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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.45K+ 14.43% |
$163K - $181K
|
11.5K
$1.28M
|
|
|
Oct 30, 2024
Q3 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
1.45K+ 18.61% |
$162K - $180K
|
9.24K
$1.03M
|
|
|
Oct 24, 2024
Q3 2024
|
Lvz, Inc.
|
BUY
|
- |
1.43K+ 6.12% |
$160K - $178K
|
24.8K
$2.75M
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.38K+ 2.32% |
$154K - $171K
|
60.6K
$6.73M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.32K+ 0.49% |
$148K - $164K
|
269K
$29.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.31K+ 4.15% |
$146K - $162K
|
32.8K
$3.64M
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.29K+ 4.31% |
$144K - $160K
|
31.1K
$3.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.2K+ 22.47% |
$135K - $150K
|
6.56K
$728K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.17K+ 30.65% |
$131K - $145K
|
4.99K
$553K
|
|
|
Oct 21, 2024
Q3 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
1.13K+ 10.7% |
$126K - $140K
|
11.7K
$1.29M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
1.12K+ 5.47% |
$125K - $139K
|
21.5K
$2.39M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.09K+ 11.08% |
$121K - $135K
|
10.9K
$1.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.07K+ 16.71% |
$120K - $133K
|
7.47K
$829K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.06K+ 275.58% |
$119K - $132K
|
1.45K
$160K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.06K+ 2.55% |
$118K - $131K
|
42.4K
$4.71M
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
1K+ 17.29% |
$112K - $124K
|
6.78K
$753K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
952+ 135.61% |
$107K - $118K
|
1.65K
$184K
|
|
|
Nov 06, 2024
Q3 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
931+ 18.82% |
$104K - $116K
|
5.88K
$652K
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
850+ 28.0% |
$95.1K - $106K
|
3.89K
$431K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
847+ 7.33% |
$94.8K - $105K
|
12.4K
$1.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
843+ 0.48% |
$94.3K - $105K
|
178K
$19.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
806+ 5.06% |
$90.2K - $100K
|
16.7K
$1.86M
|
|
|
Nov 13, 2024
Q3 2024
|
Davidson Trust CO
|
BUY
|
- |
750+ 16.68% |
$83.9K - $93.2K
|
5.25K
$582K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
717+ 53.59% |
$80.2K - $89.1K
|
2.06K
$228K
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
710+ 131.97% |
$79.4K - $88.2K
|
1.25K
$139K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
702+ 3.85% |
$78.6K - $87.2K
|
19K
$2.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
688+ 14.09% |
$77K - $85.5K
|
5.57K
$618K
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
662+ 11.76% |
$74.1K - $82.3K
|
6.29K
$698K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
647+ 0.81% |
$72.4K - $80.4K
|
80.9K
$8.97M
|
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
641+ 0.46% |
$71.7K - $79.7K
|
141K
$15.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
608+ 0.67% |
$68K - $75.6K
|
90.8K
$10.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
586+ 1.47% |
$65.6K - $72.8K
|
40.5K
$4.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
581New |
$65K - $72.2K
|
581
$64.5K
|
|
|
Oct 30, 2024
Q3 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
565+ 11.5% |
$63.2K - $70.2K
|
5.48K
$608K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
545+ 0.49% |
$61K - $67.7K
|
111K
$12.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
525New |
$58.7K - $65.2K
|
525
$58.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
483+ 3.77% |
$54K - $60K
|
13.3K
$1.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Main Street Investment Advisors LLC
|
BUY
|
- |
465+ 7.54% |
$52K - $57.8K
|
6.63K
$736K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
465New |
$52K - $57.8K
|
465
$51.6K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
465+ 6.68% |
$52K - $57.8K
|
7.43K
$825K
|
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
417+ 3.32% |
$46.7K - $51.8K
|
13K
$1.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
409+ 138.64% |
$45.8K - $50.8K
|
704
$78.1K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
386+ 0.91% |
$43.2K - $48K
|
42.7K
$4.74M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
382+ 135.94% |
$42.7K - $47.5K
|
663
$73.6K
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
363+ 3.13% |
$40.6K - $45.1K
|
12K
$1.33M
|
|
|
Nov 06, 2024
Q3 2024
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
342+ 16.34% |
$38.3K - $42.5K
|
2.44K
$270K
|
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
338New |
$37.8K - $42K
|
338
$37.5K
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
333+ 14.04% |
$37.3K - $41.4K
|
2.7K
$300K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
322+ 0.81% |
$36K - $40K
|
40.2K
$4.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
319+ 2.07% |
$35.7K - $39.6K
|
15.7K
$1.74M
|