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 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
76New |
$7.43K - $8.14K
|
76
$9.69K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
154New |
$15.1K - $16.5K
|
154
$19.6K
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
14.8KNew |
$1.45M - $1.59M
|
14.8K
$1.89M
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
6.77KNew |
$661K - $725K
|
6.77K
$862K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-295- 3.25% |
$28.8K - $31.6K
|
8.79K
$1.12M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
3+ 0.45% |
$293 - $321
|
667
$85K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
27+ 0.3% |
$2.64K - $2.89K
|
8.95K
$1.14M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
101+ 7.76% |
$9.87K - $10.8K
|
1.4K
$179K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
3.68K+ 548.29% |
$360K - $394K
|
4.35K
$554K
|
|
|
Jul 31, 2023
Q2 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
1.87KNew |
$183K - $200K
|
1.87K
$238K
|
|
|
Jul 28, 2023
Q2 2023
|
Alaska Permanent Capital Management
|
BUY
|
- |
5.13KNew |
$501K - $549K
|
5.13K
$654K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
26New |
$2.54K - $2.79K
|
26
$3.31K
|
|
|
Jul 26, 2023
Q2 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
2.15KNew |
$210K - $230K
|
2.15K
$274K
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
1.94KNew |
$190K - $208K
|
1.94K
$247K
|
|
|
Jul 26, 2023
Q2 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
2New |
$195 - $214
|
2
$255
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-775- 7.03% |
$75.7K - $83K
|
10.2K
$1.31M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-775- 7.03% |
$75.7K - $83K
|
10.2K
$1.31M
|
|
|
Jul 21, 2023
Q2 2023
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
25+ 0.74% |
$2.44K - $2.68K
|
3.42K
$436K
|
|
|
Jul 19, 2023
Q2 2023
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-2.84K- 46.43% |
$278K - $305K
|
3.28K
$418K
|
|
|
Jul 18, 2023
Q2 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
2.14KNew |
$209K - $229K
|
2.14K
$273K
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-654- 6.56% |
$63.9K - $70.1K
|
9.32K
$1.19M
|
|
|
Jul 11, 2023
Q2 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-50- 2.31% |
$4.89K - $5.36K
|
2.11K
$269K
|
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
92.1KNew |
$9M - $9.86M
|
92.1K
$11.7M
|
|
| Q1 2023 | |||||||
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-8- 16.0% |
$778 - $929
|
42
$5.35K
|
|
|
Feb 02, 2024
Q1 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-36.5KClosed |
$3.54M - $4.23M
|
0
$0
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
982+ 76.6% |
$95.5K - $114K
|
2.26K
$289K
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
709+ 230.19% |
$68.9K - $82.3K
|
1.02K
$130K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.49K+ 129.92% |
$144K - $172K
|
2.63K
$335K
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.25K+ 262.34% |
$122K - $146K
|
1.73K
$221K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
6+ 0.19% |
$583 - $697
|
3.11K
$396K
|
|
|
May 15, 2023
Q1 2023
|
Becker Capital Management Inc
|
BUY
|
- |
48.8KNew |
$4.75M - $5.67M
|
48.8K
$6.22M
|
|
|
May 15, 2023
Q1 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
2.41KNew |
$235K - $280K
|
2.41K
$307K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
2.28K+ 72.32% |
$222K - $265K
|
5.44K
$693K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
875KNew |
$85M - $102M
|
875K
$111M
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
202New |
$19.6K - $23.5K
|
202
$25.7K
|
|
|
May 05, 2023
Q1 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
3.23KNew |
$314K - $375K
|
3.23K
$412K
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
304New |
$29.6K - $35.3K
|
304
$38.7K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
7.74K+ 40.34% |
$752K - $898K
|
26.9K
$3.43M
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
5.54KNew |
$539K - $643K
|
5.54K
$706K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-3- 0.63% |
$292 - $348
|
472
$60.2K
|
|
|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-51- 96.23% |
$4.96K - $5.92K
|
2
$255
|
|
|
May 02, 2023
Q1 2023
|
Friedenthal Financial
|
SELL
|
- |
-89- 0.57% |
$8.65K - $10.3K
|
15.4K
$1.96M
|
|
|
May 02, 2023
Q1 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-2.41K- 19.82% |
$235K - $280K
|
9.76K
$1.24M
|
|
|
May 01, 2023
Q1 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
2.6KNew |
$253K - $302K
|
2.6K
$331K
|
|
|
May 01, 2023
Q1 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-21- 0.87% |
$2.04K - $2.44K
|
2.38K
$303K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
749New |
$72.8K - $87K
|
749
$95.5K
|
|
|
Apr 20, 2023
Q1 2023
|
Wealthpoint, LLC
|
BUY
|
- |
2.2KNew |
$214K - $255K
|
2.2K
$280K
|
|
|
Apr 19, 2023
Q1 2023
|
David J Yvars Group
|
BUY
|
- |
1+ 0.04% |
$97.2 - $116
|
2.7K
$344K
|
|
|
Apr 19, 2023
Q1 2023
|
Dorsey Wright & Associates
|
BUY
|
- |
2.68K+ 9.63% |
$261K - $311K
|
30.5K
$3.89M
|
|
|
Apr 18, 2023
Q1 2023
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
228New |
$22.2K - $26.5K
|
228
$29.1K
|
|