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 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-423- 1.05% |
$51.6K - $57.3K
|
39.8K
$5M
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-433- 1.44% |
$52.8K - $58.7K
|
29.7K
$3.73M
|
|
|
Feb 03, 2025
Q4 2024
|
Bank Of Stockton
|
SELL
|
- |
-442- 3.5% |
$53.9K - $59.9K
|
12.2K
$1.53M
|
|
|
Feb 04, 2025
Q4 2024
|
Weil Company, Inc.
|
SELL
|
- |
-444- 14.99% |
$54.1K - $60.2K
|
2.52K
$316K
|
|
|
Feb 13, 2025
Q4 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-452- 3.38% |
$55.1K - $61.3K
|
12.9K
$1.62M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-456- 21.6% |
$55.6K - $61.8K
|
1.66K
$208K
|
|
|
Feb 12, 2025
Q4 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-463- 7.41% |
$56.4K - $62.7K
|
5.79K
$728K
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-477- 9.72% |
$58.1K - $64.6K
|
4.43K
$557K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-485- 4.14% |
$59.1K - $65.7K
|
11.2K
$1.41M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-488- 3.07% |
$59.5K - $66.1K
|
15.4K
$1.94M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-493- 11.78% |
$60.1K - $66.8K
|
3.69K
$464K
|
|
|
Feb 10, 2025
Q4 2024
|
Renasant Bank
|
SELL
|
- |
-511- 4.01% |
$62.3K - $69.3K
|
12.2K
$1.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-530- 36.65% |
$64.6K - $71.8K
|
916
$115K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-531- 0.48% |
$64.7K - $72K
|
109K
$13.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-537- 4.37% |
$65.5K - $72.8K
|
11.7K
$1.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-549- 0.93% |
$66.9K - $74.4K
|
58.5K
$7.35M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-554- 5.67% |
$67.5K - $75.1K
|
9.23K
$1.16M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-556- 7.86% |
$67.8K - $75.3K
|
6.52K
$820K
|
|
|
Jan 30, 2025
Q4 2024
|
Ltg Capital LLC
|
SELL
|
- |
-559- 1.67% |
$68.1K - $75.8K
|
32.9K
$4.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-573- 2.81% |
$69.8K - $77.7K
|
19.8K
$2.49M
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-588- 1.83% |
$71.7K - $79.7K
|
31.6K
$3.97M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-590- 89.94% |
$71.9K - $80K
|
66
$8.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-594- 1.41% |
$72.4K - $80.5K
|
41.6K
$5.24M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-597- 5.17% |
$72.8K - $80.9K
|
11K
$1.38M
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-605- 1.26% |
$73.7K - $82K
|
47.2K
$5.94M
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-607- 1.48% |
$74K - $82.3K
|
40.5K
$5.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-618- 2.0% |
$75.3K - $83.8K
|
30.3K
$3.81M
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-631- 18.89% |
$76.9K - $85.5K
|
2.71K
$341K
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-669- 9.38% |
$81.5K - $90.7K
|
6.47K
$813K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-678- 0.4% |
$82.6K - $91.9K
|
169K
$21.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-683- 1.52% |
$83.3K - $92.6K
|
44.2K
$5.55M
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-720- 0.59% |
$87.8K - $97.6K
|
122K
$15.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
SELL
|
- |
-722- 26.78% |
$88K - $97.8K
|
1.97K
$248K
|
|
|
Feb 06, 2025
Q4 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-743- 1.84% |
$90.6K - $101K
|
39.7K
$5M
|
|
|
Feb 10, 2025
Q4 2024
|
Independent Family Office, LLC
|
SELL
|
- |
-750- 24.19% |
$91.4K - $102K
|
2.35K
$295K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-759- 18.23% |
$92.5K - $103K
|
3.4K
$428K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-797- 3.94% |
$97.1K - $108K
|
19.4K
$2.44M
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-808- 2.03% |
$98.5K - $110K
|
39K
$4.91M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-840- 18.19% |
$102K - $114K
|
3.78K
$475K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-846- 6.29% |
$103K - $115K
|
12.6K
$1.58M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-875- 0.79% |
$107K - $119K
|
110K
$13.8M
|
|
|
Feb 13, 2025
Q4 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-885- 2.84% |
$108K - $120K
|
30.2K
$3.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-887- 28.7% |
$108K - $120K
|
2.2K
$277K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-899- 47.62% |
$110K - $122K
|
989
$124K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-908- 7.59% |
$111K - $123K
|
11.1K
$1.39M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-912- 17.44% |
$111K - $124K
|
4.32K
$543K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-969- 2.27% |
$118K - $131K
|
41.8K
$5.25M
|
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-975- 4.91% |
$119K - $132K
|
18.9K
$2.37M
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.07K- 69.03% |
$131K - $145K
|
481
$60.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-1.11K- 28.62% |
$136K - $151K
|
2.77K
$349K
|