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 22, 2024
Q4 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-1.68K- 26.68% |
$157K - $194K
|
4.63K
$589K
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-950- 22.98% |
$88.4K - $109K
|
3.18K
$406K
|
|
|
Jan 09, 2024
Q4 2023
|
Collective Family Office LLC
|
SELL
|
- |
-823- 30.54% |
$76.6K - $94.8K
|
1.87K
$239K
|
|
|
Feb 14, 2024
Q4 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-814- 18.38% |
$75.7K - $93.7K
|
3.62K
$461K
|
|
|
Jan 04, 2024
Q4 2023
|
Riverwater Partners LLC
|
SELL
|
- |
-670- 23.43% |
$62.3K - $77.2K
|
2.19K
$279K
|
|
|
Feb 07, 2024
Q4 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-532- 7.91% |
$49.5K - $61.3K
|
6.2K
$790K
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-432- 48.16% |
$40.2K - $49.8K
|
465
$59.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-432- 18.96% |
$40.2K - $49.8K
|
1.85K
$235K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-309- 0.88% |
$28.8K - $35.6K
|
34.6K
$4.41M
|
|
|
Feb 06, 2024
Q4 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-82- 8.18% |
$7.63K - $9.44K
|
920
$117K
|
|
|
Jan 11, 2024
Q4 2023
|
Norwood Financial Corp
|
SELL
|
- |
-71- 1.92% |
$6.61K - $8.18K
|
3.63K
$463K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-64- 56.14% |
$5.96K - $7.37K
|
50
$6.37K
|
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-42- 0.06% |
$3.91K - $4.84K
|
72.2K
$9.21M
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-26- 49.06% |
$2.42K - $2.99K
|
27
$3.44K
|
|
|
Jan 16, 2024
Q4 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-22- 0.42% |
$2.05K - $2.53K
|
5.18K
$660K
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-15- 60.0% |
$1.4K - $1.73K
|
10
$1.27K
|
|
|
Jan 24, 2024
Q4 2023
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-11- 2.78% |
$1.02K - $1.27K
|
385
$49.1K
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-14.1K- 11.32% |
$1.4M - $1.58M
|
111K
$14.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-10.2K- 56.87% |
$1.01M - $1.14M
|
7.7K
$981K
|
|
|
Nov 07, 2023
Q3 2023
|
Awm Capital, LLC
|
SELL
|
- |
-812- 14.41% |
$80.8K - $90.9K
|
4.82K
$615K
|
|
|
Oct 19, 2023
Q3 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-600- 80.0% |
$59.7K - $67.2K
|
150
$19.1K
|
|
|
Nov 06, 2023
Q3 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-533- 12.22% |
$53K - $59.7K
|
3.83K
$488K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-276Closed |
$27.5K - $30.9K
|
0
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-253- 0.85% |
$25.2K - $28.3K
|
29.6K
$3.78M
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-196- 65.33% |
$19.5K - $21.9K
|
104
$13.3K
|
|
|
Oct 27, 2023
Q3 2023
|
West Bancorporation Inc
|
SELL
|
- |
-160- 6.75% |
$15.9K - $17.9K
|
2.21K
$282K
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-109- 12.76% |
$10.8K - $12.2K
|
745
$95K
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-66- 77.65% |
$6.56K - $7.39K
|
19
$2.42K
|
|
|
Oct 19, 2023
Q3 2023
|
Hms Capital Management, LLC
|
SELL
|
- |
-52- 2.45% |
$5.17K - $5.82K
|
2.07K
$264K
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-18- 40.91% |
$1.79K - $2.01K
|
26
$3.31K
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-3- 0.05% |
$298 - $336
|
5.84K
$745K
|
|
| Q2 2023 | |||||||
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
SELL
|
- |
-3.44K- 4.43% |
$336K - $369K
|
74.3K
$9.46M
|
|
|
Dec 11, 2023
Q2 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-3.13KClosed |
$306K - $335K
|
0
$0
|
|
|
Jul 19, 2023
Q2 2023
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-2.84K- 46.43% |
$278K - $305K
|
3.28K
$418K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-2.25K- 0.88% |
$220K - $241K
|
253K
$32.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-1.63K- 43.44% |
$159K - $174K
|
2.12K
$270K
|
|
|
Aug 09, 2023
Q2 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-1K- 21.74% |
$97.7K - $107K
|
3.6K
$459K
|
|
|
Aug 14, 2023
Q2 2023
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-989- 25.82% |
$96.7K - $106K
|
2.84K
$362K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-775- 7.03% |
$75.7K - $83K
|
10.2K
$1.31M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-775- 7.03% |
$75.7K - $83K
|
10.2K
$1.31M
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-654- 6.56% |
$63.9K - $70.1K
|
9.32K
$1.19M
|
|
|
Aug 08, 2023
Q2 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-390- 9.92% |
$38.1K - $41.8K
|
3.54K
$451K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-300- 11.74% |
$29.3K - $32.1K
|
2.26K
$287K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-295- 3.25% |
$28.8K - $31.6K
|
8.79K
$1.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-221- 7.2% |
$21.6K - $23.7K
|
2.85K
$363K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-145- 11.72% |
$14.2K - $15.5K
|
1.09K
$139K
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-73- 0.95% |
$7.14K - $7.82K
|
7.63K
$972K
|
|
|
Jul 11, 2023
Q2 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-50- 2.31% |
$4.89K - $5.36K
|
2.11K
$269K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-14- 0.44% |
$1.37K - $1.5K
|
3.2K
$408K
|
|
| Q1 2023 | |||||||
|
Feb 02, 2024
Q1 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-36.5KClosed |
$3.54M - $4.23M
|
0
$0
|
|