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 01, 2024
Q2 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
338+ 0.59% |
$37K - $40K
|
57.7K
$6.41M
|
|
|
Jul 24, 2024
Q2 2024
|
Lvz, Inc.
|
BUY
|
- |
318+ 1.38% |
$34.8K - $37.7K
|
23.4K
$2.59M
|
|
|
Feb 13, 2025
Q2 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
300+ 6.35% |
$32.8K - $35.5K
|
5.03K
$558K
|
|
|
Aug 09, 2024
Q2 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
263+ 0.7% |
$28.8K - $31.1K
|
38.1K
$4.23M
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
259+ 5.35% |
$28.3K - $30.7K
|
5.1K
$566K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
249+ 188.64% |
$27.3K - $29.5K
|
381
$42.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
192New |
$21K - $22.7K
|
192
$21.3K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
187+ 0.47% |
$20.5K - $22.1K
|
39.9K
$4.42M
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
174New |
$19K - $20.6K
|
174
$19.3K
|
|
|
Jul 08, 2024
Q2 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
172+ 1.86% |
$18.8K - $20.4K
|
9.43K
$1.05M
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
157+ 4.59% |
$17.2K - $18.6K
|
3.57K
$397K
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
145+ 36.07% |
$15.9K - $17.2K
|
547
$60.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
142+ 6.74% |
$15.5K - $16.8K
|
2.25K
$250K
|
|
|
Aug 08, 2024
Q2 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
137+ 4.1% |
$15K - $16.2K
|
3.48K
$386K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
134+ 2.48% |
$14.7K - $15.9K
|
5.53K
$614K
|
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
130+ 3.08% |
$14.2K - $15.4K
|
4.36K
$483K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
129New |
$14.1K - $15.3K
|
129
$14.3K
|
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
129New |
$14.1K - $15.3K
|
129
$14.3K
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
128+ 1.34% |
$14K - $15.2K
|
9.69K
$1.08M
|
|
|
Aug 13, 2024
Q2 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
118+ 6.1% |
$12.9K - $14K
|
2.05K
$228K
|
|
|
Jul 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
118+ 0.59% |
$12.9K - $14K
|
20.1K
$2.23M
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
114+ 6.67% |
$12.5K - $13.5K
|
1.82K
$202K
|
|
|
Aug 05, 2024
Q2 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
114+ 0.16% |
$12.5K - $13.5K
|
70.6K
$7.84M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
105+ 1.63% |
$11.5K - $12.4K
|
6.53K
$725K
|
|
|
Aug 01, 2024
Q2 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
100New |
$10.9K - $11.8K
|
100
$11.1K
|
|
|
Aug 06, 2024
Q2 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
100+ 5.68% |
$10.9K - $11.8K
|
1.86K
$206K
|
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
88+ 1.88% |
$9.63K - $10.4K
|
4.77K
$530K
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
88New |
$9.63K - $10.4K
|
88
$9.77K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
84+ 84.85% |
$9.19K - $9.95K
|
183
$20.3K
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
80+ 1.06% |
$8.76K - $9.47K
|
7.63K
$847K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
78+ 4.59% |
$8.54K - $9.24K
|
1.78K
$197K
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
77+ 0.79% |
$8.43K - $9.12K
|
9.79K
$1.09M
|
|
|
Jul 09, 2024
Q2 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
73New |
$7.99K - $8.64K
|
73
$8.1K
|
|
|
Jul 26, 2024
Q2 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
69+ 0.35% |
$7.55K - $8.17K
|
19.7K
$2.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Ellevest, Inc.
|
BUY
|
- |
67+ 2.24% |
$7.33K - $7.93K
|
3.06K
$340K
|
|
|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
59+ 0.63% |
$6.46K - $6.99K
|
9.48K
$1.05M
|
|
|
Jul 17, 2024
Q2 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
50+ 0.48% |
$5.47K - $5.92K
|
10.5K
$1.17M
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
47New |
$5.14K - $5.56K
|
47
$5.22K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
46+ 0.4% |
$5.03K - $5.45K
|
11.6K
$1.28M
|
|
|
Jul 30, 2024
Q2 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
43+ 0.14% |
$4.71K - $5.09K
|
30.4K
$3.38M
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
42+ 1.12% |
$4.6K - $4.97K
|
3.79K
$421K
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
41+ 4.21% |
$4.49K - $4.85K
|
1.01K
$113K
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
40+ 28.17% |
$4.38K - $4.74K
|
182
$20.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
40+ 18.35% |
$4.38K - $4.74K
|
258
$28.6K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
38+ 0.05% |
$4.16K - $4.5K
|
80.9K
$8.98M
|
|
|
Aug 13, 2024
Q2 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
38+ 0.47% |
$4.16K - $4.5K
|
8.11K
$900K
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
38+ 2.97% |
$4.16K - $4.5K
|
1.32K
$146K
|
|
|
Jul 10, 2024
Q2 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
36+ 1.02% |
$3.94K - $4.26K
|
3.56K
$395K
|
|
|
Jan 27, 2025
Q2 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
34+ 15.67% |
$3.72K - $4.03K
|
251
$27.9K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
34+ 0.17% |
$3.72K - $4.03K
|
19.7K
$2.18M
|