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 27, 2022
Q4 2021
|
Baldrige Asset Management LLC
|
SELL
|
- |
-65- 32.5% |
$6.72K - $7.37K
|
135
$15.8K
|
|
Jan 25, 2022
Q4 2021
|
Gofen & Glossberg LLC
|
SELL
|
- |
-40- 0.15% |
$4.13K - $4.53K
|
26.7K
$3.14M
|
|
Jan 25, 2022
Q4 2021
|
Kingfisher Capital LLC
|
SELL
|
- |
-2.44KClosed |
$252K - $276K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Financial Council Asset Management Inc
|
BUY
|
- |
1.96KNew |
$203K - $223K
|
1.96K
$231K
|
|
Jan 18, 2022
Q4 2021
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-5.71KClosed |
$590K - $647K
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Enterprise Trust & Investment CO
|
SELL
|
- |
-166- 29.33% |
$17.2K - $18.8K
|
400
$47K
|
|
Jan 13, 2022
Q4 2021
|
Diversified Trust CO
|
SELL
|
- |
-3.02KClosed |
$312K - $342K
|
0
$0
|
|
Jan 04, 2022
Q4 2021
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-97Closed |
$10K - $11K
|
0
$0
|
|
Q3 2021 | |||||||
Jan 25, 2022
Q3 2021
|
Fulcrum Equity Management
|
SELL
|
- |
-9.48KClosed |
$946K - $1.03M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-608Closed |
$60.7K - $65.9K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Financial Insights, Inc.
|
SELL
|
- |
-710Closed |
$70.9K - $77K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-11.9KClosed |
$1.19M - $1.29M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-26.7KClosed |
$2.67M - $2.9M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
568+ 66.51% |
$56.7K - $61.6K
|
1.42K
$167K
|
|
Nov 12, 2021
Q3 2021
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-14.8KClosed |
$1.48M - $1.61M
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
PUT |
11New |
$1.1K - $1.19K
|
11
$1.29K
|
|
Nov 10, 2021
Q3 2021
|
Fure Financial Corp
Bloomington, MN |
SELL
|
- |
-32.1KClosed |
$3.2M - $3.48M
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
45KNew |
$4.49M - $4.88M
|
45K
$5.28M
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-11.2KClosed |
$1.12M - $1.22M
|
0
$0
|
|
Nov 03, 2021
Q3 2021
|
Dupont Capital Management Corp
|
SELL
|
- |
-139KClosed |
$13.9M - $15.1M
|
0
$0
|
|
Oct 21, 2021
Q3 2021
|
Townsend Asset Management Corp
|
BUY
|
- |
725New |
$72.4K - $78.6K
|
725
$85.1K
|
|
Oct 20, 2021
Q3 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
30+ 16.04% |
$3K - $3.25K
|
217
$25.5K
|
|
Oct 20, 2021
Q3 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-3.37KClosed |
$337K - $366K
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
South Shore Capital Advisors
|
SELL
|
- |
-6.5KClosed |
$649K - $705K
|
0
$0
|
|
Oct 15, 2021
Q3 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-148Closed |
$14.8K - $16K
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-7.07KClosed |
$706K - $767K
|
0
$0
|
|
Oct 07, 2021
Q3 2021
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-122Closed |
$12.2K - $13.2K
|
0
$0
|
|
Q2 2021 | |||||||
Jan 09, 2024
Q2 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-26.4K- 99.02% |
$2.71M - $2.91M
|
262
$30.8K
|
|
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-2.98KClosed |
$305K - $328K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-458Closed |
$46.9K - $50.4K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-938Closed |
$96.1K - $103K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-23.2KClosed |
$2.38M - $2.56M
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
1.5KNew |
$153K - $165K
|
1.5K
$176K
|
|
Aug 10, 2021
Q2 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-1.99KClosed |
$204K - $220K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-2.6KClosed |
$266K - $286K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-2.94KClosed |
$301K - $324K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-10- 29.41% |
$1.02K - $1.1K
|
24
$2.82K
|
|
Aug 06, 2021
Q2 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-584Closed |
$59.8K - $64.3K
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Charles Schwab Trust CO
|
BUY
|
- |
2.7KNew |
$277K - $297K
|
2.7K
$317K
|
|
Aug 03, 2021
Q2 2021
|
Legacy Bridge, LLC
|
BUY
|
- |
385+ 48.13% |
$39.4K - $42.4K
|
1.19K
$139K
|
|
Jul 29, 2021
Q2 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-16- 2.37% |
$1.64K - $1.76K
|
660
$77.5K
|
|
Jul 27, 2021
Q2 2021
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-166Closed |
$17K - $18.3K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Grandview Asset Management LLC
|
SELL
|
- |
-300Closed |
$30.7K - $33K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
2.79KNew |
$285K - $307K
|
2.79K
$327K
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-672Closed |
$68.8K - $74K
|
0
$0
|
|
Q1 2021 | |||||||
May 19, 2021
Q1 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-400Closed |
$33.9K - $42.1K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-10Closed |
$848 - $1.05K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-56Closed |
$4.75K - $5.9K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
238+ 9.06% |
$20.2K - $25.1K
|
2.86K
$336K
|
|
May 14, 2021
Q1 2021
|
Westshore Wealth, LLC
|
SELL
|
- |
-2.12KClosed |
$179K - $223K
|
0
$0
|