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 08, 2020
Q1 2020
|
Confluence Investment Management LLC
|
SELL
|
- |
-120KClosed |
$5.59M - $10.4M
|
0
$0
|
|
|
Apr 08, 2020
Q1 2020
|
Jordan Park Group LLC
|
SELL
|
- |
-1.71KClosed |
$79.5K - $148K
|
0
$0
|
|
|
Apr 08, 2020
Q1 2020
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-4.01KClosed |
$187K - $347K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 18, 2020
Q4 2019
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-193KClosed |
$14.7M - $16.5M
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-3.81KClosed |
$291K - $326K
|
0
$0
|
|
|
Feb 06, 2020
Q4 2019
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-1.25KClosed |
$95.5K - $107K
|
0
$0
|
|
|
Jan 30, 2020
Q4 2019
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-1.73KClosed |
$132K - $148K
|
0
$0
|
|
|
Jan 30, 2020
Q4 2019
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-350Closed |
$26.7K - $30K
|
0
$0
|
|
|
Jan 29, 2020
Q4 2019
|
Conning Inc.
|
SELL
|
- |
-37Closed |
$2.83K - $3.17K
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Marquette Asset Management, LLC
|
SELL
|
- |
-7.03KClosed |
$537K - $602K
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-116Closed |
$8.86K - $9.93K
|
0
$0
|
|
|
Jan 15, 2020
Q4 2019
|
Kcs Wealth Advisory
|
SELL
|
- |
-61Closed |
$4.66K - $5.22K
|
0
$0
|
|
|
Jan 15, 2020
Q4 2019
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-225Closed |
$17.2K - $19.3K
|
0
$0
|
|
|
Jan 08, 2020
Q4 2019
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-130Closed |
$9.93K - $11.1K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-1.4KClosed |
$111K - $114K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-155Closed |
$12.3K - $12.6K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-7.35KClosed |
$582K - $599K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-38.6KClosed |
$3.05M - $3.14M
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Jim Chanos
Kynikos Associates LP | New York, Ny
|
SELL
|
- |
-23.3KClosed |
$1.84M - $1.9M
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Destination Wealth Management
|
SELL
|
- |
-671Closed |
$53.1K - $54.7K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Gsb Wealth Management, LLC
|
BUY
|
- |
231New |
$18.3K - $18.8K
|
231
$27.7K
|
|
|
Nov 12, 2019
Q3 2019
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-200Closed |
$15.8K - $16.3K
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-472Closed |
$37.3K - $38.5K
|
0
$0
|
|
|
Oct 31, 2019
Q3 2019
|
Duncker Streett & CO Inc
|
SELL
|
- |
-156Closed |
$12.3K - $12.7K
|
0
$0
|
|
|
Oct 30, 2019
Q3 2019
|
Essex Savings Bank
|
SELL
|
- |
-68Closed |
$5.38K - $5.54K
|
0
$0
|
|
|
Oct 30, 2019
Q3 2019
|
Executive Wealth Management, LLC
|
SELL
|
- |
-11- 4.7% |
$870 - $896
|
223
$26.8K
|
|
|
Oct 09, 2019
Q3 2019
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-107Closed |
$8.47K - $8.72K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 13, 2019
Q2 2019
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-312Closed |
N/A
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-2Closed |
N/A
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-1.77KClosed |
N/A
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-37Closed |
N/A
|
0
$0
|
|
|
Aug 06, 2019
Q2 2019
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-750Closed |
N/A
|
0
$0
|
|
|
Jul 30, 2019
Q2 2019
|
Grimes & Company, Inc.
|
SELL
|
- |
-1.41KClosed |
N/A
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
F Dx Advisors, Inc.
|
SELL
|
- |
-2.5KClosed |
N/A
|
0
$0
|
|
|
Jul 12, 2019
Q2 2019
|
Wealth Architects, LLC
|
SELL
|
- |
-1.55KClosed |
N/A
|
0
$0
|
|
|
Jul 10, 2019
Q2 2019
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-21Closed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 09, 2023
Q1 2019
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-223Closed |
N/A
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-8- 88.89% |
N/A
|
1
$120
|
|
|
May 14, 2019
Q1 2019
|
Patten Group, Inc.
|
SELL
|
- |
-455Closed |
N/A
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Sym Financial Corp
|
SELL
|
- |
-101Closed |
N/A
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Human Investing LLC
|
SELL
|
- |
-4.35KClosed |
N/A
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-5.57KClosed |
N/A
|
0
$0
|
|
|
Apr 29, 2019
Q1 2019
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-9.72KClosed |
N/A
|
0
$0
|
|
|
Apr 26, 2019
Q1 2019
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
3.21KNew |
N/A
|
3.21K
$385K
|
|
|
Apr 25, 2019
Q1 2019
|
First National Trust CO
|
SELL
|
- |
-1.74KClosed |
N/A
|
0
$0
|
|
|
Apr 25, 2019
Q1 2019
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-1.67KClosed |
N/A
|
0
$0
|
|
|
Apr 18, 2019
Q1 2019
|
Sharkey, Howes & Javer
|
SELL
|
- |
-30Closed |
N/A
|
0
$0
|
|
|
Apr 12, 2019
Q1 2019
|
Ledyard National Bank
|
SELL
|
- |
-57Closed |
N/A
|
0
$0
|
|
|
Apr 09, 2019
Q1 2019
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-1.93KClosed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
May 09, 2019
Q4 2018
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-4.03KClosed |
N/A
|
0
$0
|
|