Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.5K- 13.61% |
$273K - $296K
|
15.9K
$2.06M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.54K- 14.8% |
$278K - $301K
|
14.6K
$1.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.58K- 30.09% |
$282K - $305K
|
5.99K
$776K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.63K- 3.19% |
$287K - $311K
|
79.8K
$10.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.65K- 27.94% |
$290K - $313K
|
6.83K
$885K
|
|
|
Jul 26, 2024
Q2 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-2.82K- 18.04% |
$309K - $334K
|
12.8K
$1.66M
|
|
|
Aug 14, 2024
Q2 2024
|
Campion Asset Management
|
SELL
|
- |
-2.94K- 7.59% |
$321K - $348K
|
35.7K
$4.63M
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-2.97K- 0.51% |
$325K - $351K
|
574K
$74.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-3.31K- 2.94% |
$362K - $392K
|
109K
$14.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
SELL
|
- |
-3.55K- 63.34% |
$388K - $420K
|
2.05K
$266K
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-3.6K- 23.28% |
$394K - $426K
|
11.9K
$1.54M
|
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-3.61K- 63.1% |
$395K - $428K
|
2.11K
$274K
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-3.8K- 52.05% |
$416K - $450K
|
3.5K
$454K
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-3.91K- 13.93% |
$428K - $463K
|
24.2K
$3.13M
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-4.33K- 60.41% |
$474K - $513K
|
2.84K
$368K
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-4.62KClosed |
$506K - $547K
|
0
$0
|
|
|
Sep 11, 2024
Q2 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-4.73K- 33.51% |
$517K - $560K
|
9.38K
$1.22M
|
|
|
Jul 12, 2024
Q2 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-4.82K- 27.44% |
$528K - $571K
|
12.8K
$1.65M
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-4.84K- 45.32% |
$530K - $574K
|
5.85K
$758K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-5.02K- 2.76% |
$550K - $595K
|
177K
$22.9M
|
|
|
Jul 24, 2024
Q2 2024
|
Corundum Trust Company, Inc
Sioux Falls, SD |
SELL
|
- |
-5.19K- 27.66% |
$568K - $615K
|
13.6K
$1.76M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.47K- 3.09% |
$599K - $648K
|
171K
$22.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-5.62K- 19.58% |
$615K - $665K
|
23.1K
$2.99M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.86K- 8.43% |
$642K - $694K
|
63.7K
$8.26M
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-5.98K- 6.16% |
$654K - $707K
|
91K
$11.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-5.98K- 2.55% |
$654K - $708K
|
228K
$29.6M
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-6.48K- 11.22% |
$709K - $767K
|
51.3K
$6.65M
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-6.49K- 16.52% |
$710K - $768K
|
32.8K
$4.25M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-6.57K- 56.37% |
$719K - $778K
|
5.09K
$659K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-6.81K- 6.58% |
$745K - $806K
|
96.6K
$12.5M
|
|
|
Jul 15, 2024
Q2 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-6.85K- 46.86% |
$749K - $811K
|
7.76K
$1.01M
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-7.27K- 36.64% |
$796K - $861K
|
12.6K
$1.63M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-7.7K- 4.39% |
$842K - $911K
|
167K
$21.7M
|
|
|
Jul 26, 2024
Q2 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-7.75K- 4.2% |
$848K - $918K
|
177K
$22.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-7.82K- 7.2% |
$855K - $926K
|
101K
$13.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-8.88K- 5.5% |
$972K - $1.05M
|
153K
$19.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-9.09K- 14.57% |
$995K - $1.08M
|
53.3K
$6.91M
|
|
|
Jul 30, 2024
Q2 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-9.38K- 6.25% |
$1.03M - $1.11M
|
141K
$18.3M
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-9.72K- 5.59% |
$1.06M - $1.15M
|
164K
$21.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-9.79K- 32.78% |
$1.07M - $1.16M
|
20.1K
$2.6M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-10K- 3.9% |
$1.1M - $1.19M
|
247K
$32M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-11K- 3.69% |
$1.2M - $1.3M
|
287K
$37.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-12.1K- 3.23% |
$1.32M - $1.43M
|
361K
$46.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-12.2K- 7.24% |
$1.34M - $1.45M
|
156K
$20.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-12.9K- 84.68% |
$1.41M - $1.53M
|
2.34K
$303K
|
|
|
Jul 19, 2024
Q2 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-13K- 62.54% |
$1.42M - $1.53M
|
7.76K
$1.01M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-14.2K- 5.49% |
$1.56M - $1.68M
|
245K
$31.8M
|
|
|
Jul 24, 2024
Q2 2024
|
Bank Of Stockton
|
SELL
|
- |
-17.9K- 48.97% |
$1.96M - $2.12M
|
18.6K
$2.42M
|
|
|
Jul 02, 2024
Q2 2024
|
First Hawaiian Bank
|
SELL
|
- |
-18.3K- 31.07% |
$2M - $2.16M
|
40.5K
$5.25M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-21.6K- 40.2% |
$2.36M - $2.55M
|
32.1K
$4.16M
|