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 12, 2024
Q2 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
32+ 0.16% |
$3.5K - $3.79K
|
20.4K
$2.26M
|
|
|
Aug 09, 2024
Q2 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
25+ 0.46% |
$2.74K - $2.96K
|
5.44K
$604K
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
25+ 0.44% |
$2.74K - $2.96K
|
5.71K
$633K
|
|
|
Jul 15, 2024
Q2 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
25+ 0.13% |
$2.74K - $2.96K
|
19.1K
$2.12M
|
|
|
Jul 08, 2024
Q2 2024
|
Fc Advisory LLC
|
BUY
|
- |
19+ 0.42% |
$2.08K - $2.25K
|
4.6K
$510K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
18+ 0.67% |
$1.97K - $2.13K
|
2.69K
$298K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
17+ 0.11% |
$1.86K - $2.01K
|
15.5K
$1.72M
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
17New |
$1.86K - $2.01K
|
17
$1.89K
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
16+ 0.73% |
$1.75K - $1.89K
|
2.2K
$245K
|
|
|
Jul 19, 2024
Q2 2024
|
Willner & Heller, LLC
|
BUY
|
- |
12+ 0.47% |
$1.31K - $1.42K
|
2.54K
$282K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
11+ 0.09% |
$1.2K - $1.3K
|
12.4K
$1.38M
|
|
|
Aug 15, 2024
Q2 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
11+ 0.46% |
$1.2K - $1.3K
|
2.41K
$268K
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
10+ 0.3% |
$1.09K - $1.18K
|
3.35K
$371K
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
10+ 1.88% |
$1.09K - $1.18K
|
543
$60.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
9+ 0.08% |
$985 - $1.07K
|
11.6K
$1.29M
|
|
|
Jul 26, 2024
Q2 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
9+ 0.44% |
$985 - $1.07K
|
2.04K
$227K
|
|
|
Aug 13, 2024
Q2 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
9+ 0.14% |
$985 - $1.07K
|
6.42K
$712K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
9+ 0.09% |
$985 - $1.07K
|
9.52K
$1.06M
|
|
|
Jul 23, 2024
Q2 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
9+ 0.34% |
$985 - $1.07K
|
2.64K
$293K
|
|
|
Jul 26, 2024
Q2 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
8+ 0.05% |
$876 - $947
|
16.1K
$1.78M
|
|
|
Jul 17, 2024
Q2 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
8+ 0.19% |
$876 - $947
|
4.28K
$475K
|
|
|
Jul 25, 2024
Q2 2024
|
Tnf LLC
|
BUY
|
- |
8+ 0.24% |
$876 - $947
|
3.34K
$370K
|
|
|
Jul 30, 2024
Q2 2024
|
Steph & CO
|
BUY
|
- |
7+ 6.03% |
$766 - $829
|
123
$13.7K
|
|
|
Jul 09, 2024
Q2 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
7+ 0.16% |
$766 - $829
|
4.41K
$489K
|
|
|
Jul 16, 2024
Q2 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
6+ 0.43% |
$657 - $710
|
1.4K
$155K
|
|
|
Aug 13, 2024
Q2 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
6+ 0.05% |
$657 - $710
|
10.9K
$1.21M
|
|
|
Apr 01, 2025
Q2 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
6+ 0.13% |
$657 - $710
|
4.61K
$511K
|
|
|
Aug 14, 2024
Q2 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
5+ 0.11% |
$547 - $592
|
4.61K
$511K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
5+ 1.81% |
$547 - $592
|
281
$31.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
5+ 0.06% |
$547 - $592
|
8.79K
$975K
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
BUY
|
- |
5+ 0.49% |
$547 - $592
|
1.02K
$114K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4+ 0.07% |
$438 - $474
|
5.41K
$600K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4+ 0.4% |
$438 - $474
|
1.01K
$112K
|
|
|
Jul 22, 2024
Q2 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
4+ 0.15% |
$438 - $474
|
2.65K
$294K
|
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
3+ 0.12% |
$328 - $355
|
2.55K
$283K
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
3+ 0.16% |
$328 - $355
|
1.83K
$203K
|
|
|
Aug 01, 2024
Q2 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
2+ 0.02% |
$219 - $237
|
13.3K
$1.47M
|
|
|
Aug 02, 2024
Q2 2024
|
Sage Financial Group Inc
|
BUY
|
- |
2+ 0.06% |
$219 - $237
|
3.11K
$345K
|
|
|
Jul 10, 2024
Q2 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
2+ 0.41% |
$219 - $237
|
495
$54.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2+ 0.01% |
$219 - $237
|
31.1K
$3.45M
|
|
|
Aug 14, 2024
Q2 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
2+ 0.06% |
$219 - $237
|
3.31K
$368K
|
|
|
Jul 19, 2024
Q2 2024
|
Zhang Financial LLC
|
BUY
|
- |
2+ 0.07% |
$219 - $237
|
2.69K
$298K
|
|
|
Aug 07, 2024
Q2 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
1+ 0.5% |
$109 - $118
|
202
$22.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1+ 0.04% |
$109 - $118
|
2.66K
$296K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1+ 0.25% |
$109 - $118
|
405
$44.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1+ 0.75% |
$109 - $118
|
135
$15K
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1+ 0.47% |
$109 - $118
|
216
$24K
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1+ 0.19% |
$109 - $118
|
518
$57.5K
|
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.17% |
$109 - $118
|
598
$66.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
1+ 0.05% |
$109 - $118
|
1.94K
$216K
|