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 |
---|---|---|---|---|---|---|---|
Aug 14, 2024
Q2 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
1.38K+ 8.88% |
$151K - $163K
|
16.9K
$2.08M
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-6.57K- 56.37% |
$719K - $778K
|
5.09K
$627K
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-157- 2.43% |
$17.2K - $18.6K
|
6.3K
$777K
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-405- 12.54% |
$44.3K - $48K
|
2.83K
$348K
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.86K- 8.43% |
$642K - $694K
|
63.7K
$7.85M
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-12.2K- 7.24% |
$1.34M - $1.45M
|
156K
$19.3M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
36.9K+ 7.38% |
$4.04M - $4.37M
|
538K
$66.3M
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
8.32KNew |
$911K - $986K
|
8.32K
$1.03M
|
|
Aug 14, 2024
Q2 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
3.71KNew |
$406K - $439K
|
3.71K
$457K
|
|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
59+ 0.63% |
$6.46K - $6.99K
|
9.48K
$1.17M
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
15.7K+ 117.87% |
$1.72M - $1.86M
|
29.1K
$3.59M
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
385New |
$42.1K - $45.6K
|
385
$47.5K
|
|
Aug 14, 2024
Q2 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
2.03KNew |
$222K - $240K
|
2.03K
$250K
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
1.95KNew |
$213K - $230K
|
1.95K
$240K
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-420- 45.65% |
$46K - $49.7K
|
500
$61.7K
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-71- 0.35% |
$7.77K - $8.41K
|
20K
$2.47M
|
|
Aug 14, 2024
Q2 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
5+ 0.11% |
$547 - $592
|
4.61K
$568K
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-648- 34.5% |
$70.9K - $76.7K
|
1.23K
$152K
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
BUY
|
- |
8.16KNew |
$893K - $966K
|
8.16K
$1.01M
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
173K+ 4648.22% |
$19M - $20.5M
|
177K
$21.8M
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
14K+ 4.05% |
$1.53M - $1.66M
|
360K
$44.4M
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-302- 0.51% |
$33.1K - $35.8K
|
59K
$7.28M
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
32.7KNew |
$3.58M - $3.87M
|
32.7K
$4.03M
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.81K- 5.62% |
$198K - $214K
|
30.3K
$3.74M
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-27- 1.33% |
$2.95K - $3.2K
|
2K
$247K
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-4.62KClosed |
$506K - $547K
|
0
$0
|
|
Aug 13, 2024
Q2 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-1.15K- 3.53% |
$126K - $136K
|
31.4K
$3.87M
|
|
Aug 13, 2024
Q2 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
502+ 2.22% |
$54.9K - $59.4K
|
23.1K
$2.85M
|
|
Aug 13, 2024
Q2 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-850- 0.74% |
$93K - $101K
|
114K
$14.1M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-43.6K- 20.75% |
$4.77M - $5.16M
|
166K
$20.5M
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.78K+ 8.54% |
$304K - $329K
|
35.3K
$4.35M
|
|
Aug 13, 2024
Q2 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-35- 1.6% |
$3.83K - $4.14K
|
2.15K
$265K
|
|
Aug 13, 2024
Q2 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
40.4KNew |
$4.42M - $4.78M
|
40.4K
$4.98M
|
|
Aug 13, 2024
Q2 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-46- 0.35% |
$5.03K - $5.45K
|
13K
$1.6M
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
18+ 0.67% |
$1.97K - $2.13K
|
2.69K
$331K
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
506K+ 182624.91% |
$55.4M - $59.9M
|
506K
$62.4M
|
|
Aug 13, 2024
Q2 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-45- 0.4% |
$4.92K - $5.33K
|
11.3K
$1.39M
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-623- 3.4% |
$68.2K - $73.8K
|
17.7K
$2.18M
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-78- 0.35% |
$8.54K - $9.24K
|
22.3K
$2.75M
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
5+ 1.81% |
$547 - $592
|
281
$34.7K
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-73- 27.76% |
$7.99K - $8.64K
|
190
$23.4K
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
2.34K+ 22.11% |
$257K - $278K
|
12.9K
$1.6M
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.47K- 3.09% |
$599K - $648K
|
171K
$21.1M
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-8.88K- 5.5% |
$972K - $1.05M
|
153K
$18.8M
|
|
Aug 13, 2024
Q2 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-702- 1.65% |
$76.8K - $83.1K
|
41.7K
$5.15M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-122K- 3.2% |
$13.3M - $14.4M
|
3.67M
$453M
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
19.2K+ 5.98% |
$2.1M - $2.27M
|
340K
$41.9M
|
|
Aug 13, 2024
Q2 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
3.31KNew |
$362K - $392K
|
3.31K
$408K
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.27K- 1.24% |
$139K - $150K
|
101K
$12.5M
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1+ 0.01% |
$109 - $118
|
16K
$1.97M
|