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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2021
Q1 2021
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-2.32KClosed |
$196K - $244K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-1.69KClosed |
$143K - $178K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-3.51KClosed |
$298K - $370K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-862Closed |
$73.1K - $90.8K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-406Closed |
$34.4K - $42.8K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Bridge Advisory, LLC
|
SELL
|
- |
-6.09KClosed |
$516K - $642K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-276Closed |
$23.4K - $29.1K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-644Closed |
$54.6K - $67.8K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-24Closed |
$2.04K - $2.53K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-5.02KClosed |
$425K - $528K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Aug 30, 2024
Q4 2020
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-27Closed |
$1.84K - $2.33K
|
0
$0
|
|
|
Sep 21, 2023
Q4 2020
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
10KNew |
$683K - $864K
|
10K
$1.17M
|
|
|
Nov 12, 2021
Q4 2020
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
498New |
$34K - $43K
|
498
$58.5K
|
|
|
May 11, 2021
Q4 2020
|
Cornerstone Advisory, LLC
|
BUY
|
- |
7K+ 100.0% |
$478K - $604K
|
14K
$1.64M
|
|
|
Feb 18, 2021
Q4 2020
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
184+ 511.11% |
$12.6K - $15.9K
|
220
$25.8K
|
|
|
Feb 17, 2021
Q4 2020
|
Jane Street Group, LLC
New York, NY |
BUY
|
PUT |
9.1KNew |
$621K - $786K
|
9.1K
$1.07M
|
|
|
Feb 16, 2021
Q4 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-394Closed |
$26.9K - $34K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Tompkins Financial Corp
|
SELL
|
- |
-13.8K- 99.37% |
$943K - $1.19M
|
88
$10.3K
|
|
|
Feb 12, 2021
Q4 2020
|
F3 Logic, LLC
|
SELL
|
- |
-70Closed |
$4.78K - $6.04K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-24.6KClosed |
$1.68M - $2.13M
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
D.B. Root & Company, LLC
|
SELL
|
- |
-2.95KClosed |
$201K - $254K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Rmr Wealth Builders
|
SELL
|
- |
-5.69KClosed |
$388K - $491K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-6Closed |
$410 - $518
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-2.04KClosed |
$139K - $176K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Adams Wealth Management
|
SELL
|
- |
-35Closed |
$2.39K - $3.02K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Tortoise Investment Management, LLC
|
BUY
|
- |
328+ 100.0% |
$22.4K - $28.3K
|
656
$77K
|
|
|
Feb 04, 2021
Q4 2020
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
92New |
$6.28K - $7.94K
|
92
$10.8K
|
|
|
Feb 03, 2021
Q4 2020
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
3.32K+ 100.0% |
$227K - $287K
|
6.65K
$780K
|
|
|
Feb 02, 2021
Q4 2020
|
S.A. Mason LLC
|
BUY
|
- |
880New |
$60.1K - $76K
|
880
$103K
|
|
|
Feb 02, 2021
Q4 2020
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
39+ 100.0% |
$2.66K - $3.37K
|
78
$9.16K
|
|
|
Feb 02, 2021
Q4 2020
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-120Closed |
$8.19K - $10.4K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-440Closed |
$30K - $38K
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Crewe Advisors LLC
|
BUY
|
- |
190+ 100.0% |
$13K - $16.4K
|
380
$44.6K
|
|
|
Jan 26, 2021
Q4 2020
|
Cordasco Financial Network
|
BUY
|
- |
257+ 100.0% |
$17.5K - $22.2K
|
514
$60.3K
|
|
|
Jan 21, 2021
Q4 2020
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
154+ 100.0% |
$10.5K - $13.3K
|
308
$36.2K
|
|
|
Jan 15, 2021
Q4 2020
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
118New |
$8.06K - $10.2K
|
118
$13.9K
|
|
|
Jan 14, 2021
Q4 2020
|
Advisors Management Group Inc
|
BUY
|
- |
2.67KNew |
$182K - $231K
|
2.67K
$313K
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Principle Wealth Partners LLC
|
SELL
|
- |
-135Closed |
$8.63K - $9.84K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-76.4KClosed |
$4.88M - $5.57M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-508Closed |
$32.5K - $37K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-4.24KClosed |
$271K - $309K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-1.89KClosed |
$121K - $137K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-200Closed |
$12.8K - $14.6K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-38Closed |
$2.43K - $2.77K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-1.55KClosed |
$98.8K - $113K
|
0
$0
|
|
|
Oct 26, 2020
Q3 2020
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-3Closed |
$192 - $219
|
0
$0
|
|
|
Oct 13, 2020
Q3 2020
|
Townsend & Associates, Inc
|
SELL
|
- |
-13.5KClosed |
$860K - $980K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
292+ 7.83% |
$14.8K - $22K
|
4.02K
$472K
|
|
|
Oct 07, 2020
Q2 2020
|
Acg Wealth
|
SELL
|
- |
-2.68KClosed |
$136K - $202K
|
0
$0
|
|
|
Sep 28, 2020
Q2 2020
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-150Closed |
$7.58K - $11.3K
|
0
$0
|
|