Latest Institutional Transactions on Ishares S&P Midcap 400 Value E (IJJ)
This table provides information on the latest institutional transactions involving Ishares S&P Midcap 400 Value E (IJJ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Sep 11, 2024
Q2 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-4.73K- 33.51% |
$517K - $560K
|
9.38K
$1.16M
|
|
Sep 10, 2024
Q2 2024
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
34.2KNew |
$3.74M - $4.05M
|
34.2K
$4.22M
|
|
Aug 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-112- 13.38% |
$12.3K - $13.3K
|
725
$89.4K
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
10+ 1.88% |
$1.09K - $1.18K
|
543
$67K
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.26K- 1.69% |
$247K - $267K
|
132K
$16.2M
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-11K- 3.69% |
$1.2M - $1.3M
|
287K
$35.4M
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
423+ 9.47% |
$46.3K - $50.1K
|
4.89K
$603K
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
105+ 1.63% |
$11.5K - $12.4K
|
6.53K
$805K
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-239- 11.4% |
$26.2K - $28.3K
|
1.86K
$229K
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-335- 4.43% |
$36.7K - $39.7K
|
7.23K
$891K
|
|
Aug 15, 2024
Q2 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
7.86K+ 113.36% |
$860K - $931K
|
14.8K
$1.82M
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-902- 0.72% |
$98.7K - $107K
|
125K
$15.4M
|
|
Aug 15, 2024
Q2 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
11+ 0.46% |
$1.2K - $1.3K
|
2.41K
$297K
|
|
Aug 15, 2024
Q2 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
4.44KNew |
$486K - $526K
|
4.44K
$548K
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
31K+ 221.58% |
$3.39M - $3.67M
|
45K
$5.55M
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-14.2K- 5.49% |
$1.56M - $1.68M
|
245K
$30.2M
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
249+ 188.64% |
$27.3K - $29.5K
|
381
$47K
|
|
Aug 15, 2024
Q2 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-582- 2.64% |
$63.7K - $68.9K
|
21.5K
$2.65M
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
9.16K+ 1.47% |
$1M - $1.08M
|
631K
$77.8M
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-4.33K- 60.41% |
$474K - $513K
|
2.84K
$350K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-7.7K- 4.39% |
$842K - $911K
|
167K
$20.7M
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-295- 8.35% |
$32.3K - $34.9K
|
3.24K
$399K
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-3.91K- 13.93% |
$428K - $463K
|
24.2K
$2.98M
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
4.34K+ 0.65% |
$475K - $514K
|
676K
$83.3M
|
|
Aug 14, 2024
Q2 2024
|
Ellevest, Inc.
|
BUY
|
- |
67+ 2.24% |
$7.33K - $7.93K
|
3.06K
$377K
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
476+ 2.28% |
$52.1K - $56.4K
|
21.3K
$2.63M
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
22.8KNew |
$2.49M - $2.7M
|
22.8K
$2.81M
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-42- 1.34% |
$4.6K - $4.97K
|
3.09K
$381K
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.41K+ 0.18% |
$154K - $166K
|
780K
$96.2M
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
762+ 18.49% |
$83.4K - $90.2K
|
4.88K
$602K
|
|
Aug 14, 2024
Q2 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-500- 6.57% |
$54.7K - $59.2K
|
7.11K
$876K
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-744- 4.61% |
$81.4K - $88.1K
|
15.4K
$1.9M
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
9.24KNew |
$1.01M - $1.09M
|
9.24K
$1.14M
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.2K+ 18.83% |
$131K - $142K
|
7.57K
$933K
|
|
Aug 14, 2024
Q2 2024
|
Campion Asset Management
|
SELL
|
- |
-2.94K- 7.59% |
$321K - $348K
|
35.7K
$4.41M
|
|
Aug 14, 2024
Q2 2024
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-576- 1.97% |
$63K - $68.2K
|
28.6K
$3.53M
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
13.9K+ 13.82% |
$1.52M - $1.65M
|
115K
$14.1M
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
84+ 84.85% |
$9.19K - $9.95K
|
183
$22.6K
|
|
Aug 14, 2024
Q2 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-329- 5.38% |
$36K - $39K
|
5.78K
$713K
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.44K- 0.26% |
$267K - $289K
|
926K
$114M
|
|
Aug 14, 2024
Q2 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-610- 15.55% |
$66.8K - $72.2K
|
3.31K
$409K
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.74K- 0.65% |
$190K - $206K
|
267K
$33M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-55.7K- 2.25% |
$6.09M - $6.59M
|
2.42M
$298M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.37K+ 4.17% |
$479K - $518K
|
109K
$13.5M
|
|
Aug 14, 2024
Q2 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
2+ 0.06% |
$219 - $237
|
3.31K
$409K
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
10+ 0.3% |
$1.09K - $1.18K
|
3.35K
$413K
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
10.1KNew |
$1.1M - $1.19M
|
10.1K
$1.24M
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-583- 19.03% |
$63.8K - $69K
|
2.48K
$306K
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
2.01K+ 42.51% |
$220K - $238K
|
6.73K
$829K
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.84K+ 19.63% |
$201K - $218K
|
11.2K
$1.38M
|