Purchases and Sales Made in Q4 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 Q4 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
Feb 06, 2025 Q4 2024
Bravias Capital Group, LLC

Iselin, NJ
BUY
 -
2.28K
New
$278K - $309K
2.28K $291K
Jan 29, 2025 Q4 2024
Sapient Capital LLC

Indianapolis, IN
BUY
 -
2.25K
New
$274K - $304K
2.25K $287K
Jan 21, 2025 Q4 2024
Apricus Wealth, LLC

Beaufort, SC
BUY
 -
2.24K
New
$273K - $303K
2.24K $285K
Feb 05, 2025 Q4 2024
Private Trust CO Na

BUY
 -
2.14K
+ 92.01%
$261K - $290K
4.47K $571K
Jan 21, 2025 Q4 2024
First Citizens Bank & Trust CO

BUY
 -
2.08K
+ 19.5%
$254K - $282K
12.7K $1.63M
Jan 13, 2025 Q4 2024
Horizon Wealth Management, LLC

BUY
 -
2.07K
New
$252K - $280K
2.07K $264K
Jan 17, 2025 Q4 2024
Brighton Jones LLC

BUY
 -
1.99K
+ 52.19%
$242K - $269K
5.8K $740K
Jan 21, 2025 Q4 2024
Rodgers & Associates, LTD

BUY
 -
1.98K
+ 16.94%
$241K - $268K
13.6K $1.74M
Jan 30, 2025 Q4 2024
Csenge Advisory Group

BUY
 -
1.97K
+ 5.82%
$240K - $266K
35.7K $4.56M
Jan 16, 2025 Q4 2024
Atomi Financial Group, Inc.

Irvine, CA
BUY
 -
1.96K
+ 69.85%
$239K - $266K
4.77K $608K
Jan 22, 2025 Q4 2024
Kingswood Wealth Advisors, LLC

San Diego, CA
BUY
 -
1.71K
New
$208K - $232K
1.71K $218K
Jan 14, 2025 Q4 2024
Omega Financial Group, LLC

BUY
 -
1.64K
+ 2.08%
$200K - $222K
80.5K $10.3M
Jan 28, 2025 Q4 2024
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
1.62K
+ 12.98%
$197K - $219K
14.1K $1.8M
Jan 22, 2025 Q4 2024
Patriot Financial Group Insurance Agency, LLC

BUY
 -
1.53K
+ 3.6%
$186K - $207K
44K $5.61M
Jan 28, 2025 Q4 2024
Kestra Private Wealth Services, LLC

BUY
 -
1.47K
+ 42.86%
$180K - $200K
4.91K $627K
Jan 21, 2025 Q4 2024
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
1.42K
+ 76.63%
$173K - $193K
3.28K $419K
Jan 17, 2025 Q4 2024
Janney Montgomery Scott LLC

BUY
 -
1.4K
+ 3.44%
$170K - $189K
41.9K $5.35M
Jan 15, 2025 Q4 2024
Hb Wealth Management, LLC

BUY
 -
1.36K
+ 6.82%
$166K - $184K
21.3K $2.72M
Feb 07, 2025 Q4 2024
Trail Ridge Investment Advisors, LLC

BUY
 -
1.02K
+ 3.34%
$124K - $138K
31.4K $4.01M
Jan 29, 2025 Q4 2024
Kentucky Trust CO

Danville, KY
BUY
 -
1K
New
$122K - $136K
1K $128K
Jan 24, 2025 Q4 2024
Financial Life Planners

Tempe, AZ
BUY
 -
980
New
$119K - $133K
980 $125K
Jan 15, 2025 Q4 2024
Trust CO Of Vermont

BUY
 -
941
+ 27.87%
$115K - $128K
4.32K $551K
Jan 29, 2025 Q4 2024
Stonebridge Financial Group, LLC

Wormleysburg, PA
BUY
 -
858
New
$105K - $116K
858 $110K
Feb 07, 2025 Q4 2024
Avantax Planning Partners, Inc.

BUY
 -
793
+ 19.7%
$96.7K - $107K
4.82K $615K
Feb 06, 2025 Q4 2024
Synergy Investment Management, LLC

Altamonte Springs, FL
BUY
 -
769
New
$93.7K - $104K
769 $98.2K
Feb 06, 2025 Q4 2024
Keybank National Association

BUY
 -
764
+ 0.43%
$93.1K - $104K
177K $22.6M
Feb 07, 2025 Q4 2024
Morling Financial Advisors, LLC

BUY
 -
761
New
$92.8K - $103K
761 $97.2K
Feb 05, 2025 Q4 2024
Qrg Capital Management, Inc.

Berwyn, PA
BUY
 -
666
+ 24.63%
$81.2K - $90.3K
3.37K $430K
Feb 05, 2025 Q4 2024
Motco

BUY
 -
587
+ 28.58%
$71.5K - $79.6K
2.64K $337K
Jan 16, 2025 Q4 2024
Oldfather Financial Services, LLC

BUY
 -
530
+ 1.0%
$64.6K - $71.8K
53.3K $6.8M
Feb 06, 2025 Q4 2024
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
491
+ 1.95%
$59.8K - $66.5K
25.6K $3.27M
Feb 06, 2025 Q4 2024
Mesirow Financial Investment Management, Inc.

BUY
 -
452
+ 0.21%
$55.1K - $61.3K
217K $27.7M
Feb 07, 2025 Q4 2024
Rialto Wealth Management, LLC

Syracuse, NY
BUY
 -
384
New
$46.8K - $52K
384 $49K
Feb 03, 2025 Q4 2024
Cassaday & CO Wealth Management LLC

Mclean, VA
BUY
 -
382
+ 0.44%
$46.6K - $51.8K
86.7K $11.1M
Jan 22, 2025 Q4 2024
Register Financial Advisors LLC

Atlanta, GA
BUY
 -
359
New
$43.8K - $48.7K
359 $45.8K
Jan 28, 2025 Q4 2024
Thompson Investment Management, Inc.

BUY
 -
335
+ 3.46%
$40.8K - $45.4K
10K $1.28M
Jan 30, 2025 Q4 2024
Opes Wealth Management LLC

Menlo Park, CA
BUY
 -
319
+ 2.01%
$38.9K - $43.2K
16.2K $2.06M
Jan 29, 2025 Q4 2024
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
318
+ 8.76%
$38.8K - $43.1K
3.95K $504K
Jan 21, 2025 Q4 2024
Crescent Grove Advisors, LLC

BUY
 -
316
+ 2.71%
$38.5K - $42.8K
12K $1.53M
Jan 13, 2025 Q4 2024
Thomasville National Bank

BUY
 -
309
+ 5.09%
$37.7K - $41.9K
6.38K $815K
Jan 15, 2025 Q4 2024
Perkins Coie Trust CO

BUY
 -
300
+ 352.94%
$36.6K - $40.7K
385 $49.2K
Jan 28, 2025 Q4 2024
Golden State Wealth Management, LLC

Santa Ana, CA
BUY
 -
300
New
$36.6K - $40.7K
300 $38.3K
Feb 06, 2025 Q4 2024
Mainstream Capital Management LLC

Los Angeles, CA
BUY
 -
300
New
$36.6K - $40.7K
300 $38.3K
Feb 05, 2025 Q4 2024
Modera Wealth Management, LLC

BUY
 -
293
+ 0.99%
$35.7K - $39.7K
30K $3.83M
Jan 29, 2025 Q4 2024
Mid Atlantic Capital Management, Inc.

Richmond, VA
BUY
 -
288
+ 2.91%
$35.1K - $39K
10.2K $1.3M
Jan 28, 2025 Q4 2024
Comprehensive Financial Planning, Inc./Pa

East Petersburg, PA
BUY
 -
286
New
$34.9K - $38.8K
286 $36.5K
Jan 23, 2025 Q4 2024
Sol Capital Management CO

BUY
 -
280
+ 0.85%
$34.1K - $37.9K
33.3K $4.26M
Jan 23, 2025 Q4 2024
Heritage Financial Services, LLC

BUY
 -
278
+ 14.33%
$33.9K - $37.7K
2.22K $283K
Jan 23, 2025 Q4 2024
Sage Financial Group Inc

BUY
 -
276
+ 8.98%
$33.6K - $37.4K
3.35K $427K

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