Purchases and Sales Made in Q3 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 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
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1+ 0.02% |
$112 - $124
|
4.22K
$547K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.18% |
$112 - $124
|
544
$70.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
1+ 0.05% |
$112 - $124
|
1.95K
$253K
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1+ 0.48% |
$112 - $124
|
211
$27.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.17% |
$112 - $124
|
599
$77.8K
|
|
|
Oct 09, 2024
Q3 2024
|
Hudson Capital Management LLC
|
BUY
|
- |
1+ 0.0% |
$112 - $124
|
45.1K
$5.86M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
1+ 0.03% |
$112 - $124
|
3.12K
$405K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.04% |
$112 - $124
|
2.84K
$369K
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$112 - $124
|
10.7K
$1.39M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-2- 0.6% |
$224 - $249
|
330
$42.9K
|
|
|
Oct 22, 2024
Q3 2024
|
Narwhal Capital Management
|
SELL
|
- |
-2- 0.03% |
$224 - $249
|
6.92K
$899K
|
|
|
Oct 31, 2024
Q3 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-3- 0.4% |
$336 - $373
|
746
$96.9K
|
|
|
Oct 29, 2024
Q3 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-4- 0.41% |
$448 - $497
|
982
$128K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-4- 0.03% |
$448 - $497
|
11.8K
$1.53M
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-5- 0.14% |
$560 - $621
|
3.48K
$452K
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
SELL
|
- |
-5- 0.86% |
$560 - $621
|
577
$74.9K
|
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
SELL
|
- |
-6- 0.18% |
$671 - $746
|
3.26K
$424K
|
|
|
Nov 07, 2024
Q3 2024
|
Renasant Bank
|
SELL
|
- |
-7- 0.05% |
$783 - $870
|
12.8K
$1.66M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-8- 0.06% |
$895 - $994
|
12.8K
$1.66M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-8- 0.01% |
$895 - $994
|
96.6K
$12.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-9- 0.02% |
$1.01K - $1.12K
|
57.7K
$7.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-9- 2.22% |
$1.01K - $1.12K
|
396
$51.4K
|
|
|
Oct 31, 2024
Q3 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-10- 0.45% |
$1.12K - $1.24K
|
2.21K
$287K
|
|
|
Oct 28, 2024
Q3 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-10- 0.2% |
$1.12K - $1.24K
|
4.88K
$634K
|
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-10- 0.41% |
$1.12K - $1.24K
|
2.41K
$312K
|
|
|
Nov 14, 2024
Q3 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-12- 0.08% |
$1.34K - $1.49K
|
14.8K
$1.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-15- 0.03% |
$1.68K - $1.86K
|
59K
$7.67M
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-18- 0.77% |
$2.01K - $2.24K
|
2.32K
$301K
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-20- 0.11% |
$2.24K - $2.49K
|
18.3K
$2.38M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-23- 0.9% |
$2.57K - $2.86K
|
2.54K
$330K
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-24- 0.42% |
$2.69K - $2.98K
|
5.76K
$748K
|
|
|
Nov 13, 2024
Q3 2024
|
Portland Global Advisors LLC
|
SELL
|
- |
-24- 1.03% |
$2.69K - $2.98K
|
2.31K
$300K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-25- 1.37% |
$2.8K - $3.11K
|
1.8K
$234K
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-25- 1.32% |
$2.8K - $3.11K
|
1.87K
$243K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-25- 1.06% |
$2.8K - $3.11K
|
2.33K
$302K
|
|
|
Oct 17, 2024
Q3 2024
|
Bremer Bank National Association
|
SELL
|
- |
-27- 0.31% |
$3.02K - $3.36K
|
8.59K
$1.12M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-31- 1.16% |
$3.47K - $3.85K
|
2.64K
$343K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-33- 1.06% |
$3.69K - $4.1K
|
3.07K
$399K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-34- 15.74% |
$3.8K - $4.23K
|
182
$23.6K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-40- 1.33% |
$4.48K - $4.97K
|
2.98K
$387K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-41- 1.74% |
$4.59K - $5.1K
|
2.32K
$301K
|
|
|
Nov 04, 2024
Q3 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-42- 0.35% |
$4.7K - $5.22K
|
12K
$1.55M
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
SELL
|
- |
-43- 1.66% |
$4.81K - $5.34K
|
2.55K
$331K
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-45- 0.19% |
$5.04K - $5.59K
|
23.3K
$3.02M
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-47- 0.3% |
$5.26K - $5.84K
|
15.8K
$2.05M
|
|
|
Nov 29, 2024
Q3 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-48- 0.51% |
$5.37K - $5.97K
|
9.33K
$1.21M
|
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-50- 6.9% |
$5.6K - $6.21K
|
675
$87.7K
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-50- 1.76% |
$5.6K - $6.21K
|
2.79K
$362K
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-50- 1.91% |
$5.6K - $6.21K
|
2.57K
$334K
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-51- 0.43% |
$5.71K - $6.34K
|
11.9K
$1.55M
|