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
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.15K+ 46.63% |
$141K - $156K
|
3.63K
$456K
|
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
1.06KNew |
$129K - $144K
|
1.06K
$134K
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.04K+ 6.25% |
$127K - $141K
|
17.7K
$2.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
1.04K+ 4.36% |
$127K - $141K
|
24.9K
$3.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.04K+ 110.1% |
$126K - $140K
|
1.98K
$249K
|
|
|
Feb 07, 2025
Q4 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
1.02K+ 3.34% |
$124K - $138K
|
31.4K
$3.95M
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
1KNew |
$122K - $136K
|
1K
$126K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
996+ 19.97% |
$121K - $135K
|
5.98K
$752K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
980New |
$119K - $133K
|
980
$123K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
947+ 0.44% |
$115K - $128K
|
217K
$27.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
941+ 27.87% |
$115K - $128K
|
4.32K
$543K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
926+ 49.55% |
$113K - $125K
|
2.8K
$351K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
901+ 0.15% |
$110K - $122K
|
598K
$75.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
880+ 4.5% |
$107K - $119K
|
20.4K
$2.57M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
858New |
$105K - $116K
|
858
$108K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
793+ 19.7% |
$96.7K - $107K
|
4.82K
$606K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
769New |
$93.7K - $104K
|
769
$96.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
764+ 0.43% |
$93.1K - $104K
|
177K
$22.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
761New |
$92.8K - $103K
|
761
$95.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
753New |
$91.8K - $102K
|
753
$94.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
666+ 24.63% |
$81.2K - $90.3K
|
3.37K
$424K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
588+ 8.08% |
$71.7K - $79.7K
|
7.86K
$988K
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
BUY
|
- |
587+ 28.58% |
$71.5K - $79.6K
|
2.64K
$332K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
533+ 3.7% |
$65K - $72.2K
|
14.9K
$1.88M
|
|
|
Feb 10, 2025
Q4 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
531+ 1.48% |
$64.7K - $72K
|
36.5K
$4.59M
|
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
530+ 1.0% |
$64.6K - $71.8K
|
53.3K
$6.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
494+ 1.5% |
$60.2K - $66.9K
|
33.3K
$4.19M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
491+ 1.95% |
$59.8K - $66.5K
|
25.6K
$3.22M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
452+ 0.21% |
$55.1K - $61.3K
|
217K
$27.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
447+ 8.54% |
$54.5K - $60.6K
|
5.68K
$715K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
386New |
$47K - $52.3K
|
386
$48.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
384New |
$46.8K - $52K
|
384
$48.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
382+ 0.44% |
$46.6K - $51.8K
|
86.7K
$10.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
372New |
$45.3K - $50.4K
|
372
$46.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
359New |
$43.8K - $48.7K
|
359
$45.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
352+ 3.99% |
$42.9K - $47.7K
|
9.18K
$1.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
349+ 1.38% |
$42.5K - $47.3K
|
25.6K
$3.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
337+ 783.72% |
$41.1K - $45.7K
|
380
$47.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
336New |
$41K - $45.5K
|
336
$42.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
336+ 8.57% |
$41K - $45.5K
|
4.26K
$535K
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
335+ 3.46% |
$40.8K - $45.4K
|
10K
$1.26M
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
319+ 2.01% |
$38.9K - $43.2K
|
16.2K
$2.03M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
318+ 8.76% |
$38.8K - $43.1K
|
3.95K
$497K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
316+ 2.71% |
$38.5K - $42.8K
|
12K
$1.51M
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
BUY
|
- |
309+ 5.09% |
$37.7K - $41.9K
|
6.38K
$802K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
300New |
$36.6K - $40.7K
|
300
$37.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
300New |
$36.6K - $40.7K
|
300
$37.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
300+ 352.94% |
$36.6K - $40.7K
|
385
$48.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
300New |
$36.6K - $40.7K
|
300
$37.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
293+ 0.99% |
$35.7K - $39.7K
|
30K
$3.78M
|