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 |
---|---|---|---|---|---|---|---|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-4- 0.2% |
$488 - $542
|
2.04K
$248K
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-3- 2.44% |
$366 - $407
|
120
$14.6K
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-1- 0.02% |
$122 - $136
|
4.66K
$568K
|
|
Q3 2024 | |||||||
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-4.04K- 69.15% |
$452K - $502K
|
1.8K
$220K
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-2.89K- 56.83% |
$323K - $359K
|
2.2K
$267K
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-2.52K- 47.5% |
$282K - $314K
|
2.79K
$340K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.48K- 0.92% |
$165K - $183K
|
159K
$19.3M
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-718- 1.31% |
$80.3K - $89.2K
|
53.9K
$6.56M
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-650- 9.87% |
$72.7K - $80.8K
|
5.94K
$723K
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-485- 2.63% |
$54.3K - $60.3K
|
18K
$2.19M
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-459- 7.75% |
$51.4K - $57K
|
5.46K
$665K
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-450- 18.83% |
$50.4K - $55.9K
|
1.94K
$236K
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-384- 12.25% |
$43K - $47.7K
|
2.75K
$335K
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-368- 28.68% |
$41.2K - $45.7K
|
915
$111K
|
|
Oct 21, 2024
Q3 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-357- 15.45% |
$39.9K - $44.4K
|
1.95K
$238K
|
|
Nov 06, 2024
Q3 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-350- 1.31% |
$39.2K - $43.5K
|
26.4K
$3.22M
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-316- 2.43% |
$35.4K - $39.3K
|
12.7K
$1.54M
|
|
Feb 13, 2025
Q3 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-300- 5.97% |
$33.6K - $37.3K
|
4.73K
$576K
|
|
Oct 29, 2024
Q3 2024
|
Sunesis Advisors, LLC
|
SELL
|
- |
-277- 12.29% |
$31K - $34.4K
|
1.98K
$241K
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-249- 65.35% |
$27.9K - $30.9K
|
132
$16.1K
|
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-230- 89.15% |
$25.7K - $28.6K
|
28
$3.41K
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-200- 4.26% |
$22.4K - $24.9K
|
4.49K
$547K
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-162- 4.84% |
$18.1K - $20.1K
|
3.18K
$388K
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-161- 15.96% |
$18K - $20K
|
848
$103K
|
|
Nov 05, 2024
Q3 2024
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-156- 4.48% |
$17.5K - $19.4K
|
3.33K
$405K
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-153- 4.85% |
$17.1K - $19K
|
3K
$365K
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-146- 1.24% |
$16.3K - $18.1K
|
11.6K
$1.42M
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-128- 2.76% |
$14.3K - $15.9K
|
4.51K
$549K
|
|
Oct 10, 2024
Q3 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-105- 2.13% |
$11.7K - $13K
|
4.83K
$588K
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-100- 8.44% |
$11.2K - $12.4K
|
1.09K
$132K
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-100- 7.18% |
$11.2K - $12.4K
|
1.29K
$158K
|
|
Nov 12, 2024
Q3 2024
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-98- 48.51% |
$11K - $12.2K
|
104
$12.7K
|
|
Nov 06, 2024
Q3 2024
|
Mechanics Financial Corp
|
SELL
|
- |
-98- 8.19% |
$11K - $12.2K
|
1.1K
$134K
|
|
Oct 04, 2024
Q3 2024
|
Allied Investment Advisors, LLC
|
SELL
|
- |
-85- 4.26% |
$9.51K - $10.6K
|
1.91K
$233K
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-72- 64.29% |
$8.06K - $8.95K
|
40
$4.87K
|
|
Nov 06, 2024
Q3 2024
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-65- 3.62% |
$7.27K - $8.08K
|
1.73K
$211K
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-54- 28.42% |
$6.04K - $6.71K
|
136
$16.6K
|
|
Oct 07, 2024
Q3 2024
|
Kwmg, LLC
|
SELL
|
- |
-52- 1.78% |
$5.82K - $6.46K
|
2.87K
$350K
|
|
Nov 12, 2024
Q3 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-50- 1.91% |
$5.6K - $6.21K
|
2.57K
$313K
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-50- 6.9% |
$5.6K - $6.21K
|
675
$82.2K
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-41- 1.74% |
$4.59K - $5.1K
|
2.32K
$283K
|
|
Oct 17, 2024
Q3 2024
|
Bremer Bank National Association
|
SELL
|
- |
-27- 0.31% |
$3.02K - $3.36K
|
8.59K
$1.05M
|
|
Nov 13, 2024
Q3 2024
|
Portland Global Advisors LLC
|
SELL
|
- |
-24- 1.03% |
$2.69K - $2.98K
|
2.31K
$282K
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-18- 0.77% |
$2.01K - $2.24K
|
2.32K
$283K
|
|
Oct 31, 2024
Q3 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-10- 0.45% |
$1.12K - $1.24K
|
2.21K
$269K
|
|
Oct 28, 2024
Q3 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-10- 0.2% |
$1.12K - $1.24K
|
4.88K
$595K
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-10- 0.41% |
$1.12K - $1.24K
|
2.41K
$293K
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
SELL
|
- |
-6- 0.18% |
$671 - $746
|
3.26K
$398K
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-5- 0.14% |
$560 - $621
|
3.48K
$424K
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-4- 0.03% |
$448 - $497
|
11.8K
$1.44M
|