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 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
600New |
$65.6K - $71K
|
600
$75.1K
|
|
|
Aug 13, 2024
Q1 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
596+ 9.13% |
$65.1K - $70.5K
|
7.12K
$892K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
581New |
$63.5K - $68.7K
|
581
$72.8K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
535+ 4.73% |
$58.5K - $63.3K
|
11.8K
$1.48M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
523+ 14.54% |
$57.1K - $61.9K
|
4.12K
$516K
|
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
508+ 2.3% |
$55.5K - $60.1K
|
22.6K
$2.83M
|
|
|
Apr 30, 2024
Q1 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
500+ 9.24% |
$54.6K - $59.1K
|
5.91K
$741K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
463New |
$50.6K - $54.8K
|
463
$58K
|
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
BUY
|
- |
430+ 19.09% |
$47K - $50.9K
|
2.68K
$336K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
429+ 6.26% |
$46.9K - $50.7K
|
7.28K
$912K
|
|
|
May 10, 2024
Q1 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
427+ 7.14% |
$46.7K - $50.5K
|
6.41K
$802K
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
407+ 1.31% |
$44.5K - $48.1K
|
31.4K
$3.93M
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
405+ 14.34% |
$44.3K - $47.9K
|
3.23K
$405K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
396+ 15.46% |
$43.3K - $46.8K
|
2.96K
$370K
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
386+ 16.08% |
$42.2K - $45.7K
|
2.79K
$349K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
372+ 5.67% |
$40.6K - $44K
|
6.93K
$868K
|
|
|
Apr 18, 2024
Q1 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
355+ 2.75% |
$38.8K - $42K
|
13.3K
$1.66M
|
|
|
May 15, 2024
Q1 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
343+ 15.19% |
$37.5K - $40.6K
|
2.6K
$326K
|
|
|
May 17, 2024
Q1 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
296+ 4.41% |
$32.3K - $35K
|
7.01K
$878K
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
294+ 5.36% |
$32.1K - $34.8K
|
5.77K
$723K
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
287+ 15.41% |
$31.4K - $33.9K
|
2.15K
$269K
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
275+ 7.92% |
$30K - $32.5K
|
3.75K
$470K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
259+ 1438.89% |
$28.3K - $30.6K
|
277
$34.7K
|
|
|
Apr 17, 2024
Q1 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
248+ 1.4% |
$27.1K - $29.3K
|
18K
$2.26M
|
|
|
May 15, 2024
Q1 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
244New |
$26.7K - $28.9K
|
244
$30.6K
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
238+ 4.25% |
$26K - $28.2K
|
5.84K
$731K
|
|
|
May 09, 2024
Q1 2024
|
Pacific Financial Group Inc
|
BUY
|
- |
235+ 1.52% |
$25.7K - $27.8K
|
15.7K
$1.96M
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
235+ 78.86% |
$25.7K - $27.8K
|
533
$66.8K
|
|
|
May 15, 2024
Q1 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
224+ 6.05% |
$24.5K - $26.5K
|
3.92K
$491K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
218New |
$23.8K - $25.8K
|
218
$27.3K
|
|
|
Apr 11, 2024
Q1 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
214+ 5.95% |
$23.4K - $25.3K
|
3.81K
$477K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
207+ 2.21% |
$22.6K - $24.5K
|
9.56K
$1.2M
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
192+ 3.69% |
$21K - $22.7K
|
5.4K
$676K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
185+ 1.35% |
$20.2K - $21.9K
|
13.9K
$1.74M
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
182+ 0.72% |
$19.9K - $21.5K
|
25.6K
$3.2M
|
|
|
Oct 02, 2024
Q1 2024
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
178+ 0.52% |
$19.5K - $21.1K
|
34.4K
$4.31M
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
164+ 5.17% |
$17.9K - $19.4K
|
3.34K
$418K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
163+ 5.47% |
$17.8K - $19.3K
|
3.14K
$393K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
142New |
$15.5K - $16.8K
|
142
$17.8K
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
BUY
|
- |
128+ 2.84% |
$14K - $15.1K
|
4.63K
$580K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
114+ 3.34% |
$12.5K - $13.5K
|
3.53K
$442K
|
|
|
Jun 25, 2024
Q1 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
112+ 3.48% |
$12.2K - $13.2K
|
3.33K
$417K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
111+ 1.49% |
$12.1K - $13.1K
|
7.55K
$946K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
109+ 0.96% |
$11.9K - $12.9K
|
11.5K
$1.44M
|
|
|
May 15, 2024
Q1 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
106+ 0.12% |
$11.6K - $12.5K
|
90.6K
$11.4M
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
BUY
|
- |
100+ 16.95% |
$10.9K - $11.8K
|
690
$86.4K
|
|
|
May 08, 2024
Q1 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
100+ 1.2% |
$10.9K - $11.8K
|
8.4K
$1.05M
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
100+ 4.77% |
$10.9K - $11.8K
|
2.2K
$275K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
90+ 5.56% |
$9.83K - $10.6K
|
1.71K
$214K
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
86+ 8.35% |
$9.4K - $10.2K
|
1.12K
$140K
|