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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
9+ 0.49% |
$1.1K - $1.22K
|
1.85K
$239K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
9+ 0.2% |
$1.1K - $1.22K
|
4.42K
$574K
|
|
|
Jan 15, 2025
Q4 2024
|
Holland Advisory Services, Inc.
|
BUY
|
- |
9+ 0.5% |
$1.1K - $1.22K
|
1.79K
$233K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
7+ 0.5% |
$853 - $949
|
1.41K
$183K
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
6+ 0.02% |
$731 - $813
|
34.7K
$4.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Moneywise, Inc.
|
BUY
|
- |
6+ 0.37% |
$731 - $813
|
1.64K
$213K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
5+ 0.49% |
$609 - $678
|
1.04K
$134K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
5+ 0.19% |
$609 - $678
|
2.66K
$344K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
2+ 0.07% |
$244 - $271
|
2.69K
$349K
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
2+ 0.4% |
$244 - $271
|
500
$64.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
1+ 0.08% |
$122 - $136
|
1.2K
$155K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.85% |
$122 - $136
|
118
$15.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1+ 0.02% |
$122 - $136
|
4.22K
$547K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.5% |
$122 - $136
|
202
$26.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.13% |
$122 - $136
|
744
$96.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
1+ 0.05% |
$122 - $136
|
1.87K
$243K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1+ 0.05% |
$122 - $136
|
2.07K
$268K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.02% |
$122 - $136
|
5.48K
$711K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-1- 0.02% |
$122 - $136
|
4.66K
$605K
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-3- 2.44% |
$366 - $407
|
120
$15.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-4- 0.2% |
$488 - $542
|
2.04K
$264K
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-5- 0.1% |
$609 - $678
|
5.16K
$669K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-10- 0.08% |
$1.22K - $1.36K
|
12.5K
$1.63M
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
SELL
|
- |
-20- 0.43% |
$2.44K - $2.71K
|
4.6K
$596K
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-31- 1.06% |
$3.78K - $4.2K
|
2.89K
$375K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-32- 1.21% |
$3.9K - $4.34K
|
2.6K
$338K
|
|
|
Jan 14, 2025
Q4 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-34- 0.18% |
$4.14K - $4.61K
|
18.9K
$2.46M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-35- 0.84% |
$4.27K - $4.74K
|
4.12K
$535K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-40- 0.63% |
$4.88K - $5.42K
|
6.34K
$822K
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-41- 1.71% |
$5K - $5.56K
|
2.36K
$306K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-46- 1.04% |
$5.61K - $6.23K
|
4.39K
$569K
|
|
|
Jan 23, 2025
Q4 2024
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-49- 0.29% |
$5.97K - $6.64K
|
16.7K
$2.16M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-50- 0.52% |
$6.09K - $6.78K
|
9.49K
$1.23M
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-59- 2.12% |
$7.19K - $8K
|
2.73K
$354K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-63- 1.66% |
$7.68K - $8.54K
|
3.74K
$485K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-67- 11.61% |
$8.17K - $9.08K
|
510
$66.1K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-68- 4.01% |
$8.29K - $9.22K
|
1.63K
$211K
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-70- 3.25% |
$8.53K - $9.49K
|
2.09K
$270K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-74- 0.47% |
$9.02K - $10K
|
15.7K
$2.04M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-76- 1.59% |
$9.26K - $10.3K
|
4.71K
$611K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-79Closed |
$9.63K - $10.7K
|
0
$0
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-90- 0.34% |
$11K - $12.2K
|
26.6K
$3.45M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-92- 4.29% |
$11.2K - $12.5K
|
2.05K
$266K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-98- 0.12% |
$11.9K - $13.3K
|
83.2K
$10.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-107- 4.51% |
$13K - $14.5K
|
2.26K
$294K
|
|
|
Jan 28, 2025
Q4 2024
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-112- 3.27% |
$13.7K - $15.2K
|
3.31K
$429K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-118- 3.2% |
$14.4K - $16K
|
3.57K
$463K
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
SELL
|
- |
-119- 3.3% |
$14.5K - $16.1K
|
3.49K
$452K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-121- 5.36% |
$14.7K - $16.4K
|
2.14K
$277K
|
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-130- 2.08% |
$15.8K - $17.6K
|
6.12K
$794K
|