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 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-857- 10.81% |
$95.9K - $107K
|
7.07K
$845K
|
|
|
Nov 13, 2024
Q3 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-868- 5.7% |
$97.1K - $108K
|
14.4K
$1.72M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-870- 1.9% |
$97.4K - $108K
|
44.8K
$5.36M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-880- 32.15% |
$98.5K - $109K
|
1.86K
$222K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-881- 3.82% |
$98.6K - $109K
|
22.2K
$2.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-914- 1.59% |
$102K - $114K
|
56.5K
$6.75M
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-940- 11.64% |
$105K - $117K
|
7.13K
$852K
|
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-998- 1.53% |
$112K - $124K
|
64.3K
$7.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1K- 15.48% |
$112K - $125K
|
5.48K
$654K
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1.01K- 1.16% |
$113K - $126K
|
86.3K
$10.3M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.05K- 13.79% |
$118K - $131K
|
6.57K
$785K
|
|
|
Oct 07, 2024
Q3 2024
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-1.06K- 0.82% |
$119K - $132K
|
129K
$15.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1.07K- 4.96% |
$119K - $132K
|
20.4K
$2.44M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-1.07K- 1.43% |
$119K - $133K
|
73.7K
$8.81M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-1.08K- 18.21% |
$121K - $134K
|
4.85K
$580K
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.11K- 11.12% |
$124K - $137K
|
8.83K
$1.06M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-1.16K- 30.51% |
$129K - $144K
|
2.64K
$315K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.17K- 5.02% |
$131K - $145K
|
22.1K
$2.64M
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.24K- 10.41% |
$139K - $154K
|
10.7K
$1.27M
|
|
|
Oct 29, 2024
Q3 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-1.25K- 3.0% |
$140K - $155K
|
40.5K
$4.84M
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-1.26K- 3.24% |
$140K - $156K
|
37.5K
$4.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.26K- 0.73% |
$141K - $156K
|
170K
$20.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.32K- 36.79% |
$147K - $163K
|
2.26K
$270K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.41K- 29.03% |
$157K - $175K
|
3.44K
$411K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-1.46K- 0.89% |
$164K - $182K
|
163K
$19.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.48K- 0.92% |
$165K - $183K
|
159K
$19M
|
|
|
Nov 08, 2024
Q3 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-1.49K- 5.64% |
$167K - $185K
|
25K
$2.98M
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-1.6K- 3.85% |
$179K - $199K
|
40K
$4.78M
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.61K- 7.36% |
$180K - $200K
|
20.2K
$2.42M
|
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-1.76K- 44.88% |
$196K - $218K
|
2.16K
$258K
|
|
|
Nov 06, 2024
Q3 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-1.87K- 4.95% |
$210K - $233K
|
36K
$4.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.97K- 14.57% |
$221K - $245K
|
11.6K
$1.38M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-2.07K- 0.58% |
$232K - $258K
|
353K
$42.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-2.09K- 17.62% |
$234K - $260K
|
9.78K
$1.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-2.15K- 20.89% |
$240K - $267K
|
8.13K
$971K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-2.26K- 35.9% |
$252K - $280K
|
4.03K
$481K
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-2.52K- 47.5% |
$282K - $314K
|
2.79K
$333K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-2.59K- 1.18% |
$290K - $322K
|
217K
$25.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.67K- 44.55% |
$298K - $331K
|
3.32K
$397K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.82K- 2.91% |
$315K - $350K
|
94K
$11.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-2.89K- 56.83% |
$323K - $359K
|
2.2K
$262K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.24K- 0.53% |
$362K - $402K
|
606K
$72.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-3.38K- 3.35% |
$378K - $420K
|
97.4K
$11.6M
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-3.38K- 8.88% |
$378K - $420K
|
34.7K
$4.15M
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-3.39K- 7.56% |
$379K - $421K
|
41.4K
$4.95M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-3.55K- 6.92% |
$397K - $441K
|
47.8K
$5.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-3.6K- 2.89% |
$403K - $447K
|
121K
$14.4M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-4.04K- 69.15% |
$452K - $502K
|
1.8K
$215K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-4.05K- 1.1% |
$453K - $503K
|
364K
$43.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-4.22K- 3.31% |
$472K - $524K
|
123K
$14.7M
|