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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-313- 13.57% |
$34.3K - $37.1K
|
1.99K
$248K
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-295- 8.35% |
$32.3K - $34.9K
|
3.24K
$402K
|
|
|
Jul 25, 2024
Q2 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-240- 5.6% |
$26.3K - $28.4K
|
4.04K
$502K
|
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-239- 11.4% |
$26.2K - $28.3K
|
1.86K
$231K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-201- 0.58% |
$22K - $23.8K
|
34.4K
$4.27M
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-198- 68.28% |
$21.7K - $23.4K
|
92
$11.4K
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
SELL
|
- |
-160- 4.64% |
$17.5K - $18.9K
|
3.29K
$408K
|
|
|
Aug 05, 2024
Q2 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-151- 0.94% |
$16.5K - $17.9K
|
15.9K
$1.97M
|
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
SELL
|
- |
-125- 13.89% |
$13.7K - $14.8K
|
775
$96.2K
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
SELL
|
- |
-92- 2.26% |
$10.1K - $10.9K
|
3.98K
$494K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-88- 1.71% |
$9.63K - $10.4K
|
5.07K
$629K
|
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-78- 0.35% |
$8.54K - $9.24K
|
22.3K
$2.77M
|
|
|
Aug 09, 2024
Q2 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-78- 1.57% |
$8.54K - $9.24K
|
4.88K
$606K
|
|
|
Jul 16, 2024
Q2 2024
|
Country Club Bank
|
SELL
|
- |
-70- 1.81% |
$7.66K - $8.29K
|
3.81K
$473K
|
|
|
Aug 13, 2024
Q2 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-35- 1.6% |
$3.83K - $4.14K
|
2.15K
$267K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-29- 0.55% |
$3.17K - $3.43K
|
5.23K
$650K
|
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-20- 0.57% |
$2.19K - $2.37K
|
3.46K
$430K
|
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-20- 31.75% |
$2.19K - $2.37K
|
43
$5.34K
|
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-20- 1.1% |
$2.19K - $2.37K
|
1.8K
$224K
|
|
|
Aug 07, 2024
Q2 2024
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-14- 0.36% |
$1.53K - $1.66K
|
3.89K
$483K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-5- 0.66% |
$547 - $592
|
751
$93.3K
|
|
|
Jul 17, 2024
Q2 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-5- 0.24% |
$547 - $592
|
2.04K
$253K
|
|
| Q1 2024 | |||||||
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-20.4K- 44.92% |
$2.23M - $2.42M
|
25.1K
$3.11M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
CALL |
-4K- 97.56% |
$437K - $473K
|
100
$12.4K
|
|
|
Apr 11, 2024
Q1 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-3.2K- 32.46% |
$350K - $378K
|
6.66K
$826K
|
|
|
Sep 23, 2024
Q1 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
SELL
|
- |
-1.82KClosed |
$199K - $216K
|
0
$0
|
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
SELL
|
- |
-1.59K- 7.7% |
$174K - $188K
|
19.1K
$2.37M
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
SELL
|
- |
-1.14K- 24.45% |
$125K - $135K
|
3.52K
$438K
|
|
|
Apr 23, 2024
Q1 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-997- 16.76% |
$109K - $118K
|
4.95K
$615K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-868- 61.08% |
$94.8K - $103K
|
553
$68.7K
|
|
|
Apr 17, 2024
Q1 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-662- 2.53% |
$72.3K - $78.3K
|
25.5K
$3.17M
|
|
|
May 23, 2024
Q1 2024
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-576- 88.48% |
$62.9K - $68.1K
|
75
$9.31K
|
|
|
May 08, 2024
Q1 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-390- 12.04% |
$42.6K - $46.1K
|
2.85K
$354K
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-369- 2.58% |
$40.3K - $43.6K
|
13.9K
$1.73M
|
|
|
May 03, 2024
Q1 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-275- 11.75% |
$30K - $32.5K
|
2.07K
$256K
|
|
|
May 07, 2024
Q1 2024
|
Sather Financial Group Inc
|
SELL
|
- |
-250- 2.65% |
$27.3K - $29.6K
|
9.19K
$1.14M
|
|
|
May 15, 2024
Q1 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-185- 34.45% |
$20.2K - $21.9K
|
352
$43.7K
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-152- 10.01% |
$16.6K - $18K
|
1.37K
$170K
|
|
|
Apr 22, 2024
Q1 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-95- 3.91% |
$10.4K - $11.2K
|
2.34K
$290K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-91- 0.7% |
$9.94K - $10.8K
|
12.9K
$1.6M
|
|
|
May 15, 2024
Q1 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-51- 45.95% |
$5.57K - $6.03K
|
60
$7.45K
|
|
|
May 15, 2024
Q1 2024
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-50- 4.39% |
$5.46K - $5.91K
|
1.09K
$135K
|
|
|
May 02, 2024
Q1 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-46- 1.9% |
$5.03K - $5.44K
|
2.37K
$295K
|
|
|
May 13, 2024
Q1 2024
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-44- 1.24% |
$4.81K - $5.2K
|
3.5K
$435K
|
|
|
Apr 29, 2024
Q1 2024
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-40- 0.28% |
$4.37K - $4.73K
|
14.1K
$1.75M
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-38- 50.0% |
$4.15K - $4.5K
|
38
$4.72K
|
|
|
Apr 02, 2024
Q1 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-14- 0.44% |
$1.53K - $1.66K
|
3.18K
$395K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-6- 3.61% |
$656 - $710
|
160
$19.9K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-2.32K- 44.13% |
$216K - $267K
|
2.94K
$365K
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-2.19K- 76.41% |
$204K - $252K
|
676
$84K
|
|