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 |
---|---|---|---|---|---|---|---|
Apr 25, 2022
Q1 2022
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-3.92KClosed |
$402K - $442K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-3.72KClosed |
$382K - $420K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.91KClosed |
$299K - $329K
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Hedeker Wealth, LLC
|
SELL
|
- |
-2.3KClosed |
$236K - $259K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-1.81KClosed |
$185K - $204K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-1.15KClosed |
$118K - $130K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-590Closed |
$60.5K - $66.6K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-454Closed |
$46.5K - $51.2K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-283- 50.54% |
$29K - $31.9K
|
277
$35.1K
|
|
Apr 20, 2022
Q1 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-282Closed |
$28.9K - $31.8K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Element Wealth, LLC
|
SELL
|
- |
-200Closed |
$20.5K - $22.6K
|
0
$0
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-189Closed |
$19.4K - $21.3K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-132Closed |
$13.5K - $14.9K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Sbk Financial, Inc.
Richmond, VA |
SELL
|
- |
-128Closed |
$13.1K - $14.4K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-72Closed |
$7.38K - $8.13K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-62Closed |
$6.36K - $7K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Pittenger & Anderson Inc
|
SELL
|
- |
-46- 0.1% |
$4.72K - $5.19K
|
44.4K
$5.62M
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-4Closed |
$410 - $451
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-1Closed |
$103 - $113
|
0
$0
|
|
Q4 2021 | |||||||
Jan 18, 2022
Q4 2021
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-5.71KClosed |
$590K - $647K
|
0
$0
|
|
Jan 13, 2022
Q4 2021
|
Diversified Trust CO
|
SELL
|
- |
-3.02KClosed |
$312K - $342K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-2.71KClosed |
$280K - $307K
|
0
$0
|
|
Jan 25, 2022
Q4 2021
|
Kingfisher Capital LLC
|
SELL
|
- |
-2.44KClosed |
$252K - $276K
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-2.14KClosed |
$221K - $242K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-1.6KClosed |
$165K - $181K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.31KClosed |
$136K - $149K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-270Closed |
$27.9K - $30.6K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-250Closed |
$25.8K - $28.3K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-227Closed |
$23.5K - $25.7K
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Enterprise Trust & Investment CO
|
SELL
|
- |
-166- 29.33% |
$17.2K - $18.8K
|
400
$50.6K
|
|
Feb 07, 2022
Q4 2021
|
Corundum Group, Inc.
|
SELL
|
- |
-130- 3.59% |
$13.4K - $14.7K
|
3.49K
$442K
|
|
Jan 04, 2022
Q4 2021
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-97Closed |
$10K - $11K
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Baldrige Asset Management LLC
|
SELL
|
- |
-65- 32.5% |
$6.72K - $7.37K
|
135
$17.1K
|
|
Jan 25, 2022
Q4 2021
|
Gofen & Glossberg LLC
|
SELL
|
- |
-40- 0.15% |
$4.13K - $4.53K
|
26.7K
$3.38M
|
|
Q3 2021 | |||||||
Nov 03, 2021
Q3 2021
|
Dupont Capital Management Corp
|
SELL
|
- |
-139KClosed |
$13.9M - $15.1M
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Fure Financial Corp
Bloomington, MN |
SELL
|
- |
-32.1KClosed |
$3.2M - $3.48M
|
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
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-14.8KClosed |
$1.48M - $1.61M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-11.9KClosed |
$1.19M - $1.29M
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-11.2KClosed |
$1.12M - $1.22M
|
0
$0
|
|
Jan 25, 2022
Q3 2021
|
Fulcrum Equity Management
|
SELL
|
- |
-9.48KClosed |
$946K - $1.03M
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-7.07KClosed |
$706K - $767K
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
South Shore Capital Advisors
|
SELL
|
- |
-6.5KClosed |
$649K - $705K
|
0
$0
|
|
Oct 20, 2021
Q3 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-3.37KClosed |
$337K - $366K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Financial Insights, Inc.
|
SELL
|
- |
-710Closed |
$70.9K - $77K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-608Closed |
$60.7K - $65.9K
|
0
$0
|
|
Oct 15, 2021
Q3 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-148Closed |
$14.8K - $16K
|
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
$33.2K
|
|
Aug 11, 2021
Q2 2021
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-23.2KClosed |
$2.38M - $2.56M
|
0
$0
|