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 14, 2025
Q4 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
3.06K+ 13.7% |
$373K - $414K
|
25.4K
$2.82M
|
|
|
Apr 09, 2025
Q4 2024
|
Compass Investment Advisers LLC
Portland, OR |
BUY
|
- |
3.05KNew |
$371K - $413K
|
3.05K
$338K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3K+ 54.74% |
$365K - $406K
|
8.47K
$940K
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
2.99K+ 1.85% |
$364K - $405K
|
164K
$18.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
2.9KNew |
$353K - $393K
|
2.9K
$322K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.9K+ 44.08% |
$353K - $392K
|
9.47K
$1.05M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
2.88K+ 59.34% |
$351K - $390K
|
7.73K
$858K
|
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
2.88KNew |
$351K - $390K
|
2.88K
$319K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
2.87KNew |
$350K - $389K
|
2.87K
$319K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
2.8KNew |
$341K - $380K
|
2.8K
$311K
|
|
|
Feb 13, 2025
Q4 2024
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
2.8KNew |
$341K - $379K
|
2.8K
$311K
|
|
|
Feb 13, 2025
Q4 2024
|
Sepio Capital, LP
|
BUY
|
- |
2.8KNew |
$341K - $379K
|
2.8K
$311K
|
|
|
Feb 11, 2025
Q4 2024
|
Nuance Investments, LLC
Kansas City, MO |
BUY
|
- |
2.74KNew |
$333K - $371K
|
2.74K
$304K
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
2.73KNew |
$332K - $370K
|
2.73K
$303K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.68K+ 9.34% |
$327K - $364K
|
31.4K
$3.49M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2.59K+ 439.49% |
$316K - $351K
|
3.18K
$353K
|
|
|
Feb 10, 2025
Q4 2024
|
Boston Partners
Boston, MA |
BUY
|
- |
2.58KNew |
$314K - $349K
|
2.58K
$286K
|
|
|
Jan 29, 2025
Q4 2024
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
2.52KNew |
$307K - $341K
|
2.52K
$279K
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
2.41KNew |
$293K - $326K
|
2.41K
$267K
|
|
|
Feb 06, 2025
Q4 2024
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
2.28KNew |
$278K - $309K
|
2.28K
$253K
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
2.25KNew |
$274K - $304K
|
2.25K
$249K
|
|
|
Jan 21, 2025
Q4 2024
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
2.24KNew |
$273K - $303K
|
2.24K
$248K
|
|
|
Feb 14, 2025
Q4 2024
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
2.22K+ 107.57% |
$270K - $300K
|
4.28K
$475K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
2.15KNew |
$262K - $291K
|
2.15K
$238K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
2.14K+ 92.01% |
$261K - $290K
|
4.47K
$496K
|
|
|
Apr 17, 2025
Q4 2024
|
Lee Kelleher Wealth Management
Fulton, MD |
BUY
|
- |
2.11KNew |
$257K - $286K
|
2.11K
$234K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
2.08K+ 19.5% |
$254K - $282K
|
12.7K
$1.41M
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
2.07KNew |
$252K - $280K
|
2.07K
$230K
|
|
|
Feb 13, 2025
Q4 2024
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
2.06KNew |
$250K - $278K
|
2.06K
$228K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.03K+ 311.98% |
$248K - $275K
|
2.68K
$298K
|
|
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
2.03KNew |
$247K - $274K
|
2.03K
$225K
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.99K+ 52.19% |
$242K - $269K
|
5.8K
$643K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.99K+ 52.19% |
$242K - $269K
|
5.8K
$643K
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
1.98K+ 16.94% |
$241K - $268K
|
13.6K
$1.51M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.97K+ 5.82% |
$240K - $266K
|
35.7K
$3.97M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.96K+ 69.85% |
$239K - $266K
|
4.77K
$529K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.9K+ 1.81% |
$232K - $258K
|
107K
$11.9M
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
1.88KNew |
$229K - $255K
|
1.88K
$209K
|
|
|
Feb 11, 2025
Q4 2024
|
Friday Financial
Dubuque, IA |
BUY
|
- |
1.72KNew |
$210K - $234K
|
1.72K
$191K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.72KNew |
$210K - $234K
|
1.72K
$191K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.71KNew |
$208K - $232K
|
1.71K
$190K
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
1.64K+ 2.08% |
$200K - $222K
|
80.5K
$8.93M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.62K+ 12.98% |
$197K - $219K
|
14.1K
$1.56M
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
1.61KNew |
$197K - $219K
|
1.61K
$179K
|
|
|
Feb 10, 2025
Q4 2024
|
Allen Investment Management LLC
|
BUY
|
- |
1.61KNew |
$196K - $218K
|
1.61K
$179K
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
1.6K+ 1.39% |
$194K - $216K
|
116K
$12.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1.58KNew |
$193K - $215K
|
1.58K
$176K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
1.53KNew |
$187K - $208K
|
1.53K
$170K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.53K+ 3.6% |
$186K - $207K
|
44K
$4.88M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.47K+ 42.86% |
$180K - $200K
|
4.91K
$545K
|