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 26, 2019
Q4 2018
|
Peoples Bank
|
SELL
|
- |
-1.37KClosed |
N/A
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-2.13KClosed |
N/A
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-5.8KClosed |
N/A
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Peavine Capital, LLC
|
SELL
|
- |
-2KClosed |
N/A
|
0
$0
|
|
|
Feb 12, 2019
Q4 2018
|
Ballew Advisors, Inc
|
SELL
|
- |
-137Closed |
N/A
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Girard Partners Ltd.
|
SELL
|
- |
-129Closed |
N/A
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-572Closed |
N/A
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-1.28KClosed |
N/A
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Mainstay Capital Management LLC
|
SELL
|
- |
-274Closed |
N/A
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-1.52KClosed |
N/A
|
0
$0
|
|
|
Feb 05, 2019
Q4 2018
|
Divergent Wealth Advisors
|
SELL
|
- |
-183Closed |
N/A
|
0
$0
|
|
|
Feb 05, 2019
Q4 2018
|
Staley Capital Advisers Inc
|
SELL
|
- |
-6.8KClosed |
N/A
|
0
$0
|
|
|
Feb 05, 2019
Q4 2018
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
158New |
N/A
|
158
$19K
|
|
|
Feb 01, 2019
Q4 2018
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-117Closed |
N/A
|
0
$0
|
|
|
Feb 01, 2019
Q4 2018
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-22Closed |
N/A
|
0
$0
|
|
|
Jan 30, 2019
Q4 2018
|
Mc Adam, LLC
|
SELL
|
- |
-12Closed |
N/A
|
0
$0
|
|
|
Jan 25, 2019
Q4 2018
|
Concorde Asset Management, LLC
|
SELL
|
- |
-1.26KClosed |
N/A
|
0
$0
|
|
|
Jan 17, 2019
Q4 2018
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-915Closed |
N/A
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
Trilogy Capital Inc.
|
SELL
|
- |
-156Closed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
24.2KNew |
N/A
|
24.2K
$2.91M
|
|
|
Nov 14, 2018
Q3 2018
|
Jacobi Capital Management LLC
|
SELL
|
- |
-53Closed |
N/A
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-1.88KClosed |
N/A
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-578Closed |
N/A
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-819Closed |
N/A
|
0
$0
|
|
|
Nov 07, 2018
Q3 2018
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-1.1KClosed |
N/A
|
0
$0
|
|
|
Nov 05, 2018
Q3 2018
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-57Closed |
N/A
|
0
$0
|
|
|
Oct 17, 2018
Q3 2018
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-1.34KClosed |
N/A
|
0
$0
|
|
|
Oct 10, 2018
Q3 2018
|
Evanson Asset Management, LLC
|
SELL
|
- |
-2.86KClosed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Sep 25, 2018
Q2 2018
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-76Closed |
N/A
|
0
$0
|
|
|
Aug 16, 2018
Q2 2018
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-532Closed |
N/A
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-34Closed |
N/A
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-101Closed |
N/A
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Parisi Gray Wealth Management
|
SELL
|
- |
-310Closed |
N/A
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Sws Partners
|
SELL
|
- |
-180Closed |
N/A
|
0
$0
|
|
|
Aug 09, 2018
Q2 2018
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
1.29KNew |
N/A
|
1.29K
$154K
|
|
|
Aug 07, 2018
Q2 2018
|
First Personal Financial Services
|
SELL
|
- |
-890Closed |
N/A
|
0
$0
|
|
|
Aug 02, 2018
Q2 2018
|
Klingman & Associates, LLC
|
SELL
|
- |
-1.62KClosed |
N/A
|
0
$0
|
|
|
Jul 31, 2018
Q2 2018
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-1.33K- 12.56% |
N/A
|
9.28K
$1.12M
|
|
|
Jul 30, 2018
Q2 2018
|
Rb Capital Management, LLC
|
SELL
|
- |
-1.63KClosed |
N/A
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 23, 2018
Q1 2018
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-12.8KClosed |
N/A
|
0
$0
|
|
|
May 15, 2018
Q1 2018
|
Parker Investment Management, LLC
|
SELL
|
- |
-3.28KClosed |
N/A
|
0
$0
|
|
|
May 15, 2018
Q1 2018
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-1.49KClosed |
N/A
|
0
$0
|
|
|
May 14, 2018
Q1 2018
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-7.47KClosed |
N/A
|
0
$0
|
|
|
May 14, 2018
Q1 2018
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-1.66KClosed |
N/A
|
0
$0
|
|
|
May 14, 2018
Q1 2018
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-1.93KClosed |
N/A
|
0
$0
|
|
|
May 11, 2018
Q1 2018
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-5Closed |
N/A
|
0
$0
|
|
|
May 10, 2018
Q1 2018
|
Wbi Investments, Inc.
|
SELL
|
- |
-2.08KClosed |
N/A
|
0
$0
|
|
|
May 09, 2018
Q1 2018
|
Bank Pictet & Cie (Asia) LTD
|
SELL
|
- |
-4.2KClosed |
N/A
|
0
$0
|
|
|
Apr 06, 2018
Q1 2018
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-5.2KClosed |
N/A
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-1.4KClosed |
N/A
|
0
$0
|
|