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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-162- 4.84% |
$18.1K - $20.1K
|
3.18K
$414K
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-163- 0.81% |
$18.2K - $20.3K
|
19.9K
$2.59M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-164- 0.65% |
$18.4K - $20.4K
|
25.1K
$3.26M
|
|
|
Oct 11, 2024
Q3 2024
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-165- 0.76% |
$18.5K - $20.5K
|
21.5K
$2.79M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-185- 1.36% |
$20.7K - $23K
|
13.4K
$1.75M
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-186- 2.43% |
$20.8K - $23.1K
|
7.47K
$970K
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-188- 1.44% |
$21K - $23.4K
|
12.8K
$1.67M
|
|
|
Nov 25, 2024
Q3 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-193- 0.42% |
$21.6K - $24K
|
45.3K
$5.88M
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-197- 4.52% |
$22K - $24.5K
|
4.16K
$540K
|
|
|
Oct 16, 2024
Q3 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-200- 3.1% |
$22.4K - $24.9K
|
6.25K
$812K
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-200- 4.26% |
$22.4K - $24.9K
|
4.49K
$583K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-206- 9.16% |
$23.1K - $25.6K
|
2.04K
$265K
|
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-210- 8.35% |
$23.5K - $26.1K
|
2.31K
$299K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-210- 0.68% |
$23.5K - $26.1K
|
30.9K
$4.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-215- 4.61% |
$24.1K - $26.7K
|
4.44K
$577K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-235- 2.54% |
$26.3K - $29.2K
|
9.01K
$1.17M
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-235- 0.51% |
$26.3K - $29.2K
|
45.8K
$5.94M
|
|
|
Oct 28, 2024
Q3 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-236- 0.45% |
$26.4K - $29.3K
|
52.7K
$6.85M
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-240- 2.45% |
$26.9K - $29.8K
|
9.54K
$1.24M
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-242- 6.64% |
$27.1K - $30.1K
|
3.4K
$442K
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-244- 1.94% |
$27.3K - $30.3K
|
12.3K
$1.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-247- 10.47% |
$27.6K - $30.7K
|
2.11K
$274K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-249- 65.35% |
$27.9K - $30.9K
|
132
$17.1K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-252- 2.06% |
$28.2K - $31.3K
|
12K
$1.55M
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-273- 1.07% |
$30.5K - $33.9K
|
25.2K
$3.27M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-274- 5.6% |
$30.7K - $34.1K
|
4.62K
$600K
|
|
|
Oct 29, 2024
Q3 2024
|
Sunesis Advisors, LLC
|
SELL
|
- |
-277- 12.29% |
$31K - $34.4K
|
1.98K
$257K
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-279- 0.89% |
$31.2K - $34.7K
|
31.1K
$4.04M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-282- 5.85% |
$31.6K - $35K
|
4.54K
$589K
|
|
|
Oct 28, 2024
Q3 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-298- 0.98% |
$33.3K - $37K
|
30.1K
$3.91M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-300- 14.37% |
$33.6K - $37.3K
|
1.79K
$232K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-316- 2.43% |
$35.4K - $39.3K
|
12.7K
$1.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-334- 1.38% |
$37.4K - $41.5K
|
23.8K
$3.09M
|
|
|
Nov 06, 2024
Q3 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-350- 1.31% |
$39.2K - $43.5K
|
26.4K
$3.43M
|
|
|
Oct 21, 2024
Q3 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-357- 15.45% |
$39.9K - $44.4K
|
1.95K
$254K
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
SELL
|
- |
-365- 11.92% |
$40.8K - $45.4K
|
2.7K
$350K
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-368- 28.68% |
$41.2K - $45.7K
|
915
$119K
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-369- 1.13% |
$41.3K - $45.9K
|
32.1K
$4.17M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-370- 6.06% |
$41.4K - $46K
|
5.74K
$745K
|
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-384- 12.25% |
$43K - $47.7K
|
2.75K
$357K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-387- 2.19% |
$43.3K - $48.1K
|
17.3K
$2.25M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-395- 3.41% |
$44.2K - $49.1K
|
11.2K
$1.45M
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-406- 2.33% |
$45.4K - $50.5K
|
17.1K
$2.22M
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-409- 3.42% |
$45.8K - $50.8K
|
11.6K
$1.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-411- 16.07% |
$46K - $51.1K
|
2.15K
$279K
|
|
|
Oct 08, 2024
Q3 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-411- 1.2% |
$46K - $51.1K
|
33.8K
$4.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-421- 2.72% |
$47.1K - $52.3K
|
15K
$1.95M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-439- 8.61% |
$49.1K - $54.6K
|
4.66K
$605K
|
|
|
Nov 08, 2024
Q3 2024
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-444- 1.81% |
$49.7K - $55.2K
|
24.1K
$3.13M
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-450- 18.83% |
$50.4K - $55.9K
|
1.94K
$252K
|