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 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
80+ 0.84% |
$9.75K - $10.8K
|
9.57K
$1.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
73New |
$8.9K - $9.89K
|
73
$9.16K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
68+ 4.14% |
$8.29K - $9.22K
|
1.71K
$215K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
65+ 2.18% |
$7.92K - $8.81K
|
3.04K
$382K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
65+ 0.38% |
$7.92K - $8.81K
|
17.1K
$2.15M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
64+ 0.97% |
$7.8K - $8.67K
|
6.69K
$839K
|
|
|
Feb 12, 2025
Q4 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
63+ 0.32% |
$7.68K - $8.54K
|
19.8K
$2.49M
|
|
|
Jan 31, 2025
Q4 2024
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
62+ 2.55% |
$7.56K - $8.4K
|
2.5K
$313K
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
60New |
$7.31K - $8.13K
|
60
$7.53K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
59+ 0.4% |
$7.19K - $8K
|
15K
$1.88M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
59+ 8.9% |
$7.19K - $8K
|
722
$90.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
57+ 2.58% |
$6.95K - $7.72K
|
2.27K
$285K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
48New |
$5.85K - $6.5K
|
48
$6.02K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
46+ 7.38% |
$5.61K - $6.23K
|
669
$84K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
44New |
$5.36K - $5.96K
|
44
$5.52K
|
|
|
Jan 22, 2025
Q4 2024
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
43+ 2.49% |
$5.24K - $5.83K
|
1.77K
$222K
|
|
|
Feb 11, 2025
Q4 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
42+ 0.51% |
$5.12K - $5.69K
|
8.2K
$1.03M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
42+ 1.59% |
$5.12K - $5.69K
|
2.69K
$337K
|
|
|
Feb 06, 2025
Q4 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
42+ 0.17% |
$5.12K - $5.69K
|
24.1K
$3.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
41+ 3.33% |
$5K - $5.56K
|
1.27K
$160K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
37+ 0.63% |
$4.51K - $5.01K
|
5.87K
$736K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
34New |
$4.14K - $4.61K
|
34
$4.27K
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
32+ 0.05% |
$3.9K - $4.34K
|
60.6K
$7.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
28+ 0.38% |
$3.41K - $3.79K
|
7.49K
$940K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
28+ 0.29% |
$3.41K - $3.79K
|
9.77K
$1.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
28+ 0.51% |
$3.41K - $3.79K
|
5.5K
$691K
|
|
|
Feb 04, 2025
Q4 2024
|
Sierra Capital LLC
|
BUY
|
- |
24+ 0.07% |
$2.93K - $3.25K
|
35.5K
$4.46M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
22+ 0.16% |
$2.68K - $2.98K
|
13.5K
$1.69M
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
20+ 0.32% |
$2.44K - $2.71K
|
6.31K
$792K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
20+ 0.13% |
$2.44K - $2.71K
|
15.1K
$1.89M
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
19+ 0.55% |
$2.32K - $2.57K
|
3.5K
$440K
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
19+ 0.52% |
$2.32K - $2.57K
|
3.67K
$461K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
19+ 0.41% |
$2.32K - $2.57K
|
4.68K
$587K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
17+ 0.74% |
$2.07K - $2.3K
|
2.32K
$291K
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
13+ 0.18% |
$1.58K - $1.76K
|
7.14K
$896K
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
13+ 0.51% |
$1.58K - $1.76K
|
2.57K
$323K
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
11+ 0.5% |
$1.34K - $1.49K
|
2.23K
$280K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
10+ 0.22% |
$1.22K - $1.36K
|
4.55K
$571K
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
10+ 0.38% |
$1.22K - $1.36K
|
2.67K
$334K
|
|
|
Jan 15, 2025
Q4 2024
|
Holland Advisory Services, Inc.
|
BUY
|
- |
9+ 0.5% |
$1.1K - $1.22K
|
1.79K
$225K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
9+ 0.2% |
$1.1K - $1.22K
|
4.42K
$555K
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
9+ 0.49% |
$1.1K - $1.22K
|
1.85K
$232K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
7+ 0.39% |
$853 - $949
|
1.81K
$227K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
7+ 0.5% |
$853 - $949
|
1.41K
$177K
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
7+ 0.21% |
$853 - $949
|
3.41K
$428K
|
|
|
Jan 27, 2025
Q4 2024
|
Moneywise, Inc.
|
BUY
|
- |
6+ 0.37% |
$731 - $813
|
1.64K
$206K
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
6+ 0.02% |
$731 - $813
|
34.7K
$4.35M
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
5+ 0.19% |
$609 - $678
|
2.66K
$333K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
5+ 0.49% |
$609 - $678
|
1.04K
$130K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Square, LLC
|
BUY
|
- |
5+ 0.17% |
$609 - $678
|
2.97K
$373K
|