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 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
49+ 2.05% |
$5.48K - $6.09K
|
2.44K
$271K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
48+ 0.66% |
$5.37K - $5.97K
|
7.27K
$807K
|
|
|
Nov 08, 2024
Q3 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
48+ 0.59% |
$5.37K - $5.97K
|
8.16K
$906K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
47New |
$5.26K - $5.84K
|
47
$5.22K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
46+ 0.6% |
$5.15K - $5.72K
|
7.68K
$852K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
46+ 9.2% |
$5.15K - $5.72K
|
546
$60.6K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
41+ 8.09% |
$4.59K - $5.1K
|
548
$60.8K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
BUY
|
- |
40New |
$4.48K - $4.97K
|
40
$4.44K
|
|
|
Oct 11, 2024
Q3 2024
|
Thomasville National Bank
|
BUY
|
- |
40+ 0.66% |
$4.48K - $4.97K
|
6.07K
$674K
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
33+ 0.61% |
$3.69K - $4.1K
|
5.48K
$608K
|
|
|
Oct 23, 2024
Q3 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
31+ 0.51% |
$3.47K - $3.85K
|
6.11K
$678K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
29+ 0.18% |
$3.25K - $3.6K
|
15.9K
$1.76M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
28+ 2.4% |
$3.13K - $3.48K
|
1.19K
$132K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
28New |
$3.13K - $3.48K
|
28
$3.11K
|
|
|
Oct 21, 2024
Q3 2024
|
Sierra Capital LLC
|
BUY
|
- |
26+ 0.07% |
$2.91K - $3.23K
|
35.5K
$3.94M
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
23+ 1.74% |
$2.57K - $2.86K
|
1.34K
$149K
|
|
|
Feb 04, 2025
Q3 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
23+ 0.38% |
$2.57K - $2.86K
|
6.04K
$670K
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
22+ 1.0% |
$2.46K - $2.73K
|
2.22K
$246K
|
|
|
Oct 07, 2024
Q3 2024
|
Fc Advisory LLC
|
BUY
|
- |
21+ 0.46% |
$2.35K - $2.61K
|
4.62K
$512K
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
20+ 3.66% |
$2.24K - $2.49K
|
567
$62.9K
|
|
|
Oct 17, 2024
Q3 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
20+ 0.58% |
$2.24K - $2.49K
|
3.48K
$387K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
18+ 2.84% |
$2.01K - $2.24K
|
651
$72.2K
|
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
BUY
|
- |
15+ 0.59% |
$1.68K - $1.86K
|
2.56K
$284K
|
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
15+ 0.62% |
$1.68K - $1.86K
|
2.43K
$269K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
15+ 0.9% |
$1.68K - $1.86K
|
1.68K
$187K
|
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
14+ 0.64% |
$1.57K - $1.74K
|
2.22K
$246K
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
13+ 0.27% |
$1.45K - $1.62K
|
4.79K
$531K
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
13+ 0.49% |
$1.45K - $1.62K
|
2.66K
$295K
|
|
|
Oct 18, 2024
Q3 2024
|
Holland Advisory Services, Inc.
|
BUY
|
- |
11+ 0.62% |
$1.23K - $1.37K
|
1.79K
$198K
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
10+ 0.23% |
$1.12K - $1.24K
|
4.42K
$490K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
10+ 0.08% |
$1.12K - $1.24K
|
12.5K
$1.38M
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
BUY
|
- |
10+ 0.3% |
$1.12K - $1.24K
|
3.35K
$371K
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
9+ 0.64% |
$1.01K - $1.12K
|
1.41K
$156K
|
|
|
Oct 15, 2024
Q3 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
8+ 0.21% |
$895 - $994
|
3.81K
$423K
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
8+ 0.01% |
$895 - $994
|
53.6K
$5.94M
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
6+ 0.33% |
$671 - $746
|
1.83K
$204K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
6+ 0.14% |
$671 - $746
|
4.43K
$492K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
6+ 0.59% |
$671 - $746
|
1.03K
$114K
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
6+ 0.23% |
$671 - $746
|
2.65K
$294K
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
5+ 0.05% |
$560 - $621
|
9.49K
$1.05M
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
5+ 0.2% |
$560 - $621
|
2.56K
$284K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
4New |
$448 - $497
|
4
$444
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4+ 0.07% |
$448 - $497
|
5.41K
$601K
|
|
|
Oct 08, 2024
Q3 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
3+ 0.61% |
$336 - $373
|
498
$55.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
BUY
|
- |
3+ 0.11% |
$336 - $373
|
2.69K
$298K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2+ 0.31% |
$224 - $249
|
656
$72.8K
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
2+ 0.1% |
$224 - $249
|
2.07K
$230K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
2+ 0.11% |
$224 - $249
|
1.86K
$207K
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
2+ 0.0% |
$224 - $249
|
114K
$12.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2+ 0.08% |
$224 - $249
|
2.48K
$275K
|