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 24, 2024
Q3 2024
|
First Merchants Corp
|
SELL
|
- |
-4.41K- 3.51% |
$493K - $548K
|
121K
$13.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-4.45K- 2.84% |
$497K - $552K
|
152K
$16.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-4.59K- 70.53% |
$514K - $571K
|
1.92K
$213K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-4.96K- 3.25% |
$555K - $616K
|
148K
$16.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-5K- 2.98% |
$559K - $621K
|
162K
$18M
|
|
|
Nov 13, 2024
Q3 2024
|
Campion Asset Management
|
SELL
|
- |
-5.1K- 14.27% |
$571K - $634K
|
30.6K
$3.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-5.37K- 3.23% |
$601K - $667K
|
161K
$17.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-5.64K- 10.59% |
$631K - $701K
|
47.7K
$5.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
SELL
|
- |
-5.7K- 14.43% |
$637K - $708K
|
33.8K
$3.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-5.82K- 2.62% |
$651K - $723K
|
216K
$24M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.85K- 7.34% |
$655K - $727K
|
73.9K
$8.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Bank Of Stockton
|
SELL
|
- |
-6.01K- 32.25% |
$673K - $747K
|
12.6K
$1.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-6.25K- 71.63% |
$699K - $777K
|
2.48K
$275K
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-7.28K- 17.97% |
$814K - $905K
|
33.2K
$3.69M
|
|
|
Nov 27, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-7.38K- 50.37% |
$826K - $917K
|
7.27K
$807K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-7.79K- 0.84% |
$872K - $968K
|
918K
$102M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-7.86K- 8.64% |
$880K - $977K
|
83.1K
$9.22M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-9.2K- 26.09% |
$1.03M - $1.14M
|
26.1K
$2.89M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-9.73K- 3.39% |
$1.09M - $1.21M
|
277K
$30.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-9.75K- 51.02% |
$1.09M - $1.21M
|
9.36K
$1.04M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-10.6K- 4.34% |
$1.19M - $1.32M
|
234K
$26M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-11.2K- 48.52% |
$1.26M - $1.39M
|
11.9K
$1.32M
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-11.9K- 9.09% |
$1.34M - $1.48M
|
119K
$13.3M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-12.2K- 19.15% |
$1.36M - $1.52M
|
51.5K
$5.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-14.4K- 90.27% |
$1.61M - $1.79M
|
1.55K
$172K
|
|
|
Nov 13, 2024
Q3 2024
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-14.6K- 29.41% |
$1.63M - $1.81M
|
35K
$3.88M
|
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-17.2K- 9.74% |
$1.93M - $2.14M
|
160K
$17.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-17.4K- 3.24% |
$1.95M - $2.17M
|
520K
$57.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-18.5K- 49.73% |
$2.07M - $2.3M
|
18.7K
$2.07M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-18.8K- 57.35% |
$2.1M - $2.34M
|
14K
$1.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-22.8K- 69.74% |
$2.55M - $2.83M
|
9.89K
$1.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-23.1K- 90.32% |
$2.58M - $2.87M
|
2.47K
$275K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-23.7K- 17.99% |
$2.65M - $2.94M
|
108K
$12M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-24.9K- 99.68% |
$2.78M - $3.09M
|
79
$8.77K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-30.2K- 8.36% |
$3.38M - $3.75M
|
331K
$36.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-34.3K- 5.44% |
$3.84M - $4.27M
|
597K
$66.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-35K- 21.01% |
$3.91M - $4.35M
|
132K
$14.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-35.3K- 50.0% |
$3.95M - $4.39M
|
35.3K
$3.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-36.6K- 81.34% |
$4.09M - $4.55M
|
8.39K
$931K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-48.5K- 6.22% |
$5.43M - $6.03M
|
732K
$81.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-56.3K- 32.86% |
$6.3M - $7M
|
115K
$12.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-111K- 4.58% |
$12.4M - $13.8M
|
2.31M
$256M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-146K- 3.97% |
$16.3M - $18.1M
|
3.53M
$391M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-157K- 35.46% |
$17.5M - $19.5M
|
285K
$31.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-163K- 65.93% |
$18.2M - $20.2M
|
84.1K
$9.34M
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-389K- 99.07% |
$43.5M - $48.4M
|
3.65K
$406K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-505K- 99.72% |
$56.5M - $62.7M
|
1.42K
$157K
|