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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
92New |
$8.44K - $9.82K
|
92
$11.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
552New |
$50.6K - $58.9K
|
552
$70.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
145New |
$13.3K - $15.5K
|
145
$18.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
6+ 0.27% |
$550 - $640
|
2.25K
$286K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
563+ 17.24% |
$51.6K - $60.1K
|
3.83K
$488K
|
|
|
Feb 13, 2023
Q4 2022
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
4.32KNew |
$396K - $461K
|
4.32K
$551K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
268New |
$24.6K - $28.6K
|
268
$34.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Rex Capital Advisors, LLC
Providence, RI |
SELL
|
- |
-11K- 4.06% |
$1.01M - $1.17M
|
259K
$33M
|
|
|
Feb 10, 2023
Q4 2022
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
158New |
$14.5K - $16.9K
|
158
$20.1K
|
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
94+ 3.99% |
$8.62K - $10K
|
2.45K
$312K
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-1.67K- 15.67% |
$153K - $178K
|
8.97K
$1.14M
|
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-2.42K- 98.14% |
$222K - $259K
|
46
$5.87K
|
|
|
Feb 09, 2023
Q4 2022
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
26.7KNew |
$2.45M - $2.85M
|
26.7K
$3.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
2.93KNew |
$269K - $313K
|
2.93K
$374K
|
|
|
Feb 08, 2023
Q4 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-17.1K- 50.0% |
$1.57M - $1.83M
|
17.1K
$2.19M
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
80New |
$7.34K - $8.54K
|
80
$10.2K
|
|
|
Feb 07, 2023
Q4 2022
|
Hardy Reed LLC
|
BUY
|
- |
3.46KNew |
$317K - $369K
|
3.46K
$441K
|
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-169- 14.04% |
$15.5K - $18K
|
1.04K
$132K
|
|
|
Feb 03, 2023
Q4 2022
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
360New |
$33K - $38.4K
|
360
$45.9K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-98- 1.52% |
$8.99K - $10.5K
|
6.33K
$807K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
70New |
$6.42K - $7.47K
|
70
$8.93K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-454- 34.68% |
$41.6K - $48.5K
|
855
$109K
|
|
|
Jan 31, 2023
Q4 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
2.69KNew |
$247K - $287K
|
2.69K
$343K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
18New |
$1.65K - $1.92K
|
18
$2.3K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-40- 1.61% |
$3.67K - $4.27K
|
2.45K
$313K
|
|
|
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
SELL
|
- |
-463- 12.57% |
$42.5K - $49.4K
|
3.22K
$411K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
1+ 0.31% |
$91.7 - $107
|
326
$41.6K
|
|
|
Jan 20, 2023
Q4 2022
|
Anderson Hoagland & CO
|
SELL
|
- |
-861- 8.76% |
$79K - $91.9K
|
8.97K
$1.14M
|
|
|
Jan 20, 2023
Q4 2022
|
Eclectic Associates Inc
|
BUY
|
- |
2.05KNew |
$188K - $218K
|
2.05K
$261K
|
|
|
Jan 20, 2023
Q4 2022
|
Mill Capital Management, LLC
|
BUY
|
- |
1.47KNew |
$135K - $157K
|
1.47K
$187K
|
|
|
Jan 17, 2023
Q4 2022
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
2.83KNew |
$260K - $303K
|
2.83K
$361K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
506New |
$46.4K - $54K
|
506
$64.5K
|
|
|
Jan 17, 2023
Q4 2022
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
3.69K+ 138.2% |
$339K - $394K
|
6.37K
$812K
|
|
|
Jan 12, 2023
Q4 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
36.7KNew |
$3.36M - $3.91M
|
36.7K
$4.68M
|
|
| Q3 2022 | |||||||
|
Nov 16, 2022
Q3 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-442- 12.67% |
$39.8K - $47.6K
|
3.05K
$389K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
376New |
$33.8K - $40.5K
|
376
$47.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
4.67KNew |
$420K - $503K
|
4.67K
$596K
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-7.6KClosed |
$684K - $818K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-489- 5.67% |
$44K - $52.7K
|
8.14K
$1.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
3.07KNew |
$276K - $331K
|
3.07K
$392K
|
|
|
Nov 14, 2022
Q3 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-65- 7.54% |
$5.85K - $7K
|
797
$102K
|
|
|
Nov 10, 2022
Q3 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
3.48K+ 149.55% |
$313K - $375K
|
5.81K
$740K
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
524New |
$47.2K - $56.4K
|
524
$66.8K
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
5.88KNew |
$529K - $633K
|
5.88K
$749K
|
|
|
Nov 02, 2022
Q3 2022
|
Grant
|
SELL
|
- |
-185- 4.63% |
$16.7K - $19.9K
|
3.81K
$486K
|
|
|
Oct 31, 2022
Q3 2022
|
Gables Capital Management Inc.
|
SELL
|
- |
-500- 25.0% |
$45K - $53.8K
|
1.5K
$191K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
944New |
$85K - $102K
|
944
$120K
|
|
|
Oct 25, 2022
Q3 2022
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
10.6KNew |
$957K - $1.15M
|
10.6K
$1.36M
|
|
|
Oct 25, 2022
Q3 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-157- 2.66% |
$14.1K - $16.9K
|
5.74K
$731K
|
|