Purchases and Sales Made in Q3 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 Q3 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
Oct 24, 2024 Q3 2024
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
300
+ 5.26%
$33.6K - $37.3K
6.01K $780K
Nov 05, 2024 Q3 2024
R Pg Family Wealth Advisory, LLC

Burlington, MA
BUY
 -
300
New
$33.6K - $37.3K
300 $39K
Oct 04, 2024 Q3 2024
Harbor Investment Advisory, LLC

BUY
 -
299
+ 5.41%
$33.5K - $37.2K
5.83K $757K
Oct 25, 2024 Q3 2024
Financial Advocates Investment Management

Olympia, WA
BUY
 -
280
+ 1.91%
$31.3K - $34.8K
14.9K $1.94M
Oct 15, 2024 Q3 2024
Hb Wealth Management, LLC

BUY
 -
278
+ 1.41%
$31.1K - $34.5K
20K $2.59M
Nov 07, 2024 Q3 2024
Ritter Daniher Financial Advisory LLC

Cincinnati, OH
BUY
 -
250
+ 1.9%
$28K - $31.1K
13.4K $1.74M
Oct 15, 2024 Q3 2024
Thompson Investment Management, Inc.

BUY
 -
239
+ 2.53%
$26.7K - $29.7K
9.67K $1.26M
Oct 15, 2024 Q3 2024
Griffin Asset Management, Inc.

BUY
 -
230
+ 3.39%
$25.7K - $28.6K
7.01K $910K
Nov 01, 2024 Q3 2024
Holistic Planning, LLC

Nacogdoches, TX
BUY
 -
204
+ 4.34%
$22.8K - $25.4K
4.91K $637K
Nov 05, 2024 Q3 2024
Haverford Trust CO

Radnor, PA
BUY
 -
200
+ 8.21%
$22.4K - $24.9K
2.64K $342K
Nov 12, 2024 Q3 2024
Raymond James Trust N.A.

BUY
 -
169
+ 2.48%
$18.9K - $21K
7K $909K
Oct 04, 2024 Q3 2024
Gamma Investing LLC

Foster City, CA
BUY
 -
164
+ 94.25%
$18.4K - $20.4K
338 $43.9K
Oct 29, 2024 Q3 2024
Golden State Equity Partners

South Coast Metro, CA
BUY
 -
158
New
$17.7K - $19.6K
158 $20.5K
Oct 15, 2024 Q3 2024
Meridian Financial, LLC

Holliston, MA
BUY
 -
152
+ 2.18%
$17K - $18.9K
7.13K $925K
Oct 30, 2024 Q3 2024
Moloney Securities Asset Management, LLC

BUY
 -
149
+ 7.23%
$16.7K - $18.5K
2.21K $287K
Nov 14, 2024 Q3 2024
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
146
+ 2.24%
$16.3K - $18.1K
6.68K $867K
Oct 24, 2024 Q3 2024
Bristlecone Advisors, LLC

BUY
 -
141
New
$15.8K - $17.5K
141 $18.3K
Nov 08, 2024 Q3 2024
Darwin Advisors, LLC

BUY
 -
138
New
$15.4K - $17.2K
138 $17.9K
Nov 13, 2024 Q3 2024
Russell Investments Group, Ltd.

BUY
 -
127
+ 11.51%
$14.2K - $15.8K
1.23K $160K
Nov 05, 2024 Q3 2024
Acas, LLC

BUY
 -
118
+ 1.08%
$13.2K - $14.7K
11.1K $1.44M
Oct 07, 2024 Q3 2024
Pacifica Partners Inc.

BUY
 -
115
New
$12.9K - $14.3K
115 $14.9K
Oct 28, 2024 Q3 2024
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
111
+ 11.04%
$12.4K - $13.8K
1.12K $145K
Nov 01, 2024 Q3 2024
Capital Performance Advisors LLP

BUY
 -
111
New
$12.4K - $13.8K
111 $14.4K
Nov 04, 2024 Q3 2024
Ashton Thomas Securities, LLC

Rochester, NY
BUY
 -
106
New
$11.9K - $13.2K
106 $13.8K
Oct 11, 2024 Q3 2024
Fin Trust Capital Advisors, LLC

BUY
 -
106
+ 106.0%
$11.9K - $13.2K
206 $26.8K
Nov 08, 2024 Q3 2024
Citizens Financial Group Inc

BUY
 -
96
+ 1.19%
$10.7K - $11.9K
8.19K $1.06M
Nov 08, 2024 Q3 2024
Thoroughbred Financial Services, LLC

BUY
 -
95
+ 3.57%
$10.6K - $11.8K
2.76K $358K
Nov 07, 2024 Q3 2024
Choreo, LLC

Minneapolis, MN
BUY
 -
95
+ 2.32%
$10.6K - $11.8K
4.19K $544K
Nov 14, 2024 Q3 2024
Geneos Wealth Management Inc.

BUY
 -
95
+ 11.67%
$10.6K - $11.8K
909 $118K
Oct 16, 2024 Q3 2024
Sensible Money, LLC

Scottsdale, AZ
BUY
 -
93
+ 2.79%
$10.4K - $11.6K
3.42K $445K
Oct 30, 2024 Q3 2024
Guidance Point Advisors, LLC

BUY
 -
83
+ 0.42%
$9.29K - $10.3K
19.8K $2.57M
Oct 29, 2024 Q3 2024
Gps Wealth Strategies Group, LLC

BUY
 -
80
+ 12.07%
$8.95K - $9.94K
743 $96.5K
Nov 01, 2024 Q3 2024
Rockbridge Investment Management, Lcc

Syracuse, NY
BUY
 -
77
+ 2.39%
$8.62K - $9.57K
3.3K $428K
Nov 04, 2024 Q3 2024
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
76
New
$8.5K - $9.45K
76 $9.87K
Nov 13, 2024 Q3 2024
Cibc Private Wealth Group, LLC

BUY
 -
75
+ 0.52%
$8.39K - $9.32K
14.4K $1.87M
Oct 10, 2024 Q3 2024
Sawyer & Company, Inc

BUY
 -
71
New
$7.94K - $8.82K
71 $9.22K
Nov 06, 2024 Q3 2024
Atlantic Edge Private Wealth Management, LLC

Jacksonville, FL
BUY
 -
70
+ 0.96%
$7.83K - $8.7K
7.33K $952K
Nov 08, 2024 Q3 2024
Adviser Investments LLC

BUY
 -
62
+ 2.98%
$6.94K - $7.71K
2.14K $278K
Nov 14, 2024 Q3 2024
Family Wealth Group, LLC

Lexington, KY
BUY
 -
59
+ 1.28%
$6.6K - $7.33K
4.67K $606K
Oct 28, 2024 Q3 2024
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
57
+ 1.59%
$6.38K - $7.08K
3.63K $472K
Oct 24, 2024 Q3 2024
Morton Brown Family Wealth, LLC

BUY
 -
56
New
$6.27K - $6.96K
56 $7.27K
Nov 12, 2024 Q3 2024
Alpha Star Capital Management, LLC

BUY
 -
53
+ 2.6%
$5.93K - $6.59K
2.1K $272K
Oct 17, 2024 Q3 2024
Financial Advisory Service, Inc.

BUY
 -
53
+ 0.55%
$5.93K - $6.59K
9.75K $1.27M
Oct 22, 2024 Q3 2024
Sol Capital Management CO

BUY
 -
50
+ 0.15%
$5.6K - $6.21K
33.1K $4.29M
Jan 08, 2025 Q3 2024
Mbl Wealth, LLC

Charlotte, NC
BUY
 -
50
+ 2.78%
$5.6K - $6.21K
1.85K $240K
Nov 05, 2024 Q3 2024
Empower Advisory Group, LLC

Greenwood Village, CO
BUY
 -
49
+ 2.05%
$5.48K - $6.09K
2.44K $317K
Nov 14, 2024 Q3 2024
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
48
+ 0.66%
$5.37K - $5.97K
7.27K $945K
Nov 08, 2024 Q3 2024
Tag Stone Capital, Inc.

BUY
 -
48
+ 0.59%
$5.37K - $5.97K
8.16K $1.06M
Nov 12, 2024 Q3 2024
Hemington Wealth Management

BUY
 -
47
New
$5.26K - $5.84K
47 $6.1K

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