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 |
---|---|---|---|---|---|---|---|
Feb 01, 2022
Q4 2021
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-2.14KClosed |
$221K - $242K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-1.6KClosed |
$165K - $181K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.31KClosed |
$136K - $149K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-270Closed |
$27.9K - $30.6K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-250Closed |
$25.8K - $28.3K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-227Closed |
$23.5K - $25.7K
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Enterprise Trust & Investment CO
|
SELL
|
- |
-166- 29.33% |
$17.2K - $18.8K
|
400
$51K
|
|
Feb 07, 2022
Q4 2021
|
Corundum Group, Inc.
|
SELL
|
- |
-130- 3.59% |
$13.4K - $14.7K
|
3.49K
$445K
|
|
Jan 04, 2022
Q4 2021
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-97Closed |
$10K - $11K
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Baldrige Asset Management LLC
|
SELL
|
- |
-65- 32.5% |
$6.72K - $7.37K
|
135
$17.2K
|
|
Jan 25, 2022
Q4 2021
|
Gofen & Glossberg LLC
|
SELL
|
- |
-40- 0.15% |
$4.13K - $4.53K
|
26.7K
$3.41M
|
|
Q3 2021 | |||||||
Nov 03, 2021
Q3 2021
|
Dupont Capital Management Corp
|
SELL
|
- |
-139KClosed |
$13.9M - $15.1M
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Fure Financial Corp
Bloomington, MN |
SELL
|
- |
-32.1KClosed |
$3.2M - $3.48M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-26.7KClosed |
$2.67M - $2.9M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-14.8KClosed |
$1.48M - $1.61M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-11.9KClosed |
$1.19M - $1.29M
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-11.2KClosed |
$1.12M - $1.22M
|
0
$0
|
|
Jan 25, 2022
Q3 2021
|
Fulcrum Equity Management
|
SELL
|
- |
-9.48KClosed |
$946K - $1.03M
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-7.07KClosed |
$706K - $767K
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
South Shore Capital Advisors
|
SELL
|
- |
-6.5KClosed |
$649K - $705K
|
0
$0
|
|
Oct 20, 2021
Q3 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-3.37KClosed |
$337K - $366K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Financial Insights, Inc.
|
SELL
|
- |
-710Closed |
$70.9K - $77K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-608Closed |
$60.7K - $65.9K
|
0
$0
|
|
Oct 15, 2021
Q3 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-148Closed |
$14.8K - $16K
|
0
$0
|
|
Oct 07, 2021
Q3 2021
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-122Closed |
$12.2K - $13.2K
|
0
$0
|
|
Q2 2021 | |||||||
Jan 09, 2024
Q2 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-26.4K- 99.02% |
$2.71M - $2.91M
|
262
$33.4K
|
|
Aug 11, 2021
Q2 2021
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-23.2KClosed |
$2.38M - $2.56M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-2.98KClosed |
$305K - $328K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-2.94KClosed |
$301K - $324K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-2.6KClosed |
$266K - $286K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-1.99KClosed |
$204K - $220K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-938Closed |
$96.1K - $103K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-672Closed |
$68.8K - $74K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-584Closed |
$59.8K - $64.3K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-458Closed |
$46.9K - $50.4K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Grandview Asset Management LLC
|
SELL
|
- |
-300Closed |
$30.7K - $33K
|
0
$0
|
|
Jul 27, 2021
Q2 2021
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-166Closed |
$17K - $18.3K
|
0
$0
|
|
Jul 29, 2021
Q2 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-16- 2.37% |
$1.64K - $1.76K
|
660
$84.1K
|
|
Aug 06, 2021
Q2 2021
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-10- 29.41% |
$1.02K - $1.1K
|
24
$3.06K
|
|
Q1 2021 | |||||||
May 06, 2021
Q1 2021
|
Bridge Advisory, LLC
|
SELL
|
- |
-6.09KClosed |
$516K - $642K
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-5.02KClosed |
$425K - $528K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-3.51KClosed |
$298K - $370K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-2.32KClosed |
$196K - $244K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Westshore Wealth, LLC
|
SELL
|
- |
-2.12KClosed |
$179K - $223K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-1.69KClosed |
$143K - $178K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-862Closed |
$73.1K - $90.8K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-644Closed |
$54.6K - $67.8K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-406Closed |
$34.4K - $42.8K
|
0
$0
|
|
May 19, 2021
Q1 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-400Closed |
$33.9K - $42.1K
|
0
$0
|
|
May 06, 2021
Q1 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-276Closed |
$23.4K - $29.1K
|
0
$0
|