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
Jan 29, 2025 Q4 2024
Mid Atlantic Capital Management, Inc.

Richmond, VA
BUY
 -
288
+ 2.91%
$35.1K - $39K
10.2K $1.28M
Jan 28, 2025 Q4 2024
Comprehensive Financial Planning, Inc./Pa

East Petersburg, PA
BUY
 -
286
New
$34.9K - $38.8K
286 $36K
Jan 23, 2025 Q4 2024
Sol Capital Management CO

BUY
 -
280
+ 0.85%
$34.1K - $37.9K
33.3K $4.19M
Jan 23, 2025 Q4 2024
Heritage Financial Services, LLC

BUY
 -
278
+ 14.33%
$33.9K - $37.7K
2.22K $279K
Jan 23, 2025 Q4 2024
Sage Financial Group Inc

BUY
 -
276
+ 8.98%
$33.6K - $37.4K
3.35K $421K
Feb 14, 2025 Q4 2024
Integrated Wealth Concepts LLC

BUY
 -
274
+ 11.04%
$33.4K - $37.1K
2.76K $347K
Feb 07, 2025 Q4 2024
Citizens Financial Group Inc

BUY
 -
265
+ 3.24%
$32.3K - $35.9K
8.45K $1.06M
Feb 04, 2025 Q4 2024
Bank Plus Trust Department

Jackson, MS
BUY
 -
246
New
$30K - $33.3K
246 $30.9K
Jan 30, 2025 Q4 2024
Palouse Capital Management, Inc.

BUY
 -
244
New
$29.7K - $33.1K
244 $30.7K
Feb 04, 2025 Q4 2024
Ifp Advisors, Inc

BUY
 -
215
+ 0.66%
$26.2K - $29.1K
32.6K $4.1M
Jan 27, 2025 Q4 2024
Bleakley Financial Group, LLC

Fairfield, NJ
BUY
 -
207
+ 0.6%
$25.2K - $28.1K
34.5K $4.33M
Jan 24, 2025 Q4 2024
Davenport & CO LLC

BUY
 -
206
+ 6.6%
$25.1K - $27.9K
3.33K $418K
Feb 03, 2025 Q4 2024
Concurrent Investment Advisors, LLC

Tampa, FL
BUY
 -
201
+ 1.85%
$24.5K - $27.2K
11.1K $1.39M
Feb 14, 2025 Q4 2024
Orion Capital Management LLC

BUY
 -
200
New
$24.4K - $27.1K
200 $25.1K
Jan 29, 2025 Q4 2024
Jmac Enterprises LLC

BUY
 -
198
+ 0.14%
$24.1K - $26.8K
142K $17.8M
Jan 17, 2025 Q4 2024
Wesbanco Bank Inc

BUY
 -
198
+ 5.95%
$24.1K - $26.8K
3.53K $443K
Feb 12, 2025 Q4 2024
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
189
+ 5.69%
$23K - $25.6K
3.51K $441K
Jan 13, 2025 Q4 2024
Brookstone Capital Management

BUY
 -
187
+ 10.03%
$22.8K - $25.3K
2.05K $258K
Feb 04, 2025 Q4 2024
Midwest Capital Advisors, LLC

Grand Rapids, MI
BUY
 -
183
New
$22.3K - $24.8K
183 $23K
Feb 04, 2025 Q4 2024
Oppenheimer & CO Inc

New York, NY
BUY
 -
176
+ 0.93%
$21.5K - $23.9K
19.1K $2.41M
Feb 03, 2025 Q4 2024
Bradley Foster & Sargent Inc

Hartford, CT
BUY
 -
170
+ 3.49%
$20.7K - $23K
5.05K $635K
Jan 28, 2025 Q4 2024
Htlf Bank

Denver, CO
BUY
 -
170
+ 10.31%
$20.7K - $23K
1.82K $229K
Feb 11, 2025 Q4 2024
Whittier Trust CO

BUY
 -
168
+ 1.3%
$20.5K - $22.8K
13.1K $1.64M
Jan 13, 2025 Q4 2024
Professional Financial Advisors, LLC

BUY
 -
155
+ 3.62%
$18.9K - $21K
4.44K $558K
Feb 05, 2025 Q4 2024
Halbert Hargrove Global Advisors, LLC

BUY
 -
155
New
$18.9K - $21K
155 $19.5K
Jan 14, 2025 Q4 2024
Kmg Fiduciary Partners, LLC

BUY
 -
146
+ 1.76%
$17.8K - $19.8K
8.46K $1.06M
Feb 07, 2025 Q4 2024
Johnson Investment Counsel Inc

Cincinnati, OH
BUY
 -
144
+ 0.98%
$17.6K - $19.5K
14.9K $1.87M
Jan 10, 2025 Q4 2024
North Crest Asset Manangement, LLC

BUY
 -
143
+ 0.36%
$17.4K - $19.4K
40.1K $5.05M
Jan 13, 2025 Q4 2024
Christensen, King & Associates Investment Services, Inc.

Richland, WA
BUY
 -
140
+ 8.3%
$17.1K - $19K
1.83K $230K
Jan 13, 2025 Q4 2024
Breakwater Capital Group

Paramus, NJ
BUY
 -
137
+ 0.86%
$16.7K - $18.6K
16.1K $2.03M
Jan 23, 2025 Q4 2024
Synergy Asset Management, LLC

Bellevue, WA
BUY
 -
136
New
$16.6K - $18.4K
136 $17.1K
Feb 14, 2025 Q4 2024
Fuller & Thaler Asset Management, Inc.

San Mateo, CA
BUY
 -
131
New
$16K - $17.8K
131 $16.5K
Feb 14, 2025 Q4 2024
Asset Management Group, Inc.

Stamford, CT
BUY
 -
127
+ 0.14%
$15.5K - $17.2K
91K $11.4M
Feb 07, 2025 Q4 2024
Nbt Bank N A

BUY
 -
125
+ 23.81%
$15.2K - $16.9K
650 $81.7K
Feb 03, 2025 Q4 2024
Lmg Wealth Partners, LLC

Shreveport, LA
BUY
 -
118
+ 0.2%
$14.4K - $16K
57.8K $7.27M
Feb 14, 2025 Q4 2024
Hancock Whitney Corp

BUY
 -
117
+ 2.34%
$14.3K - $15.9K
5.13K $644K
Jan 30, 2025 Q4 2024
Kanawha Capital Management LLC

BUY
 -
116
+ 2.14%
$14.1K - $15.7K
5.54K $696K
Feb 13, 2025 Q4 2024
Msh Capital Advisors LLC

Scottsdale, AZ
BUY
 -
115
+ 2.49%
$14K - $15.6K
4.73K $594K
Feb 10, 2025 Q4 2024
Stokes Family Office, LLC

BUY
 -
115
+ 0.58%
$14K - $15.6K
20K $2.52M
Feb 06, 2025 Q4 2024
Dana Investment Advisors, Inc.

Brookfield, WI
BUY
 -
110
+ 3.07%
$13.4K - $14.9K
3.69K $464K
Feb 05, 2025 Q4 2024
Noble Wealth Management Pbc

Greenwood Village, CO
BUY
 -
108
New
$13.2K - $14.6K
108 $13.6K
Feb 05, 2025 Q4 2024
Cobblestone Capital Advisors LLC

Rochester, NY
BUY
 -
105
+ 2.36%
$12.8K - $14.2K
4.55K $572K
Feb 12, 2025 Q4 2024
Hazlett, Burt & Watson, Inc.

BUY
 -
100
+ 1.3%
$12.2K - $13.6K
7.78K $978K
Jan 13, 2025 Q4 2024
Fiduciary Financial Group, LLC

San Rafael, CA
BUY
 -
98
+ 2.94%
$11.9K - $13.3K
3.43K $431K
Feb 10, 2025 Q4 2024
Beaird Harris Wealth Management, LLC

Dallas, TX
BUY
 -
94
New
$11.5K - $12.7K
94 $11.8K
Jan 10, 2025 Q4 2024
Wealth Enhancement Advisory Services, LLC

BUY
 -
91
+ 0.09%
$11.1K - $12.3K
96.6K $12.2M
Feb 10, 2025 Q4 2024
Family Firm, Inc.

BUY
 -
88
+ 0.44%
$10.7K - $11.9K
20K $2.51M
Jan 23, 2025 Q4 2024
Busey Wealth Management

BUY
 -
87
+ 3.41%
$10.6K - $11.8K
2.64K $331K
Feb 13, 2025 Q4 2024
First Trust Advisors LP

Wheaton, IL
BUY
 -
85
+ 0.71%
$10.4K - $11.5K
12K $1.51M

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