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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2024
Q1 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
1.93K+ 41.31% |
$210K - $228K
|
6.59K
$825K
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.82K+ 18.64% |
$199K - $216K
|
11.6K
$1.45M
|
|
|
May 14, 2024
Q1 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
1.81KNew |
$197K - $214K
|
1.81K
$226K
|
|
|
May 09, 2024
Q1 2024
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
1.8KNew |
$197K - $213K
|
1.8K
$225K
|
|
|
May 03, 2024
Q1 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
1.8KNew |
$196K - $213K
|
1.8K
$225K
|
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
BUY
|
- |
1.75KNew |
$191K - $207K
|
1.75K
$219K
|
|
|
May 02, 2024
Q1 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
1.75KNew |
$191K - $207K
|
1.75K
$219K
|
|
|
May 06, 2024
Q1 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
1.75K+ 1.36% |
$191K - $206K
|
130K
$16.2M
|
|
|
May 10, 2024
Q1 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
1.74KNew |
$190K - $205K
|
1.74K
$218K
|
|
|
May 06, 2024
Q1 2024
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
1.73KNew |
$189K - $205K
|
1.73K
$217K
|
|
|
Apr 30, 2024
Q1 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
1.73KNew |
$189K - $204K
|
1.73K
$216K
|
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
BUY
|
- |
1.72K+ 1.05% |
$188K - $203K
|
166K
$20.8M
|
|
|
May 15, 2024
Q1 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
1.7K+ 6.2% |
$186K - $202K
|
29.2K
$3.66M
|
|
|
Apr 18, 2024
Q1 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
1.69KNew |
$185K - $200K
|
1.69K
$212K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.65K+ 5.41% |
$181K - $196K
|
32.2K
$4.03M
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.59KNew |
$173K - $187K
|
1.59K
$199K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.58KNew |
$173K - $187K
|
1.58K
$198K
|
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.51K+ 3.82% |
$164K - $178K
|
40.9K
$5.13M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.44K+ 117.44% |
$157K - $170K
|
2.67K
$334K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.44K+ 10.65% |
$157K - $170K
|
15K
$1.87M
|
|
|
May 10, 2024
Q1 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.43K+ 9.29% |
$157K - $170K
|
16.9K
$2.11M
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.39K+ 36.07% |
$152K - $165K
|
5.26K
$659K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.37K+ 8.04% |
$149K - $161K
|
18.4K
$2.3M
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.25K+ 8.91% |
$136K - $148K
|
15.3K
$1.91M
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.24K+ 17657.14% |
$135K - $146K
|
1.24K
$156K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.22KNew |
$134K - $145K
|
1.22K
$153K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.2K+ 28.39% |
$131K - $141K
|
5.4K
$677K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.18KNew |
$129K - $140K
|
1.18K
$148K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.17K+ 32.97% |
$128K - $139K
|
4.72K
$592K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.07KNew |
$117K - $127K
|
1.07K
$134K
|
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.03K+ 3.82% |
$112K - $121K
|
27.9K
$3.49M
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
1.02K+ 8.08% |
$111K - $120K
|
13.6K
$1.7M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1K+ 92.0% |
$109K - $118K
|
2.09K
$261K
|
|
|
Apr 29, 2024
Q1 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
972+ 20.62% |
$106K - $115K
|
5.69K
$712K
|
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
923+ 11.07% |
$101K - $109K
|
9.26K
$1.16M
|
|
|
Apr 25, 2024
Q1 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
904+ 1.78% |
$98.8K - $107K
|
51.6K
$6.47M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
893+ 3307.41% |
$97.6K - $106K
|
920
$115K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
819+ 39.45% |
$89.5K - $96.9K
|
2.9K
$363K
|
|
|
Jun 05, 2024
Q1 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
798+ 17.52% |
$87.2K - $94.4K
|
5.35K
$670K
|
|
|
Apr 25, 2024
Q1 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
777+ 22.23% |
$84.9K - $91.9K
|
4.27K
$535K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
764+ 322.36% |
$83.5K - $90.4K
|
1K
$125K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
728New |
$79.5K - $86.1K
|
728
$91.2K
|
|
|
May 13, 2024
Q1 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
727+ 6.08% |
$79.4K - $86K
|
12.7K
$1.59M
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
697New |
$76.2K - $82.4K
|
697
$87.3K
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
696+ 6.43% |
$76.1K - $82.3K
|
11.5K
$1.44M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
676+ 5.34% |
$73.9K - $80K
|
13.3K
$1.67M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
664+ 11066.67% |
$72.6K - $78.5K
|
670
$83.9K
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
641+ 4.16% |
$70K - $75.8K
|
16.1K
$2.01M
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
634+ 37.9% |
$69.3K - $75K
|
2.31K
$289K
|
|
|
Apr 08, 2024
Q1 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
610+ 30.15% |
$66.7K - $72.2K
|
2.63K
$330K
|