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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
264+ 4.69% |
$32.4K - $35K
|
5.9K
$752K
|
|
|
Nov 13, 2025
Q3 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
264+ 10.56% |
$32.4K - $35K
|
2.76K
$352K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
257+ 4.54% |
$31.5K - $34.1K
|
5.92K
$755K
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
253+ 3.02% |
$31K - $33.5K
|
8.63K
$1.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
238+ 11.77% |
$29.2K - $31.6K
|
2.26K
$288K
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
230+ 1.98% |
$28.2K - $30.5K
|
11.9K
$1.51M
|
|
|
Nov 14, 2025
Q3 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
221+ 5.16% |
$27.1K - $29.3K
|
4.5K
$574K
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
217New |
$26.6K - $28.8K
|
217
$27.7K
|
|
|
Nov 05, 2025
Q3 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
208+ 1.53% |
$25.5K - $27.6K
|
13.8K
$1.76M
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
200+ 11.9% |
$24.5K - $26.5K
|
1.88K
$240K
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
194+ 776.0% |
$23.8K - $25.7K
|
219
$27.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
163+ 7.95% |
$20K - $21.6K
|
2.21K
$282K
|
|
|
Nov 14, 2025
Q3 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
161+ 0.81% |
$19.7K - $21.3K
|
20.1K
$2.57M
|
|
|
Nov 03, 2025
Q3 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
159+ 2.14% |
$19.5K - $21.1K
|
7.6K
$970K
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
155+ 1.73% |
$19K - $20.5K
|
9.13K
$1.16M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
148+ 0.75% |
$18.1K - $19.6K
|
19.9K
$2.53M
|
|
|
Nov 07, 2025
Q3 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
140+ 6.34% |
$17.2K - $18.6K
|
2.35K
$299K
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
140+ 5.13% |
$17.2K - $18.6K
|
2.87K
$366K
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
137+ 33.5% |
$16.8K - $18.2K
|
546
$69.6K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
134+ 58.52% |
$16.4K - $17.8K
|
363
$46.3K
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
131+ 6.19% |
$16.1K - $17.4K
|
2.25K
$287K
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
121+ 281.4% |
$14.8K - $16K
|
164
$20.9K
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
116+ 1.52% |
$14.2K - $15.4K
|
7.77K
$990K
|
|
|
Oct 24, 2025
Q3 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
109+ 5.68% |
$13.4K - $14.5K
|
2.03K
$259K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
106+ 1.47% |
$13K - $14.1K
|
7.34K
$936K
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
106New |
$13K - $14.1K
|
106
$13.5K
|
|
|
Oct 22, 2025
Q3 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
106+ 2.99% |
$13K - $14.1K
|
3.65K
$466K
|
|
|
Oct 27, 2025
Q3 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
90+ 3.38% |
$11K - $11.9K
|
2.75K
$351K
|
|
|
Oct 29, 2025
Q3 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
89+ 2.12% |
$10.9K - $11.8K
|
4.29K
$548K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
78+ 2.22% |
$9.56K - $10.3K
|
3.59K
$458K
|
|
|
Nov 07, 2025
Q3 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
73New |
$8.95K - $9.68K
|
73
$9.31K
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
70+ 2.09% |
$8.58K - $9.28K
|
3.42K
$436K
|
|
|
Nov 12, 2025
Q3 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
66+ 1.28% |
$8.09K - $8.75K
|
5.21K
$664K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
66+ 1.18% |
$8.09K - $8.75K
|
5.66K
$722K
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
64New |
$7.84K - $8.48K
|
64
$8.16K
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
59New |
$7.23K - $7.82K
|
59
$7.52K
|
|
|
Nov 13, 2025
Q3 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
50+ 0.26% |
$6.13K - $6.63K
|
19K
$2.42M
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
49New |
$6.01K - $6.5K
|
49
$6.25K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
47New |
$5.76K - $6.23K
|
47
$5.99K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
45+ 0.01% |
$5.52K - $5.97K
|
429K
$54.7M
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
44+ 13.02% |
$5.39K - $5.83K
|
382
$48.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
37+ 0.37% |
$4.54K - $4.91K
|
9.98K
$1.27M
|
|
|
Nov 05, 2025
Q3 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
36+ 0.44% |
$4.41K - $4.77K
|
8.3K
$1.06M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
34New |
$4.17K - $4.51K
|
34
$4.34K
|
|
|
Nov 12, 2025
Q3 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
30+ 0.17% |
$3.68K - $3.98K
|
17.8K
$2.26M
|
|
|
Oct 17, 2025
Q3 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
28+ 0.15% |
$3.43K - $3.71K
|
18.3K
$2.34M
|
|
|
Nov 13, 2025
Q3 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
27+ 0.36% |
$3.31K - $3.58K
|
7.55K
$962K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
27+ 0.32% |
$3.31K - $3.58K
|
8.53K
$1.09M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
25+ 0.48% |
$3.06K - $3.31K
|
5.23K
$667K
|
|
|
Nov 17, 2025
Q3 2025
|
Hancock Whitney Corp
|
BUY
|
- |
24+ 0.59% |
$2.94K - $3.18K
|
4.06K
$518K
|
|