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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-7.86K- 8.64% |
$880K - $977K
|
83.1K
$10.7M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-12.2K- 19.15% |
$1.36M - $1.52M
|
51.5K
$6.62M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-210- 0.68% |
$23.5K - $26.1K
|
30.9K
$3.97M
|
|
|
Nov 15, 2024
Q3 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
5.43K+ 32.11% |
$607K - $674K
|
22.3K
$2.87M
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-34- 15.74% |
$3.8K - $4.23K
|
182
$23.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-3.6K- 2.89% |
$403K - $447K
|
121K
$15.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
843+ 0.48% |
$94.3K - $105K
|
178K
$22.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.2K+ 22.47% |
$135K - $150K
|
6.56K
$843K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
46+ 9.2% |
$5.15K - $5.72K
|
546
$70.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-12- 0.08% |
$1.34K - $1.49K
|
14.8K
$1.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
319+ 2.07% |
$35.7K - $39.6K
|
15.7K
$2.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-91- 0.79% |
$10.2K - $11.3K
|
11.4K
$1.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-635- 17.84% |
$71.1K - $78.9K
|
2.93K
$376K
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
33+ 0.61% |
$3.69K - $4.1K
|
5.48K
$704K
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
2.06K+ 46.26% |
$230K - $256K
|
6.5K
$835K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
19.4K+ 1.02% |
$2.18M - $2.42M
|
1.93M
$248M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-5.82K- 2.62% |
$651K - $723K
|
216K
$27.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
688+ 14.09% |
$77K - $85.5K
|
5.57K
$716K
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-51- 0.43% |
$5.71K - $6.34K
|
11.9K
$1.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
80.7K+ 228.5% |
$9.03M - $10M
|
116K
$14.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-206- 9.16% |
$23.1K - $25.6K
|
2.04K
$263K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
95+ 11.67% |
$10.6K - $11.8K
|
909
$117K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
545+ 0.49% |
$61K - $67.7K
|
111K
$14.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2+ 0.08% |
$224 - $249
|
2.48K
$319K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
23.5K+ 6.91% |
$2.63M - $2.92M
|
364K
$46.7M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
48+ 0.66% |
$5.37K - $5.97K
|
7.27K
$935K
|
|
|
Nov 14, 2024
Q3 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
2.03K+ 17.96% |
$227K - $252K
|
13.3K
$1.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
8.08K+ 39.12% |
$904K - $1M
|
28.7K
$3.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-334- 1.38% |
$37.4K - $41.5K
|
23.8K
$3.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
14.4K+ 4.0% |
$1.61M - $1.79M
|
374K
$48.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
7.3KNew |
$817K - $907K
|
7.3K
$938K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-4.45K- 2.84% |
$497K - $552K
|
152K
$19.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-24- 0.42% |
$2.69K - $2.98K
|
5.76K
$740K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-6.25K- 71.63% |
$699K - $777K
|
2.48K
$318K
|
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1.07K- 4.96% |
$119K - $132K
|
20.4K
$2.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-7.79K- 0.84% |
$872K - $968K
|
918K
$118M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-56.3K- 32.86% |
$6.3M - $7M
|
115K
$14.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
5+ 0.05% |
$560 - $621
|
9.49K
$1.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
1+ 0.05% |
$112 - $124
|
1.95K
$250K
|
|
|
Nov 14, 2024
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
59+ 1.28% |
$6.6K - $7.33K
|
4.67K
$600K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-111K- 4.58% |
$12.4M - $13.8M
|
2.31M
$296M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
20.3K+ 0.51% |
$2.27M - $2.52M
|
4.03M
$518M
|
|
|
Nov 14, 2024
Q3 2024
|
Alamar Capital Management, LLC
|
BUY
|
- |
1.64KNew |
$184K - $204K
|
1.64K
$211K
|
|
|
Nov 14, 2024
Q3 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.67KNew |
$187K - $208K
|
1.67K
$215K
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
8+ 0.01% |
$895 - $994
|
53.6K
$6.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
525New |
$58.7K - $65.2K
|
525
$67.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-118- 4.88% |
$13.2K - $14.7K
|
2.3K
$295K
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-215- 4.61% |
$24.1K - $26.7K
|
4.44K
$571K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-609- 0.19% |
$68.1K - $75.7K
|
328K
$42.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
2.62K+ 19.7% |
$293K - $325K
|
15.9K
$2.04M
|