Latest Institutional Sells of Ishares S&P Midcap 400 Value E (IJJ)
This list provides information on the latest institutional transactions involving Ishares S&P Midcap 400 Value E (IJJ) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-236K- 99.19% |
$28.7M - $31.9M
|
1.93K
$250K
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-192K- 98.98% |
$23.4M - $26M
|
1.97K
$256K
|
|
Jan 21, 2025
Q4 2024
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-33.4K- 25.91% |
$4.07M - $4.52M
|
95.5K
$12.4M
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-26.6K- 68.07% |
$3.24M - $3.6M
|
12.5K
$1.62M
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-22.8K- 14.3% |
$2.78M - $3.1M
|
137K
$17.8M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-10.5K- 40.28% |
$1.28M - $1.42M
|
15.5K
$2.02M
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-9.89K- 31.83% |
$1.21M - $1.34M
|
21.2K
$2.75M
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-8.25K- 2.98% |
$1.01M - $1.12M
|
269K
$34.9M
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-7.88K- 15.61% |
$960K - $1.07M
|
42.6K
$5.52M
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-7.13K- 5.97% |
$869K - $966K
|
112K
$14.6M
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-6.23K- 66.59% |
$759K - $844K
|
3.13K
$405K
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-5.84K- 92.88% |
$712K - $792K
|
448
$58.1K
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-5.62K- 1.7% |
$685K - $762K
|
325K
$42.2M
|
|
Jan 24, 2025
Q4 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-5.61K- 1.32% |
$684K - $760K
|
419K
$54.4M
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-4.26K- 8.93% |
$519K - $577K
|
43.4K
$5.63M
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-3.9K- 29.32% |
$476K - $529K
|
9.41K
$1.22M
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-3.64K- 7.97% |
$444K - $494K
|
42.1K
$5.46M
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-3.52K- 4.59% |
$429K - $477K
|
73.2K
$9.49M
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-3K- 9.04% |
$366K - $407K
|
30.2K
$3.92M
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-2.71K- 46.05% |
$330K - $367K
|
3.17K
$411K
|
|
Jan 31, 2025
Q4 2024
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-2.6K- 31.76% |
$317K - $352K
|
5.59K
$725K
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.46K- 12.64% |
$300K - $334K
|
17K
$2.21M
|
|
Jan 17, 2025
Q4 2024
|
Hudson Capital Management LLC
|
SELL
|
- |
-2.24K- 4.97% |
$273K - $304K
|
42.8K
$5.56M
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-2.18K- 8.43% |
$266K - $296K
|
23.7K
$3.08M
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.07K- 10.29% |
$252K - $280K
|
18K
$2.33M
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-1.93K- 3.01% |
$235K - $262K
|
62.3K
$8.08M
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.68K- 99.94% |
$205K - $228K
|
1
$130
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-1.4K- 3.87% |
$171K - $190K
|
34.9K
$4.53M
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
SELL
|
- |
-1.36K- 1.12% |
$165K - $184K
|
120K
$15.6M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.23K- 10.6% |
$149K - $166K
|
10.3K
$1.34M
|
|
Jan 23, 2025
Q4 2024
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-1.16K- 5.41% |
$142K - $158K
|
20.3K
$2.64M
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.13K- 4.12% |
$138K - $153K
|
26.3K
$3.41M
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-969- 2.27% |
$118K - $131K
|
41.8K
$5.42M
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-912- 17.44% |
$111K - $124K
|
4.32K
$560K
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-846- 6.29% |
$103K - $115K
|
12.6K
$1.63M
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-808- 2.03% |
$98.5K - $110K
|
39K
$5.06M
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-631- 18.89% |
$76.9K - $85.5K
|
2.71K
$351K
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-607- 1.48% |
$74K - $82.3K
|
40.5K
$5.25M
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-605- 1.26% |
$73.7K - $82K
|
47.2K
$6.12M
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-597- 5.17% |
$72.8K - $80.9K
|
11K
$1.42M
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-594- 1.41% |
$72.4K - $80.5K
|
41.6K
$5.4M
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-590- 89.94% |
$71.9K - $80K
|
66
$8.56K
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-588- 1.83% |
$71.7K - $79.7K
|
31.6K
$4.09M
|
|
Jan 30, 2025
Q4 2024
|
Ltg Capital LLC
|
SELL
|
- |
-559- 1.67% |
$68.1K - $75.8K
|
32.9K
$4.26M
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-556- 7.86% |
$67.8K - $75.3K
|
6.52K
$845K
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-554- 5.67% |
$67.5K - $75.1K
|
9.23K
$1.2M
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-531- 0.48% |
$64.7K - $72K
|
109K
$14.2M
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-493- 11.78% |
$60.1K - $66.8K
|
3.69K
$479K
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-477- 9.72% |
$58.1K - $64.6K
|
4.43K
$574K
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-456- 21.6% |
$55.6K - $61.8K
|
1.66K
$215K
|