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 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-66- 0.59% |
$8.04K - $8.94K
|
11.1K
$1.41M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-67- 11.61% |
$8.17K - $9.08K
|
510
$64.5K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-68- 4.01% |
$8.29K - $9.22K
|
1.63K
$206K
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-70- 3.25% |
$8.53K - $9.49K
|
2.09K
$264K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-74- 0.47% |
$9.02K - $10K
|
15.7K
$1.99M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-76- 1.59% |
$9.26K - $10.3K
|
4.71K
$596K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-77- 0.63% |
$9.39K - $10.4K
|
12.2K
$1.55M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-78- 3.8% |
$9.51K - $10.6K
|
1.98K
$250K
|
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-79- 0.19% |
$9.63K - $10.7K
|
41.2K
$5.21M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-79Closed |
$9.63K - $10.7K
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-84- 1.8% |
$10.2K - $11.4K
|
4.57K
$579K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-90- 0.34% |
$11K - $12.2K
|
26.6K
$3.37M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-92- 4.29% |
$11.2K - $12.5K
|
2.05K
$260K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-93- 0.42% |
$11.3K - $12.6K
|
22.1K
$2.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-98- 0.12% |
$11.9K - $13.3K
|
83.2K
$10.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-99- 10.08% |
$12.1K - $13.4K
|
883
$112K
|
|
|
Feb 11, 2025
Q4 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-100- 5.21% |
$12.2K - $13.6K
|
1.82K
$230K
|
|
|
Feb 06, 2025
Q4 2024
|
Acas, LLC
|
SELL
|
- |
-100- 0.9% |
$12.2K - $13.6K
|
11K
$1.39M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-105- 0.45% |
$12.8K - $14.2K
|
23.3K
$2.95M
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-107- 4.51% |
$13K - $14.5K
|
2.26K
$287K
|
|
|
Jan 28, 2025
Q4 2024
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-112- 3.27% |
$13.7K - $15.2K
|
3.31K
$419K
|
|
|
Feb 05, 2025
Q4 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-117- 2.55% |
$14.3K - $15.9K
|
4.47K
$566K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-118- 3.2% |
$14.4K - $16K
|
3.57K
$452K
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
SELL
|
- |
-119- 3.3% |
$14.5K - $16.1K
|
3.49K
$441K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-121- 5.36% |
$14.7K - $16.4K
|
2.14K
$271K
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-126- 1.93% |
$15.4K - $17.1K
|
6.39K
$809K
|
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-130- 2.08% |
$15.8K - $17.6K
|
6.12K
$774K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-130- 0.39% |
$15.8K - $17.6K
|
32.8K
$4.15M
|
|
|
Jan 15, 2025
Q4 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-135- 1.91% |
$16.5K - $18.3K
|
6.92K
$876K
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-136- 0.74% |
$16.6K - $18.4K
|
18.2K
$2.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-144- 1.32% |
$17.6K - $19.5K
|
10.8K
$1.37M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-144- 5.67% |
$17.6K - $19.5K
|
2.4K
$303K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-148- 0.42% |
$18K - $20.1K
|
35.2K
$4.45M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-150- 3.25% |
$18.3K - $20.3K
|
4.47K
$566K
|
|
|
Feb 04, 2025
Q4 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-151- 0.45% |
$18.4K - $20.5K
|
33.6K
$4.26M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-153- 7.67% |
$18.6K - $20.7K
|
1.84K
$233K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-158- 1.61% |
$19.3K - $21.4K
|
9.67K
$1.22M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-164- 0.95% |
$20K - $22.2K
|
17.1K
$2.17M
|
|
|
Feb 04, 2025
Q4 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-168- 2.78% |
$20.5K - $22.8K
|
5.87K
$743K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-174- 0.79% |
$21.2K - $23.6K
|
21.9K
$2.77M
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-175- 29.22% |
$21.3K - $23.7K
|
424
$53.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
SELL
|
- |
-182- 2.02% |
$22.2K - $24.7K
|
8.82K
$1.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-189- 1.01% |
$23K - $25.6K
|
18.5K
$2.34M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-190- 2.49% |
$23.2K - $25.7K
|
7.43K
$940K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-194- 0.24% |
$23.6K - $26.3K
|
80.7K
$10.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-198- 0.2% |
$24.1K - $26.8K
|
97.2K
$12.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-200- 12.09% |
$24.4K - $27.1K
|
1.45K
$184K
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-202- 4.08% |
$24.6K - $27.4K
|
4.75K
$601K
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
SELL
|
- |
-205- 3.91% |
$25K - $27.8K
|
5.04K
$638K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-205- 5.07% |
$25K - $27.8K
|
3.84K
$486K
|