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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-350- 12.28% |
$42.7K - $47.4K
|
2.5K
$319K
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-314- 64.08% |
$38.3K - $42.6K
|
176
$22.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-295- 41.9% |
$36K - $40K
|
409
$52.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-290- 53.11% |
$35.3K - $39.3K
|
256
$32.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-278- 14.27% |
$33.9K - $37.7K
|
1.67K
$213K
|
|
|
Feb 03, 2025
Q4 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-240- 11.2% |
$29.3K - $32.5K
|
1.9K
$242K
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-210- 10.05% |
$25.6K - $28.5K
|
1.88K
$240K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-200- 12.09% |
$24.4K - $27.1K
|
1.45K
$185K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-175- 29.22% |
$21.3K - $23.7K
|
424
$54K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-158- 1.61% |
$19.3K - $21.4K
|
9.67K
$1.23M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-153- 7.67% |
$18.6K - $20.7K
|
1.84K
$235K
|
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-130- 2.08% |
$15.8K - $17.6K
|
6.12K
$780K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-118- 2.74% |
$14.4K - $16K
|
4.18K
$533K
|
|
|
Jan 28, 2025
Q4 2024
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-112- 3.27% |
$13.7K - $15.2K
|
3.31K
$422K
|
|
|
Feb 11, 2025
Q4 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-100- 5.21% |
$12.2K - $13.6K
|
1.82K
$232K
|
|
|
Feb 03, 2025
Q4 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-99- 10.08% |
$12.1K - $13.4K
|
883
$113K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-92- 4.29% |
$11.2K - $12.5K
|
2.05K
$262K
|
|
|
Apr 21, 2025
Q4 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-75- 4.05% |
$9.14K - $10.2K
|
1.78K
$226K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-68- 4.01% |
$8.29K - $9.22K
|
1.63K
$208K
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-62Closed |
$7.56K - $8.4K
|
0
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-59- 2.12% |
$7.19K - $8K
|
2.73K
$348K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-49- 2.5% |
$5.97K - $6.64K
|
1.91K
$244K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-35- 0.84% |
$4.27K - $4.74K
|
4.12K
$525K
|
|
|
Jul 17, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-33- 17.55% |
$4.02K - $4.47K
|
155
$19.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-33- 6.02% |
$4.02K - $4.47K
|
515
$65.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-18- 0.15% |
$2.19K - $2.44K
|
12.3K
$1.57M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-15- 3.79% |
$1.83K - $2.03K
|
381
$48.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-3- 2.44% |
$366 - $407
|
120
$15.3K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.48K- 0.92% |
$165K - $183K
|
159K
$20.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-718- 1.31% |
$80.3K - $89.2K
|
53.9K
$6.87M
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-650- 9.87% |
$72.7K - $80.8K
|
5.94K
$756K
|
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-485- 2.63% |
$54.3K - $60.3K
|
18K
$2.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-459- 7.75% |
$51.4K - $57K
|
5.46K
$696K
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-450- 18.83% |
$50.4K - $55.9K
|
1.94K
$247K
|
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-384- 12.25% |
$43K - $47.7K
|
2.75K
$350K
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-368- 28.68% |
$41.2K - $45.7K
|
915
$117K
|
|
|
Oct 21, 2024
Q3 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-357- 15.45% |
$39.9K - $44.4K
|
1.95K
$249K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-316- 2.43% |
$35.4K - $39.3K
|
12.7K
$1.61M
|
|
|
Feb 13, 2025
Q3 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-300- 5.97% |
$33.6K - $37.3K
|
4.73K
$602K
|
|
|
Oct 29, 2024
Q3 2024
|
Sunesis Advisors, LLC
|
SELL
|
- |
-277- 12.29% |
$31K - $34.4K
|
1.98K
$252K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-249- 65.35% |
$27.9K - $30.9K
|
132
$16.8K
|
|
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-230- 89.15% |
$25.7K - $28.6K
|
28
$3.57K
|
|
|
Nov 05, 2024
Q3 2024
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-156- 4.48% |
$17.5K - $19.4K
|
3.33K
$424K
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-153- 4.85% |
$17.1K - $19K
|
3K
$382K
|
|
|
Oct 10, 2024
Q3 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-105- 2.13% |
$11.7K - $13K
|
4.83K
$616K
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-100- 8.44% |
$11.2K - $12.4K
|
1.09K
$138K
|
|
|
Nov 12, 2024
Q3 2024
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-98- 48.51% |
$11K - $12.2K
|
104
$13.3K
|
|
|
Nov 06, 2024
Q3 2024
|
Mechanics Financial Corp
|
SELL
|
- |
-98- 8.19% |
$11K - $12.2K
|
1.1K
$140K
|
|
|
Oct 04, 2024
Q3 2024
|
Allied Investment Advisors, LLC
|
SELL
|
- |
-85- 4.26% |
$9.51K - $10.6K
|
1.91K
$243K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-72- 64.29% |
$8.06K - $8.95K
|
40
$5.1K
|
|