Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
506K+ 182624.91% |
$55.4M - $59.9M
|
506K
$65.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
393KNew |
$43M - $46.5M
|
393K
$51M
|
|
|
Aug 09, 2024
Q2 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
219KNew |
$24M - $25.9M
|
219K
$28.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
173K+ 4648.22% |
$19M - $20.5M
|
177K
$23M
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
70.6KNew |
$7.73M - $8.36M
|
70.6K
$9.17M
|
|
|
Aug 07, 2024
Q2 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
49.5KNew |
$5.42M - $5.86M
|
49.5K
$6.43M
|
|
|
Aug 13, 2024
Q2 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
40.4KNew |
$4.42M - $4.78M
|
40.4K
$5.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
36.9K+ 7.38% |
$4.04M - $4.37M
|
538K
$69.8M
|
|
|
Sep 10, 2024
Q2 2024
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
34.2KNew |
$3.74M - $4.05M
|
34.2K
$4.44M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
32.7KNew |
$3.58M - $3.87M
|
32.7K
$4.25M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
32.5K+ 1.89% |
$3.56M - $3.85M
|
1.75M
$228M
|
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
31.5KNew |
$3.45M - $3.73M
|
31.5K
$4.09M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
31K+ 221.58% |
$3.39M - $3.67M
|
45K
$5.84M
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
BUY
|
- |
28.1K+ 486.65% |
$3.08M - $3.33M
|
33.9K
$4.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
22.8KNew |
$2.49M - $2.7M
|
22.8K
$2.96M
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
21.8KNew |
$2.39M - $2.59M
|
21.8K
$2.84M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
20.3K+ 3.46% |
$2.23M - $2.41M
|
609K
$79.1M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
19.2K+ 5.98% |
$2.1M - $2.27M
|
340K
$44.2M
|
|
|
Jul 23, 2024
Q2 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
19.2K+ 106.35% |
$2.1M - $2.27M
|
37.2K
$4.83M
|
|
|
Jul 26, 2024
Q2 2024
|
Evensky & Katz LLC
|
BUY
|
- |
18.1K+ 2.98% |
$1.98M - $2.14M
|
624K
$81M
|
|
|
Aug 01, 2024
Q2 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
17.7K+ 4.26% |
$1.93M - $2.09M
|
433K
$56.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
15.7K+ 117.87% |
$1.72M - $1.86M
|
29.1K
$3.78M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15.1K+ 3.54% |
$1.65M - $1.79M
|
442K
$57.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
14K+ 4.05% |
$1.53M - $1.66M
|
360K
$46.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
13.9K+ 13.82% |
$1.52M - $1.65M
|
115K
$14.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
13.8K+ 1.06% |
$1.51M - $1.64M
|
1.32M
$171M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
12.7K+ 1.48% |
$1.39M - $1.51M
|
869K
$113M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
12.6K+ 217.95% |
$1.38M - $1.5M
|
18.4K
$2.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11K+ 5.22% |
$1.2M - $1.3M
|
222K
$28.8M
|
|
|
Aug 05, 2024
Q2 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
10.7KNew |
$1.17M - $1.27M
|
10.7K
$1.39M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
10.6K+ 160.3% |
$1.16M - $1.26M
|
17.3K
$2.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
10.1KNew |
$1.1M - $1.19M
|
10.1K
$1.31M
|
|
|
Jul 23, 2024
Q2 2024
|
Courier Capital LLC
|
BUY
|
- |
9.72K+ 4.5% |
$1.06M - $1.15M
|
226K
$29.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
9.24KNew |
$1.01M - $1.09M
|
9.24K
$1.2M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
9.16K+ 1.47% |
$1M - $1.08M
|
631K
$82M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
8.38K+ 9.68% |
$918K - $993K
|
95K
$12.3M
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
8.32KNew |
$911K - $986K
|
8.32K
$1.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
BUY
|
- |
8.16KNew |
$893K - $966K
|
8.16K
$1.06M
|
|
|
Aug 15, 2024
Q2 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
7.86K+ 113.36% |
$860K - $931K
|
14.8K
$1.92M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.57K+ 4.96% |
$829K - $897K
|
160K
$20.8M
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
7.27K+ 22.59% |
$796K - $861K
|
39.5K
$5.13M
|
|
|
Aug 08, 2024
Q2 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
6.51KNew |
$713K - $771K
|
6.51K
$846K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
5.53K+ 28.46% |
$605K - $654K
|
25K
$3.24M
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5.36KNew |
$586K - $634K
|
5.36K
$696K
|
|
|
Aug 13, 2024
Q2 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
4.95KNew |
$542K - $586K
|
4.95K
$643K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
4.62KNew |
$506K - $547K
|
4.62K
$600K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
4.46KNew |
$488K - $527K
|
4.46K
$579K
|
|
|
Aug 15, 2024
Q2 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
4.44KNew |
$486K - $526K
|
4.44K
$577K
|
|
|
Jul 15, 2024
Q2 2024
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
4.44K+ 3.54% |
$486K - $526K
|
130K
$16.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.37K+ 4.17% |
$479K - $518K
|
109K
$14.2M
|