Purchases and Sales Made in Q2 2024 in Ishares S&P Midcap 400 Value E (IJJ)

IJJ Quotes by TradingView

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
Jul 08, 2024 Q2 2024
Mather Group, Llc.

Chicago, IL
BUY
 -
1.33K
+ 109.08%
$146K - $158K
2.56K $332K
Aug 14, 2024 Q2 2024
Franklin Resources Inc

San Mateo, CA
BUY
 -
1.2K
+ 18.83%
$131K - $142K
7.57K $983K
Aug 12, 2024 Q2 2024
Ltg Capital LLC

BUY
 -
1.16K
+ 3.52%
$127K - $137K
34.1K $4.42M
Aug 09, 2024 Q2 2024
Citizens Financial Group Inc

BUY
 -
1.15K
+ 16.52%
$126K - $136K
8.09K $1.05M
Jul 26, 2024 Q2 2024
Rosenberg Matthew Hamilton

BUY
 -
1.13K
New
$124K - $134K
1.13K $147K
Aug 12, 2024 Q2 2024
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
1.12K
+ 90.02%
$122K - $132K
2.36K $307K
Aug 01, 2024 Q2 2024
Flaharty Asset Management, LLC

BUY
 -
1.11K
+ 1.07%
$121K - $131K
104K $13.6M
Jul 09, 2024 Q2 2024
Cwm, LLC

BUY
 -
1.08K
+ 22.23%
$118K - $128K
5.93K $770K
Aug 05, 2024 Q2 2024
Savant Capital, LLC

BUY
 -
1.05K
+ 14.68%
$115K - $124K
8.21K $1.07M
Jul 23, 2024 Q2 2024
Global Retirement Partners, LLC

BUY
 -
998
+ 14.39%
$109K - $118K
7.93K $1.03M
Aug 08, 2024 Q2 2024
J.W. Cole Advisors, Inc.

BUY
 -
953
+ 24.65%
$104K - $113K
4.82K $626K
Aug 09, 2024 Q2 2024
Neumann Capital Management, LLC

BUY
 -
950
+ 3.68%
$104K - $112K
26.8K $3.48M
Aug 01, 2024 Q2 2024
Crestwood Advisors Group LLC

BUY
 -
944
+ 25.18%
$103K - $112K
4.69K $609K
Jul 30, 2024 Q2 2024
Rothschild Investment LLC

Chicago, IL
BUY
 -
940
New
$103K - $111K
940 $122K
Aug 02, 2024 Q2 2024
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
865
+ 7.62%
$94.7K - $102K
12.2K $1.59M
Jul 24, 2024 Q2 2024
Stratos Wealth Partners, Ltd.

BUY
 -
837
+ 6.59%
$91.6K - $99.1K
13.5K $1.76M
Aug 12, 2024 Q2 2024
Brighton Jones LLC

BUY
 -
782
+ 21.99%
$85.6K - $92.6K
4.34K $563K
Aug 06, 2024 Q2 2024
Anchor Capital Advisors LLC

BUY
 -
767
+ 43.02%
$83.9K - $90.8K
2.55K $331K
Aug 14, 2024 Q2 2024
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
762
+ 18.49%
$83.4K - $90.2K
4.88K $634K
Jul 23, 2024 Q2 2024
Fifth Third Wealth Advisors LLC

Cincinnati, OH
BUY
 -
742
+ 3.12%
$81.2K - $87.9K
24.5K $3.19M
Jul 18, 2024 Q2 2024
Royal Fund Management, LLC

BUY
 -
679
+ 3.69%
$74.3K - $80.4K
19.1K $2.48M
Jul 31, 2024 Q2 2024
Principal Securities, Inc.

Des Moines, IA
BUY
 -
673
+ 33.62%
$73.7K - $79.7K
2.68K $347K
Aug 08, 2024 Q2 2024
Johnson Investment Counsel Inc

Cincinnati, OH
BUY
 -
650
+ 5.44%
$71.1K - $77K
12.6K $1.64M
Jul 17, 2024 Q2 2024
Loring Wolcott & Coolidge Fiduciary Advisors LLP

BUY
 -
630
+ 33.42%
$68.9K - $74.6K
2.52K $327K
Aug 06, 2024 Q2 2024
Chris Bulman Inc

Roseville, CA
BUY
 -
614
New
$67.2K - $72.7K
614 $79.7K
Aug 01, 2024 Q2 2024
Spc Financial, Inc.

BUY
 -
601
+ 0.36%
$65.8K - $71.2K
166K $21.6M
Aug 13, 2024 Q2 2024
Synovus Financial Corp

Columbus, GA
BUY
 -
561
+ 9.61%
$61.4K - $66.4K
6.4K $831K
Aug 13, 2024 Q2 2024
First Trust Advisors LP

Wheaton, IL
BUY
 -
502
+ 2.22%
$54.9K - $59.4K
23.1K $3M
Aug 01, 2024 Q2 2024
Gw Henssler & Associates LTD

BUY
 -
497
+ 0.12%
$54.4K - $58.8K
420K $54.5M
Jul 11, 2024 Q2 2024
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
490
+ 56.84%
$53.6K - $58K
1.35K $176K
Jul 15, 2024 Q2 2024
Pinnacle Bancorp, Inc.

BUY
 -
478
+ 2.81%
$52.3K - $56.6K
17.5K $2.27M
Aug 14, 2024 Q2 2024
Glenmede Trust CO Na

Philadelphia, PA
BUY
 -
476
+ 2.28%
$52.1K - $56.4K
21.3K $2.77M
Aug 02, 2024 Q2 2024
Mission Wealth Management, LP

BUY
 -
474
+ 16.03%
$51.9K - $56.1K
3.43K $446K
Jul 12, 2024 Q2 2024
Wolff Wiese Magana LLC

BUY
 -
470
New
$51.4K - $55.6K
470 $61K
Aug 12, 2024 Q2 2024
Ritter Daniher Financial Advisory LLC

Cincinnati, OH
BUY
 -
448
+ 3.53%
$49K - $53K
13.1K $1.7M
Aug 12, 2024 Q2 2024
Argent Trust CO

Nashville, TN
BUY
 -
445
+ 15.5%
$48.7K - $52.7K
3.32K $431K
Jul 16, 2024 Q2 2024
Gps Wealth Strategies Group, LLC

BUY
 -
445
+ 204.13%
$48.7K - $52.7K
663 $86.1K
Jul 25, 2024 Q2 2024
Amg National Trust Bank

BUY
 -
434
+ 3.78%
$47.5K - $51.4K
11.9K $1.55M
Jul 26, 2024 Q2 2024
Hb Wealth Management, LLC

BUY
 -
426
+ 2.21%
$46.6K - $50.4K
19.7K $2.56M
Jul 02, 2024 Q2 2024
Appleton Partners Inc

BUY
 -
425
+ 22.24%
$46.5K - $50.3K
2.34K $303K
Aug 19, 2024 Q2 2024
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
423
+ 9.47%
$46.3K - $50.1K
4.89K $635K
Jul 30, 2024 Q2 2024
Mutual Advisors, LLC

Casper, WY
BUY
 -
389
+ 1.54%
$42.6K - $46.1K
25.6K $3.32M
Aug 12, 2024 Q2 2024
Kestra Private Wealth Services, LLC

BUY
 -
388
+ 8.71%
$42.5K - $45.9K
4.84K $629K
Aug 14, 2024 Q2 2024
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
385
New
$42.1K - $45.6K
385 $50K
Aug 09, 2024 Q2 2024
Cibc Private Wealth Group, LLC

BUY
 -
379
+ 2.72%
$41.5K - $44.9K
14.3K $1.86M
Aug 13, 2024 Q2 2024
Destiny Capital Corp/Co

Golden, CO
BUY
 -
364
+ 21.05%
$39.8K - $43.1K
2.09K $272K
Jul 25, 2024 Q2 2024
Heritage Wealth Management, Inc. /Ca/

San Diego, Ca, CA
BUY
 -
363
+ 2.91%
$39.7K - $43K
12.9K $1.67M
Aug 13, 2024 Q2 2024
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
361
+ 10.45%
$39.5K - $42.7K
3.82K $496K
Aug 13, 2024 Q2 2024
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
352
+ 4.2%
$38.5K - $41.7K
8.72K $1.13M

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