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 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
|
|
|
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
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
23+ 1.18% |
$2.82K - $3.05K
|
1.98K
$252K
|
|
|
Oct 10, 2025
Q3 2025
|
Thomasville National Bank
|
BUY
|
- |
23+ 0.42% |
$2.82K - $3.05K
|
5.45K
$695K
|
|
|
Oct 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
15+ 0.41% |
$1.84K - $1.99K
|
3.72K
$474K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
11+ 0.41% |
$1.35K - $1.46K
|
2.71K
$345K
|
|
|
Oct 27, 2025
Q3 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
11+ 0.46% |
$1.35K - $1.46K
|
2.42K
$308K
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
10New |
$1.23K - $1.33K
|
10
$1.28K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
7+ 0.35% |
$858 - $928
|
2.03K
$259K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
7New |
$858 - $928
|
7
$893
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
7+ 0.15% |
$858 - $928
|
4.63K
$591K
|
|
|
Nov 13, 2025
Q3 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
6+ 0.32% |
$735 - $795
|
1.9K
$242K
|
|
|
Nov 12, 2025
Q3 2025
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
5+ 0.15% |
$613 - $663
|
3.39K
$432K
|
|
|
Nov 07, 2025
Q3 2025
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
5+ 0.05% |
$613 - $663
|
10.8K
$1.38M
|
|
|
Oct 23, 2025
Q3 2025
|
Moneywise, Inc.
|
BUY
|
- |
5+ 0.3% |
$613 - $663
|
1.65K
$211K
|
|
|
Oct 21, 2025
Q3 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
5+ 0.3% |
$613 - $663
|
1.69K
$215K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
4+ 0.62% |
$490 - $530
|
649
$82.8K
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
3+ 0.16% |
$368 - $398
|
1.93K
$246K
|
|
|
Nov 05, 2025
Q3 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
3+ 0.13% |
$368 - $398
|
2.33K
$297K
|
|
|
Nov 14, 2025
Q3 2025
|
Ellevest, Inc.
|
BUY
|
- |
2+ 0.1% |
$245 - $265
|
2.05K
$262K
|
|
|
Nov 10, 2025
Q3 2025
|
Zhang Financial LLC
|
BUY
|
- |
2+ 0.07% |
$245 - $265
|
2.7K
$344K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 0.03% |
$245 - $265
|
6.65K
$847K
|
|
|
Nov 14, 2025
Q3 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
1+ 0.95% |
$123 - $133
|
106
$13.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
1+ 0.0% |
$123 - $133
|
59.1K
$7.54M
|
|
|
Nov 12, 2025
Q3 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
1+ 0.48% |
$123 - $133
|
211
$26.9K
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1+ 0.04% |
$123 - $133
|
2.76K
$352K
|
|
|
Nov 07, 2025
Q3 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
1+ 0.0% |
$123 - $133
|
112K
$14.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1+ 0.03% |
$123 - $133
|
3.17K
$404K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 0.25% |
$123 - $133
|
409
$52.2K
|
|
| Q2 2025 | |||||||
|
Aug 13, 2025
Q2 2025
|
Oribel Capital Management, LP
New York, NY |
BUY
|
CALL |
184KNew |
$19.1M - $22.7M
|
184K
$23.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
178K+ 12258.05% |
$18.5M - $22M
|
180K
$22.9M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
44.7K+ 8.23% |
$4.64M - $5.53M
|
588K
$74.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
19.7KNew |
$2.04M - $2.43M
|
19.7K
$2.51M
|
|
|
Jul 31, 2025
Q2 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
3.92K+ 102.27% |
$407K - $484K
|
7.74K
$987K
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
2.88KNew |
$299K - $356K
|
2.88K
$367K
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
2.75KNew |
$286K - $340K
|
2.75K
$351K
|
|
|
Sep 11, 2025
Q2 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
BUY
|
- |
2.53KNew |
$263K - $313K
|
2.53K
$323K
|
|
|
Aug 07, 2025
Q2 2025
|
Vera Bank, N.A.
|
BUY
|
- |
2.42KNew |
$251K - $299K
|
2.42K
$308K
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
2.32KNew |
$241K - $287K
|
2.32K
$296K
|
|
|
Aug 08, 2025
Q2 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
2.12KNew |
$221K - $263K
|
2.12K
$271K
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Advisory Team LLC
Bellevue, KY |
BUY
|
- |
2.06KNew |
$214K - $254K
|
2.06K
$262K
|
|
|
Aug 13, 2025
Q2 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
1.94KNew |
$202K - $240K
|
1.94K
$248K
|
|