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 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
59+ 0.4% |
$7.19K - $8K
|
15K
$1.91M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
57+ 2.58% |
$6.95K - $7.72K
|
2.27K
$290K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
48New |
$5.85K - $6.5K
|
48
$6.14K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
46+ 7.38% |
$5.61K - $6.23K
|
669
$85.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
44New |
$5.36K - $5.96K
|
44
$5.63K
|
|
|
Jan 22, 2025
Q4 2024
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
43+ 2.49% |
$5.24K - $5.83K
|
1.77K
$227K
|
|
|
Feb 11, 2025
Q4 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
42+ 0.51% |
$5.12K - $5.69K
|
8.2K
$1.05M
|
|
|
Feb 06, 2025
Q4 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
42+ 0.17% |
$5.12K - $5.69K
|
24.1K
$3.09M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
42+ 1.59% |
$5.12K - $5.69K
|
2.69K
$343K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
41+ 3.33% |
$5K - $5.56K
|
1.27K
$162K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
37+ 0.63% |
$4.51K - $5.01K
|
5.87K
$750K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
34New |
$4.14K - $4.61K
|
34
$4.35K
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
32+ 0.05% |
$3.9K - $4.34K
|
60.6K
$7.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
28+ 0.29% |
$3.41K - $3.79K
|
9.77K
$1.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
28+ 0.38% |
$3.41K - $3.79K
|
7.49K
$958K
|
|
|
Feb 12, 2025
Q4 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
28+ 0.51% |
$3.41K - $3.79K
|
5.5K
$704K
|
|
|
Feb 04, 2025
Q4 2024
|
Sierra Capital LLC
|
BUY
|
- |
24+ 0.07% |
$2.93K - $3.25K
|
35.5K
$4.54M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
22+ 0.16% |
$2.68K - $2.98K
|
13.5K
$1.72M
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
20+ 0.32% |
$2.44K - $2.71K
|
6.31K
$806K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
20+ 0.13% |
$2.44K - $2.71K
|
15.1K
$1.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
19+ 0.41% |
$2.32K - $2.57K
|
4.68K
$598K
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
19+ 0.52% |
$2.32K - $2.57K
|
3.67K
$470K
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
19+ 0.55% |
$2.32K - $2.57K
|
3.5K
$448K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
17+ 0.74% |
$2.07K - $2.3K
|
2.32K
$296K
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
13+ 0.51% |
$1.58K - $1.76K
|
2.57K
$329K
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
13+ 0.18% |
$1.58K - $1.76K
|
7.14K
$913K
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
11+ 0.5% |
$1.34K - $1.49K
|
2.23K
$285K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
10+ 0.22% |
$1.22K - $1.36K
|
4.55K
$581K
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
10+ 0.38% |
$1.22K - $1.36K
|
2.67K
$341K
|
|
|
Jan 15, 2025
Q4 2024
|
Holland Advisory Services, Inc.
|
BUY
|
- |
9+ 0.5% |
$1.1K - $1.22K
|
1.79K
$229K
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
9+ 0.49% |
$1.1K - $1.22K
|
1.85K
$236K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
9+ 0.2% |
$1.1K - $1.22K
|
4.42K
$566K
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
7+ 0.21% |
$853 - $949
|
3.41K
$436K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
7+ 0.39% |
$853 - $949
|
1.81K
$231K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
7+ 0.5% |
$853 - $949
|
1.41K
$181K
|
|
|
Jan 27, 2025
Q4 2024
|
Moneywise, Inc.
|
BUY
|
- |
6+ 0.37% |
$731 - $813
|
1.64K
$210K
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
6+ 0.02% |
$731 - $813
|
34.7K
$4.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Square, LLC
|
BUY
|
- |
5+ 0.17% |
$609 - $678
|
2.97K
$380K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
5+ 0.19% |
$609 - $678
|
2.66K
$340K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
5+ 0.49% |
$609 - $678
|
1.04K
$132K
|
|
|
Feb 13, 2025
Q4 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
2+ 0.11% |
$244 - $271
|
1.76K
$225K
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
2+ 0.06% |
$244 - $271
|
3.16K
$405K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
2+ 0.07% |
$244 - $271
|
2.69K
$344K
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
2+ 0.4% |
$244 - $271
|
500
$63.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1+ 0.55% |
$122 - $136
|
183
$23.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1+ 0.01% |
$122 - $136
|
15.9K
$2.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1+ 0.04% |
$122 - $136
|
2.76K
$353K
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1+ 0.03% |
$122 - $136
|
3.18K
$406K
|
|
|
Feb 11, 2025
Q4 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
1+ 0.01% |
$122 - $136
|
7.96K
$1.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.06% |
$122 - $136
|
1.79K
$229K
|