Latest Institutional Transactions on Ishares S&P Midcap 400 Value E (IJJ)
This table provides information on the latest institutional transactions involving Ishares S&P Midcap 400 Value E (IJJ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-912- 17.44% |
$111K - $124K
|
4.32K
$519K
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
BUY
|
- |
309+ 5.09% |
$37.7K - $41.9K
|
6.38K
$766K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-597- 5.17% |
$72.8K - $80.9K
|
11K
$1.32M
|
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-130- 2.08% |
$15.8K - $17.6K
|
6.12K
$735K
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
9+ 0.49% |
$1.1K - $1.22K
|
1.85K
$222K
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-4- 0.2% |
$488 - $542
|
2.04K
$245K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-175- 29.22% |
$21.3K - $23.7K
|
424
$50.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-554- 5.67% |
$67.5K - $75.1K
|
9.23K
$1.11M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
3.5K+ 1.5% |
$426K - $474K
|
237K
$28.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
2.07KNew |
$252K - $280K
|
2.07K
$248K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-121- 5.36% |
$14.7K - $16.4K
|
2.14K
$257K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.5% |
$122 - $136
|
202
$24.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
140+ 8.3% |
$17.1K - $19K
|
1.83K
$219K
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
155+ 3.62% |
$18.9K - $21K
|
4.44K
$533K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
137+ 0.86% |
$16.7K - $18.6K
|
16.1K
$1.94M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
98+ 2.94% |
$11.9K - $13.3K
|
3.43K
$412K
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
10+ 0.38% |
$1.22K - $1.36K
|
2.67K
$320K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-260- 7.38% |
$31.7K - $35.2K
|
3.26K
$392K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1+ 0.05% |
$122 - $136
|
2.07K
$249K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-3K- 9.04% |
$366K - $407K
|
30.2K
$3.63M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-236K- 99.19% |
$28.7M - $31.9M
|
1.93K
$231K
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
3.2KNew |
$390K - $433K
|
3.2K
$384K
|
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
62.6KNew |
$7.63M - $8.48M
|
62.6K
$7.52M
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
SELL
|
- |
-20- 0.43% |
$2.44K - $2.71K
|
4.6K
$552K
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
2+ 0.4% |
$244 - $271
|
500
$60.1K
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-605- 1.26% |
$73.7K - $82K
|
47.2K
$5.67M
|
|
| Q3 2024 | |||||||
|
Feb 13, 2025
Q3 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-300- 5.97% |
$33.6K - $37.3K
|
4.73K
$568K
|
|
|
Feb 11, 2025
Q3 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
84New |
$9.4K - $10.4K
|
84
$10.1K
|
|
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-230- 89.15% |
$25.7K - $28.6K
|
28
$3.36K
|
|
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
50+ 2.78% |
$5.6K - $6.21K
|
1.85K
$222K
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
2.06K+ 46.26% |
$230K - $256K
|
6.5K
$781K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
7.3KNew |
$817K - $907K
|
7.3K
$877K
|
|
|
Nov 14, 2024
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
59+ 1.28% |
$6.6K - $7.33K
|
4.67K
$560K
|
|
|
Nov 14, 2024
Q3 2024
|
Alamar Capital Management, LLC
|
BUY
|
- |
1.64KNew |
$184K - $204K
|
1.64K
$197K
|
|
|
Nov 14, 2024
Q3 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.67KNew |
$187K - $208K
|
1.67K
$201K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-2.89K- 56.83% |
$323K - $359K
|
2.2K
$264K
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-368- 28.68% |
$41.2K - $45.7K
|
915
$110K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-249- 65.35% |
$27.9K - $30.9K
|
132
$15.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Portland Global Advisors LLC
|
SELL
|
- |
-24- 1.03% |
$2.69K - $2.98K
|
2.31K
$278K
|
|
|
Nov 13, 2024
Q3 2024
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
1.86KNew |
$209K - $232K
|
1.86K
$224K
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-100- 8.44% |
$11.2K - $12.4K
|
1.09K
$130K
|
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
417+ 3.32% |
$46.7K - $51.8K
|
13K
$1.56M
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.62KNew |
$181K - $201K
|
1.62K
$194K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-162- 4.84% |
$18.1K - $20.1K
|
3.18K
$382K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
169+ 2.48% |
$18.9K - $21K
|
7K
$840K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
2+ 0.1% |
$224 - $249
|
2.03K
$243K
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
37.7KNew |
$4.22M - $4.69M
|
37.7K
$4.53M
|
|
|
Nov 12, 2024
Q3 2024
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
2.13KNew |
$238K - $264K
|
2.13K
$255K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
53+ 2.6% |
$5.93K - $6.59K
|
2.1K
$252K
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-50- 1.91% |
$5.6K - $6.21K
|
2.57K
$309K
|
|