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 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-221- 7.2% |
$21.6K - $23.7K
|
2.85K
$360K
|
|
|
Jul 14, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-210- 29.83% |
$20.5K - $22.5K
|
494
$62.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-145- 11.72% |
$14.2K - $15.5K
|
1.09K
$138K
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-110- 3.92% |
$10.8K - $11.8K
|
2.7K
$341K
|
|
|
Aug 11, 2023
Q2 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-79- 2.39% |
$7.72K - $8.46K
|
3.23K
$409K
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-73- 0.95% |
$7.14K - $7.82K
|
7.63K
$965K
|
|
|
Jul 11, 2023
Q2 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-50- 2.31% |
$4.89K - $5.36K
|
2.11K
$267K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-14- 0.44% |
$1.37K - $1.5K
|
3.2K
$405K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-178K- 75.0% |
$17.4M - $20.7M
|
59.5K
$7.53M
|
|
|
Feb 02, 2024
Q1 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-36.5KClosed |
$3.54M - $4.23M
|
0
$0
|
|
|
May 02, 2023
Q1 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-2.41K- 19.82% |
$235K - $280K
|
9.76K
$1.24M
|
|
|
Apr 13, 2023
Q1 2023
|
Transparent Wealth Partners LLC
Little Rock, AR |
SELL
|
- |
-153- 5.25% |
$14.9K - $17.8K
|
2.76K
$349K
|
|
|
May 02, 2023
Q1 2023
|
Friedenthal Financial
|
SELL
|
- |
-89- 0.57% |
$8.65K - $10.3K
|
15.4K
$1.95M
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-60- 5.74% |
$5.83K - $6.97K
|
985
$125K
|
|
|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-51- 96.23% |
$4.96K - $5.92K
|
2
$253
|
|
|
May 01, 2023
Q1 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-21- 0.87% |
$2.04K - $2.44K
|
2.38K
$301K
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-8- 16.0% |
$778 - $929
|
42
$5.32K
|
|
|
Nov 27, 2023
Q1 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-3- 25.0% |
$292 - $348
|
9
$1.14K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-3- 0.63% |
$292 - $348
|
472
$59.7K
|
|
| Q4 2022 | |||||||
|
Feb 08, 2023
Q4 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-17.1K- 50.0% |
$1.57M - $1.83M
|
17.1K
$2.17M
|
|
|
Feb 13, 2023
Q4 2022
|
Rex Capital Advisors, LLC
Providence, RI |
SELL
|
- |
-11K- 4.06% |
$1.01M - $1.17M
|
259K
$32.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-2.42K- 98.14% |
$222K - $259K
|
46
$5.82K
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-1.67K- 15.67% |
$153K - $178K
|
8.97K
$1.13M
|
|
|
Jan 20, 2023
Q4 2022
|
Anderson Hoagland & CO
|
SELL
|
- |
-861- 8.76% |
$79K - $91.9K
|
8.97K
$1.13M
|
|
|
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
SELL
|
- |
-463- 12.57% |
$42.5K - $49.4K
|
3.22K
$408K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-454- 34.68% |
$41.6K - $48.5K
|
855
$108K
|
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-169- 14.04% |
$15.5K - $18K
|
1.04K
$131K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-98- 1.52% |
$8.99K - $10.5K
|
6.33K
$801K
|
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-88- 26.04% |
$8.07K - $9.39K
|
250
$31.6K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-40- 1.61% |
$3.67K - $4.27K
|
2.45K
$310K
|
|
| Q3 2022 | |||||||
|
Oct 13, 2022
Q3 2022
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-164K- 99.81% |
$14.7M - $17.6M
|
316
$40K
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-51.4KClosed |
$4.63M - $5.54M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-7.6KClosed |
$684K - $818K
|
0
$0
|
|
|
Oct 31, 2022
Q3 2022
|
Gables Capital Management Inc.
|
SELL
|
- |
-500- 25.0% |
$45K - $53.8K
|
1.5K
$190K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-489- 5.67% |
$44K - $52.7K
|
8.14K
$1.03M
|
|
|
Oct 06, 2022
Q3 2022
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-446- 15.14% |
$40.1K - $48K
|
2.5K
$316K
|
|
|
Nov 16, 2022
Q3 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-442- 12.67% |
$39.8K - $47.6K
|
3.05K
$386K
|
|
|
Oct 11, 2022
Q3 2022
|
Piscataqua Savings Bank
|
SELL
|
- |
-340- 41.77% |
$30.6K - $36.6K
|
474
$60K
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-249- 20.16% |
$22.4K - $26.8K
|
986
$125K
|
|
|
Nov 02, 2022
Q3 2022
|
Grant
|
SELL
|
- |
-185- 4.63% |
$16.7K - $19.9K
|
3.81K
$482K
|
|
|
Oct 25, 2022
Q3 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-157- 2.66% |
$14.1K - $16.9K
|
5.74K
$726K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-65- 7.54% |
$5.85K - $7K
|
797
$101K
|
|
| Q2 2022 | |||||||
|
Jul 27, 2022
Q2 2022
|
Aries Wealth Management
|
SELL
|
- |
-64.3KClosed |
$5.88M - $7.08M
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-57.8KClosed |
$5.29M - $6.37M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-25KClosed |
$2.29M - $2.76M
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-19.2KClosed |
$1.76M - $2.12M
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-9.84KClosed |
$901K - $1.08M
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-9.37K- 94.31% |
$858K - $1.03M
|
566
$71.6K
|
|
|
Aug 12, 2022
Q2 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-5.7KClosed |
$522K - $628K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Resource Consulting Group Inc
|
SELL
|
- |
-4.61K- 59.23% |
$422K - $508K
|
3.17K
$402K
|
|