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 |
---|---|---|---|---|---|---|---|
Aug 10, 2021
Q2 2021
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-2.6KClosed |
$266K - $286K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-1.99KClosed |
$204K - $220K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-938Closed |
$96.1K - $103K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-672Closed |
$68.8K - $74K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-584Closed |
$59.8K - $64.3K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-458Closed |
$46.9K - $50.4K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Grandview Asset Management LLC
|
SELL
|
- |
-300Closed |
$30.7K - $33K
|
0
$0
|
|
Jul 27, 2021
Q2 2021
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-166Closed |
$17K - $18.3K
|
0
$0
|
|
Jul 29, 2021
Q2 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-16- 2.37% |
$1.64K - $1.76K
|
660
$83.5K
|
|
Aug 06, 2021
Q2 2021
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-10- 29.41% |
$1.02K - $1.1K
|
24
$3.04K
|
|
Q1 2021 | |||||||
May 06, 2021
Q1 2021
|
Bridge Advisory, LLC
|
SELL
|
- |
-6.09KClosed |
$516K - $642K
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-5.02KClosed |
$425K - $528K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-3.51KClosed |
$298K - $370K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-2.32KClosed |
$196K - $244K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Westshore Wealth, LLC
|
SELL
|
- |
-2.12KClosed |
$179K - $223K
|
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
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-862Closed |
$73.1K - $90.8K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-644Closed |
$54.6K - $67.8K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-406Closed |
$34.4K - $42.8K
|
0
$0
|
|
May 19, 2021
Q1 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-400Closed |
$33.9K - $42.1K
|
0
$0
|
|
May 06, 2021
Q1 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-276Closed |
$23.4K - $29.1K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-56Closed |
$4.75K - $5.9K
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-24Closed |
$2.04K - $2.53K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-10Closed |
$848 - $1.05K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 12, 2021
Q4 2020
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-24.6KClosed |
$1.68M - $2.13M
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Tompkins Financial Corp
|
SELL
|
- |
-13.8K- 99.37% |
$943K - $1.19M
|
88
$11.1K
|
|
Feb 09, 2021
Q4 2020
|
Rmr Wealth Builders
|
SELL
|
- |
-5.69KClosed |
$388K - $491K
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
D.B. Root & Company, LLC
|
SELL
|
- |
-2.95KClosed |
$201K - $254K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-2.04KClosed |
$139K - $176K
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-440Closed |
$30K - $38K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-394Closed |
$26.9K - $34K
|
0
$0
|
|
Feb 02, 2021
Q4 2020
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-120Closed |
$8.19K - $10.4K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
F3 Logic, LLC
|
SELL
|
- |
-70Closed |
$4.78K - $6.04K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Adams Wealth Management
|
SELL
|
- |
-35Closed |
$2.39K - $3.02K
|
0
$0
|
|
Aug 30, 2024
Q4 2020
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-27Closed |
$1.84K - $2.33K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-6Closed |
$410 - $518
|
0
$0
|
|
Q3 2020 | |||||||
Nov 16, 2020
Q3 2020
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-76.4KClosed |
$4.88M - $5.57M
|
0
$0
|
|
Oct 13, 2020
Q3 2020
|
Townsend & Associates, Inc
|
SELL
|
- |
-13.5KClosed |
$860K - $980K
|
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 05, 2020
Q3 2020
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-1.55KClosed |
$98.8K - $113K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-508Closed |
$32.5K - $37K
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-200Closed |
$12.8K - $14.6K
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Principle Wealth Partners LLC
|
SELL
|
- |
-135Closed |
$8.63K - $9.84K
|
0
$0
|
|
Nov 05, 2020
Q3 2020
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-38Closed |
$2.43K - $2.77K
|
0
$0
|
|
Oct 26, 2020
Q3 2020
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-3Closed |
$192 - $219
|
0
$0
|
|
Q2 2020 | |||||||
Jul 31, 2020
Q2 2020
|
Optas, LLC
|
SELL
|
- |
-5.78KClosed |
$292K - $436K
|
0
$0
|
|
Jul 28, 2020
Q2 2020
|
Hallmark Capital Management Inc
|
SELL
|
- |
-4.11KClosed |
$208K - $310K
|
0
$0
|
|
Jul 14, 2020
Q2 2020
|
Ma Private Wealth
|
SELL
|
- |
-4.04KClosed |
$204K - $305K
|
0
$0
|
|
Jul 16, 2020
Q2 2020
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-4.03KClosed |
$204K - $304K
|
0
$0
|