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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-637- 9.66% |
$74.8K - $83.5K
|
5.96K
$759K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-632- 1.5% |
$74.2K - $82.8K
|
41.5K
$5.29M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-610- 3.39% |
$71.6K - $79.9K
|
17.4K
$2.22M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-600- 91.46% |
$70.4K - $78.6K
|
56
$7.14K
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-600- 6.47% |
$70.4K - $78.6K
|
8.67K
$1.11M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-599- 24.56% |
$70.3K - $78.5K
|
1.84K
$235K
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
SELL
|
- |
-587- 22.23% |
$68.9K - $76.9K
|
2.05K
$262K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-580- 12.87% |
$68.1K - $76K
|
3.93K
$500K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-577- 13.91% |
$67.7K - $75.6K
|
3.57K
$455K
|
|
|
May 09, 2025
Q1 2025
|
Renasant Bank
|
SELL
|
- |
-565- 4.62% |
$66.3K - $74K
|
11.7K
$1.49M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-557- 6.57% |
$65.4K - $73K
|
7.92K
$1.01M
|
|
|
May 07, 2025
Q1 2025
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-551- 2.71% |
$64.7K - $72.2K
|
19.8K
$2.52M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-548- 4.88% |
$64.3K - $71.8K
|
10.7K
$1.36M
|
|
|
Apr 25, 2025
Q1 2025
|
Innovative Wealth Building LLC
California, MD |
SELL
|
- |
-543- 3.95% |
$63.7K - $71.1K
|
13.2K
$1.68M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-537- 1.33% |
$63K - $70.4K
|
39.8K
$5.07M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-510- 1.31% |
$59.9K - $66.8K
|
38.4K
$4.9M
|
|
|
May 02, 2025
Q1 2025
|
Acas, LLC
|
SELL
|
- |
-509- 4.63% |
$59.8K - $66.7K
|
10.5K
$1.33M
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-482- 24.38% |
$56.6K - $63.2K
|
1.5K
$191K
|
|
|
May 14, 2025
Q1 2025
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-479- 1.1% |
$56.2K - $62.8K
|
43.1K
$5.49M
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-460- 1.88% |
$54K - $60.3K
|
24K
$3.06M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-429- 1.37% |
$50.4K - $56.2K
|
31K
$3.95M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-429- 7.86% |
$50.4K - $56.2K
|
5.03K
$641K
|
|
|
May 15, 2025
Q1 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-426- 3.21% |
$50K - $55.8K
|
12.8K
$1.64M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-407- 3.67% |
$47.8K - $53.3K
|
10.7K
$1.36M
|
|
|
May 14, 2025
Q1 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-401- 1.33% |
$47.1K - $52.5K
|
29.8K
$3.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-390- 50.72% |
$45.8K - $51.1K
|
379
$48.3K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-381- 7.76% |
$44.7K - $49.9K
|
4.53K
$577K
|
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-374- 0.9% |
$43.9K - $49K
|
41.3K
$5.26M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-373- 2.25% |
$43.8K - $48.9K
|
16.2K
$2.07M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-362- 3.3% |
$42.5K - $47.4K
|
10.6K
$1.35M
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-357- 1.04% |
$41.9K - $46.8K
|
34.1K
$4.35M
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-353- 13.43% |
$41.4K - $46.3K
|
2.28K
$290K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-337- 88.68% |
$39.6K - $44.2K
|
43
$5.48K
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-336- 14.96% |
$39.4K - $44K
|
1.91K
$243K
|
|
|
May 14, 2025
Q1 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-330- 1.75% |
$38.7K - $43.2K
|
18.5K
$2.36M
|
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
SELL
|
- |
-325- 10.95% |
$38.2K - $42.6K
|
2.64K
$337K
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
SELL
|
- |
-324- 1.62% |
$38K - $42.5K
|
19.6K
$2.5M
|
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-314- 0.86% |
$36.9K - $41.1K
|
36.2K
$4.61M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-310- 6.43% |
$36.4K - $40.6K
|
4.51K
$575K
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-308- 15.13% |
$36.2K - $40.4K
|
1.73K
$220K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-305- 2.43% |
$35.8K - $40K
|
12.2K
$1.56M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-300- 50.0% |
$35.2K - $39.3K
|
300
$38.2K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-300- 77.92% |
$35.2K - $39.3K
|
85
$10.8K
|
|
|
May 05, 2025
Q1 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-293- 2.45% |
$34.4K - $38.4K
|
11.7K
$1.48M
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-282- 2.35% |
$33.1K - $36.9K
|
11.7K
$1.49M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-267- 2.4% |
$31.3K - $35K
|
10.8K
$1.38M
|
|
|
Apr 21, 2025
Q1 2025
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-265- 8.35% |
$31.1K - $34.7K
|
2.91K
$370K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-260- 6.58% |
$30.5K - $34.1K
|
3.69K
$470K
|
|
|
Apr 23, 2025
Q1 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-260- 1.85% |
$30.5K - $34.1K
|
13.8K
$1.76M
|
|
|
May 15, 2025
Q1 2025
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-257- 4.97% |
$30.2K - $33.7K
|
4.91K
$626K
|