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 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
1.46KNew |
$177K - $197K
|
1.46K
$162K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.42K+ 76.63% |
$173K - $193K
|
3.28K
$364K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.4K+ 3.44% |
$170K - $189K
|
41.9K
$4.65M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.36K+ 6.82% |
$166K - $184K
|
21.3K
$2.37M
|
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
1.36K+ 41.22% |
$166K - $184K
|
4.66K
$517K
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.2K+ 16.5% |
$146K - $163K
|
8.47K
$940K
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
1.19K+ 2.23% |
$145K - $162K
|
54.7K
$6.08M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.17KNew |
$143K - $159K
|
1.17K
$130K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.15K+ 46.63% |
$141K - $156K
|
3.63K
$403K
|
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
1.06KNew |
$129K - $144K
|
1.06K
$118K
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.04K+ 6.25% |
$127K - $141K
|
17.7K
$1.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
1.04K+ 4.36% |
$127K - $141K
|
24.9K
$2.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.04K+ 110.1% |
$126K - $140K
|
1.98K
$219K
|
|
|
Feb 07, 2025
Q4 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
1.02K+ 3.34% |
$124K - $138K
|
31.4K
$3.49M
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
1KNew |
$122K - $136K
|
1K
$111K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
996+ 19.97% |
$121K - $135K
|
5.98K
$664K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
980New |
$119K - $133K
|
980
$109K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
947+ 0.44% |
$115K - $128K
|
217K
$24.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
941+ 27.87% |
$115K - $128K
|
4.32K
$479K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
926+ 49.55% |
$113K - $125K
|
2.8K
$310K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
901+ 0.15% |
$110K - $122K
|
598K
$66.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
880+ 4.5% |
$107K - $119K
|
20.4K
$2.27M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
858New |
$105K - $116K
|
858
$95.2K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
851New |
$104K - $115K
|
851
$94.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
793+ 19.7% |
$96.7K - $107K
|
4.82K
$535K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
769New |
$93.7K - $104K
|
769
$85.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
764+ 0.43% |
$93.1K - $104K
|
177K
$19.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
761New |
$92.8K - $103K
|
761
$84.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
753New |
$91.8K - $102K
|
753
$83.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
666+ 24.63% |
$81.2K - $90.3K
|
3.37K
$374K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
588+ 8.08% |
$71.7K - $79.7K
|
7.86K
$872K
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
BUY
|
- |
587+ 28.58% |
$71.5K - $79.6K
|
2.64K
$293K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
533+ 3.7% |
$65K - $72.2K
|
14.9K
$1.66M
|
|
|
Feb 10, 2025
Q4 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
531+ 1.48% |
$64.7K - $72K
|
36.5K
$4.05M
|
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
530+ 1.0% |
$64.6K - $71.8K
|
53.3K
$5.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
494+ 1.5% |
$60.2K - $66.9K
|
33.3K
$3.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
491+ 1.95% |
$59.8K - $66.5K
|
25.6K
$2.84M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
452+ 0.21% |
$55.1K - $61.3K
|
217K
$24.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
447+ 8.54% |
$54.5K - $60.6K
|
5.68K
$631K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
386New |
$47K - $52.3K
|
386
$42.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
384New |
$46.8K - $52K
|
384
$42.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
382+ 0.44% |
$46.6K - $51.8K
|
86.7K
$9.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
372New |
$45.3K - $50.4K
|
372
$41.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
359New |
$43.8K - $48.7K
|
359
$39.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
352+ 3.99% |
$42.9K - $47.7K
|
9.18K
$1.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
349+ 1.38% |
$42.5K - $47.3K
|
25.6K
$2.84M
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
337+ 783.72% |
$41.1K - $45.7K
|
380
$42.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
336+ 8.57% |
$41K - $45.5K
|
4.26K
$472K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
336New |
$41K - $45.5K
|
336
$37.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
335+ 3.46% |
$40.8K - $45.4K
|
10K
$1.11M
|