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 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
309+ 3.25% |
$34.6K - $38.4K
|
9.83K
$1.09M
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
300New |
$33.6K - $37.3K
|
300
$33.3K
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
300+ 5.26% |
$33.6K - $37.3K
|
6.01K
$667K
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
299+ 5.41% |
$33.5K - $37.2K
|
5.83K
$647K
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
280+ 1.91% |
$31.3K - $34.8K
|
14.9K
$1.66M
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
278+ 1.41% |
$31.1K - $34.5K
|
20K
$2.22M
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
275+ 0.86% |
$30.8K - $34.2K
|
32.4K
$3.59M
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
250+ 1.9% |
$28K - $31.1K
|
13.4K
$1.48M
|
|
Oct 15, 2024
Q3 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
239+ 2.53% |
$26.7K - $29.7K
|
9.67K
$1.07M
|
|
Oct 15, 2024
Q3 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
230+ 3.39% |
$25.7K - $28.6K
|
7.01K
$778K
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
204+ 4.34% |
$22.8K - $25.4K
|
4.91K
$545K
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
200+ 8.21% |
$22.4K - $24.9K
|
2.64K
$292K
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
189+ 0.96% |
$21.1K - $23.5K
|
19.9K
$2.21M
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
169+ 2.48% |
$18.9K - $21K
|
7K
$777K
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
164+ 94.25% |
$18.4K - $20.4K
|
338
$37.5K
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
158New |
$17.7K - $19.6K
|
158
$17.5K
|
|
Oct 15, 2024
Q3 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
152+ 2.18% |
$17K - $18.9K
|
7.13K
$791K
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
149+ 7.23% |
$16.7K - $18.5K
|
2.21K
$245K
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
146+ 2.24% |
$16.3K - $18.1K
|
6.68K
$741K
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
141New |
$15.8K - $17.5K
|
141
$15.6K
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
138New |
$15.4K - $17.2K
|
138
$15.3K
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
127+ 11.51% |
$14.2K - $15.8K
|
1.23K
$137K
|
|
Nov 05, 2024
Q3 2024
|
Acas, LLC
|
BUY
|
- |
118+ 1.08% |
$13.2K - $14.7K
|
11.1K
$1.23M
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
115New |
$12.9K - $14.3K
|
115
$12.8K
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
111+ 11.04% |
$12.4K - $13.8K
|
1.12K
$124K
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
111New |
$12.4K - $13.8K
|
111
$12.3K
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
106+ 106.0% |
$11.9K - $13.2K
|
206
$22.9K
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
106New |
$11.9K - $13.2K
|
106
$11.8K
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
96+ 1.19% |
$10.7K - $11.9K
|
8.19K
$909K
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
95+ 3.57% |
$10.6K - $11.8K
|
2.76K
$306K
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
95+ 11.67% |
$10.6K - $11.8K
|
909
$101K
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
95+ 2.32% |
$10.6K - $11.8K
|
4.19K
$465K
|
|
Oct 16, 2024
Q3 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
93+ 2.79% |
$10.4K - $11.6K
|
3.42K
$380K
|
|
Feb 11, 2025
Q3 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
84New |
$9.4K - $10.4K
|
84
$9.32K
|
|
Oct 30, 2024
Q3 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
83+ 0.42% |
$9.29K - $10.3K
|
19.8K
$2.2M
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
80+ 12.07% |
$8.95K - $9.94K
|
743
$82.5K
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
77+ 2.39% |
$8.62K - $9.57K
|
3.3K
$366K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
76New |
$8.5K - $9.45K
|
76
$8.43K
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
75+ 0.52% |
$8.39K - $9.32K
|
14.4K
$1.6M
|
|
Oct 10, 2024
Q3 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
71New |
$7.94K - $8.82K
|
71
$7.88K
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
70+ 0.96% |
$7.83K - $8.7K
|
7.33K
$813K
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
62+ 2.98% |
$6.94K - $7.71K
|
2.14K
$238K
|
|
Nov 14, 2024
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
59+ 1.28% |
$6.6K - $7.33K
|
4.67K
$518K
|
|
Apr 01, 2025
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
58+ 1.26% |
$6.49K - $7.21K
|
4.67K
$518K
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
57+ 1.59% |
$6.38K - $7.08K
|
3.63K
$403K
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
56New |
$6.27K - $6.96K
|
56
$6.21K
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
53+ 2.6% |
$5.93K - $6.59K
|
2.1K
$233K
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
53+ 0.55% |
$5.93K - $6.59K
|
9.75K
$1.08M
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
BUY
|
- |
50+ 0.15% |
$5.6K - $6.21K
|
33.1K
$3.67M
|
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
50+ 2.78% |
$5.6K - $6.21K
|
1.85K
$205K
|