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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-5- 0.1% |
$609 - $678
|
5.16K
$667K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-10- 0.08% |
$1.22K - $1.36K
|
12.5K
$1.62M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-11- 0.18% |
$1.34K - $1.49K
|
6K
$776K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-14- 0.24% |
$1.71K - $1.9K
|
5.75K
$743K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-15- 3.79% |
$1.83K - $2.03K
|
381
$49.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-16- 0.24% |
$1.95K - $2.17K
|
6.55K
$847K
|
|
|
Feb 03, 2025
Q4 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-16- 0.13% |
$1.95K - $2.17K
|
11.9K
$1.55M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-18- 0.85% |
$2.19K - $2.44K
|
2.11K
$273K
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-18- 0.15% |
$2.19K - $2.44K
|
12.3K
$1.59M
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
SELL
|
- |
-20- 0.43% |
$2.44K - $2.71K
|
4.6K
$595K
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-31- 1.06% |
$3.78K - $4.2K
|
2.89K
$374K
|
|
|
Feb 13, 2025
Q4 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-31- 0.23% |
$3.78K - $4.2K
|
13.3K
$1.72M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-32- 1.21% |
$3.9K - $4.34K
|
2.6K
$337K
|
|
|
Jul 17, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-33- 17.55% |
$4.02K - $4.47K
|
155
$20.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-33- 6.02% |
$4.02K - $4.47K
|
515
$66.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
SELL
|
- |
-34- 1.59% |
$4.14K - $4.61K
|
2.11K
$273K
|
|
|
Jan 14, 2025
Q4 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-34- 0.18% |
$4.14K - $4.61K
|
18.9K
$2.45M
|
|
|
Feb 06, 2025
Q4 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-34- 4.56% |
$4.14K - $4.61K
|
712
$92.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-35- 0.84% |
$4.27K - $4.74K
|
4.12K
$533K
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-35- 1.16% |
$4.27K - $4.74K
|
2.99K
$387K
|
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-38- 1.57% |
$4.63K - $5.15K
|
2.39K
$309K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-40- 0.63% |
$4.88K - $5.42K
|
6.34K
$820K
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-41- 1.71% |
$5K - $5.56K
|
2.36K
$305K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-46- 1.04% |
$5.61K - $6.23K
|
4.39K
$568K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-49- 2.5% |
$5.97K - $6.64K
|
1.91K
$247K
|
|
|
Jan 23, 2025
Q4 2024
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-49- 0.29% |
$5.97K - $6.64K
|
16.7K
$2.16M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-50- 0.52% |
$6.09K - $6.78K
|
9.49K
$1.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-59- 0.4% |
$7.19K - $8K
|
14.7K
$1.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-59- 2.12% |
$7.19K - $8K
|
2.73K
$353K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-60- 0.53% |
$7.31K - $8.13K
|
11.4K
$1.47M
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-62Closed |
$7.56K - $8.4K
|
0
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-63- 5.65% |
$7.68K - $8.54K
|
1.05K
$136K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-63- 1.66% |
$7.68K - $8.54K
|
3.74K
$484K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-66- 0.59% |
$8.04K - $8.94K
|
11.1K
$1.44M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-67- 11.61% |
$8.17K - $9.08K
|
510
$66K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-68- 4.01% |
$8.29K - $9.22K
|
1.63K
$211K
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-70- 3.25% |
$8.53K - $9.49K
|
2.09K
$270K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-74- 0.47% |
$9.02K - $10K
|
15.7K
$2.03M
|
|
|
Apr 21, 2025
Q4 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-75- 4.05% |
$9.14K - $10.2K
|
1.78K
$230K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-76- 1.59% |
$9.26K - $10.3K
|
4.71K
$609K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-77- 0.63% |
$9.39K - $10.4K
|
12.2K
$1.58M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-78- 3.8% |
$9.51K - $10.6K
|
1.98K
$256K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-79Closed |
$9.63K - $10.7K
|
0
$0
|
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-79- 0.19% |
$9.63K - $10.7K
|
41.2K
$5.33M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-84- 1.8% |
$10.2K - $11.4K
|
4.57K
$592K
|
|
|
Aug 15, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-85- 1.4% |
$10.4K - $11.5K
|
6K
$776K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-90- 0.34% |
$11K - $12.2K
|
26.6K
$3.44M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-92- 4.29% |
$11.2K - $12.5K
|
2.05K
$266K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-93- 0.42% |
$11.3K - $12.6K
|
22.1K
$2.86M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-98- 0.12% |
$11.9K - $13.3K
|
83.2K
$10.8M
|