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 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-409- 3.42% |
$45.8K - $50.8K
|
11.6K
$1.28M
|
|
|
Oct 08, 2024
Q3 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-411- 1.2% |
$46K - $51.1K
|
33.8K
$3.75M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-411- 16.07% |
$46K - $51.1K
|
2.15K
$238K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-421- 2.72% |
$47.1K - $52.3K
|
15K
$1.67M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-439- 8.61% |
$49.1K - $54.6K
|
4.66K
$517K
|
|
|
Nov 08, 2024
Q3 2024
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-444- 1.81% |
$49.7K - $55.2K
|
24.1K
$2.67M
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-450- 18.83% |
$50.4K - $55.9K
|
1.94K
$215K
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-459- 7.75% |
$51.4K - $57K
|
5.46K
$606K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-466- 7.4% |
$52.1K - $57.9K
|
5.83K
$647K
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-478- 6.42% |
$53.5K - $59.4K
|
6.97K
$773K
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-482- 4.05% |
$53.9K - $59.9K
|
11.4K
$1.27M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-482- 2.35% |
$53.9K - $59.9K
|
20.1K
$2.23M
|
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-485- 2.63% |
$54.3K - $60.3K
|
18K
$1.99M
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-487- 0.47% |
$54.5K - $60.5K
|
104K
$11.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-491- 20.02% |
$54.9K - $61K
|
1.96K
$218K
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
SELL
|
- |
-500- 9.68% |
$56K - $62.1K
|
4.67K
$518K
|
|
|
Oct 11, 2024
Q3 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-500- 1.24% |
$56K - $62.1K
|
39.9K
$4.42M
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-502- 1.9% |
$56.2K - $62.4K
|
25.9K
$2.87M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-529- 12.19% |
$59.2K - $65.7K
|
3.81K
$423K
|
|
|
Mar 04, 2025
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-529- 12.19% |
$59.2K - $65.7K
|
3.81K
$423K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-530- 11.29% |
$59.3K - $65.9K
|
4.16K
$462K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-535- 2.67% |
$59.9K - $66.5K
|
19.5K
$2.17M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-536- 4.1% |
$60K - $66.6K
|
12.6K
$1.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-542- 2.66% |
$60.6K - $67.4K
|
19.8K
$2.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-556- 20.7% |
$62.2K - $69.1K
|
2.13K
$236K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-574- 2.86% |
$64.2K - $71.3K
|
19.5K
$2.16M
|
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-575- 1.56% |
$64.3K - $71.5K
|
36.3K
$4.03M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-594- 7.23% |
$66.5K - $73.8K
|
7.62K
$845K
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-595- 6.46% |
$66.6K - $73.9K
|
8.61K
$956K
|
|
|
Nov 07, 2024
Q3 2024
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-598- 6.81% |
$66.9K - $74.3K
|
8.19K
$909K
|
|
|
Oct 23, 2024
Q3 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-606- 1.41% |
$67.8K - $75.3K
|
42.2K
$4.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-609- 0.19% |
$68.1K - $75.7K
|
328K
$36.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-622- 2.34% |
$69.6K - $77.3K
|
25.9K
$2.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-630- 2.08% |
$70.5K - $78.3K
|
29.7K
$3.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-635- 17.84% |
$71.1K - $78.9K
|
2.93K
$325K
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-650- 9.87% |
$72.7K - $80.8K
|
5.94K
$659K
|
|
|
Nov 01, 2024
Q3 2024
|
Ltg Capital LLC
|
SELL
|
- |
-651- 1.91% |
$72.8K - $80.9K
|
33.4K
$3.71M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-688- 14.64% |
$77K - $85.5K
|
4.01K
$445K
|
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
SELL
|
- |
-697- 7.18% |
$78K - $86.6K
|
9.01K
$999K
|
|
|
Oct 08, 2024
Q3 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-704- 9.07% |
$78.8K - $87.5K
|
7.06K
$783K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-710- 5.72% |
$79.4K - $88.2K
|
11.7K
$1.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-716- 0.65% |
$80.1K - $89K
|
110K
$12.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-718- 1.31% |
$80.3K - $89.2K
|
53.9K
$5.98M
|
|
|
Nov 13, 2024
Q3 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-767- 10.93% |
$85.8K - $95.3K
|
6.25K
$694K
|
|
|
Oct 29, 2024
Q3 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-790- 0.64% |
$88.4K - $98.2K
|
123K
$13.6M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-795- 17.48% |
$89K - $98.8K
|
3.75K
$417K
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-810- 25.46% |
$90.6K - $101K
|
2.37K
$263K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-857- 10.81% |
$95.9K - $107K
|
7.07K
$785K
|
|
|
Nov 13, 2024
Q3 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-868- 5.7% |
$97.1K - $108K
|
14.4K
$1.59M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-870- 1.9% |
$97.4K - $108K
|
44.8K
$4.98M
|