Latest Institutional Purchases of Ishares S&P Midcap 400 Value E (IJJ)

IJJ Quotes by TradingView

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
Oct 13, 2023 Q3 2023
Key Bridge Compliance, LLC

Covington, KY
BUY
 -
157K
New
$15.6M - $17.6M
157K $20.1M
Nov 14, 2023 Q3 2023
Y Intercept (Hong Kong) LTD

BUY
 -
7.35K
New
$731K - $823K
7.35K $940K
Oct 12, 2023 Q3 2023
Clean Yield Group

BUY
 -
800
New
$79.6K - $89.5K
800 $102K
Oct 10, 2023 Q3 2023
Dhjj Financial Advisors, Ltd.

BUY
 -
798
New
$79.4K - $89.3K
798 $102K
Oct 12, 2023 Q3 2023
Rvw Wealth, LLC

BUY
 -
600
New
$59.7K - $67.2K
600 $76.7K
Oct 10, 2023 Q3 2023
Fny Investment Advisers, LLC

BUY
 -
600
New
$59.7K - $67.2K
600 $76.7K
Oct 10, 2023 Q3 2023
Indiana Trust & Investment Management CO

BUY
 -
600
New
$59.7K - $67.2K
600 $76.7K
Oct 23, 2023 Q3 2023
Sheets Smith Wealth Management

BUY
 -
306
New
$30.4K - $34.2K
306 $39.1K
Nov 02, 2023 Q3 2023
Capital Investment Counsel, Inc

BUY
 -
266
New
$26.5K - $29.8K
266 $34K
Nov 15, 2023 Q3 2023
Orion Capital Management LLC

BUY
 -
200
New
$19.9K - $22.4K
200 $25.6K
Nov 02, 2023 Q3 2023
Cnb Bank

Clearfield, PA
BUY
 -
61
New
$6.07K - $6.83K
61 $7.8K
Nov 01, 2023 Q3 2023
Confluence Wealth Services, Inc.

Mcmurray, PA
BUY
 -
54
+ 2.23%
$5.37K - $6.04K
2.48K $317K
Oct 24, 2023 Q3 2023
Legacy Financial Group LLC

BUY
 -
50
New
$4.97K - $5.6K
50 $6.39K
Nov 14, 2023 Q3 2023
Pin Oak Investment Advisors Inc

Houston, TX
BUY
 -
42
New
$4.18K - $4.7K
42 $5.37K
Oct 17, 2023 Q3 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
4
New
$398 - $448
4 $511
Q2 2023
Jul 11, 2023 Q2 2023
Maltin Wealth Management, Inc.

BUY
 -
92.1K
New
$9M - $9.86M
92.1K $11.8M
Aug 02, 2023 Q2 2023
Beaumont Asset Management, L.L.C.

BUY
 -
14.8K
New
$1.45M - $1.59M
14.8K $1.9M
Aug 14, 2023 Q2 2023
Prostatis Group LLC

Hanover, MD
BUY
 -
13.1K
New
$1.28M - $1.41M
13.1K $1.68M
Nov 13, 2023 Q2 2023
Townsquare Capital LLC

BUY
 -
11.3K
+ 279.71%
$1.1M - $1.21M
15.3K $1.96M
Aug 10, 2023 Q2 2023
Ground Swell Capital, LLC

Folly Beach, SC
BUY
 -
6.81K
New
$665K - $729K
6.81K $870K
Aug 02, 2023 Q2 2023
Nemes Rush Group LLC

Novi, MI
BUY
 -
6.77K
New
$661K - $725K
6.77K $865K
Jul 28, 2023 Q2 2023
Alaska Permanent Capital Management

BUY
 -
5.13K
New
$501K - $549K
5.13K $656K
Jul 31, 2023 Q2 2023
Ten Capital Wealth Advisors, LLC

Spokane, WA
BUY
 -
3.68K
+ 548.29%
$360K - $394K
4.35K $556K
Jul 26, 2023 Q2 2023
Petra Financial Advisors Inc

Colorado Srpings, CO
BUY
 -
2.15K
New
$210K - $230K
2.15K $275K
Jul 18, 2023 Q2 2023
Wealthcare Capital Management LLC

Richmond, VA
BUY
 -
2.14K
New
$209K - $229K
2.14K $274K
Jul 26, 2023 Q2 2023
Relaxing Retirement Coach

BUY
 -
1.94K
New
$190K - $208K
1.94K $248K
Aug 10, 2023 Q2 2023
Davis R M Inc

Portland, ME
BUY
 -
1.92K
New
$188K - $206K
1.92K $246K
Jul 31, 2023 Q2 2023
Klaas Financial Asset Advisors, LLC

Loves Park, IL
BUY
 -
1.87K
New
$183K - $200K
1.87K $239K
Aug 16, 2023 Q2 2023
Pca Investment Advisory Services Inc.

Cincinnati, OH
BUY
 -
843
New
$82.4K - $90.3K
843 $108K
Aug 14, 2023 Q2 2023
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
609
New
$59.5K - $65.2K
609 $77.9K
Aug 14, 2023 Q2 2023
Chilton Capital Management LLC

Houston, TX
BUY
 -
300
New
$29.3K - $32.1K
300 $38.4K
Aug 14, 2023 Q2 2023
Hwg Holdings LP

Houston, TX
BUY
 -
198
New
$19.4K - $21.2K
198 $25.3K
Aug 09, 2023 Q2 2023
Kalos Management, Inc.

Alpharetta, GA
BUY
 -
194
+ 1.45%
$19K - $20.8K
13.5K $1.73M
Oct 23, 2023 Q2 2023
Slocum, Gordon & CO LLP

Newport, RI
BUY
 -
172
New
$16.8K - $18.4K
172 $22K
Aug 03, 2023 Q2 2023
Northwest Capital Management Inc

BUY
 -
154
New
$15.1K - $16.5K
154 $19.7K
Aug 14, 2023 Q2 2023
Sittner & Nelson, LLC

Eugene, OR
BUY
 -
139
New
$13.6K - $14.9K
139 $17.8K
Jul 31, 2023 Q2 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
101
+ 7.76%
$9.87K - $10.8K
1.4K $179K
Aug 07, 2023 Q2 2023
Safeguard Financial, LLC

BUY
 -
76
New
$7.43K - $8.14K
76 $9.72K
Aug 11, 2023 Q2 2023
Lansing Street Advisors

BUY
 -
41
+ 0.33%
$4.01K - $4.39K
12.4K $1.58M
Aug 08, 2023 Q2 2023
Financial Gravity Asset Management, Inc.

BUY
 -
34
New
$3.32K - $3.64K
34 $4.35K
Jul 31, 2023 Q2 2023
Tiaa, Fsb

St. Louis, MO
BUY
 -
27
+ 0.3%
$2.64K - $2.89K
8.95K $1.14M
Jul 27, 2023 Q2 2023
Horan Securities, Inc.

BUY
 -
26
New
$2.54K - $2.79K
26 $3.32K
Jul 21, 2023 Q2 2023
Goldstein Advisors, LLC

Madison, WI
BUY
 -
25
+ 0.74%
$2.44K - $2.68K
3.42K $437K
Aug 10, 2023 Q2 2023
Truvestments Capital LLC

Sarasota, FL
BUY
 -
20
New
$1.95K - $2.14K
20 $2.56K
Aug 01, 2023 Q2 2023
Kistler Tiffany Companies, LLC

Berwyn, PA
BUY
 -
3
+ 0.45%
$293 - $321
667 $85.3K
Jul 26, 2023 Q2 2023
Hbc Financial Services, Pllc

BUY
 -
2
New
$195 - $214
2 $256
Q1 2023
May 09, 2023 Q1 2023
Bank Of New York Mellon Corp

New York, NY
BUY
 -
875K
New
$85M - $102M
875K $112M
May 15, 2023 Q1 2023
Becker Capital Management Inc

BUY
 -
48.8K
New
$4.75M - $5.67M
48.8K $6.24M
May 12, 2023 Q1 2023
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
18K
New
$1.75M - $2.09M
18K $2.3M

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