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 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
85+ 4.43% |
$9.29K - $10.1K
|
2K
$251K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
84New |
$9.18K - $9.94K
|
84
$10.5K
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
80+ 2.95% |
$8.74K - $9.46K
|
2.79K
$349K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
78+ 0.35% |
$8.52K - $9.23K
|
22.4K
$2.8M
|
|
|
May 10, 2024
Q1 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
78+ 0.75% |
$8.52K - $9.23K
|
10.5K
$1.31M
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
75+ 0.36% |
$8.2K - $8.87K
|
20.8K
$2.61M
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
75+ 3.77% |
$8.2K - $8.87K
|
2.07K
$259K
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
74+ 1.32% |
$8.09K - $8.75K
|
5.68K
$712K
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
69+ 1.99% |
$7.54K - $8.16K
|
3.54K
$443K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
68+ 1.79% |
$7.43K - $8.04K
|
3.87K
$484K
|
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
65+ 1.19% |
$7.1K - $7.69K
|
5.52K
$691K
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
59+ 2.12% |
$6.45K - $6.98K
|
2.84K
$355K
|
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
56+ 0.95% |
$6.12K - $6.62K
|
5.96K
$746K
|
|
|
Apr 29, 2024
Q1 2024
|
Sierra Capital LLC
|
BUY
|
- |
53+ 0.14% |
$5.79K - $6.27K
|
37.1K
$4.64M
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
53+ 5.76% |
$5.79K - $6.27K
|
973
$122K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
49+ 2.04% |
$5.35K - $5.8K
|
2.45K
$307K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
45+ 3.5% |
$4.92K - $5.32K
|
1.33K
$166K
|
|
|
Apr 10, 2024
Q1 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
44+ 1.26% |
$4.81K - $5.2K
|
3.52K
$441K
|
|
|
May 10, 2024
Q1 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
41+ 0.21% |
$4.48K - $4.85K
|
19.6K
$2.46M
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
39New |
$4.26K - $4.61K
|
39
$4.88K
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
BUY
|
- |
38+ 3.91% |
$4.15K - $4.5K
|
1.01K
$126K
|
|
|
Apr 17, 2024
Q1 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
36+ 0.5% |
$3.93K - $4.26K
|
7.3K
$914K
|
|
|
May 10, 2024
Q1 2024
|
Davidson Trust CO
|
BUY
|
- |
33+ 0.63% |
$3.61K - $3.9K
|
5.29K
$663K
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
30+ 2.4% |
$3.28K - $3.55K
|
1.28K
$160K
|
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
28+ 0.6% |
$3.06K - $3.31K
|
4.69K
$587K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
28+ 2.4% |
$3.06K - $3.31K
|
1.19K
$149K
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
28+ 0.4% |
$3.06K - $3.31K
|
6.94K
$870K
|
|
|
May 13, 2024
Q1 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
27+ 1.18% |
$2.95K - $3.19K
|
2.31K
$289K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
25+ 0.8% |
$2.73K - $2.96K
|
3.14K
$394K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
25+ 1.07% |
$2.73K - $2.96K
|
2.36K
$296K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
25New |
$2.73K - $2.96K
|
25
$3.13K
|
|
|
May 06, 2024
Q1 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
25+ 0.31% |
$2.73K - $2.96K
|
8.07K
$1.01M
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
21+ 0.45% |
$2.29K - $2.48K
|
4.72K
$591K
|
|
|
May 06, 2024
Q1 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
20+ 0.1% |
$2.19K - $2.37K
|
20K
$2.5M
|
|
|
Apr 22, 2024
Q1 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
20+ 0.33% |
$2.19K - $2.37K
|
6.08K
$761K
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
18New |
$1.97K - $2.13K
|
18
$2.25K
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
17+ 0.21% |
$1.86K - $2.01K
|
8.13K
$1.02M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
12+ 0.09% |
$1.31K - $1.42K
|
13.8K
$1.73M
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
11+ 0.24% |
$1.2K - $1.3K
|
4.62K
$579K
|
|
|
Apr 25, 2024
Q1 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
11+ 0.47% |
$1.2K - $1.3K
|
2.34K
$293K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
9+ 16.67% |
$983 - $1.06K
|
63
$7.89K
|
|
|
Jul 19, 2024
Q1 2024
|
Willner & Heller, LLC
|
BUY
|
- |
8+ 0.32% |
$874 - $946
|
2.53K
$317K
|
|
|
Apr 10, 2024
Q1 2024
|
Holland Advisory Services, Inc.
|
BUY
|
- |
7+ 0.34% |
$765 - $828
|
2.08K
$260K
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
7+ 0.06% |
$765 - $828
|
11.8K
$1.48M
|
|
|
May 15, 2024
Q1 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
7+ 0.29% |
$765 - $828
|
2.4K
$301K
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
BUY
|
- |
6+ 0.05% |
$656 - $710
|
11.5K
$1.44M
|
|
|
Apr 17, 2024
Q1 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
6+ 0.14% |
$656 - $710
|
4.4K
$551K
|
|
|
May 08, 2024
Q1 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
4+ 0.29% |
$437 - $473
|
1.39K
$174K
|
|
|
Apr 29, 2024
Q1 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
3+ 0.11% |
$328 - $355
|
2.64K
$331K
|
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
BUY
|
- |
3+ 0.1% |
$328 - $355
|
2.99K
$375K
|