Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
854KNew |
$104M - $116M
|
854K
$109M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
194KNew |
$23.6M - $26.3M
|
194K
$24.8M
|
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
62.6KNew |
$7.63M - $8.48M
|
62.6K
$7.99M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
55.7K+ 19.52% |
$6.78M - $7.54M
|
341K
$43.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
52.5KNew |
$6.4M - $7.11M
|
52.5K
$6.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
48.1K+ 3.54% |
$5.87M - $6.52M
|
1.41M
$180M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
39.1KNew |
$4.76M - $5.29M
|
39.1K
$4.99M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
34K+ 542.65% |
$4.15M - $4.61M
|
40.3K
$5.14M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
33.5KNew |
$4.08M - $4.54M
|
33.5K
$4.27M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
27K+ 7.42% |
$3.29M - $3.66M
|
390K
$49.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
23.1K+ 1205.05% |
$2.82M - $3.13M
|
25K
$3.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
22.6K+ 26.33% |
$2.76M - $3.07M
|
109K
$13.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
19.9K+ 14.58% |
$2.42M - $2.69M
|
156K
$19.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
18.8KNew |
$2.3M - $2.55M
|
18.8K
$2.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
16.2K+ 47.94% |
$1.97M - $2.19M
|
50K
$6.38M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
15.7K+ 1.78% |
$1.92M - $2.13M
|
898K
$115M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
14.8KNew |
$1.81M - $2.01M
|
14.8K
$1.89M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
14.2K+ 573.57% |
$1.73M - $1.92M
|
16.7K
$2.13M
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
13.8KNew |
$1.68M - $1.87M
|
13.8K
$1.76M
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
13.7KNew |
$1.67M - $1.85M
|
13.7K
$1.75M
|
|
|
Feb 05, 2025
Q4 2024
|
Anchor Capital Advisors LLC
|
BUY
|
- |
12.4K+ 512.77% |
$1.51M - $1.68M
|
14.8K
$1.89M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
12KNew |
$1.46M - $1.62M
|
12K
$1.53M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
10.4KNew |
$1.27M - $1.41M
|
10.4K
$1.33M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
7.76KNew |
$946K - $1.05M
|
7.76K
$991K
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
6.89KNew |
$840K - $934K
|
6.89K
$880K
|
|
|
Feb 07, 2025
Q4 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
6.74K+ 19.28% |
$822K - $913K
|
41.7K
$5.32M
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
5.88KNew |
$717K - $797K
|
5.88K
$751K
|
|
|
Feb 03, 2025
Q4 2024
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
5.55KNew |
$676K - $752K
|
5.55K
$708K
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
5.49K+ 21.79% |
$670K - $745K
|
30.7K
$3.92M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
5.27K+ 4.64% |
$642K - $714K
|
119K
$15.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
5.07K+ 12.42% |
$618K - $687K
|
45.9K
$5.86M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.04K+ 3.83% |
$614K - $682K
|
137K
$17.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.92KNew |
$600K - $667K
|
4.92K
$629K
|
|
|
Feb 10, 2025
Q4 2024
|
Integras Partners LLC
Alpharetta, GA |
BUY
|
- |
4.89KNew |
$596K - $663K
|
4.89K
$624K
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
4.21KNew |
$513K - $570K
|
4.21K
$537K
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
4.13K+ 108.32% |
$503K - $559K
|
7.93K
$1.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
4KNew |
$488K - $542K
|
4K
$511K
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
3.85KNew |
$469K - $522K
|
3.85K
$491K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
3.78KNew |
$461K - $513K
|
3.78K
$483K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
3.5K+ 1.5% |
$426K - $474K
|
237K
$30.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
3.49KNew |
$425K - $473K
|
3.49K
$445K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
3.47K+ 611.11% |
$422K - $470K
|
4.03K
$515K
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
BUY
|
- |
3.3K+ 13.31% |
$402K - $447K
|
28.1K
$3.59M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.21K+ 4.34% |
$391K - $435K
|
77.1K
$9.84M
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
3.2KNew |
$390K - $433K
|
3.2K
$408K
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
2.99K+ 1.85% |
$364K - $405K
|
164K
$20.9M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.9K+ 44.08% |
$353K - $392K
|
9.47K
$1.21M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
2.88K+ 59.34% |
$351K - $390K
|
7.73K
$987K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
2.87KNew |
$350K - $389K
|
2.87K
$366K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
2.8KNew |
$341K - $380K
|
2.8K
$358K
|