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 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-14.2K- 5.49% |
$1.56M - $1.68M
|
245K
$29.6M
|
|
|
Jul 24, 2024
Q2 2024
|
Bank Of Stockton
|
SELL
|
- |
-17.9K- 48.97% |
$1.96M - $2.12M
|
18.6K
$2.26M
|
|
|
Jul 02, 2024
Q2 2024
|
First Hawaiian Bank
|
SELL
|
- |
-18.3K- 31.07% |
$2M - $2.16M
|
40.5K
$4.9M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-21.6K- 40.2% |
$2.36M - $2.55M
|
32.1K
$3.88M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-30.2K- 1.56% |
$3.3M - $3.57M
|
1.91M
$231M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-34.6K- 5.0% |
$3.79M - $4.1M
|
658K
$79.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-41K- 73.84% |
$4.48M - $4.85M
|
14.5K
$1.76M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-41K- 1.01% |
$4.49M - $4.86M
|
4.01M
$485M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-41K- 1.01% |
$4.49M - $4.86M
|
4.01M
$485M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-43.6K- 20.75% |
$4.77M - $5.16M
|
166K
$20.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-47.9K- 26.73% |
$5.24M - $5.67M
|
131K
$15.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-48.6K- 12.82% |
$5.32M - $5.76M
|
331K
$40M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-55.7K- 2.25% |
$6.09M - $6.59M
|
2.42M
$293M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-60.6K- 15.49% |
$6.63M - $7.17M
|
331K
$40M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-64.6K- 64.64% |
$7.06M - $7.64M
|
35.3K
$4.27M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-122K- 3.2% |
$13.3M - $14.4M
|
3.67M
$444M
|