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 |
|---|---|---|---|---|---|---|---|
|
Mar 04, 2025
Q4 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
322+ 1.38% |
$39.2K - $43.6K
|
23.6K
$2.62M
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
319+ 2.01% |
$38.9K - $43.2K
|
16.2K
$1.79M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
318+ 8.76% |
$38.8K - $43.1K
|
3.95K
$438K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
316+ 2.71% |
$38.5K - $42.8K
|
12K
$1.33M
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
BUY
|
- |
309+ 5.09% |
$37.7K - $41.9K
|
6.38K
$708K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
300New |
$36.6K - $40.7K
|
300
$33.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
300New |
$36.6K - $40.7K
|
300
$33.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
300New |
$36.6K - $40.7K
|
300
$33.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
300+ 352.94% |
$36.6K - $40.7K
|
385
$42.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
293+ 0.99% |
$35.7K - $39.7K
|
30K
$3.33M
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
288+ 2.91% |
$35.1K - $39K
|
10.2K
$1.13M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
286New |
$34.9K - $38.8K
|
286
$31.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
280+ 0.85% |
$34.1K - $37.9K
|
33.3K
$3.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
278+ 14.33% |
$33.9K - $37.7K
|
2.22K
$246K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
276+ 8.98% |
$33.6K - $37.4K
|
3.35K
$372K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
274+ 11.04% |
$33.4K - $37.1K
|
2.76K
$306K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
265+ 3.24% |
$32.3K - $35.9K
|
8.45K
$938K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
246New |
$30K - $33.3K
|
246
$27.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
244New |
$29.7K - $33.1K
|
244
$27.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
215+ 0.66% |
$26.2K - $29.1K
|
32.6K
$3.62M
|
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
213+ 3.04% |
$26K - $28.9K
|
7.22K
$801K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
207+ 0.6% |
$25.2K - $28.1K
|
34.5K
$3.83M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
206+ 6.6% |
$25.1K - $27.9K
|
3.33K
$369K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
201+ 1.85% |
$24.5K - $27.2K
|
11.1K
$1.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
200New |
$24.4K - $27.1K
|
200
$22.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
198+ 5.95% |
$24.1K - $26.8K
|
3.53K
$391K
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
198+ 0.14% |
$24.1K - $26.8K
|
142K
$15.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
189+ 5.69% |
$23K - $25.6K
|
3.51K
$389K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
187+ 10.03% |
$22.8K - $25.3K
|
2.05K
$228K
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
183New |
$22.3K - $24.8K
|
183
$20.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
176+ 0.93% |
$21.5K - $23.9K
|
19.1K
$2.12M
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
170+ 10.31% |
$20.7K - $23K
|
1.82K
$202K
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
170+ 3.49% |
$20.7K - $23K
|
5.05K
$560K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
168+ 1.3% |
$20.5K - $22.8K
|
13.1K
$1.45M
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
155+ 3.62% |
$18.9K - $21K
|
4.44K
$492K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
155New |
$18.9K - $21K
|
155
$17.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
146+ 1.76% |
$17.8K - $19.8K
|
8.46K
$939K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
144+ 0.98% |
$17.6K - $19.5K
|
14.9K
$1.65M
|
|
|
Jan 10, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
143+ 0.36% |
$17.4K - $19.4K
|
40.1K
$4.46M
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
140+ 8.3% |
$17.1K - $19K
|
1.83K
$203K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
137+ 0.86% |
$16.7K - $18.6K
|
16.1K
$1.79M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
136New |
$16.6K - $18.4K
|
136
$15.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
131New |
$16K - $17.8K
|
131
$14.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
127+ 0.14% |
$15.5K - $17.2K
|
91K
$10.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
BUY
|
- |
125+ 23.81% |
$15.2K - $16.9K
|
650
$72.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
118+ 0.2% |
$14.4K - $16K
|
57.8K
$6.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
BUY
|
- |
117+ 2.34% |
$14.3K - $15.9K
|
5.13K
$569K
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
116+ 2.14% |
$14.1K - $15.7K
|
5.54K
$614K
|
|
|
Feb 13, 2025
Q4 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
115+ 2.49% |
$14K - $15.6K
|
4.73K
$524K
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
115+ 0.58% |
$14K - $15.6K
|
20K
$2.22M
|