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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-594- 1.41% |
$72.4K - $80.5K
|
41.6K
$5.39M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-597- 5.17% |
$72.8K - $80.9K
|
11K
$1.42M
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-605- 1.26% |
$73.7K - $82K
|
47.2K
$6.11M
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-607- 1.48% |
$74K - $82.3K
|
40.5K
$5.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-618- 2.0% |
$75.3K - $83.8K
|
30.3K
$3.92M
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-631- 18.89% |
$76.9K - $85.5K
|
2.71K
$351K
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-669- 9.38% |
$81.5K - $90.7K
|
6.47K
$836K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-678- 0.4% |
$82.6K - $91.9K
|
169K
$21.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-683- 1.52% |
$83.3K - $92.6K
|
44.2K
$5.71M
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-720- 0.59% |
$87.8K - $97.6K
|
122K
$15.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
SELL
|
- |
-722- 26.78% |
$88K - $97.8K
|
1.97K
$255K
|
|
|
Feb 06, 2025
Q4 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-743- 1.84% |
$90.6K - $101K
|
39.7K
$5.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Independent Family Office, LLC
|
SELL
|
- |
-750- 24.19% |
$91.4K - $102K
|
2.35K
$304K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-759- 18.23% |
$92.5K - $103K
|
3.4K
$440K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-797- 3.94% |
$97.1K - $108K
|
19.4K
$2.51M
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-808- 2.03% |
$98.5K - $110K
|
39K
$5.05M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-840- 18.19% |
$102K - $114K
|
3.78K
$489K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-846- 6.29% |
$103K - $115K
|
12.6K
$1.63M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-875- 0.79% |
$107K - $119K
|
110K
$14.2M
|
|
|
Feb 13, 2025
Q4 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-885- 2.84% |
$108K - $120K
|
30.2K
$3.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-887- 28.7% |
$108K - $120K
|
2.2K
$285K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-899- 47.62% |
$110K - $122K
|
989
$128K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-908- 7.59% |
$111K - $123K
|
11.1K
$1.43M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-912- 17.44% |
$111K - $124K
|
4.32K
$559K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-969- 2.27% |
$118K - $131K
|
41.8K
$5.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-975- 4.91% |
$119K - $132K
|
18.9K
$2.44M
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.07K- 69.03% |
$131K - $145K
|
481
$62.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-1.11K- 28.62% |
$136K - $151K
|
2.77K
$359K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.13K- 4.12% |
$138K - $153K
|
26.3K
$3.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-1.16K- 5.41% |
$142K - $158K
|
20.3K
$2.63M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.23K- 10.6% |
$149K - $166K
|
10.3K
$1.34M
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.28K- 4.32% |
$157K - $174K
|
28.4K
$3.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.3K- 40.11% |
$158K - $176K
|
1.94K
$251K
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
SELL
|
- |
-1.36K- 1.12% |
$165K - $184K
|
120K
$15.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.4K- 1.29% |
$170K - $189K
|
106K
$13.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-1.4K- 3.87% |
$171K - $190K
|
34.9K
$4.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.42K- 25.56% |
$174K - $193K
|
4.15K
$536K
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-1.48K- 5.7% |
$180K - $200K
|
24.4K
$3.16M
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-1.52K- 3.78% |
$185K - $206K
|
38.6K
$5M
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-1.6K- 1.17% |
$195K - $217K
|
135K
$17.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.62K- 12.52% |
$198K - $220K
|
11.3K
$1.46M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.68K- 99.94% |
$205K - $228K
|
1
$129
|
|
|
Feb 05, 2025
Q4 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-1.69K- 1.63% |
$206K - $229K
|
102K
$13.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-1.71K- 3.78% |
$208K - $232K
|
43.6K
$5.63M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.81K- 4.34% |
$220K - $245K
|
39.9K
$5.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-1.81K- 2.45% |
$220K - $245K
|
71.9K
$9.31M
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-1.93K- 3.01% |
$235K - $262K
|
62.3K
$8.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.99K- 31.4% |
$242K - $269K
|
4.34K
$562K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.07K- 10.29% |
$252K - $280K
|
18K
$2.33M
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-2.18K- 8.43% |
$266K - $296K
|
23.7K
$3.07M
|