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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2021
Q4 2020
|
Advisors Management Group Inc
|
BUY
|
- |
2.67KNew |
$182K - $231K
|
2.67K
$341K
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Principle Wealth Partners LLC
|
SELL
|
- |
-135Closed |
$8.63K - $9.84K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-76.4KClosed |
$4.88M - $5.57M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-508Closed |
$32.5K - $37K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-4.24KClosed |
$271K - $309K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-1.89KClosed |
$121K - $137K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-200Closed |
$12.8K - $14.6K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-38Closed |
$2.43K - $2.77K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-1.55KClosed |
$98.8K - $113K
|
0
$0
|
|
|
Oct 26, 2020
Q3 2020
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-3Closed |
$192 - $219
|
0
$0
|
|
|
Oct 13, 2020
Q3 2020
|
Townsend & Associates, Inc
|
SELL
|
- |
-13.5KClosed |
$860K - $980K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
292+ 7.83% |
$14.8K - $22K
|
4.02K
$514K
|
|
|
Oct 07, 2020
Q2 2020
|
Acg Wealth
|
SELL
|
- |
-2.68KClosed |
$136K - $202K
|
0
$0
|
|
|
Sep 28, 2020
Q2 2020
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-150Closed |
$7.58K - $11.3K
|
0
$0
|
|
|
Aug 17, 2020
Q2 2020
|
Covenant Partners, LLC
|
SELL
|
- |
-272Closed |
$13.7K - $20.5K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-775Closed |
$39.2K - $58.5K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-54Closed |
$2.73K - $4.08K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-367Closed |
$18.6K - $27.7K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Bayesian Capital Management, LP
Brooklyn, NY |
SELL
|
- |
-2.1KClosed |
$106K - $159K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-665Closed |
$33.6K - $50.2K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-73Closed |
$3.69K - $5.51K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Demars Financial Group, LLC
|
BUY
|
- |
149New |
$7.53K - $11.2K
|
149
$19K
|
|
|
Aug 11, 2020
Q2 2020
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-3.24KClosed |
$164K - $244K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-32Closed |
$1.62K - $2.42K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Glassman Wealth Services
|
SELL
|
- |
-816Closed |
$41.2K - $61.6K
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Optas, LLC
|
SELL
|
- |
-5.78KClosed |
$292K - $436K
|
0
$0
|
|
|
Jul 28, 2020
Q2 2020
|
Baystate Wealth Management LLC
|
SELL
|
- |
-77Closed |
$3.89K - $5.81K
|
0
$0
|
|
|
Jul 28, 2020
Q2 2020
|
Hallmark Capital Management Inc
|
SELL
|
- |
-4.11KClosed |
$208K - $310K
|
0
$0
|
|
|
Jul 21, 2020
Q2 2020
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-36Closed |
$1.82K - $2.72K
|
0
$0
|
|
|
Jul 16, 2020
Q2 2020
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-4.03KClosed |
$204K - $304K
|
0
$0
|
|
|
Jul 14, 2020
Q2 2020
|
Ma Private Wealth
|
SELL
|
- |
-4.04KClosed |
$204K - $305K
|
0
$0
|
|
|
Jul 09, 2020
Q2 2020
|
Arden Trust CO
|
SELL
|
- |
-62Closed |
$3.13K - $4.68K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Jan 08, 2024
Q1 2020
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-11.3KClosed |
$527K - $978K
|
0
$0
|
|
|
Nov 18, 2022
Q1 2020
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-1.84KClosed |
$85.7K - $159K
|
0
$0
|
|
|
May 18, 2020
Q1 2020
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-172Closed |
$8.02K - $14.9K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Jackson Square Capital, LLC
|
SELL
|
- |
-36Closed |
$1.68K - $3.11K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-5.58KClosed |
$260K - $483K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-24Closed |
$1.12K - $2.08K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-1.64KClosed |
$76.3K - $142K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-1.14KClosed |
$52.9K - $98.2K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Plancorp, LLC
|
SELL
|
- |
-1.24KClosed |
$57.7K - $107K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-339Closed |
$15.8K - $29.3K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Rmb Capital Management, LLC
|
SELL
|
- |
-2.31KClosed |
$108K - $200K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-1.43KClosed |
$66.6K - $124K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-1.59KClosed |
$74K - $137K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Hoyle Cohen, LLC
|
SELL
|
- |
-3.91KClosed |
$182K - $338K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-150Closed |
$6.99K - $13K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-82Closed |
$3.82K - $7.09K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-3.52KClosed |
$164K - $304K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-8.18KClosed |
$381K - $708K
|
0
$0
|
|