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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-40- 1.33% |
$4.48K - $4.97K
|
2.98K
$383K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-2.07K- 0.58% |
$232K - $258K
|
353K
$45.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-244- 1.94% |
$27.3K - $30.3K
|
12.3K
$1.59M
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-482- 4.05% |
$53.9K - $59.9K
|
11.4K
$1.47M
|
|
|
Nov 07, 2024
Q3 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
1.69KNew |
$189K - $210K
|
1.69K
$217K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
43.7K+ 300.87% |
$4.89M - $5.43M
|
58.2K
$7.48M
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.16K+ 8.79% |
$241K - $268K
|
26.7K
$3.43M
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1.01K- 1.16% |
$113K - $126K
|
86.3K
$11.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.32K+ 0.49% |
$148K - $164K
|
269K
$34.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-65- 3.62% |
$7.27K - $8.08K
|
1.73K
$223K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
322+ 0.81% |
$36K - $40K
|
40.2K
$5.16M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
11.7K+ 1.69% |
$1.31M - $1.46M
|
705K
$90.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
70+ 0.96% |
$7.83K - $8.7K
|
7.33K
$942K
|
|
|
Nov 06, 2024
Q3 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-1.87K- 4.95% |
$210K - $233K
|
36K
$4.62M
|
|
|
Nov 06, 2024
Q3 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-350- 1.31% |
$39.2K - $43.5K
|
26.4K
$3.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-252- 2.06% |
$28.2K - $31.3K
|
12K
$1.54M
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-450- 18.83% |
$50.4K - $55.9K
|
1.94K
$249K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.86% |
$112 - $124
|
117
$15K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-18.8K- 57.35% |
$2.1M - $2.34M
|
14K
$1.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Mechanics Financial Corp
|
SELL
|
- |
-98- 8.19% |
$11K - $12.2K
|
1.1K
$141K
|
|
|
Nov 06, 2024
Q3 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
931+ 18.82% |
$104K - $116K
|
5.88K
$755K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-103- 0.06% |
$11.5K - $12.8K
|
177K
$22.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
342+ 16.34% |
$38.3K - $42.5K
|
2.44K
$313K
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-1.07K- 1.43% |
$119K - $133K
|
73.7K
$9.47M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
40.9K+ 2.33% |
$4.58M - $5.09M
|
1.8M
$231M
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
300New |
$33.6K - $37.3K
|
300
$38.6K
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-100- 7.18% |
$11.2K - $12.4K
|
1.29K
$166K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.67K- 44.55% |
$298K - $331K
|
3.32K
$426K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-164- 0.65% |
$18.4K - $20.4K
|
25.1K
$3.23M
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
952+ 135.61% |
$107K - $118K
|
1.65K
$213K
|
|
|
Nov 05, 2024
Q3 2024
|
Acas, LLC
|
BUY
|
- |
118+ 1.08% |
$13.2K - $14.7K
|
11.1K
$1.42M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
702+ 3.85% |
$78.6K - $87.2K
|
19K
$2.44M
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-273- 1.07% |
$30.5K - $33.9K
|
25.2K
$3.24M
|
|
|
Nov 05, 2024
Q3 2024
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-156- 4.48% |
$17.5K - $19.4K
|
3.33K
$427K
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
49+ 2.05% |
$5.48K - $6.09K
|
2.44K
$313K
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
200+ 8.21% |
$22.4K - $24.9K
|
2.64K
$339K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
18+ 2.84% |
$2.01K - $2.24K
|
651
$83.7K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-795- 17.48% |
$89K - $98.8K
|
3.75K
$482K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-688- 14.64% |
$77K - $85.5K
|
4.01K
$515K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-594- 7.23% |
$66.5K - $73.8K
|
7.62K
$979K
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-65- 0.09% |
$7.27K - $8.08K
|
70.6K
$9.07M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
309+ 3.25% |
$34.6K - $38.4K
|
9.83K
$1.26M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.1K+ 16.65% |
$235K - $261K
|
14.7K
$1.89M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
106New |
$11.9K - $13.2K
|
106
$13.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-300- 14.37% |
$33.6K - $37.3K
|
1.79K
$230K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.63K+ 3.26% |
$294K - $327K
|
83.3K
$10.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Weil Company, Inc.
|
SELL
|
- |
-63- 2.08% |
$7.05K - $7.83K
|
2.96K
$380K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
76New |
$8.5K - $9.45K
|
76
$9.77K
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-20- 0.11% |
$2.24K - $2.49K
|
18.3K
$2.35M
|
|
|
Nov 04, 2024
Q3 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-42- 0.35% |
$4.7K - $5.22K
|
12K
$1.54M
|