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
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
300New |
$36.6K - $40.7K
|
300
$38.3K
|
|
Jan 15, 2025
Q4 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
300+ 352.94% |
$36.6K - $40.7K
|
385
$49.2K
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
293+ 0.99% |
$35.7K - $39.7K
|
30K
$3.83M
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
288+ 2.91% |
$35.1K - $39K
|
10.2K
$1.3M
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
286New |
$34.9K - $38.8K
|
286
$36.5K
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
280+ 0.85% |
$34.1K - $37.9K
|
33.3K
$4.26M
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
278+ 14.33% |
$33.9K - $37.7K
|
2.22K
$283K
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
276+ 8.98% |
$33.6K - $37.4K
|
3.35K
$427K
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
265+ 3.24% |
$32.3K - $35.9K
|
8.45K
$1.08M
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
246New |
$30K - $33.3K
|
246
$31.4K
|
|
Jan 30, 2025
Q4 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
244New |
$29.7K - $33.1K
|
244
$31.2K
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
215+ 0.66% |
$26.2K - $29.1K
|
32.6K
$4.16M
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
213+ 3.04% |
$26K - $28.9K
|
7.22K
$922K
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
207+ 0.6% |
$25.2K - $28.1K
|
34.5K
$4.4M
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
206+ 6.6% |
$25.1K - $27.9K
|
3.33K
$425K
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
201+ 1.85% |
$24.5K - $27.2K
|
11.1K
$1.41M
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
198+ 5.95% |
$24.1K - $26.8K
|
3.53K
$450K
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
198+ 0.14% |
$24.1K - $26.8K
|
142K
$18.1M
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
187+ 10.03% |
$22.8K - $25.3K
|
2.05K
$262K
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
183New |
$22.3K - $24.8K
|
183
$23.4K
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
176+ 0.93% |
$21.5K - $23.9K
|
19.1K
$2.44M
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
170+ 3.49% |
$20.7K - $23K
|
5.05K
$644K
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
170+ 10.31% |
$20.7K - $23K
|
1.82K
$232K
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
155New |
$18.9K - $21K
|
155
$19.8K
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
155+ 3.62% |
$18.9K - $21K
|
4.44K
$566K
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
146+ 1.76% |
$17.8K - $19.8K
|
8.46K
$1.08M
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
144+ 0.98% |
$17.6K - $19.5K
|
14.9K
$1.9M
|
|
Jan 10, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
143+ 0.36% |
$17.4K - $19.4K
|
40.1K
$5.13M
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
140+ 8.3% |
$17.1K - $19K
|
1.83K
$233K
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
137+ 0.86% |
$16.7K - $18.6K
|
16.1K
$2.06M
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
136New |
$16.6K - $18.4K
|
136
$17.4K
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
BUY
|
- |
125+ 23.81% |
$15.2K - $16.9K
|
650
$83K
|
|
Feb 03, 2025
Q4 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
118+ 0.2% |
$14.4K - $16K
|
57.8K
$7.38M
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
116+ 2.14% |
$14.1K - $15.7K
|
5.54K
$707K
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
110+ 3.07% |
$13.4K - $14.9K
|
3.69K
$471K
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
108New |
$13.2K - $14.6K
|
108
$13.8K
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
105+ 2.36% |
$12.8K - $14.2K
|
4.55K
$581K
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
98+ 2.94% |
$11.9K - $13.3K
|
3.43K
$438K
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
91+ 0.09% |
$11.1K - $12.3K
|
96.6K
$12.3M
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
BUY
|
- |
87+ 3.41% |
$10.6K - $11.8K
|
2.64K
$337K
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
73New |
$8.9K - $9.89K
|
73
$9.32K
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
68+ 4.14% |
$8.29K - $9.22K
|
1.71K
$218K
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
65+ 0.38% |
$7.92K - $8.81K
|
17.1K
$2.19M
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
65+ 2.18% |
$7.92K - $8.81K
|
3.04K
$388K
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
64+ 0.97% |
$7.8K - $8.67K
|
6.69K
$854K
|
|
Jan 31, 2025
Q4 2024
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
62+ 2.55% |
$7.56K - $8.4K
|
2.5K
$319K
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
60New |
$7.31K - $8.13K
|
60
$7.66K
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
59+ 8.9% |
$7.19K - $8K
|
722
$92.2K
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
59+ 0.4% |
$7.19K - $8K
|
15K
$1.91M
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
57+ 2.58% |
$6.95K - $7.72K
|
2.27K
$289K
|