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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-139K- 23.52% |
$14.5M - $17.2M
|
453K
$57.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-134K- 87.83% |
$13.9M - $16.6M
|
18.6K
$2.37M
|
|
|
Jul 21, 2025
Q2 2025
|
Jmac Enterprises LLC
|
SELL
|
- |
-39.1K- 63.44% |
$4.06M - $4.84M
|
22.5K
$2.87M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-15.8K- 91.18% |
$1.64M - $1.96M
|
1.53K
$195K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-12.2K- 78.95% |
$1.26M - $1.5M
|
3.25K
$414K
|
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-7.95K- 6.63% |
$826K - $983K
|
112K
$14.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-4.25K- 30.32% |
$441K - $526K
|
9.77K
$1.24M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-4.21K- 1.78% |
$438K - $521K
|
233K
$29.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-4.12K- 22.9% |
$428K - $509K
|
13.9K
$1.77M
|
|
|
Jul 21, 2025
Q2 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-2.45K- 17.74% |
$255K - $303K
|
11.4K
$1.45M
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-2.18K- 12.18% |
$227K - $270K
|
15.7K
$2M
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-2.11K- 3.61% |
$219K - $261K
|
56.2K
$7.16M
|
|
|
Jul 02, 2025
Q2 2025
|
Inves Trust
Oklahoma City, OK |
SELL
|
- |
-2.1K- 3.4% |
$218K - $260K
|
59.6K
$7.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.97K- 12.49% |
$204K - $243K
|
13.8K
$1.75M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-1.92K- 27.33% |
$199K - $237K
|
5.09K
$649K
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-1.88K- 53.51% |
$195K - $233K
|
1.63K
$208K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-1.37K- 3.96% |
$143K - $170K
|
33.3K
$4.25M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.26K- 32.44% |
$131K - $156K
|
2.62K
$334K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.26K- 7.49% |
$131K - $156K
|
15.6K
$1.98M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-1.12K- 1.58% |
$116K - $138K
|
69.4K
$8.84M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.09K- 2.07% |
$113K - $135K
|
51.7K
$6.58M
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
SELL
|
- |
-950- 14.89% |
$98.7K - $117K
|
5.43K
$692K
|
|
|
Jul 14, 2025
Q2 2025
|
Bank Of Stockton
|
SELL
|
- |
-834- 9.02% |
$86.6K - $103K
|
8.42K
$1.07M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-800- 24.52% |
$83.1K - $98.9K
|
2.46K
$314K
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-800- 94.34% |
$83.1K - $98.9K
|
48
$6.12K
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-760- 12.02% |
$78.9K - $94K
|
5.56K
$709K
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-532- 1.7% |
$55.3K - $65.8K
|
30.9K
$3.93M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
SELL
|
- |
-514- 39.39% |
$53.4K - $63.6K
|
791
$101K
|
|
|
Jul 15, 2025
Q2 2025
|
Ims Capital Management
|
SELL
|
- |
-500- 23.3% |
$51.9K - $61.8K
|
1.65K
$210K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-469- 19.56% |
$48.7K - $58K
|
1.93K
$246K
|
|
|
Jul 03, 2025
Q2 2025
|
First Hawaiian Bank
|
SELL
|
- |
-455- 1.62% |
$47.3K - $56.3K
|
27.6K
$3.51M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-374- 7.97% |
$38.9K - $46.3K
|
4.32K
$550K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-369- 16.93% |
$38.3K - $45.6K
|
1.81K
$231K
|
|
|
Jul 17, 2025
Q2 2025
|
Campion Asset Management
|
SELL
|
- |
-331- 1.18% |
$34.4K - $40.9K
|
27.6K
$3.52M
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-281- 11.05% |
$29.2K - $34.8K
|
2.26K
$288K
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-248- 7.81% |
$25.8K - $30.7K
|
2.93K
$373K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-240- 2.58% |
$24.9K - $29.7K
|
9.07K
$1.16M
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-220- 20.13% |
$22.9K - $27.2K
|
873
$111K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-193- 80.08% |
$20K - $23.9K
|
48
$6.12K
|
|
|
Jul 02, 2025
Q2 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-185- 4.47% |
$19.2K - $22.9K
|
3.95K
$503K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-174- 1.03% |
$18.1K - $21.5K
|
16.7K
$2.12M
|
|
|
Jul 15, 2025
Q2 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-163- 2.45% |
$16.9K - $20.2K
|
6.49K
$828K
|
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-128- 1.79% |
$13.3K - $15.8K
|
7.01K
$894K
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-115- 0.41% |
$11.9K - $14.2K
|
28K
$3.57M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-96- 1.27% |
$9.97K - $11.9K
|
7.49K
$955K
|
|
|
Jul 21, 2025
Q2 2025
|
Mechanics Financial Corp
|
SELL
|
- |
-90- 8.2% |
$9.35K - $11.1K
|
1.01K
$128K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-88- 0.4% |
$9.14K - $10.9K
|
21.7K
$2.76M
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-87- 3.3% |
$9.04K - $10.8K
|
2.55K
$325K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-85- 4.55% |
$8.83K - $10.5K
|
1.79K
$227K
|
|
|
Jul 17, 2025
Q2 2025
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-82- 0.58% |
$8.52K - $10.1K
|
14K
$1.78M
|