Purchases and Sales Made in Q2 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 Q2 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 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-744- 4.61% |
$81.4K - $88.1K
|
15.4K
$2M
|
|
|
Jul 29, 2024
Q2 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-756- 0.61% |
$82.7K - $89.5K
|
124K
$16.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Davidson Trust CO
|
SELL
|
- |
-793- 14.99% |
$86.8K - $93.9K
|
4.5K
$584K
|
|
|
Aug 12, 2024
Q2 2024
|
Acas, LLC
|
SELL
|
- |
-800- 6.8% |
$87.6K - $94.7K
|
11K
$1.42M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-803- 11.03% |
$87.9K - $95.1K
|
6.48K
$841K
|
|
|
Jul 25, 2024
Q2 2024
|
First Merchants Corp
|
SELL
|
- |
-831- 0.66% |
$90.9K - $98.4K
|
126K
$16.3M
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-841- 1.03% |
$92K - $99.6K
|
80.7K
$10.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-850- 0.74% |
$93K - $101K
|
114K
$14.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-863- 21.01% |
$94.4K - $102K
|
3.25K
$421K
|
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-900- 16.3% |
$98.5K - $107K
|
4.62K
$600K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-902- 0.72% |
$98.7K - $107K
|
125K
$16.2M
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-930- 1.59% |
$102K - $110K
|
57.4K
$7.46M
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
SELL
|
- |
-938- 0.52% |
$103K - $111K
|
181K
$23.5M
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-960- 74.3% |
$105K - $114K
|
332
$43.1K
|
|
|
Jul 25, 2024
Q2 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-1.03K- 3.75% |
$113K - $122K
|
26.5K
$3.45M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.05K- 2.24% |
$114K - $124K
|
45.7K
$5.94M
|
|
|
Jul 15, 2024
Q2 2024
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-1.07K- 6.29% |
$117K - $127K
|
15.9K
$2.07M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.08K- 14.99% |
$118K - $128K
|
6.11K
$793K
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.08K- 9.84% |
$119K - $128K
|
9.94K
$1.29M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.09K- 2.64% |
$119K - $128K
|
40K
$5.19M
|
|
|
Aug 08, 2024
Q2 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-1.12K- 2.86% |
$122K - $132K
|
37.8K
$4.91M
|
|
|
Aug 13, 2024
Q2 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-1.15K- 3.53% |
$126K - $136K
|
31.4K
$4.08M
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-1.15K- 32.49% |
$126K - $136K
|
2.39K
$310K
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.15K- 7.02% |
$126K - $137K
|
15.3K
$1.99M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.18K- 5.42% |
$129K - $139K
|
20.5K
$2.67M
|
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.21K- 2.06% |
$132K - $143K
|
57.4K
$7.45M
|
|
|
Jul 29, 2024
Q2 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-1.22K- 2.94% |
$134K - $145K
|
40.4K
$5.24M
|
|
|
Aug 06, 2024
Q2 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-1.24K- 16.68% |
$135K - $146K
|
6.17K
$801K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.25K- 7.63% |
$137K - $148K
|
15.1K
$1.96M
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-1.25K- 14.4% |
$137K - $148K
|
7.44K
$967K
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.27K- 1.24% |
$139K - $150K
|
101K
$13.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-1.29K- 63.34% |
$142K - $153K
|
749
$97.3K
|
|
|
Jul 19, 2024
Q2 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-1.37K- 12.32% |
$150K - $163K
|
9.78K
$1.27M
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.51K- 17.82% |
$165K - $179K
|
6.97K
$905K
|
|
|
Jul 25, 2024
Q2 2024
|
Sierra Capital LLC
|
SELL
|
- |
-1.57K- 4.24% |
$172K - $186K
|
35.5K
$4.61M
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.62K- 29.82% |
$177K - $191K
|
3.81K
$494K
|
|
|
Aug 07, 2024
Q2 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-1.62K- 2.43% |
$178K - $192K
|
65.3K
$8.48M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.74K- 0.65% |
$190K - $206K
|
267K
$34.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.75K- 0.53% |
$192K - $207K
|
328K
$42.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.81K- 5.62% |
$198K - $214K
|
30.3K
$3.94M
|
|
|
Jul 10, 2024
Q2 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-1.82K- 19.19% |
$199K - $215K
|
7.65K
$994K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-1.91K- 3.77% |
$209K - $226K
|
48.7K
$6.32M
|
|
|
Aug 12, 2024
Q2 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-1.92K- 13.81% |
$210K - $228K
|
12K
$1.56M
|
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-2.15K- 4.59% |
$236K - $255K
|
44.8K
$5.82M
|
|
|
Jul 16, 2024
Q2 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-2.19K- 5.0% |
$240K - $260K
|
41.6K
$5.4M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.26K- 1.69% |
$247K - $267K
|
132K
$17.1M
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.34K- 39.58% |
$256K - $277K
|
3.57K
$464K
|
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-2.37K- 5.75% |
$259K - $280K
|
38.8K
$5.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.44K- 0.26% |
$267K - $289K
|
926K
$120M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.5K- 13.61% |
$273K - $296K
|
15.9K
$2.06M
|