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 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-4- 0.17% |
$416 - $495
|
2.33K
$297K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1- 0.01% |
$104 - $124
|
11.6K
$1.48M
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-529K- 97.33% |
$62.1M - $69.3M
|
14.5K
$1.85M
|
|
|
May 12, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-417K- 99.12% |
$49M - $54.6M
|
3.69K
$470K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-167K- 96.08% |
$19.6M - $21.8M
|
6.8K
$866K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-66.4K- 6.72% |
$7.8M - $8.7M
|
921K
$117M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-62K- 2.88% |
$7.28M - $8.12M
|
2.09M
$267M
|
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-60.5K- 91.73% |
$7.1M - $7.92M
|
5.45K
$695K
|
|
|
Apr 09, 2025
Q1 2025
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-52.4K- 54.89% |
$6.15M - $6.86M
|
43.1K
$5.49M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-47.2K- 31.7% |
$5.54M - $6.18M
|
102K
$13M
|
|
|
May 13, 2025
Q1 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-44.6K- 7.0% |
$5.23M - $5.84M
|
592K
$75.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-40.1K- 99.16% |
$4.71M - $5.26M
|
338
$43.1K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-27.7K- 7.74% |
$3.25M - $3.63M
|
330K
$42.1M
|
|
|
May 06, 2025
Q1 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-25.1K- 93.38% |
$2.95M - $3.29M
|
1.78K
$227K
|
|
|
May 15, 2025
Q1 2025
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-23.6K- 92.96% |
$2.77M - $3.09M
|
1.79K
$228K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-20.5K- 5.66% |
$2.4M - $2.68M
|
341K
$43.5M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-18K- 2.61% |
$2.11M - $2.36M
|
672K
$85.7M
|
|
|
May 09, 2025
Q1 2025
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-17.5K- 69.91% |
$2.06M - $2.29M
|
7.54K
$960K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-15.3K- 20.56% |
$1.8M - $2M
|
59.1K
$7.53M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-15.2K- 30.34% |
$1.78M - $1.99M
|
34.8K
$4.44M
|
|
|
May 13, 2025
Q1 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-11.1K- 74.83% |
$1.3M - $1.45M
|
3.73K
$476K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-10.2K- 36.87% |
$1.2M - $1.33M
|
17.4K
$2.22M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-9.15K- 74.89% |
$1.07M - $1.2M
|
3.07K
$391K
|
|
|
May 13, 2025
Q1 2025
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-8.79K- 6.88% |
$1.03M - $1.15M
|
119K
$15.1M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-8.64K- 73.07% |
$1.01M - $1.13M
|
3.18K
$406K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7.62K- 3.14% |
$895K - $999K
|
235K
$30M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-7.41K- 3.73% |
$869K - $970K
|
191K
$24.3M
|
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-7.34K- 63.52% |
$861K - $961K
|
4.22K
$537K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.95K- 2.04% |
$816K - $911K
|
334K
$42.5M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-6.91K- 6.76% |
$811K - $906K
|
95.4K
$12.2M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-6.82K- 1.14% |
$800K - $893K
|
591K
$75.3M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-5.96K- 14.99% |
$700K - $781K
|
33.8K
$4.31M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-5.76K- 26.05% |
$676K - $755K
|
16.4K
$2.08M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.23K- 4.89% |
$614K - $685K
|
102K
$13M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.86K- 39.04% |
$570K - $637K
|
7.59K
$967K
|
|
|
May 15, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-4.81K- 68.64% |
$564K - $630K
|
2.2K
$280K
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-4.56K- 68.22% |
$536K - $598K
|
2.13K
$271K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-4.46K- 3.64% |
$523K - $584K
|
118K
$15M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
SELL
|
- |
-4.33K- 9.8% |
$509K - $568K
|
39.9K
$5.08M
|
|
|
May 16, 2025
Q1 2025
|
American Trust
Lexington, KY |
SELL
|
- |
-4.29K- 32.64% |
$504K - $563K
|
8.86K
$1.13M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-4.26K- 5.64% |
$500K - $558K
|
71.2K
$9.08M
|
|
|
May 14, 2025
Q1 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-4.25KClosed |
$499K - $557K
|
0
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-4.19K- 4.3% |
$491K - $548K
|
93K
$11.9M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.17K- 5.41% |
$490K - $547K
|
72.9K
$9.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-3.96K- 20.89% |
$465K - $518K
|
15K
$1.91M
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-3.89K- 3.47% |
$457K - $510K
|
108K
$13.8M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-3.72K- 4.47% |
$437K - $488K
|
79.5K
$10.1M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-3.62K- 4.49% |
$425K - $475K
|
77.1K
$9.82M
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-3.59K- 82.73% |
$422K - $471K
|
750
$95.6K
|
|
|
May 12, 2025
Q1 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
SELL
|
- |
-3.3K- 59.39% |
$387K - $432K
|
2.25K
$287K
|
|