Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
3+ 0.16% |
$328 - $355
|
1.83K
$236K
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
3+ 0.03% |
$328 - $355
|
10.3K
$1.33M
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
3+ 0.3% |
$328 - $355
|
1.02K
$132K
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
3+ 0.75% |
$328 - $355
|
404
$52.2K
|
|
|
Apr 01, 2024
Q1 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
2+ 0.41% |
$219 - $237
|
493
$63.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
1+ 0.08% |
$109 - $118
|
1.2K
$155K
|
|
|
Apr 25, 2024
Q1 2024
|
Tnf LLC
|
BUY
|
- |
1+ 0.03% |
$109 - $118
|
3.33K
$430K
|
|
|
Apr 17, 2024
Q1 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
1+ 0.06% |
$109 - $118
|
1.77K
$229K
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1+ 0.15% |
$109 - $118
|
668
$86.3K
|
|
|
May 15, 2024
Q1 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
1+ 0.5% |
$109 - $118
|
201
$26K
|
|
|
May 09, 2024
Q1 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
1+ 0.65% |
$109 - $118
|
155
$20K
|
|
|
May 14, 2024
Q1 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
1+ 0.05% |
$109 - $118
|
1.94K
$251K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1+ 0.47% |
$109 - $118
|
215
$27.8K
|
|
|
May 02, 2024
Q1 2024
|
Weil Company, Inc.
|
BUY
|
- |
1+ 0.03% |
$109 - $118
|
3.08K
$398K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-1- 0.19% |
$109 - $118
|
538
$69.5K
|
|
|
May 02, 2024
Q1 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-1- 0.05% |
$109 - $118
|
2.19K
$282K
|
|
|
Apr 23, 2024
Q1 2024
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-1- 0.02% |
$109 - $118
|
4.88K
$630K
|
|
|
Apr 18, 2024
Q1 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-3- 0.06% |
$328 - $355
|
5.26K
$680K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-4- 0.45% |
$437 - $473
|
877
$113K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-4- 1.5% |
$437 - $473
|
263
$34K
|
|
|
Apr 25, 2024
Q1 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-4- 0.4% |
$437 - $473
|
986
$127K
|
|
|
May 09, 2024
Q1 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-5- 0.22% |
$546 - $591
|
2.23K
$289K
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-6- 0.13% |
$656 - $710
|
4.49K
$579K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-6- 3.61% |
$656 - $710
|
160
$20.7K
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-7- 0.27% |
$765 - $828
|
2.55K
$329K
|
|
|
Apr 30, 2024
Q1 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-7- 0.23% |
$765 - $828
|
3.1K
$401K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-7- 0.34% |
$765 - $828
|
2.04K
$264K
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-8- 0.34% |
$874 - $946
|
2.34K
$302K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-9- 0.22% |
$983 - $1.06K
|
4.07K
$526K
|
|
|
Apr 22, 2024
Q1 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-10- 0.55% |
$1.09K - $1.18K
|
1.82K
$235K
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-13- 0.08% |
$1.42K - $1.54K
|
16.4K
$2.12M
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-13- 5.63% |
$1.42K - $1.54K
|
218
$28.2K
|
|
|
Apr 02, 2024
Q1 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-14- 0.44% |
$1.53K - $1.66K
|
3.18K
$411K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-14- 0.66% |
$1.53K - $1.66K
|
2.11K
$272K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-16- 0.16% |
$1.75K - $1.89K
|
9.71K
$1.25M
|
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
SELL
|
- |
-20- 0.51% |
$2.19K - $2.37K
|
3.88K
$500K
|
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-21- 1.15% |
$2.29K - $2.48K
|
1.8K
$233K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-25- 0.08% |
$2.73K - $2.96K
|
31.1K
$4.02M
|
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
SELL
|
- |
-26- 1.34% |
$2.84K - $3.08K
|
1.91K
$247K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-27- 0.1% |
$2.95K - $3.19K
|
27.8K
$3.6M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-29- 0.64% |
$3.17K - $3.43K
|
4.47K
$577K
|
|
|
May 17, 2024
Q1 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-35- 0.71% |
$3.82K - $4.14K
|
4.92K
$635K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-38- 50.0% |
$4.15K - $4.5K
|
38
$4.91K
|
|
|
Apr 29, 2024
Q1 2024
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-40- 0.28% |
$4.37K - $4.73K
|
14.1K
$1.82M
|
|
|
May 13, 2024
Q1 2024
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-44- 1.24% |
$4.81K - $5.2K
|
3.5K
$452K
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
SELL
|
- |
-44- 2.07% |
$4.81K - $5.2K
|
2.08K
$269K
|
|
|
May 02, 2024
Q1 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-46- 1.9% |
$5.03K - $5.44K
|
2.37K
$307K
|
|
|
Apr 15, 2024
Q1 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-46- 1.3% |
$5.03K - $5.44K
|
3.49K
$450K
|