Purchases and Sales Made in Q4 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 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 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-206- 3.53% |
$25.1K - $27.9K
|
5.63K
$719K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-206- 0.55% |
$25.1K - $27.9K
|
37.3K
$4.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-209- 10.75% |
$25.5K - $28.3K
|
1.74K
$222K
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-210- 10.05% |
$25.6K - $28.5K
|
1.88K
$240K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-216- 0.38% |
$26.3K - $29.3K
|
57.1K
$7.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-217- 0.18% |
$26.5K - $29.4K
|
123K
$15.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-226- 5.68% |
$27.5K - $30.6K
|
3.75K
$480K
|
|
|
Feb 03, 2025
Q4 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-240- 11.2% |
$29.3K - $32.5K
|
1.9K
$243K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-248- 4.31% |
$30.2K - $33.6K
|
5.5K
$703K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-254- 6.33% |
$31K - $34.4K
|
3.76K
$480K
|
|
|
Feb 06, 2025
Q4 2024
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-254- 5.36% |
$31K - $34.4K
|
4.48K
$573K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-260- 7.38% |
$31.7K - $35.2K
|
3.26K
$417K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-273- 3.66% |
$33.3K - $37K
|
7.2K
$920K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-278- 14.27% |
$33.9K - $37.7K
|
1.67K
$214K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-279- 4.86% |
$34K - $37.8K
|
5.46K
$698K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-281- 19.86% |
$34.3K - $38.1K
|
1.13K
$145K
|
|
|
Feb 14, 2025
Q4 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-285- 1.98% |
$34.7K - $38.6K
|
14.1K
$1.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-290- 53.11% |
$35.3K - $39.3K
|
256
$32.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-295- 41.9% |
$36K - $40K
|
409
$52.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-304- 33.44% |
$37.1K - $41.2K
|
605
$77.3K
|
|
|
Feb 13, 2025
Q4 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-307- 5.61% |
$37.4K - $41.6K
|
5.17K
$661K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-312- 3.46% |
$38K - $42.3K
|
8.7K
$1.11M
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-314- 64.08% |
$38.3K - $42.6K
|
176
$22.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-330- 14.32% |
$40.2K - $44.7K
|
1.98K
$253K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-336- 2.63% |
$41K - $45.5K
|
12.4K
$1.59M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-336- 3.46% |
$41K - $45.5K
|
9.38K
$1.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-350- 12.28% |
$42.7K - $47.4K
|
2.5K
$320K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-356- 2.34% |
$43.4K - $48.2K
|
14.9K
$1.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-359- 1.44% |
$43.8K - $48.7K
|
24.6K
$3.15M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-364- 0.05% |
$44.4K - $49.3K
|
705K
$90.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-365- 3.56% |
$44.5K - $49.5K
|
9.89K
$1.26M
|
|
|
Feb 12, 2025
Q4 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-392- 3.28% |
$47.8K - $53.1K
|
11.6K
$1.48M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-393- 3.06% |
$47.9K - $53.3K
|
12.4K
$1.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-400- 4.92% |
$48.8K - $54.2K
|
7.73K
$988K
|
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
SELL
|
- |
-402- 1.48% |
$49K - $54.5K
|
26.7K
$3.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-411- 3.67% |
$50.1K - $55.7K
|
10.8K
$1.38M
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-418- 16.35% |
$51K - $56.6K
|
2.14K
$273K
|
|
|
Jan 17, 2025
Q4 2024
|
Corundum Trust Company, Inc
Sioux Falls, SD |
SELL
|
- |
-418- 3.08% |
$51K - $56.6K
|
13.2K
$1.68M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-423- 1.05% |
$51.6K - $57.3K
|
39.8K
$5.08M
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-433- 1.44% |
$52.8K - $58.7K
|
29.7K
$3.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Bank Of Stockton
|
SELL
|
- |
-442- 3.5% |
$53.9K - $59.9K
|
12.2K
$1.56M
|
|
|
Feb 04, 2025
Q4 2024
|
Weil Company, Inc.
|
SELL
|
- |
-444- 14.99% |
$54.1K - $60.2K
|
2.52K
$322K
|
|
|
Feb 13, 2025
Q4 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-452- 3.38% |
$55.1K - $61.3K
|
12.9K
$1.65M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-456- 21.6% |
$55.6K - $61.8K
|
1.66K
$212K
|
|
|
Feb 12, 2025
Q4 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-463- 7.41% |
$56.4K - $62.7K
|
5.79K
$740K
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-477- 9.72% |
$58.1K - $64.6K
|
4.43K
$566K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-485- 4.14% |
$59.1K - $65.7K
|
11.2K
$1.43M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-488- 3.07% |
$59.5K - $66.1K
|
15.4K
$1.97M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-493- 11.78% |
$60.1K - $66.8K
|
3.69K
$472K
|
|
|
Feb 10, 2025
Q4 2024
|
Renasant Bank
|
SELL
|
- |
-511- 4.01% |
$62.3K - $69.3K
|
12.2K
$1.56M
|