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 |
---|---|---|---|---|---|---|---|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
SELL
|
- |
-61- 5.09% |
$7.16K - $7.99K
|
1.14K
$145K
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-60- 2.15% |
$7.04K - $7.86K
|
2.73K
$348K
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-59- 0.64% |
$6.93K - $7.73K
|
9.12K
$1.16M
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-59- 1.34% |
$6.93K - $7.73K
|
4.33K
$552K
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-55- 2.84% |
$6.46K - $7.21K
|
1.88K
$240K
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-50- 9.8% |
$5.87K - $6.55K
|
460
$58.6K
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-48- 0.44% |
$5.64K - $6.29K
|
10.7K
$1.37M
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-48- 1.28% |
$5.64K - $6.29K
|
3.71K
$473K
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-46- 2.9% |
$5.4K - $6.03K
|
1.54K
$196K
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-45- 0.04% |
$5.28K - $5.9K
|
109K
$13.9M
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-45- 0.58% |
$5.28K - $5.9K
|
7.68K
$979K
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-40- 2.03% |
$4.7K - $5.24K
|
1.93K
$246K
|
|
Apr 23, 2025
Q1 2025
|
Financial Life Planners
Tempe, AZ |
SELL
|
- |
-39- 3.98% |
$4.58K - $5.11K
|
941
$120K
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-35- 0.48% |
$4.11K - $4.59K
|
7.3K
$930K
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-32- 1.53% |
$3.76K - $4.19K
|
2.05K
$262K
|
|
May 12, 2025
Q1 2025
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-31- 0.09% |
$3.64K - $4.06K
|
33.6K
$4.28M
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-30- 0.17% |
$3.52K - $3.93K
|
17.7K
$2.26M
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-30- 10.0% |
$3.52K - $3.93K
|
270
$34.4K
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-30- 0.67% |
$3.52K - $3.93K
|
4.46K
$568K
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-29- 26.85% |
$3.4K - $3.8K
|
79
$10.1K
|
|
May 14, 2025
Q1 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
SELL
|
- |
-26- 0.36% |
$3.05K - $3.41K
|
7.23K
$922K
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-22- 0.66% |
$2.58K - $2.88K
|
3.31K
$421K
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-19- 0.57% |
$2.23K - $2.49K
|
3.33K
$424K
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-17- 0.3% |
$2K - $2.23K
|
5.67K
$722K
|
|
Apr 16, 2025
Q1 2025
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-16- 0.22% |
$1.88K - $2.1K
|
7.21K
$918K
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-10- 0.17% |
$1.17K - $1.31K
|
5.97K
$761K
|
|
Apr 28, 2025
Q1 2025
|
Davidson Trust CO
|
SELL
|
- |
-10- 0.2% |
$1.17K - $1.31K
|
5.03K
$641K
|
|
May 05, 2025
Q1 2025
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-3- 0.02% |
$352 - $393
|
16.7K
$2.12M
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-3- 0.15% |
$352 - $393
|
2.02K
$258K
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-2- 0.04% |
$235 - $262
|
4.91K
$626K
|
|
Q4 2024 | |||||||
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-26.6K- 68.07% |
$3.24M - $3.6M
|
12.5K
$1.59M
|
|
Feb 18, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-25.1K- 92.42% |
$3.06M - $3.4M
|
2.06K
$263K
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.47K- 4.37% |
$911K - $1.01M
|
163K
$20.8M
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-3.62K- 68.85% |
$441K - $491K
|
1.64K
$209K
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-3.2K- 65.31% |
$390K - $434K
|
1.7K
$217K
|
|
Feb 13, 2025
Q4 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.66K- 18.25% |
$324K - $360K
|
11.9K
$1.52M
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-2.62K- 4.64% |
$319K - $355K
|
53.8K
$6.86M
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-2.22K- 10.44% |
$270K - $300K
|
19K
$2.42M
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.13K- 4.12% |
$138K - $153K
|
26.3K
$3.35M
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.07K- 69.03% |
$131K - $145K
|
481
$61.3K
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-840- 18.19% |
$102K - $114K
|
3.78K
$481K
|
|
Feb 10, 2025
Q4 2024
|
Independent Family Office, LLC
|
SELL
|
- |
-750- 24.19% |
$91.4K - $102K
|
2.35K
$300K
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-631- 18.89% |
$76.9K - $85.5K
|
2.71K
$345K
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-618- 2.0% |
$75.3K - $83.8K
|
30.3K
$3.86M
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-590- 89.94% |
$71.9K - $80K
|
66
$8.41K
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-572- 7.27% |
$69.7K - $77.5K
|
7.3K
$930K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-556- 7.86% |
$67.8K - $75.3K
|
6.52K
$831K
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-530- 36.65% |
$64.6K - $71.8K
|
916
$117K
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-456- 21.6% |
$55.6K - $61.8K
|
1.66K
$211K
|
|
Jan 17, 2025
Q4 2024
|
Corundum Trust Company, Inc
Sioux Falls, SD |
SELL
|
- |
-418- 3.08% |
$51K - $56.6K
|
13.2K
$1.68M
|