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 30, 2025
Q4 2024
|
First Merchants Corp
|
SELL
|
- |
-1.36K- 1.12% |
$165K - $184K
|
120K
$15.2M
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.28K- 4.32% |
$157K - $174K
|
28.4K
$3.6M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.23K- 10.6% |
$149K - $166K
|
10.3K
$1.31M
|
|
Jan 23, 2025
Q4 2024
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-1.16K- 5.41% |
$142K - $158K
|
20.3K
$2.57M
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.13K- 4.12% |
$138K - $153K
|
26.3K
$3.32M
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-1.11K- 28.62% |
$136K - $151K
|
2.77K
$351K
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.07K- 69.03% |
$131K - $145K
|
481
$60.9K
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-975- 4.91% |
$119K - $132K
|
18.9K
$2.39M
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-969- 2.27% |
$118K - $131K
|
41.8K
$5.29M
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-912- 17.44% |
$111K - $124K
|
4.32K
$546K
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-875- 0.79% |
$107K - $119K
|
110K
$13.9M
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-846- 6.29% |
$103K - $115K
|
12.6K
$1.59M
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-808- 2.03% |
$98.5K - $110K
|
39K
$4.94M
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-797- 3.94% |
$97.1K - $108K
|
19.4K
$2.46M
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-759- 18.23% |
$92.5K - $103K
|
3.4K
$431K
|
|
Feb 10, 2025
Q4 2024
|
Independent Family Office, LLC
|
SELL
|
- |
-750- 24.19% |
$91.4K - $102K
|
2.35K
$297K
|
|
Feb 06, 2025
Q4 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-743- 1.84% |
$90.6K - $101K
|
39.7K
$5.03M
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-720- 0.59% |
$87.8K - $97.6K
|
122K
$15.5M
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-669- 9.38% |
$81.5K - $90.7K
|
6.47K
$818K
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-631- 18.89% |
$76.9K - $85.5K
|
2.71K
$343K
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-607- 1.48% |
$74K - $82.3K
|
40.5K
$5.13M
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-605- 1.26% |
$73.7K - $82K
|
47.2K
$5.98M
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-597- 5.17% |
$72.8K - $80.9K
|
11K
$1.39M
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-594- 1.41% |
$72.4K - $80.5K
|
41.6K
$5.27M
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-590- 89.94% |
$71.9K - $80K
|
66
$8.35K
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-588- 1.83% |
$71.7K - $79.7K
|
31.6K
$3.99M
|
|
Jan 30, 2025
Q4 2024
|
Ltg Capital LLC
|
SELL
|
- |
-559- 1.67% |
$68.1K - $75.8K
|
32.9K
$4.16M
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-556- 7.86% |
$67.8K - $75.3K
|
6.52K
$825K
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-554- 5.67% |
$67.5K - $75.1K
|
9.23K
$1.17M
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-531- 0.48% |
$64.7K - $72K
|
109K
$13.8M
|
|
Feb 10, 2025
Q4 2024
|
Renasant Bank
|
SELL
|
- |
-511- 4.01% |
$62.3K - $69.3K
|
12.2K
$1.55M
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-493- 11.78% |
$60.1K - $66.8K
|
3.69K
$467K
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-488- 3.07% |
$59.5K - $66.1K
|
15.4K
$1.95M
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-477- 9.72% |
$58.1K - $64.6K
|
4.43K
$561K
|
|
Feb 12, 2025
Q4 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-463- 7.41% |
$56.4K - $62.7K
|
5.79K
$733K
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-456- 21.6% |
$55.6K - $61.8K
|
1.66K
$209K
|
|
Feb 04, 2025
Q4 2024
|
Weil Company, Inc.
|
SELL
|
- |
-444- 14.99% |
$54.1K - $60.2K
|
2.52K
$319K
|
|
Feb 03, 2025
Q4 2024
|
Bank Of Stockton
|
SELL
|
- |
-442- 3.5% |
$53.9K - $59.9K
|
12.2K
$1.54M
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-433- 1.44% |
$52.8K - $58.7K
|
29.7K
$3.76M
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-423- 1.05% |
$51.6K - $57.3K
|
39.8K
$5.03M
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-418- 16.35% |
$51K - $56.6K
|
2.14K
$271K
|
|
Jan 17, 2025
Q4 2024
|
Corundum Trust Company, Inc
Sioux Falls, SD |
SELL
|
- |
-418- 3.08% |
$51K - $56.6K
|
13.2K
$1.67M
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
SELL
|
- |
-402- 1.48% |
$49K - $54.5K
|
26.7K
$3.38M
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-393- 3.06% |
$47.9K - $53.3K
|
12.4K
$1.57M
|
|
Feb 12, 2025
Q4 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-392- 3.28% |
$47.8K - $53.1K
|
11.6K
$1.46M
|
|
Feb 03, 2025
Q4 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-365- 3.56% |
$44.5K - $49.5K
|
9.89K
$1.25M
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-364- 0.05% |
$44.4K - $49.3K
|
705K
$89.2M
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-356- 2.34% |
$43.4K - $48.2K
|
14.9K
$1.88M
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-350- 12.28% |
$42.7K - $47.4K
|
2.5K
$316K
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-336- 3.46% |
$41K - $45.5K
|
9.38K
$1.19M
|