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 22, 2024
Q1 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-47- 0.32% |
$5.14K - $5.56K
|
14.6K
$1.83M
|
|
|
Apr 23, 2024
Q1 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-48- 2.29% |
$5.24K - $5.68K
|
2.05K
$256K
|
|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-48- 2.47% |
$5.24K - $5.68K
|
1.9K
$238K
|
|
|
May 13, 2024
Q1 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-49- 0.43% |
$5.35K - $5.8K
|
11.3K
$1.42M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-50- 2.3% |
$5.46K - $5.91K
|
2.12K
$266K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-50- 0.38% |
$5.46K - $5.91K
|
13.1K
$1.64M
|
|
|
May 15, 2024
Q1 2024
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-50- 4.39% |
$5.46K - $5.91K
|
1.09K
$136K
|
|
|
May 15, 2024
Q1 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-51- 45.95% |
$5.57K - $6.03K
|
60
$7.51K
|
|
|
Apr 15, 2024
Q1 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-63- 0.23% |
$6.88K - $7.45K
|
27K
$3.38M
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-66- 0.79% |
$7.21K - $7.81K
|
8.3K
$1.04M
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-68- 0.44% |
$7.43K - $8.04K
|
15.5K
$1.94M
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-71- 0.21% |
$7.76K - $8.4K
|
34.6K
$4.33M
|
|
|
Apr 30, 2024
Q1 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-72- 0.65% |
$7.87K - $8.52K
|
10.9K
$1.37M
|
|
|
Apr 22, 2024
Q1 2024
|
Fc Advisory LLC
|
SELL
|
- |
-81- 1.74% |
$8.85K - $9.58K
|
4.58K
$573K
|
|
|
May 03, 2024
Q1 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-82- 0.14% |
$8.96K - $9.7K
|
57.4K
$7.19M
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-83- 2.36% |
$9.07K - $9.82K
|
3.43K
$430K
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-85- 0.82% |
$9.29K - $10.1K
|
10.3K
$1.29M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-89- 2.54% |
$9.73K - $10.5K
|
3.42K
$428K
|
|
|
May 31, 2024
Q1 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-90- 0.19% |
$9.83K - $10.6K
|
48.5K
$6.08M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-91- 0.7% |
$9.94K - $10.8K
|
12.9K
$1.61M
|
|
|
Apr 22, 2024
Q1 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-95- 3.91% |
$10.4K - $11.2K
|
2.34K
$293K
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-100- 1.49% |
$10.9K - $11.8K
|
6.63K
$831K
|
|
|
May 14, 2024
Q1 2024
|
Ltg Capital LLC
|
SELL
|
- |
-102- 0.31% |
$11.1K - $12.1K
|
32.9K
$4.12M
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-112- 0.24% |
$12.2K - $13.2K
|
46.4K
$5.81M
|
|
|
May 01, 2024
Q1 2024
|
Acas, LLC
|
SELL
|
- |
-114- 0.96% |
$12.5K - $13.5K
|
11.8K
$1.47M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-120- 0.69% |
$13.1K - $14.2K
|
17.2K
$2.15M
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-120- 1.85% |
$13.1K - $14.2K
|
6.37K
$798K
|
|
|
May 08, 2024
Q1 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-124- 0.18% |
$13.5K - $14.7K
|
70.5K
$8.83M
|
|
|
May 03, 2024
Q1 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-125- 0.23% |
$13.7K - $14.8K
|
55K
$6.88M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-128- 1.94% |
$14K - $15.1K
|
6.46K
$808K
|
|
|
May 03, 2024
Q1 2024
|
Essex LLC
|
SELL
|
- |
-129- 1.27% |
$14.1K - $15.3K
|
10K
$1.26M
|
|
|
May 08, 2024
Q1 2024
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-136- 4.02% |
$14.9K - $16.1K
|
3.25K
$407K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-140- 0.64% |
$15.3K - $16.6K
|
21.7K
$2.72M
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-140- 6.23% |
$15.3K - $16.6K
|
2.11K
$264K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-140- 33.65% |
$15.3K - $16.6K
|
276
$34.6K
|
|
|
May 10, 2024
Q1 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-141- 0.36% |
$15.4K - $16.7K
|
39.3K
$4.92M
|
|
|
Apr 18, 2024
Q1 2024
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-141- 0.82% |
$15.4K - $16.7K
|
17K
$2.13M
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-145- 2.6% |
$15.8K - $17.2K
|
5.42K
$679K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-149- 3.24% |
$16.3K - $17.6K
|
4.46K
$558K
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-150- 22.49% |
$16.4K - $17.7K
|
517
$64.7K
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-152- 10.01% |
$16.6K - $18K
|
1.37K
$171K
|
|
|
May 15, 2024
Q1 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-154- 2.46% |
$16.8K - $18.2K
|
6.11K
$765K
|
|
|
May 13, 2024
Q1 2024
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-163- 1.82% |
$17.8K - $19.3K
|
8.78K
$1.1M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-164- 1.05% |
$17.9K - $19.4K
|
15.4K
$1.93M
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
SELL
|
- |
-175- 4.83% |
$19.1K - $20.7K
|
3.45K
$431K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-180- 1.43% |
$19.7K - $21.3K
|
12.4K
$1.56M
|
|
|
May 15, 2024
Q1 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-185- 34.45% |
$20.2K - $21.9K
|
352
$44.1K
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-187- 3.84% |
$20.4K - $22.1K
|
4.68K
$587K
|
|
|
May 01, 2024
Q1 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-189- 3.66% |
$20.7K - $22.4K
|
4.97K
$623K
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-198- 33.0% |
$21.6K - $23.4K
|
402
$50.3K
|