|
895
$114K
|
|
|
Jan 14, 2026
Q4 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
759+ 6.51% |
$95.2K - $99.5K
|
12.4K
$1.58M
|
|
|
Jan 21, 2026
Q4 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
751+ 96.78% |
$94.2K - $98.5K
|
1.53K
$195K
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
750+ 8.6% |
$94.1K - $98.3K
|
9.48K
$1.21M
|
|
|
Jan 27, 2026
Q4 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
721+ 1.82% |
$90.4K - $94.5K
|
40.4K
$5.15M
|
|
|
Jan 13, 2026
Q4 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
580+ 24.32% |
$72.8K - $76K
|
2.97K
$378K
|
|
|
Jan 28, 2026
Q4 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
567+ 22.58% |
$71.1K - $74.3K
|
3.08K
$392K
|
|
|
Jan 29, 2026
Q4 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
535+ 1.29% |
$67.1K - $70.1K
|
42K
$5.35M
|
|
|
Jan 21, 2026
Q4 2025
|
Hudson Capital Management LLC
|
BUY
|
- |
521+ 1.18% |
$65.4K - $68.3K
|
44.8K
$5.71M
|
|
|
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 23, 2026
Q4 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
266New |
$33.4K - $34.9K
|
266
$33.9K
|
|