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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-313- 30.84% |
$34.3K - $37.1K
|
702
$91.2K
|
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-323- 2.64% |
$35.3K - $38.2K
|
11.9K
$1.55M
|
|
|
Aug 14, 2024
Q2 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-329- 5.38% |
$36K - $39K
|
5.78K
$751K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-335- 4.43% |
$36.7K - $39.7K
|
7.23K
$938K
|
|
|
Jul 22, 2024
Q2 2024
|
Essex LLC
|
SELL
|
- |
-336- 3.35% |
$36.8K - $39.8K
|
9.7K
$1.26M
|
|
|
Jul 10, 2024
Q2 2024
|
Thomasville National Bank
|
SELL
|
- |
-336- 5.28% |
$36.8K - $39.8K
|
6.03K
$783K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-342- 3.91% |
$37.4K - $40.5K
|
8.41K
$1.09M
|
|
|
Jul 16, 2024
Q2 2024
|
Sunesis Advisors, LLC
|
SELL
|
- |
-342- 13.17% |
$37.4K - $40.5K
|
2.25K
$293K
|
|
|
Aug 12, 2024
Q2 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-347- 0.63% |
$38K - $41.1K
|
54.6K
$7.09M
|
|
|
Jul 29, 2024
Q2 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-350- 1.96% |
$38.3K - $41.4K
|
17.5K
$2.27M
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-353- 1.5% |
$38.6K - $41.8K
|
23.2K
$3.02M
|
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-374- 12.46% |
$40.9K - $44.3K
|
2.63K
$341K
|
|
|
Jul 30, 2024
Q2 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-374- 1.0% |
$40.9K - $44.3K
|
36.9K
$4.79M
|
|
|
Aug 07, 2024
Q2 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-397- 16.3% |
$43.4K - $47K
|
2.04K
$265K
|
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-405- 12.54% |
$44.3K - $48K
|
2.83K
$367K
|
|
|
Jul 31, 2024
Q2 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-413- 0.9% |
$45.2K - $48.9K
|
45.5K
$5.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-415- 0.46% |
$45.4K - $49.1K
|
90.2K
$11.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-416- 11.57% |
$45.5K - $49.3K
|
3.18K
$413K
|
|
|
Aug 09, 2024
Q2 2024
|
Renasant Bank
|
SELL
|
- |
-418- 3.17% |
$45.7K - $49.5K
|
12.8K
$1.66M
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-420- 45.65% |
$46K - $49.7K
|
500
$64.9K
|
|
|
Jul 19, 2024
Q2 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-424- 0.91% |
$46.4K - $50.2K
|
46K
$5.97M
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
SELL
|
- |
-431- 0.8% |
$47.2K - $51K
|
53.5K
$6.95M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-433- 0.12% |
$47.4K - $51.3K
|
355K
$46.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-438- 2.8% |
$47.9K - $51.9K
|
15.2K
$1.98M
|
|
|
Jul 22, 2024
Q2 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-444- 3.67% |
$48.6K - $52.6K
|
11.7K
$1.51M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-472- 6.99% |
$51.7K - $55.9K
|
6.28K
$816K
|
|
|
Aug 14, 2024
Q2 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-500- 6.57% |
$54.7K - $59.2K
|
7.11K
$923K
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-500- 4.07% |
$54.7K - $59.2K
|
11.8K
$1.53M
|
|
|
Jul 23, 2024
Q2 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-521- 7.14% |
$57K - $61.7K
|
6.78K
$880K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-537- 18.55% |
$58.8K - $63.6K
|
2.36K
$306K
|
|
|
Aug 14, 2024
Q2 2024
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-576- 1.97% |
$63K - $68.2K
|
28.6K
$3.72M
|
|
|
Aug 15, 2024
Q2 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-582- 2.64% |
$63.7K - $68.9K
|
21.5K
$2.79M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-583- 19.03% |
$63.8K - $69K
|
2.48K
$322K
|
|
|
Aug 05, 2024
Q2 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-596- 1.42% |
$65.2K - $70.6K
|
41.3K
$5.36M
|
|
|
Jul 19, 2024
Q2 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-601- 3.15% |
$65.8K - $71.2K
|
18.5K
$2.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-610- 15.55% |
$66.8K - $72.2K
|
3.31K
$430K
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-613- 0.55% |
$67.1K - $72.6K
|
111K
$14.4M
|
|
|
Jul 23, 2024
Q2 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-614- 2.27% |
$67.2K - $72.7K
|
26.4K
$3.43M
|
|
|
Jul 17, 2024
Q2 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-618- 1.27% |
$67.6K - $73.2K
|
47.9K
$6.22M
|
|
|
Jul 29, 2024
Q2 2024
|
Members Trust CO
|
SELL
|
- |
-623- 2.24% |
$68.2K - $73.8K
|
27.2K
$3.53M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-623- 3.4% |
$68.2K - $73.8K
|
17.7K
$2.3M
|
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-625- 0.83% |
$68.4K - $74K
|
74.8K
$9.71M
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-648- 34.5% |
$70.9K - $76.7K
|
1.23K
$160K
|
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-668- 0.76% |
$73.1K - $79.1K
|
87.3K
$11.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-684- 18.17% |
$74.9K - $81K
|
3.08K
$400K
|
|
|
Aug 13, 2024
Q2 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-687- 26.41% |
$75.2K - $81.3K
|
1.91K
$249K
|
|
|
Jul 16, 2024
Q2 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-695- 5.24% |
$76.1K - $82.3K
|
12.6K
$1.63M
|
|
|
Aug 13, 2024
Q2 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-702- 1.65% |
$76.8K - $83.1K
|
41.7K
$5.42M
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-716- 8.81% |
$78.4K - $84.8K
|
7.41K
$962K
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-722- 8.65% |
$79K - $85.5K
|
7.62K
$990K
|