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 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-118- 3.2% |
$14.4K - $16K
|
3.57K
$456K
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
SELL
|
- |
-119- 3.3% |
$14.5K - $16.1K
|
3.49K
$444K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-121- 5.36% |
$14.7K - $16.4K
|
2.14K
$272K
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-126- 1.93% |
$15.4K - $17.1K
|
6.39K
$815K
|
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-130- 2.08% |
$15.8K - $17.6K
|
6.12K
$780K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-130- 0.39% |
$15.8K - $17.6K
|
32.8K
$4.18M
|
|
|
Jan 15, 2025
Q4 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-135- 1.91% |
$16.5K - $18.3K
|
6.92K
$882K
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-136- 0.74% |
$16.6K - $18.4K
|
18.2K
$2.32M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-144- 5.67% |
$17.6K - $19.5K
|
2.4K
$305K
|
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-144- 1.32% |
$17.6K - $19.5K
|
10.8K
$1.38M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-148- 0.42% |
$18K - $20.1K
|
35.2K
$4.48M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-150- 3.25% |
$18.3K - $20.3K
|
4.47K
$570K
|
|
|
Feb 04, 2025
Q4 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-151- 0.45% |
$18.4K - $20.5K
|
33.6K
$4.29M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-153- 7.67% |
$18.6K - $20.7K
|
1.84K
$235K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-158- 1.61% |
$19.3K - $21.4K
|
9.67K
$1.23M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-164- 0.95% |
$20K - $22.2K
|
17.1K
$2.18M
|
|
|
Feb 04, 2025
Q4 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-168- 2.78% |
$20.5K - $22.8K
|
5.87K
$748K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-174- 0.79% |
$21.2K - $23.6K
|
21.9K
$2.79M
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-175- 29.22% |
$21.3K - $23.7K
|
424
$54K
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
SELL
|
- |
-182- 2.02% |
$22.2K - $24.7K
|
8.82K
$1.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-189- 1.01% |
$23K - $25.6K
|
18.5K
$2.36M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-190- 2.49% |
$23.2K - $25.7K
|
7.43K
$947K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-194- 0.24% |
$23.6K - $26.3K
|
80.7K
$10.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-198- 0.2% |
$24.1K - $26.8K
|
97.2K
$12.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-200- 12.09% |
$24.4K - $27.1K
|
1.45K
$185K
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-202- 4.08% |
$24.6K - $27.4K
|
4.75K
$605K
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
SELL
|
- |
-205- 3.91% |
$25K - $27.8K
|
5.04K
$643K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-205- 5.07% |
$25K - $27.8K
|
3.84K
$489K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-206- 0.55% |
$25.1K - $27.9K
|
37.3K
$4.76M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-206- 3.53% |
$25.1K - $27.9K
|
5.63K
$717K
|
|
|
Feb 13, 2025
Q4 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-209- 10.75% |
$25.5K - $28.3K
|
1.74K
$221K
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-210- 10.05% |
$25.6K - $28.5K
|
1.88K
$240K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-216- 0.38% |
$26.3K - $29.3K
|
57.1K
$7.28M
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-217- 0.18% |
$26.5K - $29.4K
|
123K
$15.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-226- 5.68% |
$27.5K - $30.6K
|
3.75K
$478K
|
|
|
Feb 03, 2025
Q4 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-240- 11.2% |
$29.3K - $32.5K
|
1.9K
$242K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-248- 4.31% |
$30.2K - $33.6K
|
5.5K
$701K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-254- 6.33% |
$31K - $34.4K
|
3.76K
$479K
|
|
|
Feb 06, 2025
Q4 2024
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-254- 5.36% |
$31K - $34.4K
|
4.48K
$571K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-260- 7.38% |
$31.7K - $35.2K
|
3.26K
$416K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-273- 3.66% |
$33.3K - $37K
|
7.2K
$917K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-278- 14.27% |
$33.9K - $37.7K
|
1.67K
$213K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-279- 4.86% |
$34K - $37.8K
|
5.46K
$696K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-281- 19.86% |
$34.3K - $38.1K
|
1.13K
$145K
|
|
|
Feb 14, 2025
Q4 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-285- 1.98% |
$34.7K - $38.6K
|
14.1K
$1.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-290- 53.11% |
$35.3K - $39.3K
|
256
$32.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-295- 41.9% |
$36K - $40K
|
409
$52.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-304- 33.44% |
$37.1K - $41.2K
|
605
$77.1K
|
|
|
Feb 13, 2025
Q4 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-307- 5.61% |
$37.4K - $41.6K
|
5.17K
$659K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-312- 3.46% |
$38K - $42.3K
|
8.7K
$1.11M
|