Latest Institutional Sells of Ishares S&P Midcap 400 Value E (IJJ)
This list provides information on the latest institutional transactions involving Ishares S&P Midcap 400 Value E (IJJ) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-236K- 99.19% |
$28.7M - $31.9M
|
1.93K
$244K
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-192K- 98.98% |
$23.4M - $26M
|
1.97K
$250K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-171K- 96.23% |
$20.9M - $23.2M
|
6.71K
$849K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-88.1K- 75.99% |
$10.7M - $11.9M
|
27.8K
$3.52M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-41.6K- 5.68% |
$5.07M - $5.63M
|
690K
$87.4M
|
|
|
Jan 21, 2025
Q4 2024
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-33.4K- 25.91% |
$4.07M - $4.52M
|
95.5K
$12.1M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-26.6K- 68.07% |
$3.24M - $3.6M
|
12.5K
$1.58M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-25.1K- 17.02% |
$3.06M - $3.4M
|
122K
$15.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-22.8K- 14.3% |
$2.78M - $3.1M
|
137K
$17.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-10.5K- 40.28% |
$1.28M - $1.42M
|
15.5K
$1.97M
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-9.89K- 31.83% |
$1.21M - $1.34M
|
21.2K
$2.68M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-8.25K- 2.98% |
$1.01M - $1.12M
|
269K
$34M
|
|
|
Feb 04, 2025
Q4 2024
|
B&D White Capital Company, LLC
|
SELL
|
- |
-8.09K- 80.13% |
$986K - $1.1M
|
2.01K
$254K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-7.88K- 15.61% |
$960K - $1.07M
|
42.6K
$5.39M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-7.61K- 9.15% |
$927K - $1.03M
|
75.5K
$9.55M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-7.13K- 5.97% |
$869K - $966K
|
112K
$14.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-6.65K- 7.07% |
$810K - $901K
|
87.4K
$11.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-6.58K- 6.51% |
$802K - $892K
|
94.5K
$12M
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-6.23K- 66.59% |
$759K - $844K
|
3.13K
$396K
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-5.88K- 1.01% |
$717K - $797K
|
579K
$73.2M
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-5.84K- 92.88% |
$712K - $792K
|
448
$56.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-5.62K- 1.7% |
$685K - $762K
|
325K
$41.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-5.61K- 1.32% |
$684K - $760K
|
419K
$53.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.64K- 6.58% |
$566K - $629K
|
65.9K
$8.34M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-4.29K- 8.99% |
$523K - $582K
|
43.5K
$5.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-4.26K- 8.93% |
$519K - $577K
|
43.4K
$5.49M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-3.9K- 29.32% |
$476K - $529K
|
9.41K
$1.19M
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-3.64K- 7.97% |
$444K - $494K
|
42.1K
$5.33M
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-3.62K- 68.85% |
$441K - $491K
|
1.64K
$207K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-3.52K- 4.59% |
$429K - $477K
|
73.2K
$9.26M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.07K- 2.02% |
$374K - $416K
|
149K
$18.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-3.02K- 24.31% |
$368K - $409K
|
9.39K
$1.19M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-3.01K- 1.7% |
$366K - $407K
|
174K
$22M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-3K- 9.04% |
$366K - $407K
|
30.2K
$3.82M
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-2.71K- 46.05% |
$330K - $367K
|
3.17K
$401K
|
|
|
Jan 31, 2025
Q4 2024
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-2.6K- 31.76% |
$317K - $352K
|
5.59K
$707K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.46K- 12.64% |
$300K - $334K
|
17K
$2.15M
|
|
|
Jan 17, 2025
Q4 2024
|
Hudson Capital Management LLC
|
SELL
|
- |
-2.24K- 4.97% |
$273K - $304K
|
42.8K
$5.42M
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-2.18K- 8.43% |
$266K - $296K
|
23.7K
$3M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.07K- 10.29% |
$252K - $280K
|
18K
$2.28M
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-1.93K- 3.01% |
$235K - $262K
|
62.3K
$7.89M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-1.81K- 2.45% |
$220K - $245K
|
71.9K
$9.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.81K- 4.34% |
$220K - $245K
|
39.9K
$5.05M
|
|
|
Feb 03, 2025
Q4 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-1.71K- 3.78% |
$208K - $232K
|
43.6K
$5.51M
|
|
|
Feb 05, 2025
Q4 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-1.69K- 1.63% |
$206K - $229K
|
102K
$12.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.68K- 99.94% |
$205K - $228K
|
1
$127
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-1.6K- 1.17% |
$195K - $217K
|
135K
$17.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-1.48K- 5.7% |
$180K - $200K
|
24.4K
$3.09M
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-1.4K- 3.87% |
$171K - $190K
|
34.9K
$4.42M
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
SELL
|
- |
-1.36K- 1.12% |
$165K - $184K
|
120K
$15.2M
|