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 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2+ 0.01% |
$219 - $237
|
31.1K
$3.84M
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-48.6K- 12.82% |
$5.32M - $5.76M
|
331K
$40.8M
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-139- 5.44% |
$15.2K - $16.5K
|
2.42K
$298K
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11K+ 5.22% |
$1.2M - $1.3M
|
222K
$27.4M
|
|
Aug 12, 2024
Q2 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-8- 0.16% |
$876 - $947
|
4.91K
$606K
|
|
Aug 12, 2024
Q2 2024
|
Ltg Capital LLC
|
BUY
|
- |
1.16K+ 3.52% |
$127K - $137K
|
34.1K
$4.2M
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
782+ 21.99% |
$85.6K - $92.6K
|
4.34K
$535K
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-803- 11.03% |
$87.9K - $95.1K
|
6.48K
$799K
|
|
Aug 12, 2024
Q2 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
32+ 0.16% |
$3.5K - $3.79K
|
20.4K
$2.51M
|
|
Aug 12, 2024
Q2 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
2.52K+ 90.46% |
$276K - $299K
|
5.31K
$655K
|
|
Aug 12, 2024
Q2 2024
|
Acas, LLC
|
SELL
|
- |
-800- 6.8% |
$87.6K - $94.7K
|
11K
$1.35M
|
|
Aug 12, 2024
Q2 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-347- 0.63% |
$38K - $41.1K
|
54.6K
$6.73M
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1+ 0.75% |
$109 - $118
|
135
$16.6K
|
|
Aug 12, 2024
Q2 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-1.29K- 63.34% |
$142K - $153K
|
749
$92.4K
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
13.8K+ 1.06% |
$1.51M - $1.64M
|
1.32M
$162M
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1+ 0.47% |
$109 - $118
|
216
$26.6K
|
|
Aug 09, 2024
Q2 2024
|
Renasant Bank
|
SELL
|
- |
-418- 3.17% |
$45.7K - $49.5K
|
12.8K
$1.57M
|
|
Aug 09, 2024
Q2 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
950+ 3.68% |
$104K - $112K
|
26.8K
$3.3M
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.75K+ 15.32% |
$300K - $325K
|
20.7K
$2.55M
|
|
Aug 09, 2024
Q2 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
25+ 0.46% |
$2.74K - $2.96K
|
5.44K
$671K
|
|
Aug 09, 2024
Q2 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
2.04K+ 29.05% |
$223K - $241K
|
9.05K
$1.12M
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.84KNew |
$201K - $218K
|
1.84K
$227K
|
|
Aug 09, 2024
Q2 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-17- 0.76% |
$1.86K - $2.01K
|
2.22K
$273K
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
379+ 2.72% |
$41.5K - $44.9K
|
14.3K
$1.76M
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
40+ 18.35% |
$4.38K - $4.74K
|
258
$31.8K
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-472- 6.99% |
$51.7K - $55.9K
|
6.28K
$775K
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
142+ 6.74% |
$15.5K - $16.8K
|
2.25K
$277K
|
|
Aug 09, 2024
Q2 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
263+ 0.7% |
$28.8K - $31.1K
|
38.1K
$4.69M
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-9.79K- 32.78% |
$1.07M - $1.16M
|
20.1K
$2.48M
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
47New |
$5.14K - $5.56K
|
47
$5.8K
|
|
Aug 09, 2024
Q2 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-73- 0.22% |
$7.99K - $8.64K
|
32.5K
$4.01M
|
|
Aug 09, 2024
Q2 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-78- 1.57% |
$8.54K - $9.24K
|
4.88K
$602K
|
|
Aug 09, 2024
Q2 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-416- 11.57% |
$45.5K - $49.3K
|
3.18K
$392K
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
1.15K+ 16.52% |
$126K - $136K
|
8.09K
$998K
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-3.8K- 52.05% |
$416K - $450K
|
3.5K
$432K
|
|
Aug 09, 2024
Q2 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
219KNew |
$24M - $25.9M
|
219K
$27M
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-6.48K- 11.22% |
$709K - $767K
|
51.3K
$6.33M
|
|
Aug 09, 2024
Q2 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-158- 1.3% |
$17.3K - $18.7K
|
12K
$1.48M
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
17+ 0.11% |
$1.86K - $2.01K
|
15.5K
$1.91M
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-25- 0.53% |
$2.74K - $2.96K
|
4.7K
$579K
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-13- 1.16% |
$1.42K - $1.54K
|
1.1K
$136K
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
650+ 5.44% |
$71.1K - $77K
|
12.6K
$1.55M
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
187+ 0.47% |
$20.5K - $22.1K
|
39.9K
$4.91M
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.55K+ 1.43% |
$170K - $184K
|
110K
$13.6M
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-198- 68.28% |
$21.7K - $23.4K
|
92
$11.3K
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-613- 0.55% |
$67.1K - $72.6K
|
111K
$13.6M
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-7.27K- 36.64% |
$796K - $861K
|
12.6K
$1.55M
|
|
Aug 08, 2024
Q2 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
137+ 4.1% |
$15K - $16.2K
|
3.48K
$429K
|
|
Aug 08, 2024
Q2 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-1.12K- 2.86% |
$122K - $132K
|
37.8K
$4.67M
|
|
Aug 08, 2024
Q2 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-12.1K- 3.23% |
$1.32M - $1.43M
|
361K
$44.5M
|