Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.28K+ 0.16% |
$686K - $743K
|
4.05M
$526M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
6.14K+ 0.47% |
$671K - $726K
|
1.3M
$169M
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
6.07K+ 131.56% |
$664K - $718K
|
10.7K
$1.39M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
5.93K+ 0.89% |
$647K - $701K
|
671K
$87.2M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.86K+ 2.86% |
$640K - $693K
|
211K
$27.4M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
5.73K+ 1.64% |
$626K - $678K
|
356K
$46.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Mcdaniel Terry & CO
|
BUY
|
- |
5.65KNew |
$617K - $668K
|
5.65K
$733K
|
|
|
Apr 25, 2024
Q1 2024
|
Ti Trust, Inc
|
BUY
|
- |
4.93KNew |
$539K - $583K
|
4.93K
$640K
|
|
|
Aug 02, 2024
Q1 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
4.89KNew |
$534K - $579K
|
4.89K
$635K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.82K+ 4.81% |
$527K - $570K
|
105K
$13.6M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
4.68K+ 5.71% |
$511K - $553K
|
86.6K
$11.3M
|
|
|
May 15, 2024
Q1 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
4.42K+ 4.09% |
$483K - $523K
|
113K
$14.6M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.39K+ 1.21% |
$480K - $519K
|
368K
$47.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
4.21KNew |
$460K - $498K
|
4.21K
$547K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4K+ 222.28% |
$437K - $473K
|
5.8K
$753K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.97KNew |
$433K - $469K
|
3.97K
$515K
|
|
|
May 02, 2024
Q1 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
3.91KNew |
$427K - $463K
|
3.91K
$508K
|
|
|
May 14, 2024
Q1 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
3.74K+ 65.86% |
$409K - $443K
|
9.42K
$1.22M
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
BUY
|
- |
3.5K+ 166.18% |
$382K - $414K
|
5.6K
$728K
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.46KNew |
$378K - $409K
|
3.46K
$449K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
3.06KNew |
$335K - $362K
|
3.06K
$398K
|
|
|
May 06, 2024
Q1 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
3K+ 75.0% |
$328K - $355K
|
7K
$909K
|
|
|
May 07, 2024
Q1 2024
|
Capital Square, LLC
|
BUY
|
- |
2.96KNew |
$324K - $351K
|
2.96K
$385K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.96K+ 52.78% |
$323K - $350K
|
8.56K
$1.11M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.89KNew |
$315K - $341K
|
2.89K
$375K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.76K+ 115.02% |
$301K - $326K
|
5.15K
$669K
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.66KNew |
$291K - $315K
|
2.66K
$346K
|
|
|
May 15, 2024
Q1 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
2.63K+ 20.36% |
$287K - $311K
|
15.5K
$2.02M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.52K+ 2.57% |
$275K - $298K
|
101K
$13.1M
|
|
|
Apr 11, 2024
Q1 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
2.5K+ 15.7% |
$273K - $296K
|
18.4K
$2.39M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
2.42K+ 16.67% |
$264K - $286K
|
16.9K
$2.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
2.39K+ 3.58% |
$261K - $282K
|
69.2K
$8.98M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
2.33KNew |
$255K - $276K
|
2.33K
$303K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.33KNew |
$254K - $275K
|
2.33K
$302K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
2.27K+ 10.83% |
$248K - $269K
|
23.2K
$3.02M
|
|
|
May 09, 2024
Q1 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
2.26K+ 4.03% |
$247K - $267K
|
58.3K
$7.57M
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
BUY
|
- |
2.25K+ 1.05% |
$246K - $267K
|
216K
$28.1M
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
2.22KNew |
$242K - $262K
|
2.22K
$288K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.19K+ 1.32% |
$240K - $259K
|
169K
$21.9M
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
2.12KNew |
$231K - $250K
|
2.12K
$275K
|
|
|
May 06, 2024
Q1 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
2.07K+ 2.85% |
$226K - $244K
|
74.5K
$9.67M
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.06K+ 12.0% |
$225K - $244K
|
19.3K
$2.5M
|
|
|
May 10, 2024
Q1 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
2.05KNew |
$224K - $243K
|
2.05K
$267K
|
|
|
May 15, 2024
Q1 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
2.03KNew |
$221K - $240K
|
2.03K
$263K
|
|
|
May 10, 2024
Q1 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
2K+ 100.0% |
$219K - $237K
|
4K
$519K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.99K+ 45.76% |
$217K - $235K
|
6.33K
$822K
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.97KNew |
$215K - $233K
|
1.97K
$256K
|
|
|
May 14, 2024
Q1 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
1.94KNew |
$212K - $229K
|
1.94K
$252K
|
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.94KNew |
$211K - $229K
|
1.94K
$251K
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.93K+ 21.22% |
$211K - $228K
|
11K
$1.43M
|