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 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-676Closed |
$61.9K - $74.5K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Win Advisors, Inc
|
SELL
|
- |
-639Closed |
$58.5K - $70.4K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-610Closed |
$55.8K - $67.2K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-465- 35.91% |
$42.6K - $51.2K
|
830
$106K
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-457- 3.86% |
$41.8K - $50.4K
|
11.4K
$1.45M
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-410Closed |
$37.5K - $45.2K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-272Closed |
$24.9K - $30K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-270- 7.79% |
$24.7K - $29.8K
|
3.2K
$408K
|
|
Jul 12, 2022
Q2 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-98Closed |
$8.97K - $10.8K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
SELL
|
- |
-95- 2.72% |
$8.69K - $10.5K
|
3.39K
$432K
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
SELL
|
- |
-79- 1.19% |
$7.23K - $8.71K
|
6.56K
$836K
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-76Closed |
$6.95K - $8.38K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-51- 14.53% |
$4.67K - $5.62K
|
300
$38.2K
|
|
Aug 11, 2022
Q2 2022
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-50- 29.41% |
$4.58K - $5.51K
|
120
$15.3K
|
|
Aug 10, 2022
Q2 2022
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-45- 71.43% |
$4.12K - $4.96K
|
18
$2.29K
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
SELL
|
- |
-44- 8.91% |
$4.03K - $4.85K
|
450
$57.4K
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-42- 1.39% |
$3.84K - $4.63K
|
2.98K
$379K
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-36Closed |
$3.29K - $3.97K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
SELL
|
- |
-34- 0.1% |
$3.11K - $3.75K
|
34.5K
$4.4M
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-14- 1.36% |
$1.28K - $1.54K
|
1.01K
$129K
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-8Closed |
$732 - $882
|
0
$0
|
|
Q1 2022 | |||||||
Apr 25, 2022
Q1 2022
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-19.7KClosed |
$2.02M - $2.22M
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-15KClosed |
$1.53M - $1.69M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-12.5KClosed |
$1.28M - $1.41M
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-11.2KClosed |
$1.15M - $1.26M
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-11.2KClosed |
$1.15M - $1.26M
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-4.88KClosed |
$500K - $550K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-3.92KClosed |
$402K - $442K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-3.72KClosed |
$382K - $420K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.91KClosed |
$299K - $329K
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Hedeker Wealth, LLC
|
SELL
|
- |
-2.3KClosed |
$236K - $259K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-1.81KClosed |
$185K - $204K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-1.15KClosed |
$118K - $130K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-590Closed |
$60.5K - $66.6K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-454Closed |
$46.5K - $51.2K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-283- 50.54% |
$29K - $31.9K
|
277
$35.3K
|
|
Apr 20, 2022
Q1 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-282Closed |
$28.9K - $31.8K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Element Wealth, LLC
|
SELL
|
- |
-200Closed |
$20.5K - $22.6K
|
0
$0
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-189Closed |
$19.4K - $21.3K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-132Closed |
$13.5K - $14.9K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Sbk Financial, Inc.
Richmond, VA |
SELL
|
- |
-128Closed |
$13.1K - $14.4K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-72Closed |
$7.38K - $8.13K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-62Closed |
$6.36K - $7K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Pittenger & Anderson Inc
|
SELL
|
- |
-46- 0.1% |
$4.72K - $5.19K
|
44.4K
$5.66M
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-4Closed |
$410 - $451
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-1Closed |
$103 - $113
|
0
$0
|
|
Q4 2021 | |||||||
Jan 18, 2022
Q4 2021
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-5.71KClosed |
$590K - $647K
|
0
$0
|
|
Jan 13, 2022
Q4 2021
|
Diversified Trust CO
|
SELL
|
- |
-3.02KClosed |
$312K - $342K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-2.71KClosed |
$280K - $307K
|
0
$0
|
|
Jan 25, 2022
Q4 2021
|
Kingfisher Capital LLC
|
SELL
|
- |
-2.44KClosed |
$252K - $276K
|
0
$0
|