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
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
110+ 3.07% |
$13.4K - $14.9K
|
3.69K
$409K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
108New |
$13.2K - $14.6K
|
108
$12K
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
105+ 2.36% |
$12.8K - $14.2K
|
4.55K
$505K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
100+ 1.3% |
$12.2K - $13.6K
|
7.78K
$863K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
98+ 2.94% |
$11.9K - $13.3K
|
3.43K
$381K
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
94New |
$11.5K - $12.7K
|
94
$10.4K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
91+ 0.09% |
$11.1K - $12.3K
|
96.6K
$10.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
BUY
|
- |
88+ 0.44% |
$10.7K - $11.9K
|
20K
$2.21M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
BUY
|
- |
87+ 3.41% |
$10.6K - $11.8K
|
2.64K
$293K
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
85+ 0.71% |
$10.4K - $11.5K
|
12K
$1.33M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
80+ 0.84% |
$9.75K - $10.8K
|
9.57K
$1.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
73New |
$8.9K - $9.89K
|
73
$8.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
68+ 4.14% |
$8.29K - $9.22K
|
1.71K
$190K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
65+ 0.38% |
$7.92K - $8.81K
|
17.1K
$1.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
65+ 2.18% |
$7.92K - $8.81K
|
3.04K
$338K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
64+ 0.97% |
$7.8K - $8.67K
|
6.69K
$742K
|
|
|
Feb 12, 2025
Q4 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
63+ 0.32% |
$7.68K - $8.54K
|
19.8K
$2.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
62+ 2.55% |
$7.56K - $8.4K
|
2.5K
$277K
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
60New |
$7.31K - $8.13K
|
60
$6.66K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
59+ 8.9% |
$7.19K - $8K
|
722
$80.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
59+ 0.4% |
$7.19K - $8K
|
15K
$1.66M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
57+ 2.58% |
$6.95K - $7.72K
|
2.27K
$252K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
48New |
$5.85K - $6.5K
|
48
$5.33K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
46+ 7.38% |
$5.61K - $6.23K
|
669
$74.2K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
46New |
$5.61K - $6.23K
|
46
$5.11K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
44New |
$5.36K - $5.96K
|
44
$4.88K
|
|
|
Jan 22, 2025
Q4 2024
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
43+ 2.49% |
$5.24K - $5.83K
|
1.77K
$197K
|
|
|
Feb 06, 2025
Q4 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
42+ 0.17% |
$5.12K - $5.69K
|
24.1K
$2.68M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
42+ 1.59% |
$5.12K - $5.69K
|
2.69K
$298K
|
|
|
Feb 11, 2025
Q4 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
42+ 0.51% |
$5.12K - $5.69K
|
8.2K
$910K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
41+ 3.33% |
$5K - $5.56K
|
1.27K
$141K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
37+ 0.63% |
$4.51K - $5.01K
|
5.87K
$651K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
34New |
$4.14K - $4.61K
|
34
$3.77K
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
32+ 0.05% |
$3.9K - $4.34K
|
60.6K
$6.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
28+ 0.38% |
$3.41K - $3.79K
|
7.49K
$832K
|
|
|
Feb 12, 2025
Q4 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
28+ 0.51% |
$3.41K - $3.79K
|
5.5K
$611K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
28+ 0.29% |
$3.41K - $3.79K
|
9.77K
$1.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Sierra Capital LLC
|
BUY
|
- |
24+ 0.07% |
$2.93K - $3.25K
|
35.5K
$3.94M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
22+ 0.16% |
$2.68K - $2.98K
|
13.5K
$1.49M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
20+ 0.13% |
$2.44K - $2.71K
|
15.1K
$1.67M
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
20+ 0.32% |
$2.44K - $2.71K
|
6.31K
$700K
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
19+ 0.55% |
$2.32K - $2.57K
|
3.5K
$389K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
19+ 0.41% |
$2.32K - $2.57K
|
4.68K
$519K
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
19+ 0.52% |
$2.32K - $2.57K
|
3.67K
$408K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
17+ 0.74% |
$2.07K - $2.3K
|
2.32K
$257K
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
13+ 0.18% |
$1.58K - $1.76K
|
7.14K
$792K
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
13+ 0.51% |
$1.58K - $1.76K
|
2.57K
$285K
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
11+ 0.5% |
$1.34K - $1.49K
|
2.23K
$247K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
10+ 0.22% |
$1.22K - $1.36K
|
4.55K
$505K
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
10+ 0.38% |
$1.22K - $1.36K
|
2.67K
$296K
|