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 |
---|---|---|---|---|---|---|---|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-105- 0.45% |
$12.8K - $14.2K
|
23.3K
$2.95M
|
|
Feb 11, 2025
Q4 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-100- 5.21% |
$12.2K - $13.6K
|
1.82K
$230K
|
|
Feb 06, 2025
Q4 2024
|
Acas, LLC
|
SELL
|
- |
-100- 0.9% |
$12.2K - $13.6K
|
11K
$1.39M
|
|
Feb 03, 2025
Q4 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-99- 10.08% |
$12.1K - $13.4K
|
883
$112K
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-98- 0.12% |
$11.9K - $13.3K
|
83.2K
$10.5M
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-93- 0.42% |
$11.3K - $12.6K
|
22.1K
$2.8M
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-92- 4.29% |
$11.2K - $12.5K
|
2.05K
$260K
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-90- 0.34% |
$11K - $12.2K
|
26.6K
$3.37M
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-84- 1.8% |
$10.2K - $11.4K
|
4.57K
$579K
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-79- 0.19% |
$9.63K - $10.7K
|
41.2K
$5.21M
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-79Closed |
$9.63K - $10.7K
|
0
$0
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-78- 3.8% |
$9.51K - $10.6K
|
1.98K
$250K
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-77- 0.63% |
$9.39K - $10.4K
|
12.2K
$1.55M
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-76- 1.59% |
$9.26K - $10.3K
|
4.71K
$596K
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-74- 0.47% |
$9.02K - $10K
|
15.7K
$1.99M
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-70- 3.25% |
$8.53K - $9.49K
|
2.09K
$264K
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-68- 4.01% |
$8.29K - $9.22K
|
1.63K
$206K
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-67- 11.61% |
$8.17K - $9.08K
|
510
$64.5K
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-66- 0.59% |
$8.04K - $8.94K
|
11.1K
$1.41M
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-63- 5.65% |
$7.68K - $8.54K
|
1.05K
$133K
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-63- 1.66% |
$7.68K - $8.54K
|
3.74K
$474K
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-62Closed |
$7.56K - $8.4K
|
0
$0
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-60- 0.53% |
$7.31K - $8.13K
|
11.4K
$1.44M
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-59- 2.12% |
$7.19K - $8K
|
2.73K
$345K
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-50- 0.52% |
$6.09K - $6.78K
|
9.49K
$1.2M
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-49- 2.5% |
$5.97K - $6.64K
|
1.91K
$242K
|
|
Jan 23, 2025
Q4 2024
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-49- 0.29% |
$5.97K - $6.64K
|
16.7K
$2.11M
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-46- 1.04% |
$5.61K - $6.23K
|
4.39K
$555K
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-41- 1.71% |
$5K - $5.56K
|
2.36K
$299K
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-40- 0.63% |
$4.88K - $5.42K
|
6.34K
$802K
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-35- 1.16% |
$4.27K - $4.74K
|
2.99K
$379K
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-35- 0.84% |
$4.27K - $4.74K
|
4.12K
$522K
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
SELL
|
- |
-34- 1.59% |
$4.14K - $4.61K
|
2.11K
$267K
|
|
Feb 06, 2025
Q4 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-34- 4.56% |
$4.14K - $4.61K
|
712
$90.1K
|
|
Jan 14, 2025
Q4 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-34- 0.18% |
$4.14K - $4.61K
|
18.9K
$2.4M
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-33- 6.02% |
$4.02K - $4.47K
|
515
$65.2K
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-32- 1.21% |
$3.9K - $4.34K
|
2.6K
$329K
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-31- 1.06% |
$3.78K - $4.2K
|
2.89K
$366K
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
SELL
|
- |
-20- 0.43% |
$2.44K - $2.71K
|
4.6K
$582K
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-18- 0.15% |
$2.19K - $2.44K
|
12.3K
$1.56M
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-18- 0.85% |
$2.19K - $2.44K
|
2.11K
$267K
|
|
Feb 03, 2025
Q4 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-16- 0.13% |
$1.95K - $2.17K
|
11.9K
$1.51M
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-15- 3.79% |
$1.83K - $2.03K
|
381
$48.2K
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-11- 0.18% |
$1.34K - $1.49K
|
6K
$759K
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-10- 0.08% |
$1.22K - $1.36K
|
12.5K
$1.59M
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-5- 0.1% |
$609 - $678
|
5.16K
$652K
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-4- -0.0% |
$488 - $542
|
163K
$20.6M
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-4- 0.2% |
$488 - $542
|
2.04K
$258K
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-3- 2.44% |
$366 - $407
|
120
$15.2K
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-1- 0.02% |
$122 - $136
|
4.66K
$590K
|