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 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
4.34K+ 0.65% |
$475K - $514K
|
676K
$87.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
3.71KNew |
$406K - $439K
|
3.71K
$481K
|
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
3.65KNew |
$399K - $432K
|
3.65K
$474K
|
|
|
Jul 17, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
3.46KNew |
$379K - $410K
|
3.46K
$450K
|
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
3.33KNew |
$365K - $395K
|
3.33K
$433K
|
|
|
Aug 13, 2024
Q2 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
3.31KNew |
$362K - $392K
|
3.31K
$430K
|
|
|
Jul 12, 2024
Q2 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
3.31K+ 4.79% |
$362K - $392K
|
72.5K
$9.41M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.29K+ 21.99% |
$360K - $390K
|
18.3K
$2.37M
|
|
|
Aug 12, 2024
Q2 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
3.17K+ 1798.3% |
$346K - $375K
|
3.34K
$434K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.16K+ 1.88% |
$346K - $374K
|
171K
$22.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3.13K+ 0.45% |
$343K - $371K
|
694K
$90.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
3.05KNew |
$334K - $361K
|
3.05K
$396K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.78K+ 8.54% |
$304K - $329K
|
35.3K
$4.58M
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.75K+ 15.32% |
$300K - $325K
|
20.7K
$2.68M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.74KNew |
$300K - $324K
|
2.74K
$355K
|
|
|
Jul 23, 2024
Q2 2024
|
Busey Wealth Management
|
BUY
|
- |
2.59KNew |
$284K - $307K
|
2.59K
$337K
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.56KNew |
$280K - $303K
|
2.56K
$333K
|
|
|
Aug 12, 2024
Q2 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
2.52K+ 90.46% |
$276K - $299K
|
5.31K
$690K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
2.34K+ 22.11% |
$257K - $278K
|
12.9K
$1.68M
|
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
BUY
|
- |
2.27KNew |
$249K - $269K
|
2.27K
$295K
|
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
2.25K+ 9.68% |
$246K - $266K
|
25.5K
$3.31M
|
|
|
Aug 05, 2024
Q2 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
2.21KNew |
$242K - $261K
|
2.21K
$287K
|
|
|
Aug 01, 2024
Q2 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
2.2KNew |
$241K - $261K
|
2.2K
$286K
|
|
|
Jul 30, 2024
Q2 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
2.18K+ 1.68% |
$239K - $258K
|
132K
$17.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.06KNew |
$226K - $244K
|
2.06K
$268K
|
|
|
Aug 12, 2024
Q2 2024
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
2.05KNew |
$224K - $242K
|
2.05K
$266K
|
|
|
Aug 09, 2024
Q2 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
2.04K+ 29.05% |
$223K - $241K
|
9.05K
$1.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
2.03KNew |
$222K - $240K
|
2.03K
$263K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
2.01K+ 42.51% |
$220K - $238K
|
6.73K
$873K
|
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
1.95KNew |
$213K - $230K
|
1.95K
$253K
|
|
|
Jul 19, 2024
Q2 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
1.92KNew |
$210K - $227K
|
1.92K
$249K
|
|
|
Jul 24, 2024
Q2 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.92K+ 4.69% |
$210K - $227K
|
42.8K
$5.56M
|
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.91K+ 6.83% |
$209K - $226K
|
29.8K
$3.87M
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.89K+ 6.79% |
$207K - $224K
|
29.7K
$3.86M
|
|
|
Jul 22, 2024
Q2 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
1.86K+ 2.5% |
$203K - $220K
|
76.3K
$9.92M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.84KNew |
$201K - $218K
|
1.84K
$239K
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.84K+ 19.63% |
$201K - $218K
|
11.2K
$1.46M
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
1.83KNew |
$200K - $217K
|
1.83K
$238K
|
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
BUY
|
- |
1.8KNew |
$197K - $213K
|
1.8K
$234K
|
|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
1.79KNew |
$196K - $212K
|
1.79K
$233K
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.76K+ 75.13% |
$192K - $208K
|
4.09K
$531K
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.67K+ 4.2% |
$182K - $197K
|
41.4K
$5.37M
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
BUY
|
- |
1.65K+ 5.25% |
$180K - $195K
|
33.1K
$4.29M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.57K+ 1.64% |
$171K - $185K
|
96.8K
$12.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.55K+ 1.43% |
$170K - $184K
|
110K
$14.3M
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.54K+ 3.77% |
$168K - $182K
|
42.4K
$5.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.46K+ 8.64% |
$159K - $173K
|
18.3K
$2.38M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.41K+ 0.18% |
$154K - $166K
|
780K
$101M
|
|
|
Aug 14, 2024
Q2 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
1.38K+ 8.88% |
$151K - $163K
|
16.9K
$2.19M
|
|
|
Jul 24, 2024
Q2 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
1.36K+ 2.63% |
$149K - $161K
|
53K
$6.88M
|