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 |
|---|---|---|---|---|---|---|---|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-12K- 3.06% |
$1.31M - $1.41M
|
379K
$47.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-12.6K- 47.58% |
$1.38M - $1.49M
|
13.9K
$1.74M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-12.7K- 1.8% |
$1.39M - $1.5M
|
693K
$86.8M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-13.9K- 1.75% |
$1.52M - $1.64M
|
779K
$97.6M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-14.9K- 7.85% |
$1.63M - $1.77M
|
175K
$21.9M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-16.6K- 0.44% |
$1.81M - $1.96M
|
3.79M
$475M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-17.2K- 87.04% |
$1.88M - $2.03M
|
2.56K
$320K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-17.4K- 27.13% |
$1.9M - $2.06M
|
46.8K
$5.86M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-18.3K- 57.82% |
$2M - $2.17M
|
13.4K
$1.67M
|
|
|
May 01, 2024
Q1 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-18.9K- 9.27% |
$2.06M - $2.23M
|
185K
$23.1M
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-20.3K- 84.46% |
$2.21M - $2.4M
|
3.73K
$467K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-20.4K- 44.92% |
$2.23M - $2.42M
|
25.1K
$3.14M
|
|
|
May 02, 2024
Q1 2024
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-20.8K- 45.78% |
$2.27M - $2.46M
|
24.6K
$3.08M
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-20.9K- 17.71% |
$2.28M - $2.47M
|
96.9K
$12.1M
|
|
|
Apr 25, 2024
Q1 2024
|
First Merchants Corp
|
SELL
|
- |
-21.2K- 14.36% |
$2.32M - $2.51M
|
127K
$15.8M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-21.6K- 1.1% |
$2.36M - $2.56M
|
1.94M
$243M
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-23.9K- 72.12% |
$2.61M - $2.83M
|
9.23K
$1.16M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-36.9K- 6.87% |
$4.04M - $4.37M
|
501K
$62.7M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-37.1K- 72.62% |
$4.05M - $4.39M
|
14K
$1.75M
|
|
|
May 09, 2024
Q1 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-37.2K- 86.66% |
$4.07M - $4.4M
|
5.73K
$717K
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-47.1K- 62.68% |
$5.15M - $5.57M
|
28.1K
$3.51M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-51.8K- 75.66% |
$5.66M - $6.13M
|
16.7K
$2.09M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-52.5K- 5.35% |
$5.73M - $6.21M
|
928K
$116M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-56.6K- 8.78% |
$6.19M - $6.7M
|
588K
$73.7M
|
|
|
May 10, 2024
Q1 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-57.5K- 64.14% |
$6.28M - $6.8M
|
32.1K
$4.03M
|
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-60.3K- 13.91% |
$6.58M - $7.13M
|
373K
$46.7M
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-87.3K- 94.94% |
$9.54M - $10.3M
|
4.65K
$582K
|