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 |
|---|---|---|---|---|---|---|---|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
BUY
|
- |
270New |
$26.3K - $31.3K
|
270
$34.7K
|
|
|
Apr 13, 2023
Q1 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
8.32KNew |
$808K - $965K
|
8.32K
$1.07M
|
|
|
Apr 12, 2023
Q1 2023
|
Piershale Financial Group, Inc.
|
BUY
|
- |
20New |
$1.94K - $2.32K
|
20
$2.57K
|
|
|
Apr 12, 2023
Q1 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1.99KNew |
$194K - $231K
|
1.99K
$256K
|
|
|
Apr 10, 2023
Q1 2023
|
First Premier Bank
|
BUY
|
- |
192New |
$18.7K - $22.3K
|
192
$24.7K
|
|
|
Apr 10, 2023
Q1 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
669+ 20.08% |
$65K - $77.7K
|
4K
$514K
|
|
|
Apr 06, 2023
Q1 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
5+ 0.22% |
$486 - $580
|
2.23K
$287K
|
|
| Q4 2022 | |||||||
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-88- 26.04% |
$8.07K - $9.39K
|
250
$32.1K
|
|
|
Apr 03, 2023
Q4 2022
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
3.12KNew |
$286K - $333K
|
3.12K
$401K
|
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
669New |
$61.3K - $71.4K
|
669
$86K
|
|
|
Mar 10, 2023
Q4 2022
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
3.81KNew |
$349K - $406K
|
3.81K
$489K
|
|
|
Feb 24, 2023
Q4 2022
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
65New |
$5.96K - $6.94K
|
65
$8.35K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.17KNew |
$107K - $124K
|
1.17K
$150K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
289New |
$26.5K - $30.8K
|
289
$37.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2KNew |
$183K - $213K
|
2K
$257K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
21New |
$1.93K - $2.24K
|
21
$2.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
32+ 0.68% |
$2.93K - $3.42K
|
4.71K
$605K
|
|
|
Feb 14, 2023
Q4 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
92New |
$8.44K - $9.82K
|
92
$11.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
552New |
$50.6K - $58.9K
|
552
$70.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
145New |
$13.3K - $15.5K
|
145
$18.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
6+ 0.27% |
$550 - $640
|
2.25K
$288K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
563+ 17.24% |
$51.6K - $60.1K
|
3.83K
$492K
|
|
|
Feb 13, 2023
Q4 2022
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
2.06KNew |
$189K - $220K
|
2.06K
$265K
|
|
|
Feb 13, 2023
Q4 2022
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
4.32KNew |
$396K - $461K
|
4.32K
$555K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
268New |
$24.6K - $28.6K
|
268
$34.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Rex Capital Advisors, LLC
Providence, RI |
SELL
|
- |
-11K- 4.06% |
$1.01M - $1.17M
|
259K
$33.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
158New |
$14.5K - $16.9K
|
158
$20.3K
|
|
|
Feb 10, 2023
Q4 2022
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
2.09KNew |
$192K - $223K
|
2.09K
$269K
|
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
94+ 3.99% |
$8.62K - $10K
|
2.45K
$315K
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-1.67K- 15.67% |
$153K - $178K
|
8.97K
$1.15M
|
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-2.42K- 98.14% |
$222K - $259K
|
46
$5.91K
|
|
|
Feb 09, 2023
Q4 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
497New |
$45.6K - $53K
|
497
$63.9K
|
|
|
Feb 09, 2023
Q4 2022
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
26.7KNew |
$2.45M - $2.85M
|
26.7K
$3.43M
|
|
|
Feb 08, 2023
Q4 2022
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
2.93KNew |
$269K - $313K
|
2.93K
$377K
|
|
|
Feb 08, 2023
Q4 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-17.1K- 50.0% |
$1.57M - $1.83M
|
17.1K
$2.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
80New |
$7.34K - $8.54K
|
80
$10.3K
|
|
|
Feb 07, 2023
Q4 2022
|
Hardy Reed LLC
|
BUY
|
- |
3.46KNew |
$317K - $369K
|
3.46K
$444K
|
|
|
Feb 07, 2023
Q4 2022
|
Nuance Investments, LLC
Kansas City, MO |
BUY
|
- |
12KNew |
$1.1M - $1.28M
|
12K
$1.54M
|
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-169- 14.04% |
$15.5K - $18K
|
1.04K
$133K
|
|
|
Feb 03, 2023
Q4 2022
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
360New |
$33K - $38.4K
|
360
$46.3K
|
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
16.9KNew |
$1.55M - $1.8M
|
16.9K
$2.17M
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-98- 1.52% |
$8.99K - $10.5K
|
6.33K
$813K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
70New |
$6.42K - $7.47K
|
70
$9K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-454- 34.68% |
$41.6K - $48.5K
|
855
$110K
|
|
|
Jan 31, 2023
Q4 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
2.69KNew |
$247K - $287K
|
2.69K
$346K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
18New |
$1.65K - $1.92K
|
18
$2.31K
|
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
2.92KNew |
$268K - $312K
|
2.92K
$375K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-40- 1.61% |
$3.67K - $4.27K
|
2.45K
$315K
|
|
|
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
SELL
|
- |
-463- 12.57% |
$42.5K - $49.4K
|
3.22K
$414K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
1+ 0.31% |
$91.7 - $107
|
326
$41.9K
|
|