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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
32.8KNew |
$3.85M - $4.3M
|
32.8K
$4.18M
|
|
|
May 14, 2025
Q1 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
29.4K+ 1465.67% |
$3.45M - $3.85M
|
31.4K
$4.01M
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
14.7KNew |
$1.72M - $1.92M
|
14.7K
$1.87M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
12.1KNew |
$1.42M - $1.59M
|
12.1K
$1.54M
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
11KNew |
$1.29M - $1.44M
|
11K
$1.4M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
9.36KNew |
$1.1M - $1.23M
|
9.36K
$1.19M
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
8.98KNew |
$1.05M - $1.18M
|
8.98K
$1.14M
|
|
|
May 02, 2025
Q1 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
8.83KNew |
$1.04M - $1.16M
|
8.83K
$1.13M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
7.84KNew |
$920K - $1.03M
|
7.84K
$999K
|
|
|
Apr 29, 2025
Q1 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
5.3KNew |
$622K - $694K
|
5.3K
$676K
|
|
|
May 14, 2025
Q1 2025
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
3.09K+ 63.67% |
$363K - $405K
|
7.95K
$1.01M
|
|
|
May 07, 2025
Q1 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
2.78KNew |
$326K - $364K
|
2.78K
$354K
|
|
|
May 12, 2025
Q1 2025
|
Nuance Investments, LLC
Kansas City, MO |
BUY
|
- |
2.51K+ 91.85% |
$295K - $329K
|
5.25K
$669K
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2.38KNew |
$279K - $311K
|
2.38K
$303K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.23KNew |
$262K - $292K
|
2.23K
$284K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.51K+ 44.62% |
$177K - $198K
|
4.89K
$623K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.47K+ 12.52% |
$173K - $193K
|
13.2K
$1.68M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
488New |
$57.3K - $63.9K
|
488
$62.2K
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
469+ 28.99% |
$55.1K - $61.4K
|
2.09K
$266K
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
374+ 4.35% |
$43.9K - $49K
|
8.96K
$1.14M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
338New |
$39.7K - $44.3K
|
338
$43.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
277New |
$32.5K - $36.3K
|
277
$35.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
226New |
$26.5K - $29.6K
|
226
$28.8K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
216New |
$25.4K - $28.3K
|
216
$27.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
180+ 6.45% |
$21.1K - $23.6K
|
2.97K
$379K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
148+ 8.19% |
$17.4K - $19.4K
|
1.95K
$249K
|
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
144New |
$16.9K - $18.9K
|
144
$18.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
131+ 0.4% |
$15.4K - $17.2K
|
32.9K
$4.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
100New |
$11.7K - $13.1K
|
100
$12.8K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
64+ 8.52% |
$7.51K - $8.39K
|
815
$104K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
41+ 2.76% |
$4.81K - $5.37K
|
1.52K
$194K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
30+ 65.22% |
$3.52K - $3.93K
|
76
$9.69K
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
24+ 0.28% |
$2.82K - $3.14K
|
8.49K
$1.08M
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
17New |
$2K - $2.23K
|
17
$2.17K
|
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
BUY
|
- |
17+ 0.61% |
$2K - $2.23K
|
2.82K
$359K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
5+ 0.77% |
$587 - $655
|
655
$83.5K
|
|
|
May 15, 2025
Q1 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
1+ 0.06% |
$117 - $131
|
1.74K
$221K
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1+ 0.03% |
$117 - $131
|
3.18K
$405K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1+ 0.27% |
$117 - $131
|
373
$47.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 0.21% |
$117 - $131
|
469
$59.8K
|
|
| Q4 2024 | |||||||
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
52.5KNew |
$6.4M - $7.11M
|
52.5K
$6.69M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
18.8KNew |
$2.3M - $2.55M
|
18.8K
$2.4M
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
18.4KNew |
$2.24M - $2.49M
|
18.4K
$2.34M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
14.2K+ 573.57% |
$1.73M - $1.92M
|
16.7K
$2.12M
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
13.8KNew |
$1.68M - $1.87M
|
13.8K
$1.76M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
7.76KNew |
$946K - $1.05M
|
7.76K
$989K
|
|
|
Feb 11, 2025
Q4 2024
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
5.8KNew |
$707K - $786K
|
5.8K
$739K
|
|
|
Feb 07, 2025
Q4 2024
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
4KNew |
$488K - $542K
|
4K
$510K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
3.78KNew |
$461K - $513K
|
3.78K
$482K
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
BUY
|
- |
3.3K+ 13.31% |
$402K - $447K
|
28.1K
$3.58M
|
|