Purchases and Sales Made in Q4 2024 in Ishares S&P Midcap 400 Value E (IJJ)

IJJ Quotes by TradingView

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
Hancock Whitney Corp

BUY
 -
117
+ 2.34%
$14.3K - $15.9K
5.13K $653K
Jan 30, 2025 Q4 2024
Kanawha Capital Management LLC

BUY
 -
116
+ 2.14%
$14.1K - $15.7K
5.54K $706K
Feb 13, 2025 Q4 2024
Msh Capital Advisors LLC

Scottsdale, AZ
BUY
 -
115
+ 2.49%
$14K - $15.6K
4.73K $602K
Feb 10, 2025 Q4 2024
Stokes Family Office, LLC

BUY
 -
115
+ 0.58%
$14K - $15.6K
20K $2.55M
Feb 06, 2025 Q4 2024
Dana Investment Advisors, Inc.

Brookfield, WI
BUY
 -
110
+ 3.07%
$13.4K - $14.9K
3.69K $470K
Feb 05, 2025 Q4 2024
Noble Wealth Management Pbc

Greenwood Village, CO
BUY
 -
108
New
$13.2K - $14.6K
108 $13.8K
Feb 05, 2025 Q4 2024
Cobblestone Capital Advisors LLC

Rochester, NY
BUY
 -
105
+ 2.36%
$12.8K - $14.2K
4.55K $580K
Feb 12, 2025 Q4 2024
Hazlett, Burt & Watson, Inc.

BUY
 -
100
+ 1.3%
$12.2K - $13.6K
7.78K $991K
Jan 13, 2025 Q4 2024
Fiduciary Financial Group, LLC

San Rafael, CA
BUY
 -
98
+ 2.94%
$11.9K - $13.3K
3.43K $437K
Feb 10, 2025 Q4 2024
Beaird Harris Wealth Management, LLC

Dallas, TX
BUY
 -
94
New
$11.5K - $12.7K
94 $12K
Feb 10, 2025 Q4 2024
Family Firm, Inc.

BUY
 -
88
+ 0.44%
$10.7K - $11.9K
20K $2.54M
Jan 23, 2025 Q4 2024
Busey Wealth Management

BUY
 -
87
+ 3.41%
$10.6K - $11.8K
2.64K $336K
Feb 13, 2025 Q4 2024
First Trust Advisors LP

Wheaton, IL
BUY
 -
85
+ 0.71%
$10.4K - $11.5K
12K $1.53M
Feb 12, 2025 Q4 2024
Alliancebernstein L.P.

New York, NY
BUY
 -
80
+ 0.84%
$9.75K - $10.8K
9.57K $1.22M
Jan 31, 2025 Q4 2024
Fedenia Advisers LLC

Madison, WI
BUY
 -
73
New
$8.9K - $9.89K
73 $9.3K
Jan 24, 2025 Q4 2024
Calamos Wealth Management LLC

BUY
 -
68
+ 4.14%
$8.29K - $9.22K
1.71K $218K
Feb 05, 2025 Q4 2024
Parkside Financial Bank & Trust

BUY
 -
65
+ 2.18%
$7.92K - $8.81K
3.04K $388K
Jan 14, 2025 Q4 2024
Pinnacle Bancorp, Inc.

BUY
 -
65
+ 0.38%
$7.92K - $8.81K
17.1K $2.18M
Feb 05, 2025 Q4 2024
Flputnam Investment Management CO

Portland, ME
BUY
 -
64
+ 0.97%
$7.8K - $8.67K
6.69K $853K
Feb 12, 2025 Q4 2024
Guidance Point Advisors, LLC

BUY
 -
63
+ 0.32%
$7.68K - $8.54K
19.8K $2.53M
Jan 31, 2025 Q4 2024
Destiny Capital Corp/Co

Golden, CO
BUY
 -
62
+ 2.55%
$7.56K - $8.4K
2.5K $318K
Feb 07, 2025 Q4 2024
Briaud Financial Planning, Inc

College Station, TX
BUY
 -
60
New
$7.31K - $8.13K
60 $7.65K
Feb 05, 2025 Q4 2024
Smartleaf Asset Management LLC

Boston, MA
BUY
 -
59
+ 8.9%
$7.19K - $8K
722 $92K
Jan 27, 2025 Q4 2024
Financial Advocates Investment Management

Olympia, WA
BUY
 -
59
+ 0.4%
$7.19K - $8K
15K $1.91M
Jan 28, 2025 Q4 2024
Moloney Securities Asset Management, LLC

BUY
 -
57
+ 2.58%
$6.95K - $7.72K
2.27K $289K
Jan 16, 2025 Q4 2024
Signature Resources Capital Management, LLC

Newport Beach, CA
BUY
 -
48
New
$5.85K - $6.5K
48 $6.12K
Jan 23, 2025 Q4 2024
Capital Investment Advisory Services, LLC

BUY
 -
46
+ 7.38%
$5.61K - $6.23K
669 $85.3K
Feb 24, 2025 Q4 2024
Ameriflex Group, Inc.

Las Vegas, NV
BUY
 -
46
New
$5.61K - $6.23K
46 $5.86K
Feb 13, 2025 Q4 2024
Transce3nd, LLC

Kyle, TX
BUY
 -
44
New
$5.36K - $5.96K
44 $5.61K
Jan 22, 2025 Q4 2024
Buttonwood Financial Advisors Inc.

BUY
 -
43
+ 2.49%
$5.24K - $5.83K
1.77K $226K
Feb 06, 2025 Q4 2024
Ddfg, Inc

Thousand Oaks, CA
BUY
 -
42
+ 0.17%
$5.12K - $5.69K
24.1K $3.08M
Feb 11, 2025 Q4 2024
Tag Stone Capital, Inc.

BUY
 -
42
+ 0.51%
$5.12K - $5.69K
8.2K $1.05M
Jan 30, 2025 Q4 2024
Principal Securities, Inc.

Des Moines, IA
BUY
 -
42
+ 1.59%
$5.12K - $5.69K
2.69K $342K
Feb 13, 2025 Q4 2024
Russell Investments Group, Ltd.

BUY
 -
41
+ 3.33%
$5K - $5.56K
1.27K $162K
Jan 16, 2025 Q4 2024
Harbor Investment Advisory, LLC

BUY
 -
37
+ 0.63%
$4.51K - $5.01K
5.87K $747K
Jan 14, 2025 Q4 2024
Trust CO

BUY
 -
34
New
$4.14K - $4.61K
34 $4.33K
Feb 10, 2025 Q4 2024
Associated Banc Corp

Green Bay, WI
BUY
 -
32
+ 0.05%
$3.9K - $4.34K
60.6K $7.73M
Feb 14, 2025 Q4 2024
Financial Advisory Service, Inc.

BUY
 -
28
+ 0.29%
$3.41K - $3.79K
9.77K $1.25M
Feb 12, 2025 Q4 2024
Valley Forge Investment Consultants Inc Adv

BUY
 -
28
+ 0.51%
$3.41K - $3.79K
5.5K $701K
Feb 13, 2025 Q4 2024
Synovus Financial Corp

Columbus, GA
BUY
 -
28
+ 0.38%
$3.41K - $3.79K
7.49K $955K
Feb 04, 2025 Q4 2024
Sierra Capital LLC

BUY
 -
24
+ 0.07%
$2.93K - $3.25K
35.5K $4.53M
Jan 23, 2025 Q4 2024
Chicago Partners Investment Group LLC

BUY
 -
22
+ 0.16%
$2.68K - $2.98K
13.5K $1.72M
Feb 10, 2025 Q4 2024
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
20
+ 0.13%
$2.44K - $2.71K
15.1K $1.92M
Feb 11, 2025 Q4 2024
Vanguard Group Inc

Valley Forge, PA
BUY
 -
20
+ 0.32%
$2.44K - $2.71K
6.31K $804K
Jan 15, 2025 Q4 2024
Relyea Zuckerberg Hanson LLC

BUY
 -
19
+ 0.55%
$2.32K - $2.57K
3.5K $446K
Feb 07, 2025 Q4 2024
Liberty Wealth Management LLC

Oakland, CA
BUY
 -
19
+ 0.52%
$2.32K - $2.57K
3.67K $468K
Feb 14, 2025 Q4 2024
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
19
+ 0.41%
$2.32K - $2.57K
4.68K $596K
Feb 13, 2025 Q4 2024
Ae Wealth Management LLC

BUY
 -
17
+ 0.74%
$2.07K - $2.3K
2.32K $295K
Jan 16, 2025 Q4 2024
Willner & Heller, LLC

BUY
 -
13
+ 0.51%
$1.58K - $1.76K
2.57K $328K

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