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 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-3.62K- 68.85% |
$441K - $491K
|
1.64K
$209K
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-3.64K- 7.97% |
$444K - $494K
|
42.1K
$5.38M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-3.9K- 29.32% |
$476K - $529K
|
9.41K
$1.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-4.26K- 8.93% |
$519K - $577K
|
43.4K
$5.54M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-4.29K- 8.99% |
$523K - $582K
|
43.5K
$5.55M
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.64K- 6.58% |
$566K - $629K
|
65.9K
$8.42M
|
|
|
Jan 24, 2025
Q4 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-5.61K- 1.32% |
$684K - $760K
|
419K
$53.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-5.62K- 1.7% |
$685K - $762K
|
325K
$41.5M
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-5.84K- 92.88% |
$712K - $792K
|
448
$57.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-5.88K- 1.01% |
$717K - $797K
|
579K
$73.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-6.23K- 66.59% |
$759K - $844K
|
3.13K
$399K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-6.65K- 7.07% |
$810K - $901K
|
87.4K
$11.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-7.13K- 5.97% |
$869K - $966K
|
112K
$14.3M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-7.61K- 9.15% |
$927K - $1.03M
|
75.5K
$9.64M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-7.88K- 15.61% |
$960K - $1.07M
|
42.6K
$5.44M
|
|
|
Feb 04, 2025
Q4 2024
|
B&D White Capital Company, LLC
|
SELL
|
- |
-8.09K- 80.13% |
$986K - $1.1M
|
2.01K
$256K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-8.25K- 2.98% |
$1.01M - $1.12M
|
269K
$34.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-9.89K- 31.83% |
$1.21M - $1.34M
|
21.2K
$2.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-10.5K- 40.28% |
$1.28M - $1.42M
|
15.5K
$1.99M
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-22.8K- 14.3% |
$2.78M - $3.1M
|
137K
$17.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-25.1K- 17.02% |
$3.06M - $3.4M
|
122K
$15.6M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-26.6K- 68.07% |
$3.24M - $3.6M
|
12.5K
$1.59M
|
|
|
Jan 21, 2025
Q4 2024
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-33.4K- 25.91% |
$4.07M - $4.52M
|
95.5K
$12.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-35.1K- 84.86% |
$4.28M - $4.76M
|
6.27K
$800K
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-192K- 98.98% |
$23.4M - $26M
|
1.97K
$252K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-236K- 99.19% |
$28.7M - $31.9M
|
1.93K
$246K
|