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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-18- 0.77% |
$2.01K - $2.24K
|
2.32K
$298K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-4.22K- 3.31% |
$472K - $524K
|
123K
$15.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
56New |
$6.27K - $6.96K
|
56
$7.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.06K+ 2.55% |
$118K - $131K
|
42.4K
$5.45M
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
6+ 0.59% |
$671 - $746
|
1.03K
$132K
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-11.9K- 9.09% |
$1.34M - $1.48M
|
119K
$15.3M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-282- 5.85% |
$31.6K - $35K
|
4.54K
$583K
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-3.38K- 3.35% |
$378K - $420K
|
97.4K
$12.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
2.03KNew |
$227K - $253K
|
2.03K
$261K
|
|
|
Oct 24, 2024
Q3 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
1.81K+ 6.32% |
$202K - $225K
|
30.4K
$3.91M
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-3.39K- 7.56% |
$379K - $421K
|
41.4K
$5.32M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
300+ 5.26% |
$33.6K - $37.3K
|
6.01K
$772K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
6.95K+ 20.53% |
$778K - $864K
|
40.8K
$5.25M
|
|
|
Oct 23, 2024
Q3 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-9- 0.02% |
$1.01K - $1.12K
|
57.7K
$7.42M
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
10.5K+ 1.83% |
$1.17M - $1.3M
|
585K
$75.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
1.73KNew |
$193K - $215K
|
1.73K
$222K
|
|
|
Oct 23, 2024
Q3 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-606- 1.41% |
$67.8K - $75.3K
|
42.2K
$5.43M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-482- 2.35% |
$53.9K - $59.9K
|
20.1K
$2.58M
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-5- 0.14% |
$560 - $621
|
3.48K
$447K
|
|
|
Oct 23, 2024
Q3 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-18.5K- 49.73% |
$2.07M - $2.3M
|
18.7K
$2.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
10.3KNew |
$1.15M - $1.27M
|
10.3K
$1.32M
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
SELL
|
- |
-43- 1.66% |
$4.81K - $5.34K
|
2.55K
$328K
|
|
|
Oct 23, 2024
Q3 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
1.83KNew |
$204K - $227K
|
1.83K
$235K
|
|
|
Oct 23, 2024
Q3 2024
|
Bank Of Stockton
|
SELL
|
- |
-6.01K- 32.25% |
$673K - $747K
|
12.6K
$1.62M
|
|
|
Oct 23, 2024
Q3 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
31+ 0.51% |
$3.47K - $3.85K
|
6.11K
$785K
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
1.83KNew |
$204K - $227K
|
1.83K
$235K
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-1.6K- 3.85% |
$179K - $199K
|
40K
$5.14M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-8- 0.01% |
$895 - $994
|
96.6K
$12.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
23+ 1.74% |
$2.57K - $2.86K
|
1.34K
$172K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
3.55K+ 9.32% |
$398K - $442K
|
41.7K
$5.36M
|
|
|
Oct 22, 2024
Q3 2024
|
Narwhal Capital Management
|
SELL
|
- |
-2- 0.03% |
$224 - $249
|
6.92K
$890K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-72- 0.13% |
$8.06K - $8.95K
|
57.3K
$7.37M
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
1K+ 17.29% |
$112K - $124K
|
6.78K
$872K
|
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-10- 0.41% |
$1.12K - $1.24K
|
2.41K
$309K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.05K- 13.79% |
$118K - $131K
|
6.57K
$844K
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
BUY
|
- |
50+ 0.15% |
$5.6K - $6.21K
|
33.1K
$4.25M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-529- 12.19% |
$59.2K - $65.7K
|
3.81K
$489K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
236K+ 12420.23% |
$26.4M - $29.3M
|
238K
$30.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
BUY
|
- |
7.88K+ 3.49% |
$881K - $979K
|
234K
$30M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
28+ 2.4% |
$3.13K - $3.48K
|
1.19K
$153K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-1.46K- 0.89% |
$164K - $182K
|
163K
$20.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
22+ 1.0% |
$2.46K - $2.73K
|
2.22K
$285K
|
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
1.69KNew |
$189K - $210K
|
1.69K
$217K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
465New |
$52K - $57.8K
|
465
$59.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Sierra Capital LLC
|
BUY
|
- |
26+ 0.07% |
$2.91K - $3.23K
|
35.5K
$4.56M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-491- 20.02% |
$54.9K - $61K
|
1.96K
$252K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
16.5K+ 95.62% |
$1.85M - $2.05M
|
33.8K
$4.34M
|
|
|
Oct 21, 2024
Q3 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-357- 15.45% |
$39.9K - $44.4K
|
1.95K
$251K
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-117- 0.86% |
$13.1K - $14.5K
|
13.4K
$1.73M
|
|
|
Oct 21, 2024
Q3 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
1.13K+ 10.7% |
$126K - $140K
|
11.7K
$1.5M
|