Institutional Ownership 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). We have compiled data on the 812 institutions that hold shares in the stock, with a total of 40.8 Million shares, which have been reported (via 13F filing form) to have a value of $5.36 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
3,754
shares
|
$492,900
0.05% of portfolio
|
Q3 2024
Reduced 17.48%
|
|
|
Close Asset Management LTD
|
Nov 12, 2024 Q3 2024 |
3,741
shares
|
$491,193
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
3,706
shares
|
$486,597
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
3,692
shares
|
$484,759
0.01% of portfolio
|
Q3 2024
Reduced 2.71%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Nov 01, 2024 Q3 2024 |
3,654
shares
|
$479,770
0.08% of portfolio
|
Q3 2024
Reduced 99.07%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
3,631
shares
|
$476,750
0.02% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
3,631
shares
|
$476,750
0.63% of portfolio
|
Q4 2023
Reduced 1.92%
|
|
|
Equitable Trust CO
|
Nov 01, 2024 Q3 2024 |
3,605
shares
|
$473,336
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
3,601
shares
|
$472,811
0.05% of portfolio
|
Q4 2023
Reduced 17.18%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
3,600
shares
|
$472,680
0.02% of portfolio
|
Q2 2023
Reduced 21.74%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 13, 2024 Q3 2024 |
3,578
shares
|
$469,791
0.01% of portfolio
|
Q3 2024
Added 86.94%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
3,540
shares
|
$464,802
0.03% of portfolio
|
Q2 2023
Reduced 9.92%
|
|
|
Graypoint LLC
|
Oct 31, 2024 Q3 2024 |
3,523
shares
|
$462,569
0.03% of portfolio
|
Q1 2024
Reduced 24.45%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
3,499
shares
|
$459,418
0.08% of portfolio
|
Q1 2024
Reduced 1.24%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Oct 17, 2024 Q3 2024 |
3,483
shares
|
$457,317
0.07% of portfolio
|
Q2 2024
Reduced 0.57%
|
|
|
Burke & Herbert Bank & Trust CO
|
Oct 23, 2024 Q3 2024 |
3,481
shares
|
$457,055
0.1% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
3,437
shares
|
$451,278
0.01% of portfolio
|
Q3 2024
Reduced 29.03%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Oct 16, 2024 Q3 2024 |
3,423
shares
|
$449,439
0.18% of portfolio
|
Q3 2024
Added 2.79%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 24, 2024 Q3 2024 |
3,420
shares
|
$449,046
0.06% of portfolio
|
Q2 2023
Added 0.74%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
3,404
shares
|
$446,945
0.08% of portfolio
|
Q3 2024
Reduced 6.64%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
3,392
shares
|
$445,369
0.02% of portfolio
|
Q2 2022
Reduced 2.72%
|
|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
3,376
shares
|
$443,268
0.02% of portfolio
|
Q2 2023
Reduced 9.03%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
3,345
shares
|
$439,198
0.15% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Old Second National Bank Of Aurora
|
Nov 05, 2024 Q3 2024 |
3,341
shares
|
$438,673
0.1% of portfolio
|
Q2 2024
Added 1798.3%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2024 Q3 2024 |
3,332
shares
|
$437,491
0.09% of portfolio
|
Q2 2024
New holding
|