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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-65- 3.62% |
$7.27K - $8.08K
|
1.73K
$221K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-54- 28.42% |
$6.04K - $6.71K
|
136
$17.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-41- 1.74% |
$4.59K - $5.1K
|
2.32K
$296K
|
|
|
Nov 13, 2024
Q3 2024
|
Portland Global Advisors LLC
|
SELL
|
- |
-24- 1.03% |
$2.69K - $2.98K
|
2.31K
$295K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-18- 0.77% |
$2.01K - $2.24K
|
2.32K
$296K
|
|
|
Oct 31, 2024
Q3 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-10- 0.45% |
$1.12K - $1.24K
|
2.21K
$281K
|
|
|
Oct 28, 2024
Q3 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-10- 0.2% |
$1.12K - $1.24K
|
4.88K
$622K
|
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-10- 0.41% |
$1.12K - $1.24K
|
2.41K
$307K
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-5- 0.14% |
$560 - $621
|
3.48K
$444K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-4- 0.03% |
$448 - $497
|
11.8K
$1.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-2- 0.6% |
$224 - $249
|
330
$42.1K
|
|
|
Oct 22, 2024
Q3 2024
|
Narwhal Capital Management
|
SELL
|
- |
-2- 0.03% |
$224 - $249
|
6.92K
$882K
|
|
| Q2 2024 | |||||||
|
Jul 19, 2024
Q2 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-13K- 62.54% |
$1.42M - $1.53M
|
7.76K
$989K
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-12.9K- 84.68% |
$1.41M - $1.53M
|
2.34K
$298K
|
|
|
Jul 12, 2024
Q2 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-4.82K- 27.44% |
$528K - $571K
|
12.8K
$1.63M
|
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-3.61K- 63.1% |
$395K - $428K
|
2.11K
$269K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.25K- 7.63% |
$137K - $148K
|
15.1K
$1.93M
|
|
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-900- 16.3% |
$98.5K - $107K
|
4.62K
$589K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-648- 34.5% |
$70.9K - $76.7K
|
1.23K
$157K
|
|
|
Aug 14, 2024
Q2 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-610- 15.55% |
$66.8K - $72.2K
|
3.31K
$422K
|
|
|
Aug 14, 2024
Q2 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-500- 6.57% |
$54.7K - $59.2K
|
7.11K
$906K
|
|
|
Aug 07, 2024
Q2 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-397- 16.3% |
$43.4K - $47K
|
2.04K
$260K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-342- 3.91% |
$37.4K - $40.5K
|
8.41K
$1.07M
|
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-239- 11.4% |
$26.2K - $28.3K
|
1.86K
$237K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-201- 0.58% |
$22K - $23.8K
|
34.4K
$4.38M
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-198- 68.28% |
$21.7K - $23.4K
|
92
$11.7K
|
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
SELL
|
- |
-125- 13.89% |
$13.7K - $14.8K
|
775
$98.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-78- 0.35% |
$8.54K - $9.24K
|
22.3K
$2.84M
|
|
|
Jul 16, 2024
Q2 2024
|
Country Club Bank
|
SELL
|
- |
-70- 1.81% |
$7.66K - $8.29K
|
3.81K
$485K
|
|
|
Aug 13, 2024
Q2 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-35- 1.6% |
$3.83K - $4.14K
|
2.15K
$274K
|
|
|
Aug 07, 2024
Q2 2024
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-14- 0.36% |
$1.53K - $1.66K
|
3.89K
$496K
|
|
|
Jul 10, 2025
Q2 2024
|
Veridan Wealth LLC
West Linn, OR |
SELL
|
- |
-4- 0.12% |
$438 - $474
|
3.38K
$431K
|
|
| Q1 2024 | |||||||
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-20.4K- 44.92% |
$2.23M - $2.42M
|
25.1K
$3.19M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
CALL |
-4K- 97.56% |
$437K - $473K
|
100
$12.7K
|
|
|
Apr 11, 2024
Q1 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-3.2K- 32.46% |
$350K - $378K
|
6.66K
$848K
|
|
|
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
$2.43M
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-868- 61.08% |
$94.8K - $103K
|
553
$70.5K
|
|
|
Apr 17, 2024
Q1 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-662- 2.53% |
$72.3K - $78.3K
|
25.5K
$3.26M
|
|
|
May 23, 2024
Q1 2024
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-576- 88.48% |
$62.9K - $68.1K
|
75
$9.56K
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-369- 2.58% |
$40.3K - $43.6K
|
13.9K
$1.77M
|
|
|
May 03, 2024
Q1 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-275- 11.75% |
$30K - $32.5K
|
2.07K
$263K
|
|
|
May 07, 2024
Q1 2024
|
Sather Financial Group Inc
|
SELL
|
- |
-250- 2.65% |
$27.3K - $29.6K
|
9.19K
$1.17M
|
|
|
May 15, 2024
Q1 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-185- 34.45% |
$20.2K - $21.9K
|
352
$44.9K
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-152- 10.01% |
$16.6K - $18K
|
1.37K
$174K
|
|
|
May 15, 2024
Q1 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-51- 45.95% |
$5.57K - $6.03K
|
60
$7.65K
|
|
|
May 13, 2024
Q1 2024
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-44- 1.24% |
$4.81K - $5.2K
|
3.5K
$446K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-38- 50.0% |
$4.15K - $4.5K
|
38
$4.84K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-6- 3.61% |
$656 - $710
|
160
$20.4K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-2.19K- 76.41% |
$204K - $252K
|
676
$86.2K
|
|