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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-6- 3.61% |
$656 - $710
|
160
$19.2K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-868- 61.08% |
$94.8K - $103K
|
553
$66.4K
|
|
|
Apr 22, 2024
Q1 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-95- 3.91% |
$10.4K - $11.2K
|
2.34K
$281K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
728New |
$79.5K - $86.1K
|
728
$87.4K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
CALL |
-4K- 97.56% |
$437K - $473K
|
100
$12K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
3.06KNew |
$335K - $362K
|
3.06K
$368K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.59KNew |
$173K - $187K
|
1.59K
$190K
|
|
|
Apr 17, 2024
Q1 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-662- 2.53% |
$72.3K - $78.3K
|
25.5K
$3.07M
|
|
|
Apr 17, 2024
Q1 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
1+ 0.06% |
$109 - $118
|
1.77K
$213K
|
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
SELL
|
- |
-1.59K- 7.7% |
$174K - $188K
|
19.1K
$2.29M
|
|
|
Apr 11, 2024
Q1 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-3.2K- 32.46% |
$350K - $378K
|
6.66K
$799K
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
BUY
|
- |
100+ 16.95% |
$10.9K - $11.8K
|
690
$82.9K
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
287+ 15.41% |
$31.4K - $33.9K
|
2.15K
$258K
|
|
|
Apr 02, 2024
Q1 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-14- 0.44% |
$1.53K - $1.66K
|
3.18K
$382K
|
|
| Q4 2023 | |||||||
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
350+ 37.23% |
$32.6K - $40.3K
|
1.29K
$155K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
284New |
$26.4K - $32.7K
|
284
$34.1K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.98% |
$93.1 - $115
|
103
$12.4K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
936New |
$87.1K - $108K
|
936
$112K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
1.68KNew |
$157K - $194K
|
1.68K
$202K
|
|
|
Feb 14, 2024
Q4 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-814- 18.38% |
$75.7K - $93.7K
|
3.62K
$434K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-64- 56.14% |
$5.96K - $7.37K
|
50
$6.01K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.99KNew |
$185K - $229K
|
1.99K
$239K
|
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-42- 0.06% |
$3.91K - $4.84K
|
72.2K
$8.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
16.6KNew |
$1.54M - $1.91M
|
16.6K
$1.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
374New |
$34.8K - $43.1K
|
374
$44.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.78KNew |
$166K - $205K
|
1.78K
$214K
|
|
|
Feb 14, 2024
Q4 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
1.85KNew |
$172K - $213K
|
1.85K
$222K
|
|
|
Feb 13, 2024
Q4 2023
|
Factorial Partners, LLC
|
BUY
|
- |
1.2K+ 4.1% |
$112K - $138K
|
30.5K
$3.66M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
27.3KNew |
$2.54M - $3.14M
|
27.3K
$3.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-2.19K- 76.41% |
$204K - $252K
|
676
$81.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
1.77KNew |
$165K - $204K
|
1.77K
$213K
|
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
646New |
$60.1K - $74.4K
|
646
$77.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
1.8KNew |
$167K - $207K
|
1.8K
$216K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
2.47KNew |
$230K - $284K
|
2.47K
$296K
|
|
|
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
6.75KNew |
$628K - $777K
|
6.75K
$811K
|
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
79+ 1.11% |
$7.35K - $9.1K
|
7.18K
$863K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
462New |
$43K - $53.2K
|
462
$55.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
5.59KNew |
$520K - $644K
|
5.59K
$672K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.87K+ 4.78% |
$174K - $215K
|
41K
$4.93M
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
27.3KNew |
$2.54M - $3.14M
|
27.3K
$3.28M
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
252New |
$23.4K - $29K
|
252
$30.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-532- 7.91% |
$49.5K - $61.3K
|
6.2K
$744K
|
|
|
Feb 07, 2024
Q4 2023
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
1.81KNew |
$169K - $209K
|
1.81K
$218K
|
|
|
Feb 06, 2024
Q4 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-82- 8.18% |
$7.63K - $9.44K
|
920
$111K
|
|
|
Feb 06, 2024
Q4 2023
|
Sawgrass Asset Management LLC
|
BUY
|
- |
152+ 1.9% |
$14.1K - $17.5K
|
8.15K
$979K
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-26- 49.06% |
$2.42K - $2.99K
|
27
$3.24K
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
6.22K+ 1003.87% |
$579K - $717K
|
6.84K
$822K
|
|
|
Feb 05, 2024
Q4 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
1.9K+ 0.8% |
$177K - $219K
|
241K
$28.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-950- 22.98% |
$88.4K - $109K
|
3.18K
$382K
|
|