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 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-840- 18.19% |
$102K - $114K
|
3.78K
$419K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-846- 6.29% |
$103K - $115K
|
12.6K
$1.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-875- 0.79% |
$107K - $119K
|
110K
$12.2M
|
|
|
Feb 13, 2025
Q4 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-885- 2.84% |
$108K - $120K
|
30.2K
$3.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-887- 28.7% |
$108K - $120K
|
2.2K
$245K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-899- 47.62% |
$110K - $122K
|
989
$110K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-908- 7.59% |
$111K - $123K
|
11.1K
$1.23M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-912- 17.44% |
$111K - $124K
|
4.32K
$479K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-969- 2.27% |
$118K - $131K
|
41.8K
$4.64M
|
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-975- 4.91% |
$119K - $132K
|
18.9K
$2.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.07K- 69.03% |
$131K - $145K
|
481
$53.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-1.11K- 28.62% |
$136K - $151K
|
2.77K
$308K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.13K- 4.12% |
$138K - $153K
|
26.3K
$2.91M
|
|
|
Jan 23, 2025
Q4 2024
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-1.16K- 5.41% |
$142K - $158K
|
20.3K
$2.26M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.23K- 10.6% |
$149K - $166K
|
10.3K
$1.15M
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.28K- 4.32% |
$157K - $174K
|
28.4K
$3.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.3K- 40.11% |
$158K - $176K
|
1.94K
$215K
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
SELL
|
- |
-1.36K- 1.12% |
$165K - $184K
|
120K
$13.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.4K- 1.29% |
$170K - $189K
|
106K
$11.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-1.4K- 3.87% |
$171K - $190K
|
34.9K
$3.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.42K- 25.56% |
$174K - $193K
|
4.15K
$460K
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-1.48K- 5.7% |
$180K - $200K
|
24.4K
$2.71M
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-1.52K- 3.78% |
$185K - $206K
|
38.6K
$4.29M
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-1.6K- 1.17% |
$195K - $217K
|
135K
$15M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.62K- 12.52% |
$198K - $220K
|
11.3K
$1.26M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.68K- 99.94% |
$205K - $228K
|
1
$111
|
|
|
Feb 05, 2025
Q4 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-1.69K- 1.63% |
$206K - $229K
|
102K
$11.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-1.71K- 3.78% |
$208K - $232K
|
43.6K
$4.83M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.81K- 4.34% |
$220K - $245K
|
39.9K
$4.43M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-1.81K- 2.45% |
$220K - $245K
|
71.9K
$7.98M
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-1.93K- 3.01% |
$235K - $262K
|
62.3K
$6.92M
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.99K- 31.4% |
$242K - $269K
|
4.34K
$482K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.07K- 10.29% |
$252K - $280K
|
18K
$2M
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-2.18K- 8.43% |
$266K - $296K
|
23.7K
$2.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-2.22K- 10.44% |
$270K - $300K
|
19K
$2.11M
|
|
|
Jan 17, 2025
Q4 2024
|
Hudson Capital Management LLC
|
SELL
|
- |
-2.24K- 4.97% |
$273K - $304K
|
42.8K
$4.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-2.38K- 0.37% |
$290K - $322K
|
637K
$70.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Campion Asset Management
|
SELL
|
- |
-2.44K- 7.98% |
$298K - $331K
|
28.2K
$3.13M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.46K- 12.64% |
$300K - $334K
|
17K
$1.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.59K- 1.11% |
$315K - $351K
|
231K
$25.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-2.6K- 31.76% |
$317K - $352K
|
5.59K
$620K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-2.62K- 4.64% |
$319K - $355K
|
53.8K
$5.98M
|
|
|
Feb 13, 2025
Q4 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.66K- 18.25% |
$324K - $360K
|
11.9K
$1.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.68K- 0.74% |
$327K - $363K
|
362K
$40.1M
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-2.71K- 46.05% |
$330K - $367K
|
3.17K
$352K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-3K- 9.04% |
$366K - $407K
|
30.2K
$3.35M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-3.01K- 1.7% |
$366K - $407K
|
174K
$19.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-3.02K- 24.31% |
$368K - $409K
|
9.39K
$1.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.07K- 2.02% |
$374K - $416K
|
149K
$16.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-3.52K- 4.59% |
$429K - $477K
|
73.2K
$8.12M
|