Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
236K+ 12420.23% |
$26.4M - $29.3M
|
238K
$30.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
80.7K+ 228.5% |
$9.03M - $10M
|
116K
$15.1M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
60.6K+ 18.32% |
$6.78M - $7.53M
|
391K
$50.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
60.6K+ 18.32% |
$6.78M - $7.53M
|
391K
$50.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
43.7K+ 300.87% |
$4.89M - $5.43M
|
58.2K
$7.56M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
41.8K+ 3.17% |
$4.68M - $5.2M
|
1.36M
$177M
|
|
|
Oct 28, 2024
Q3 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
41.3KNew |
$4.62M - $5.13M
|
41.3K
$5.36M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
40.9K+ 2.33% |
$4.58M - $5.09M
|
1.8M
$233M
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
37.7KNew |
$4.22M - $4.69M
|
37.7K
$4.9M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
27.4KNew |
$3.06M - $3.4M
|
27.4K
$3.56M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
23.5K+ 6.91% |
$2.63M - $2.92M
|
364K
$47.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
21.7K+ 18.98% |
$2.43M - $2.7M
|
136K
$17.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
20.3K+ 0.51% |
$2.27M - $2.52M
|
4.03M
$523M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
19.4K+ 1.02% |
$2.18M - $2.42M
|
1.93M
$250M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
18.5K+ 19.46% |
$2.07M - $2.3M
|
114K
$14.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
16.5K+ 95.62% |
$1.85M - $2.05M
|
33.8K
$4.39M
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
BUY
|
- |
15.1K+ 2.41% |
$1.69M - $1.87M
|
639K
$83M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
14.4K+ 4.0% |
$1.61M - $1.79M
|
374K
$48.6M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
12.7K+ 1.46% |
$1.42M - $1.57M
|
882K
$115M
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
12.3K+ 2.85% |
$1.38M - $1.53M
|
445K
$57.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
12.3KNew |
$1.38M - $1.53M
|
12.3K
$1.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
12.3KNew |
$1.38M - $1.53M
|
12.3K
$1.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
11.7K+ 1.69% |
$1.31M - $1.46M
|
705K
$91.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
10.5K+ 1.83% |
$1.17M - $1.3M
|
585K
$75.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
10.3KNew |
$1.15M - $1.27M
|
10.3K
$1.33M
|
|
|
Nov 08, 2024
Q3 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
10.1KNew |
$1.13M - $1.26M
|
10.1K
$1.31M
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
9.9KNew |
$1.11M - $1.23M
|
9.9K
$1.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
9.72KNew |
$1.09M - $1.21M
|
9.72K
$1.26M
|
|
|
Oct 16, 2024
Q3 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
9.56K+ 12.52% |
$1.07M - $1.19M
|
85.9K
$11.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
8.08K+ 39.12% |
$904K - $1M
|
28.7K
$3.73M
|
|
|
Nov 01, 2024
Q3 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
7.95KNew |
$890K - $989K
|
7.95K
$1.03M
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
BUY
|
- |
7.88K+ 3.49% |
$881K - $979K
|
234K
$30.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.84K+ 1.19% |
$877K - $974K
|
666K
$86.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
7.59K+ 41.15% |
$849K - $943K
|
26K
$3.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
7.3KNew |
$817K - $907K
|
7.3K
$948K
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
7.28K+ 1.08% |
$815K - $905K
|
683K
$88.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
7.09K+ 93.62% |
$793K - $881K
|
14.7K
$1.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
6.95K+ 20.53% |
$778K - $864K
|
40.8K
$5.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
6.52KNew |
$730K - $810K
|
6.52K
$847K
|
|
|
Oct 07, 2024
Q3 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
6.41K+ 8.84% |
$717K - $796K
|
78.9K
$10.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
5.44K+ 1.3% |
$609K - $676K
|
425K
$55.2M
|
|
|
Nov 15, 2024
Q3 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
5.43K+ 32.11% |
$607K - $674K
|
22.3K
$2.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.27K+ 2.31% |
$590K - $655K
|
233K
$30.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.24KNew |
$586K - $651K
|
5.24K
$680K
|
|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
4.94K+ 3.75% |
$553K - $614K
|
137K
$17.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
4.66KNew |
$521K - $579K
|
4.66K
$605K
|
|
|
Oct 24, 2024
Q3 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
4KNew |
$448K - $497K
|
4K
$519K
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
3.76K+ 29.1% |
$421K - $467K
|
16.7K
$2.17M
|
|
|
Nov 01, 2024
Q3 2024
|
Equitable Trust CO
|
BUY
|
- |
3.61KNew |
$403K - $448K
|
3.61K
$468K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
3.55K+ 9.32% |
$398K - $442K
|
41.7K
$5.41M
|