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 21, 2024
Q3 2024
|
Moneywise, Inc.
|
BUY
|
- |
1.63KNew |
$183K - $203K
|
1.63K
$210K
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
710+ 131.97% |
$79.4K - $88.2K
|
1.25K
$160K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-73- 0.99% |
$8.17K - $9.07K
|
7.34K
$943K
|
|
|
Oct 18, 2024
Q3 2024
|
Holland Advisory Services, Inc.
|
BUY
|
- |
11+ 0.62% |
$1.23K - $1.37K
|
1.79K
$229K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-157K- 35.46% |
$17.5M - $19.5M
|
285K
$36.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.84K+ 1.19% |
$877K - $974K
|
666K
$85.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
13+ 0.49% |
$1.45K - $1.62K
|
2.66K
$341K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.48K- 0.92% |
$165K - $183K
|
159K
$20.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2+ 0.31% |
$224 - $249
|
656
$84.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1+ 0.48% |
$112 - $124
|
211
$27.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-487- 0.47% |
$54.5K - $60.5K
|
104K
$13.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-135- 1.05% |
$15.1K - $16.8K
|
12.7K
$1.63M
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
20+ 3.66% |
$2.24K - $2.49K
|
567
$72.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
SELL
|
- |
-697- 7.18% |
$78K - $86.6K
|
9.01K
$1.16M
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.71KNew |
$192K - $213K
|
1.71K
$220K
|
|
|
Oct 18, 2024
Q3 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
483+ 3.77% |
$54K - $60K
|
13.3K
$1.71M
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
1.7KNew |
$190K - $211K
|
1.7K
$218K
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
1.72KNew |
$193K - $214K
|
1.72K
$221K
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
9+ 0.64% |
$1.01K - $1.12K
|
1.41K
$181K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
53+ 0.55% |
$5.93K - $6.59K
|
9.75K
$1.25M
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
189+ 0.96% |
$21.1K - $23.5K
|
19.9K
$2.55M
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
662+ 11.76% |
$74.1K - $82.3K
|
6.29K
$808K
|
|
|
Oct 17, 2024
Q3 2024
|
Bremer Bank National Association
|
SELL
|
- |
-27- 0.31% |
$3.02K - $3.36K
|
8.59K
$1.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-4.23K- 5.22% |
$473K - $525K
|
76.7K
$9.85M
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.24K- 10.41% |
$139K - $154K
|
10.7K
$1.37M
|
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
3.03KNew |
$339K - $376K
|
3.03K
$389K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
7.59K+ 41.15% |
$849K - $943K
|
26K
$3.35M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.97K- 14.57% |
$221K - $245K
|
11.6K
$1.49M
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
SELL
|
- |
-500- 9.68% |
$56K - $62.1K
|
4.67K
$599K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
6+ 0.14% |
$671 - $746
|
4.43K
$570K
|
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
14+ 0.64% |
$1.57K - $1.74K
|
2.22K
$285K
|
|
|
Oct 16, 2024
Q3 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-200- 3.1% |
$22.4K - $24.9K
|
6.25K
$803K
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-5.37K- 3.23% |
$601K - $667K
|
161K
$20.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
9.56K+ 12.52% |
$1.07M - $1.19M
|
85.9K
$11M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-90- 0.26% |
$10.1K - $11.2K
|
34.3K
$4.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-857- 10.81% |
$95.9K - $107K
|
7.07K
$909K
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-235- 0.51% |
$26.3K - $29.2K
|
45.8K
$5.88M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-103- 2.71% |
$11.5K - $12.8K
|
3.69K
$474K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
1.71KNew |
$191K - $212K
|
1.71K
$219K
|
|
|
Oct 16, 2024
Q3 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
93+ 2.79% |
$10.4K - $11.6K
|
3.42K
$440K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-880- 32.15% |
$98.5K - $109K
|
1.86K
$239K
|
|
|
Oct 15, 2024
Q3 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
8+ 0.21% |
$895 - $994
|
3.81K
$489K
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-369- 1.13% |
$41.3K - $45.9K
|
32.1K
$4.13M
|
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-575- 1.56% |
$64.3K - $71.5K
|
36.3K
$4.66M
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
5+ 0.2% |
$560 - $621
|
2.56K
$328K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
15+ 0.9% |
$1.68K - $1.86K
|
1.68K
$216K
|
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-1.76K- 44.88% |
$196K - $218K
|
2.16K
$277K
|
|
|
Oct 15, 2024
Q3 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
239+ 2.53% |
$26.7K - $29.7K
|
9.67K
$1.24M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
278+ 1.41% |
$31.1K - $34.5K
|
20K
$2.57M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-370- 6.06% |
$41.4K - $46K
|
5.74K
$737K
|