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 12, 2025
Q1 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-229- 2.88% |
$26.9K - $30K
|
7.73K
$985K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-219- 4.79% |
$25.7K - $28.7K
|
4.35K
$555K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-218- 5.9% |
$25.6K - $28.6K
|
3.48K
$443K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-212- 0.48% |
$24.9K - $27.8K
|
43.9K
$5.6M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-211- 0.79% |
$24.8K - $27.6K
|
26.4K
$3.36M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-206- 9.75% |
$24.2K - $27K
|
1.91K
$243K
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-205- 3.21% |
$24.1K - $26.9K
|
6.19K
$789K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-204- 2.75% |
$23.9K - $26.7K
|
7.22K
$921K
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-203- 24.97% |
$23.8K - $26.6K
|
610
$77.7K
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-200- 9.07% |
$23.5K - $26.2K
|
2K
$255K
|
|
|
Apr 29, 2025
Q1 2025
|
Sonata Capital Group Inc
|
SELL
|
- |
-200- 1.14% |
$23.5K - $26.2K
|
17.3K
$2.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-200- 10.13% |
$23.5K - $26.2K
|
1.78K
$226K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-200- 15.47% |
$23.5K - $26.2K
|
1.09K
$139K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-199- 33.17% |
$23.4K - $26.1K
|
401
$51.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-197- 9.0% |
$23.1K - $25.8K
|
1.99K
$254K
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-194- 6.99% |
$22.8K - $25.4K
|
2.58K
$329K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-191- 5.1% |
$22.4K - $25K
|
3.55K
$453K
|
|
|
May 13, 2025
Q1 2025
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-175- 3.91% |
$20.5K - $22.9K
|
4.31K
$549K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-172- 6.61% |
$20.2K - $22.5K
|
2.43K
$310K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-151- 2.63% |
$17.7K - $19.8K
|
5.59K
$713K
|
|
|
May 14, 2025
Q1 2025
|
Integras Partners LLC
Alpharetta, GA |
SELL
|
- |
-151- 3.09% |
$17.7K - $19.8K
|
4.74K
$604K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-151- 1.78% |
$17.7K - $19.8K
|
8.32K
$1.06M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
SELL
|
- |
-145- 1.64% |
$17K - $19K
|
8.68K
$1.11M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-144- 1.3% |
$16.9K - $18.9K
|
10.9K
$1.39M
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
SELL
|
- |
-125- 0.38% |
$14.7K - $16.4K
|
33.2K
$4.23M
|
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-125- 2.63% |
$14.7K - $16.4K
|
4.62K
$589K
|
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
SELL
|
- |
-120- 0.45% |
$14.1K - $15.7K
|
26.6K
$3.39M
|
|
|
May 13, 2025
Q1 2025
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-112- 85.5% |
$13.1K - $14.7K
|
19
$2.42K
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-109- 24.33% |
$12.8K - $14.3K
|
339
$43.2K
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-107- 2.39% |
$12.6K - $14K
|
4.36K
$556K
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-105- 2.31% |
$12.3K - $13.8K
|
4.44K
$566K
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-102- 1.5% |
$12K - $13.4K
|
6.68K
$852K
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
SELL
|
- |
-100- 2.18% |
$11.7K - $13.1K
|
4.5K
$573K
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-97- 14.37% |
$11.4K - $12.7K
|
578
$73.7K
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-94- 4.15% |
$11K - $12.3K
|
2.17K
$277K
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-93- 2.0% |
$10.9K - $12.2K
|
4.57K
$582K
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-86- 1.94% |
$10.1K - $11.3K
|
4.34K
$554K
|
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
SELL
|
- |
-82- 2.62% |
$9.63K - $10.7K
|
3.04K
$388K
|
|
|
May 01, 2025
Q1 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-81- 11.38% |
$9.51K - $10.6K
|
631
$80.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-80- 0.54% |
$9.39K - $10.5K
|
14.8K
$1.88M
|
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-78- 0.6% |
$9.16K - $10.2K
|
12.8K
$1.64M
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-78- 27.27% |
$9.16K - $10.2K
|
208
$26.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Weil Company, Inc.
|
SELL
|
- |
-78- 3.1% |
$9.16K - $10.2K
|
2.44K
$311K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-77- 0.3% |
$9.04K - $10.1K
|
25.5K
$3.25M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
SELL
|
- |
-75- 1.61% |
$8.81K - $9.83K
|
4.59K
$585K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-71- 3.47% |
$8.34K - $9.3K
|
1.97K
$252K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-69- 1.25% |
$8.1K - $9.04K
|
5.43K
$692K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-66- 0.53% |
$7.75K - $8.65K
|
12.5K
$1.59M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-62- 2.63% |
$7.28K - $8.12K
|
2.3K
$293K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-61- 2.18% |
$7.16K - $7.99K
|
2.74K
$349K
|