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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2025
Q3 2025
|
Hixon Zuercher, LLC
|
BUY
|
- |
1.6KNew |
$196K - $212K
|
1.6K
$204K
|
|
|
Nov 14, 2025
Q3 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
1.6KNew |
$196K - $212K
|
1.6K
$204K
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.57KNew |
$192K - $208K
|
1.57K
$200K
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.57KNew |
$192K - $208K
|
1.57K
$200K
|
|
|
Nov 13, 2025
Q3 2025
|
Private Management Group Inc
|
BUY
|
- |
1.55KNew |
$189K - $205K
|
1.55K
$197K
|
|
|
Nov 12, 2025
Q3 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.52K+ 6.4% |
$186K - $202K
|
25.3K
$3.22M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.52K+ 18.81% |
$186K - $201K
|
9.57K
$1.22M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.43K+ 2.19% |
$175K - $190K
|
66.9K
$8.53M
|
|
|
Nov 07, 2025
Q3 2025
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
1.38K+ 65.25% |
$169K - $183K
|
3.49K
$445K
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
1.34K+ 3.56% |
$164K - $178K
|
39K
$4.98M
|
|
|
Nov 06, 2025
Q3 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
1.32K+ 32.33% |
$162K - $175K
|
5.4K
$688K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.31K+ 0.21% |
$160K - $173K
|
628K
$80M
|
|
|
Nov 14, 2025
Q3 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
1.3KNew |
$159K - $172K
|
1.3K
$165K
|
|
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.23K+ 4.81% |
$151K - $164K
|
26.9K
$3.43M
|
|
|
Nov 06, 2025
Q3 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
1.15K+ 6.44% |
$141K - $152K
|
19K
$2.42M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.02K+ 0.48% |
$125K - $136K
|
216K
$27.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.02K+ 13.33% |
$125K - $135K
|
8.65K
$1.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
1.01K+ 22.34% |
$123K - $133K
|
5.51K
$702K
|
|
|
Oct 31, 2025
Q3 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
1.01K+ 29.76% |
$123K - $133K
|
4.39K
$559K
|
|
|
Nov 10, 2025
Q3 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
996+ 2.92% |
$122K - $132K
|
35.1K
$4.47M
|
|
|
Nov 14, 2025
Q3 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
993+ 7.57% |
$122K - $132K
|
14.1K
$1.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
837+ 36.38% |
$103K - $111K
|
3.14K
$400K
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
789+ 2.35% |
$96.7K - $105K
|
34.3K
$4.38M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
785+ 6.2% |
$96.2K - $104K
|
13.5K
$1.72M
|
|
|
Nov 12, 2025
Q3 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
745+ 11.51% |
$91.3K - $98.8K
|
7.22K
$920K
|
|
|
Nov 14, 2025
Q3 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
712+ 0.71% |
$87.3K - $94.4K
|
101K
$12.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
700+ 673.08% |
$85.8K - $92.8K
|
804
$103K
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
697New |
$85.4K - $92.4K
|
697
$88.9K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
696+ 4.63% |
$85.3K - $92.3K
|
15.7K
$2.01M
|
|
|
Nov 12, 2025
Q3 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
666+ 2.3% |
$81.6K - $88.3K
|
29.7K
$3.78M
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
644+ 1.77% |
$78.9K - $85.4K
|
37K
$4.72M
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
625New |
$76.6K - $82.9K
|
625
$79.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
606+ 21.11% |
$74.3K - $80.3K
|
3.48K
$443K
|
|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
567New |
$69.5K - $75.2K
|
567
$72.3K
|
|
|
Nov 05, 2025
Q3 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
521+ 1.62% |
$63.9K - $69.1K
|
32.6K
$4.16M
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
476+ 0.69% |
$58.3K - $63.1K
|
69.8K
$8.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Rice Partnership, LLC
|
BUY
|
- |
429+ 113.49% |
$52.6K - $56.9K
|
807
$103K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
426New |
$52.2K - $56.5K
|
426
$54.3K
|
|
|
Nov 06, 2025
Q3 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
403+ 2.16% |
$49.4K - $53.4K
|
19.1K
$2.43M
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
401New |
$49.2K - $53.2K
|
401
$51.1K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
390+ 2.25% |
$47.8K - $51.7K
|
17.7K
$2.26M
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
388+ 19.46% |
$47.6K - $51.4K
|
2.38K
$304K
|
|
|
Nov 05, 2025
Q3 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
375+ 2.05% |
$46K - $49.7K
|
18.7K
$2.38M
|
|
|
Nov 13, 2025
Q3 2025
|
Empowered Funds, LLC
|
BUY
|
- |
371+ 12.72% |
$45.5K - $49.2K
|
3.29K
$419K
|
|
|
Nov 14, 2025
Q3 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
350+ 28.46% |
$42.9K - $46.4K
|
1.58K
$201K
|
|
|
Nov 12, 2025
Q3 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
320+ 7.42% |
$39.2K - $42.4K
|
4.63K
$590K
|
|
|
Nov 12, 2025
Q3 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
306New |
$37.5K - $40.6K
|
306
$39K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
305+ 12.68% |
$37.4K - $40.4K
|
2.71K
$346K
|
|
|
Nov 14, 2025
Q3 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
300+ 15.0% |
$36.8K - $39.8K
|
2.3K
$293K
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
288New |
$35.3K - $38.2K
|
288
$36.7K
|
|