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 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
10K+ 2.26% |
$1.22M - $1.36M
|
455K
$58M
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9.34KNew |
$1.14M - $1.27M
|
9.34K
$1.19M
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
9.15K+ 106.18% |
$1.11M - $1.24M
|
17.8K
$2.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.75K+ 104.22% |
$1.07M - $1.19M
|
17.1K
$2.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
8.32K+ 3.55% |
$1.01M - $1.13M
|
243K
$30.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
7.76KNew |
$946K - $1.05M
|
7.76K
$989K
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
7.63K+ 103.95% |
$930K - $1.03M
|
15K
$1.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
7.26KNew |
$885K - $984K
|
7.26K
$925K
|
|
|
Feb 13, 2025
Q4 2024
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
7.13KNew |
$869K - $966K
|
7.13K
$908K
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
6.89KNew |
$840K - $934K
|
6.89K
$879K
|
|
|
Feb 07, 2025
Q4 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
6.74K+ 19.28% |
$822K - $913K
|
41.7K
$5.31M
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
5.88KNew |
$717K - $797K
|
5.88K
$750K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
5.87KNew |
$716K - $796K
|
5.87K
$748K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
5.86K+ 87.85% |
$715K - $795K
|
12.5K
$1.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
5.8KNew |
$707K - $786K
|
5.8K
$739K
|
|
|
Feb 03, 2025
Q4 2024
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
5.55KNew |
$676K - $752K
|
5.55K
$707K
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
5.49K+ 21.79% |
$670K - $745K
|
30.7K
$3.91M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
5.27K+ 4.64% |
$642K - $714K
|
119K
$15.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
5.07K+ 44.01% |
$618K - $687K
|
16.6K
$2.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
5.07K+ 12.42% |
$618K - $687K
|
45.9K
$5.85M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.04K+ 3.83% |
$614K - $682K
|
137K
$17.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.92KNew |
$600K - $667K
|
4.92K
$628K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
4.92KNew |
$599K - $666K
|
4.92K
$626K
|
|
|
Feb 10, 2025
Q4 2024
|
Integras Partners LLC
Alpharetta, GA |
BUY
|
- |
4.89KNew |
$596K - $663K
|
4.89K
$623K
|
|
|
Feb 14, 2025
Q4 2024
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
4.86KNew |
$592K - $658K
|
4.86K
$619K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
4.81K+ 1.36% |
$586K - $652K
|
358K
$45.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
4.69K+ 50.73% |
$572K - $635K
|
13.9K
$1.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.61K+ 0.89% |
$562K - $625K
|
525K
$66.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
4.46KNew |
$544K - $605K
|
4.46K
$569K
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
4.33KNew |
$527K - $586K
|
4.33K
$551K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.21K+ 2.59% |
$513K - $571K
|
167K
$21.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
4.21KNew |
$513K - $570K
|
4.21K
$536K
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
4.13K+ 108.32% |
$503K - $559K
|
7.93K
$1.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
4KNew |
$488K - $542K
|
4K
$510K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.96K+ 7.69% |
$482K - $536K
|
55.4K
$7.07M
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
3.85KNew |
$469K - $522K
|
3.85K
$491K
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
3.82K+ 40.95% |
$466K - $518K
|
13.2K
$1.68M
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
3.79K+ 29.78% |
$462K - $513K
|
16.5K
$2.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
3.78KNew |
$461K - $513K
|
3.78K
$482K
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
3.68KNew |
$448K - $498K
|
3.68K
$469K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.62K+ 4.3% |
$441K - $491K
|
87.7K
$11.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
3.57K+ 206.96% |
$435K - $484K
|
5.29K
$674K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
3.5K+ 1.5% |
$426K - $474K
|
237K
$30.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
3.49KNew |
$425K - $473K
|
3.49K
$444K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
3.47K+ 611.11% |
$422K - $470K
|
4.03K
$514K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.38KNew |
$412K - $458K
|
3.38K
$431K
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
BUY
|
- |
3.3K+ 13.31% |
$402K - $447K
|
28.1K
$3.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Strive Asset Management, LLC
Dublin, OH |
BUY
|
- |
3.27KNew |
$399K - $443K
|
3.27K
$417K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.21K+ 4.34% |
$391K - $435K
|
77.1K
$9.83M
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
3.2KNew |
$390K - $433K
|
3.2K
$407K
|