Purchases and Sales Made in Q1 2024 in Ishares S&P Midcap 400 Value E (IJJ)
This table provides information about the institutional ownership of Ishares S&P Midcap 400 Value E (IJJ) during Q1 2024. The information is specifically focused on institutions that hold shares of ISHARES S&P MIDCAP 400 VALUE E.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
256K+ 11.54% |
$28M - $30.3M
|
2.47M
$310M
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
222KNew |
$24.2M - $26.2M
|
222K
$27.8M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
174K+ 100.94% |
$19M - $20.6M
|
346K
$43.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
152K+ 144.61% |
$16.6M - $18M
|
257K
$32.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
143K+ 50.41% |
$15.6M - $16.9M
|
427K
$53.4M
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
118K+ 20.68% |
$12.9M - $14M
|
691K
$86.5M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
117K+ 703.13% |
$12.8M - $13.9M
|
134K
$16.8M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
89.6K+ 124.67% |
$9.79M - $10.6M
|
161K
$20.2M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
69K+ 223.1% |
$7.53M - $8.16M
|
99.9K
$12.5M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
60.1K+ 23.03% |
$6.56M - $7.1M
|
321K
$40.2M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
51.7K+ 1028.53% |
$5.65M - $6.12M
|
56.8K
$7.11M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
42.6K+ 31.7% |
$4.65M - $5.04M
|
177K
$22.2M
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
42.3K+ 70.29% |
$4.62M - $5M
|
102K
$12.8M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
41K+ 1.02% |
$4.48M - $4.85M
|
4.05M
$507M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
34.6KNew |
$3.78M - $4.09M
|
34.6K
$4.33M
|
|
|
Apr 15, 2024
Q1 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
23.8KNew |
$2.6M - $2.81M
|
23.8K
$2.98M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
23.2K+ 1146.49% |
$2.53M - $2.74M
|
25.2K
$3.15M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
22.2K+ 1.31% |
$2.43M - $2.63M
|
1.72M
$216M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
21.7K+ 4.52% |
$2.37M - $2.56M
|
501K
$62.7M
|
|
|
Apr 23, 2024
Q1 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
20.7KNew |
$2.26M - $2.45M
|
20.7K
$2.59M
|
|
|
May 03, 2024
Q1 2024
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
20.6K+ 19.65% |
$2.25M - $2.44M
|
125K
$15.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
20.4KNew |
$2.23M - $2.42M
|
20.4K
$2.56M
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
19.4KNew |
$2.12M - $2.3M
|
19.4K
$2.43M
|
|
|
Apr 23, 2024
Q1 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
19.4K+ 12.56% |
$2.12M - $2.3M
|
174K
$21.8M
|
|
|
May 07, 2024
Q1 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
19.1K+ 4.76% |
$2.08M - $2.25M
|
419K
$52.5M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
18.1K+ 9.44% |
$1.98M - $2.14M
|
210K
$26.3M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
17.7K+ 161.9% |
$1.94M - $2.1M
|
28.7K
$3.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
17.6KNew |
$1.92M - $2.08M
|
17.6K
$2.2M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
14.8K+ 5.8% |
$1.61M - $1.75M
|
269K
$33.7M
|
|
|
May 13, 2024
Q1 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
13.5K+ 2.39% |
$1.47M - $1.59M
|
577K
$72.3M
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
12.9KNew |
$1.41M - $1.53M
|
12.9K
$1.62M
|
|
|
May 14, 2024
Q1 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
12.9K+ 14.28% |
$1.41M - $1.53M
|
103K
$12.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
12.5K+ 45.94% |
$1.37M - $1.48M
|
39.7K
$4.97M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
11.9K+ 66.58% |
$1.3M - $1.41M
|
29.9K
$3.74M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
11.7KNew |
$1.27M - $1.38M
|
11.7K
$1.46M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
11.6K+ 1.9% |
$1.27M - $1.37M
|
622K
$77.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
11.3K+ 8.16% |
$1.24M - $1.34M
|
150K
$18.8M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
10.7K+ 48.89% |
$1.17M - $1.26M
|
32.5K
$4.07M
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
10.4K+ 34.13% |
$1.13M - $1.23M
|
40.8K
$5.11M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
9.55K+ 18.78% |
$1.04M - $1.13M
|
60.4K
$7.57M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9.03K+ 9.06% |
$987K - $1.07M
|
109K
$13.6M
|
|
|
Apr 08, 2024
Q1 2024
|
Evensky & Katz LLC
|
BUY
|
- |
7.91K+ 1.32% |
$865K - $936K
|
606K
$75.9M
|
|
|
May 13, 2024
Q1 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
7.82KNew |
$854K - $925K
|
7.82K
$979K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.33K+ 9.77% |
$801K - $867K
|
82.4K
$10.3M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
7.3KNew |
$798K - $864K
|
7.3K
$914K
|
|
|
Apr 19, 2024
Q1 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
7.28K+ 1.78% |
$795K - $861K
|
415K
$52M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
7.21K+ 617.4% |
$787K - $852K
|
8.37K
$1.05M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
6.49K+ 67.3% |
$709K - $767K
|
16.1K
$2.02M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.37K+ 10.08% |
$696K - $753K
|
69.5K
$8.71M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.28K+ 0.16% |
$686K - $743K
|
4.05M
$507M
|