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 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-534- 5.32% |
$58.4K - $63.2K
|
9.51K
$1.19M
|
|
|
May 23, 2024
Q1 2024
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-576- 88.48% |
$62.9K - $68.1K
|
75
$9.39K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-578- 7.46% |
$63.2K - $68.4K
|
7.17K
$898K
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-597- 3.61% |
$65.2K - $70.6K
|
16K
$2M
|
|
|
Apr 30, 2024
Q1 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-624- 2.3% |
$68.2K - $73.8K
|
26.5K
$3.32M
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-632- 7.67% |
$69.1K - $74.8K
|
7.61K
$952K
|
|
|
Apr 17, 2024
Q1 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-662- 2.53% |
$72.3K - $78.3K
|
25.5K
$3.2M
|
|
|
May 01, 2024
Q1 2024
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-691- 2.85% |
$75.5K - $81.7K
|
23.5K
$2.95M
|
|
|
Apr 22, 2024
Q1 2024
|
Bank Of Stockton
|
SELL
|
- |
-706- 1.9% |
$77.1K - $83.5K
|
36.5K
$4.57M
|
|
|
Apr 25, 2024
Q1 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-709- 1.68% |
$77.5K - $83.9K
|
41.6K
$5.21M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-715- 9.08% |
$78.1K - $84.6K
|
7.16K
$897K
|
|
|
Apr 23, 2024
Q1 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-735- 3.71% |
$80.3K - $86.9K
|
19.1K
$2.39M
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-742- 3.05% |
$81.1K - $87.8K
|
23.6K
$2.96M
|
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-744- 6.25% |
$81.3K - $88K
|
11.2K
$1.4M
|
|
|
May 10, 2024
Q1 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-768- 1.65% |
$83.9K - $90.8K
|
45.9K
$5.74M
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-793- 1.04% |
$86.7K - $93.8K
|
75.4K
$9.45M
|
|
|
May 06, 2024
Q1 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-836- 6.27% |
$91.3K - $98.9K
|
12.5K
$1.56M
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-837- 21.8% |
$91.5K - $99K
|
3K
$376K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-868- 61.08% |
$94.8K - $103K
|
553
$69.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-884- 14.03% |
$96.6K - $105K
|
5.42K
$678K
|
|
|
May 14, 2024
Q1 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-901- 2.69% |
$98.5K - $107K
|
32.5K
$4.08M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-918- 28.06% |
$100K - $109K
|
2.35K
$295K
|
|
|
May 01, 2024
Q1 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-923- 4.61% |
$101K - $109K
|
19.1K
$2.39M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-925- 2.28% |
$101K - $109K
|
39.7K
$4.97M
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-935- 1.48% |
$102K - $111K
|
62.4K
$7.81M
|
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-960- 28.72% |
$105K - $114K
|
2.38K
$298K
|
|
|
May 08, 2024
Q1 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-975- 2.25% |
$107K - $115K
|
42.4K
$5.31M
|
|
|
Apr 23, 2024
Q1 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-997- 16.76% |
$109K - $118K
|
4.95K
$620K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.01K- 5.59% |
$110K - $119K
|
17K
$2.13M
|
|
|
Apr 29, 2024
Q1 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-1.01K- 5.36% |
$110K - $119K
|
17.8K
$2.23M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.02K- 13.74% |
$112K - $121K
|
6.42K
$805K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.03K- 0.61% |
$112K - $122K
|
168K
$21M
|
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-1.04K- 2.31% |
$113K - $123K
|
43.8K
$5.49M
|
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
SELL
|
- |
-1.05K- 3.07% |
$115K - $124K
|
33.2K
$4.15M
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.05K- 8.96% |
$115K - $125K
|
10.7K
$1.34M
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.07K- 0.95% |
$116K - $126K
|
111K
$13.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.13K- 5.79% |
$123K - $133K
|
18.3K
$2.29M
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
SELL
|
- |
-1.14K- 24.45% |
$125K - $135K
|
3.52K
$441K
|
|
|
May 02, 2024
Q1 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-1.2K- 3.12% |
$131K - $142K
|
37.3K
$4.67M
|
|
|
May 10, 2024
Q1 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-1.21K- 1.78% |
$132K - $143K
|
66.9K
$8.38M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-1.28K- 1.56% |
$140K - $151K
|
80.9K
$10.1M
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-1.29K- 0.7% |
$141K - $153K
|
182K
$22.8M
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-1.34K- 2.42% |
$146K - $158K
|
54K
$6.76M
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.37K- 2.31% |
$149K - $162K
|
57.8K
$7.24M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.37K- 15.99% |
$149K - $162K
|
7.19K
$900K
|
|
|
May 06, 2024
Q1 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-1.39K- 3.2% |
$151K - $164K
|
41.9K
$5.24M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.42K- 8.01% |
$156K - $168K
|
16.4K
$2.05M
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.44K- 17.61% |
$158K - $171K
|
6.75K
$846K
|
|
|
May 15, 2024
Q1 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.56K- 32.62% |
$170K - $185K
|
3.22K
$404K
|
|
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-1.57K- 9.99% |
$171K - $185K
|
14.1K
$1.77M
|