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 |
|---|---|---|---|---|---|---|---|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
60.6K+ 18.32% |
$6.78M - $7.53M
|
391K
$48.9M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-274- 5.6% |
$30.7K - $34.1K
|
4.62K
$577K
|
|
|
Nov 29, 2024
Q3 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-48- 0.51% |
$5.37K - $5.97K
|
9.33K
$1.17M
|
|
|
Nov 27, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-7.38K- 50.37% |
$826K - $917K
|
7.27K
$909K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
27.4KNew |
$3.06M - $3.4M
|
27.4K
$3.42M
|
|
|
Nov 25, 2024
Q3 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-193- 0.42% |
$21.6K - $24K
|
45.3K
$5.66M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-30.2K- 8.36% |
$3.38M - $3.75M
|
331K
$41.3M
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-810- 25.46% |
$90.6K - $101K
|
2.37K
$296K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.04% |
$112 - $124
|
2.84K
$355K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.61K- 7.36% |
$180K - $200K
|
20.2K
$2.53M
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.29K+ 4.31% |
$144K - $160K
|
31.1K
$3.88M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-7.86K- 8.64% |
$880K - $977K
|
83.1K
$10.4M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-12.2K- 19.15% |
$1.36M - $1.52M
|
51.5K
$6.43M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-210- 0.68% |
$23.5K - $26.1K
|
30.9K
$3.86M
|
|
|
Nov 15, 2024
Q3 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
5.43K+ 32.11% |
$607K - $674K
|
22.3K
$2.79M
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-34- 15.74% |
$3.8K - $4.23K
|
182
$22.7K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-151- 0.45% |
$16.9K - $18.8K
|
33.3K
$4.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-3.6K- 2.89% |
$403K - $447K
|
121K
$15.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
843+ 0.48% |
$94.3K - $105K
|
178K
$22.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.2K+ 22.47% |
$135K - $150K
|
6.56K
$820K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
46+ 9.2% |
$5.15K - $5.72K
|
546
$68.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-12- 0.08% |
$1.34K - $1.49K
|
14.8K
$1.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
319+ 2.07% |
$35.7K - $39.6K
|
15.7K
$1.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-91- 0.79% |
$10.2K - $11.3K
|
11.4K
$1.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-635- 17.84% |
$71.1K - $78.9K
|
2.93K
$366K
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
33+ 0.61% |
$3.69K - $4.1K
|
5.48K
$684K
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
2.06K+ 46.26% |
$230K - $256K
|
6.5K
$812K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
19.4K+ 1.02% |
$2.18M - $2.42M
|
1.93M
$241M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-5.82K- 2.62% |
$651K - $723K
|
216K
$27M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
688+ 14.09% |
$77K - $85.5K
|
5.57K
$696K
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-51- 0.43% |
$5.71K - $6.34K
|
11.9K
$1.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
80.7K+ 228.5% |
$9.03M - $10M
|
116K
$14.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-206- 9.16% |
$23.1K - $25.6K
|
2.04K
$255K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
95+ 11.67% |
$10.6K - $11.8K
|
909
$114K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
545+ 0.49% |
$61K - $67.7K
|
111K
$13.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2+ 0.08% |
$224 - $249
|
2.48K
$310K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
23.5K+ 6.91% |
$2.63M - $2.92M
|
364K
$45.4M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
48+ 0.66% |
$5.37K - $5.97K
|
7.27K
$909K
|
|
|
Nov 14, 2024
Q3 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
2.03K+ 17.96% |
$227K - $252K
|
13.3K
$1.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
8.08K+ 39.12% |
$904K - $1M
|
28.7K
$3.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-334- 1.38% |
$37.4K - $41.5K
|
23.8K
$2.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
14.4K+ 4.0% |
$1.61M - $1.79M
|
374K
$46.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
7.3KNew |
$817K - $907K
|
7.3K
$912K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-4.45K- 2.84% |
$497K - $552K
|
152K
$19M
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-24- 0.42% |
$2.69K - $2.98K
|
5.76K
$720K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-6.25K- 71.63% |
$699K - $777K
|
2.48K
$309K
|
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1.07K- 4.96% |
$119K - $132K
|
20.4K
$2.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-7.79K- 0.84% |
$872K - $968K
|
918K
$115M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-56.3K- 32.86% |
$6.3M - $7M
|
115K
$14.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
5+ 0.05% |
$560 - $621
|
9.49K
$1.19M
|