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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
374New |
$34.8K - $43.1K
|
374
$47.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
1.85KNew |
$172K - $213K
|
1.85K
$236K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
27.3KNew |
$2.54M - $3.14M
|
27.3K
$3.48M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-2.19K- 76.41% |
$204K - $252K
|
676
$86.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
1.77KNew |
$165K - $204K
|
1.77K
$226K
|
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
646New |
$60.1K - $74.4K
|
646
$82.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
1.8KNew |
$167K - $207K
|
1.8K
$229K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
2.47KNew |
$230K - $284K
|
2.47K
$315K
|
|
|
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
6.75KNew |
$628K - $777K
|
6.75K
$860K
|
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
79+ 1.11% |
$7.35K - $9.1K
|
7.18K
$915K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
462New |
$43K - $53.2K
|
462
$58.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
5.59KNew |
$520K - $644K
|
5.59K
$713K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.87K+ 4.78% |
$174K - $215K
|
41K
$5.23M
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
27.3KNew |
$2.54M - $3.14M
|
27.3K
$3.48M
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
252New |
$23.4K - $29K
|
252
$32.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-532- 7.91% |
$49.5K - $61.3K
|
6.2K
$790K
|
|
|
Feb 07, 2024
Q4 2023
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
1.81KNew |
$169K - $209K
|
1.81K
$231K
|
|
|
Feb 06, 2024
Q4 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-82- 8.18% |
$7.63K - $9.44K
|
920
$117K
|
|
|
Feb 06, 2024
Q4 2023
|
Sawgrass Asset Management LLC
|
BUY
|
- |
152+ 1.9% |
$14.1K - $17.5K
|
8.15K
$1.04M
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-26- 49.06% |
$2.42K - $2.99K
|
27
$3.44K
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
6.22K+ 1003.87% |
$579K - $717K
|
6.84K
$872K
|
|
|
Feb 05, 2024
Q4 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
1.9K+ 0.8% |
$177K - $219K
|
241K
$30.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-950- 22.98% |
$88.4K - $109K
|
3.18K
$406K
|
|
|
Feb 01, 2024
Q4 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
2.1KNew |
$195K - $242K
|
2.1K
$267K
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-432- 48.16% |
$40.2K - $49.8K
|
465
$59.3K
|
|
|
Jan 31, 2024
Q4 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
2KNew |
$186K - $230K
|
2K
$255K
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
338+ 16.9% |
$31.5K - $38.9K
|
2.34K
$298K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-309- 0.88% |
$28.8K - $35.6K
|
34.6K
$4.41M
|
|
|
Jan 29, 2024
Q4 2023
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-432- 18.96% |
$40.2K - $49.8K
|
1.85K
$235K
|
|
|
Jan 25, 2024
Q4 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
61New |
$5.68K - $7.03K
|
61
$7.77K
|
|
|
Jan 24, 2024
Q4 2023
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-11- 2.78% |
$1.02K - $1.27K
|
385
$49.1K
|
|
|
Jan 23, 2024
Q4 2023
|
Estate Counselors, LLC
|
BUY
|
- |
14.4KNew |
$1.34M - $1.66M
|
14.4K
$1.84M
|
|
|
Jan 22, 2024
Q4 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-1.68K- 26.68% |
$157K - $194K
|
4.63K
$589K
|
|
|
Jan 22, 2024
Q4 2023
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
84New |
$7.82K - $9.67K
|
84
$10.7K
|
|
|
Jan 22, 2024
Q4 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
550+ 26.72% |
$51.2K - $63.3K
|
2.61K
$332K
|
|
|
Jan 22, 2024
Q4 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
3New |
$279 - $346
|
3
$382
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
BUY
|
- |
4+ 1.11% |
$372 - $461
|
363
$46.3K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
100New |
$9.31K - $11.5K
|
100
$12.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.63KNew |
$152K - $188K
|
1.63K
$208K
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
5.73K+ 273.64% |
$533K - $660K
|
7.82K
$997K
|
|
|
Jan 16, 2024
Q4 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-22- 0.42% |
$2.05K - $2.53K
|
5.18K
$660K
|
|
|
Jan 11, 2024
Q4 2023
|
Norwood Financial Corp
|
SELL
|
- |
-71- 1.92% |
$6.61K - $8.18K
|
3.63K
$463K
|
|
|
Jan 09, 2024
Q4 2023
|
Collective Family Office LLC
|
SELL
|
- |
-823- 30.54% |
$76.6K - $94.8K
|
1.87K
$239K
|
|
|
Jan 04, 2024
Q4 2023
|
Riverwater Partners LLC
|
SELL
|
- |
-670- 23.43% |
$62.3K - $77.2K
|
2.19K
$279K
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-15- 60.0% |
$1.4K - $1.73K
|
10
$1.27K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
7.35KNew |
$731K - $823K
|
7.35K
$937K
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-18- 40.91% |
$1.79K - $2.01K
|
26
$3.31K
|
|
|
Nov 14, 2023
Q3 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
42New |
$4.18K - $4.7K
|
42
$5.35K
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-109- 12.76% |
$10.8K - $12.2K
|
745
$95K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-276Closed |
$27.5K - $30.9K
|
0
$0
|
|