Who owns iShares S&P MidCap 400 Value Index?
- Ticker: IJJ
- CUSIP Number: 464287705
Tip: Access positions for across all investors
Analyze quarterly positions in iShares S&P MidCap 400 Value Index with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of iShares S&P MidCap 400 Value Index stock
Who bought or sold iShares S&P MidCap 400 Value Index this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Morgan Stanley | 4.0M | $455M | -1% | Jun 2024 |
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| Wells Fargo & Company | 3.5M | $436M | -4% | Sep 2024 |
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| Bank of America Corporation | 2.3M | $285M | -5% | Sep 2024 |
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| Envestnet Asset Management | 1.8M | $222M | 2% | Sep 2024 |
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| Pnc Financial Services | 1.4M | $168M | 3% | Sep 2024 |
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| D.A. Davidson & Co. | 870k | $99M | 1% | Jun 2024 |
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| Financial Engines Advisors L.L.C | 732k | $91M | -6% | Sep 2024 |
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| Cullen Frost Bankers | 705k | $87M | 2% | Sep 2024 |
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| Northern Trust | 683k | $84M | 2% | Sep 2024 |
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| Raymond James & Associates | 666k | $82M | 1% | Sep 2024 |
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| Evensky & Katz | 639k | $79M | 2% | Sep 2024 |
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| LPL Financial | 606k | $75M | -1% | Sep 2024 |
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| Northwestern Mutual Wealth Management Company | 597k | $74M | -5% | Sep 2024 |
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| Midland Wealth Advisors | 585k | $72M | 2% | Sep 2024 |
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| Royal Bank of Canada | 520k | $64M | -3% | Sep 2024 |
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| Willis Johnson & Associates | 445k | $55M | 3% | Sep 2024 |
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| G. W. Henssler & Associates | 425k | $53M | 1% | Sep 2024 |
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| Bank of New York Mellon | 422k | $52M | -6% | Sep 2024 |
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| Jpmorgan Chase & Co | 391k | $48M | 18% | Sep 2024 |
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| Bryn Mawr Trust | 361k | $41M | -3% | Jun 2024 |
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| Lido Advisors | 360k | $41M | 4% | Jun 2024 |
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| MAI Wealth Advisors | 353k | $44M | -1% | Sep 2024 |
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| HighTower Advisors | 340k | $39M | 6% | Jun 2024 |
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| Bank Of Oklahoma National Association / | 328k | $40M | -1% | Sep 2024 |
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| Branch Banking & Trust Company | 287k | $33M | -4% | Jun 2024 |
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| Commonwealth Equity Services | 285k | $35M | -35% | Sep 2024 |
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| Pathstone Holdings | 269k | $33M | 0% | Sep 2024 |
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| International Assets Investment Management | 238k | $1.9M | 12420% | Sep 2024 |
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| Creative Planning | 234k | $29M | -4% | Sep 2024 |
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| Courier Capital Corp | 234k | $29M | 3% | Sep 2024 |
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| HPM Partners | 233k | $29M | 2% | Sep 2024 |
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| Rockefeller Capital Management | 222k | $25M | 5% | Jun 2024 |
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| Mesirow Financial Investment Management International Equity | 217k | $27M | -1% | Sep 2024 |
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| Rehmann Capital Advisory | 200k | $25M | 7% | Sep 2024 |
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| Pensionmark Financial Group | 177k | $1.8M | 4648% | Jun 2024 |
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| Keybank National Association | 177k | $22M | -2% | Sep 2024 |
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| SRS Capital Advisors | 177k | $22M | 0% | Sep 2024 |
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| Stifel Financial | 172k | $20M | -3% | Jun 2024 |
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| Mariner Wealth Advisors | 170k | $21M | -1% | Sep 2024 |
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| Wealth Advisory Solutions | 163k | $20M | -1% | Sep 2024 |
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| SPC Financial | 161k | $20M | -3% | Sep 2024 |
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| Northern Oak Capital Management | 160k | $20M | -10% | Sep 2024 |
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| Raymond James Financial Services Advisors | 159k | $20M | -1% | Sep 2024 |
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| Equitable Holdings | 156k | $18M | -7% | Jun 2024 |
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| CI Private Wealth | 148k | $18M | -3% | Sep 2024 |
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| Jmac Enterprises | 141k | $18M | 0% | Sep 2024 |
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| Sterling Financial Planning | 137k | $17M | 4% | Sep 2024 |
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| Jones Financial Companies, L.L | 136k | $17M | 35% | Sep 2024 |
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| Cetera Investment Advisers | 132k | $15M | -2% | Jun 2024 |
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| Advisor Group Holdings | 132k | $16M | -37% | Sep 2024 |
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| ETF Portfolio Partners | 129k | $16M | -1% | Sep 2024 |
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| Capital Advisors | 123k | $15M | -3% | Sep 2024 |
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| Lutz Financial Services | 123k | $15M | -1% | Sep 2024 |
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| First Merchants Bank, National Association | 121k | $15M | -4% | Sep 2024 |
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| Brian McDonald | 121k | $15M | -3% | Sep 2024 |
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| Salomon & Ludwin | 119k | $15M | -9% | Sep 2024 |
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| Yale Capital Corp. | 114k | $14M | -1% | Sep 2024 |
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| Sontag Advisory | 114k | $14M | 19% | Sep 2024 |
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| Steward Partners Investment Advisory | 110k | $13M | 1% | Jun 2024 |
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| GHP Investment Advisors | 110k | $14M | -1% | Sep 2024 |
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| Blue Edge Capital | 109k | $12M | -3% | Jun 2024 |
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| Kestra Advisory Services | 105k | $13M | -4% | Sep 2024 |
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| Flaharty Asset Management | 104k | $13M | 0% | Sep 2024 |
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| Moneta Group Investment Advisors | 101k | $13M | 0% | Sep 2024 |
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| Ellis Investment Partners | 97k | $12M | -3% | Sep 2024 |
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| Wealth Enhancement Advisory Services | 97k | $11M | -7% | Jun 2024 |
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| Envestnet Portfolio Solutions | 94k | $12M | -3% | Sep 2024 |
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| Asset Managment | 91k | $11M | 1% | Sep 2024 |
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| Cassaday & Co Wealth Management | 86k | $11M | -1% | Sep 2024 |
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| Greenup Street Wealth Management | 86k | $11M | 13% | Sep 2024 |
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| Cambridge Investment Research Advisors | 84k | $10M | -66% | Sep 2024 |
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| Nations Financial Group | 83k | $10M | 3% | Sep 2024 |
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| M^T Bank Corporation | 83k | $10M | -9% | Sep 2024 |
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| Us Bancorp | 81k | $10M | 1% | Sep 2024 |
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| Omega Financial Group | 79k | $9.7M | 9% | Sep 2024 |
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| Fifth Third Bancorp | 77k | $9.5M | -5% | Sep 2024 |
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| Atria Wealth Solutions | 74k | $9.1M | -7% | Sep 2024 |
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| Natixis Asset Management Advisors | 74k | $9.1M | -1% | Sep 2024 |
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| Mill Creek Capital Advisors | 72k | $8.9M | 0% | Sep 2024 |
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| Wintrust Financial Corporation | 71k | $8.7M | 0% | Sep 2024 |
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| Ullmann Financial | 64k | $7.9M | -4% | Sep 2024 |
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| Associated Banc- | 59k | $6.7M | 2% | Jun 2024 |
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| Captrust Financial Advisors | 59k | $7.3M | 0% | Sep 2024 |
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| Prospera Financial Services | 58k | $7.2M | 301% | Sep 2024 |
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| LMG Wealth Partners | 58k | $7.1M | 0% | Sep 2024 |
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| Greenleaf Trust | 57k | $7.1M | 0% | Sep 2024 |
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| Merriman Wealth Management | 57k | $7.0M | -2% | Sep 2024 |
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| Etfidea | 54k | $6.7M | -2% | Sep 2024 |
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| Regions Bank | 54k | $6.6M | 0% | Sep 2024 |
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| Oldfather Financial Services | 53k | $6.5M | 0% | Sep 2024 |
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| Mml Investors Services | 52k | $6.4M | -19% | Sep 2024 |
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| Asset Dedication | 51k | $6.2M | 4% | Sep 2024 |
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| Becker Capital Management | 49k | $6.0M | 0% | Sep 2024 |
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| First Citizens Financial Corp | 48k | $5.9M | 0% | Sep 2024 |
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| One Capital Management | 48k | $5.9M | -7% | Sep 2024 |
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| CIBC World Markets | 48k | $5.9M | -11% | Sep 2024 |
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| Ironwood Wealth Management | 46k | $5.7M | -1% | Sep 2024 |
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| Mercer Global Advisors | 46k | $4.0M | -2% | Jun 2024 |
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| SJA Financial Advisory | 46k | $5.2M | -1% | Jun 2024 |
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| Hudson Capital Management | 45k | $5.6M | 0% | Sep 2024 |
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| Pittenger & Anderson | 44k | $5.5M | 0% | Sep 2024 |
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| JFS Wealth Advisors | 43k | $5.3M | 1% | Sep 2024 |
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| Patriot Financial Group Insurance Agency | 42k | $5.2M | 3% | Sep 2024 |
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| BKM Wealth Management | 42k | $5.2M | -1% | Sep 2024 |
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| Private Advisor | 42k | $5.2M | 9% | Sep 2024 |
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| NorthCrest Asset Manangement | 42k | $4.7M | -5% | Jun 2024 |
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| Wsfs Capital Management | 41k | $5.1M | -8% | Sep 2024 |
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| Cordatus Wealth Management | 41k | $5.1M | 100% | Sep 2024 |
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| Ifrah Financial Services | 41k | $5.1M | 0% | Sep 2024 |
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| Oakmont Partners | 41k | $5.0M | 21% | Sep 2024 |
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| Janney Montgomery Scott | 41k | $5.0M | 1% | Sep 2024 |
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| Foundation Wealth Management | 41k | $5.0M | -3% | Sep 2024 |
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| Huntington National Bank | 40k | $5.0M | 1% | Sep 2024 |
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| Chas. P. Smith & Associates, PA, CPA's | 40k | $4.9M | -1% | Sep 2024 |
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| Heritage Wealth Advisors | 38k | $4.0M | 100% | Sep 2024 |
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| JNBA Financial Advisors | 38k | $4.6M | -3% | Sep 2024 |
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| Dumont & Blake Investment Advisors | 37k | $4.2M | 106% | Jun 2024 |
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| Centerpoint Advisors | 36k | $4.5M | -2% | Sep 2024 |
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| King Wealth Management | 36k | $4.4M | -5% | Sep 2024 |
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| Sierra Capital | 36k | $4.4M | 0% | Sep 2024 |
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| Goldman Sachs Group | 35k | $4.0M | -65% | Jun 2024 |
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| CFS Investment Advisory Services | 35k | $4.4M | -50% | Sep 2024 |
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| Goelzer Investment Management | 35k | $4.3M | -9% | Sep 2024 |
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| Bleakley Financial Group | 34k | $4.2M | 0% | Sep 2024 |
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| Brightwater Advisory | 34k | $4.2M | -1% | Sep 2024 |
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| Sequoia Financial Advisors | 34k | $4.2M | 96% | Sep 2024 |
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| Csenge Advisory Group | 34k | $4.2M | -14% | Sep 2024 |
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| LTG Capital | 33k | $4.1M | -2% | Sep 2024 |
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| Coldstream Capital Management | 33k | $4.1M | 0% | Sep 2024 |
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| First Hawaiian Bank | 33k | $4.1M | -18% | Sep 2024 |
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| Financial Counselors | 33k | $3.8M | 5% | Jun 2024 |
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| SOL Capital Management | 33k | $4.1M | 0% | Sep 2024 |
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| Per Stirling Capital Management | 33k | $4.1M | 100% | Sep 2024 |
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| Cranbrook Wealth Management | 32k | $4.0M | -1% | Sep 2024 |
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| IFP Advisors | 32k | $3.6M | -40% | Jun 2024 |
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| River Wealth Advisors | 31k | $3.8M | -4% | Sep 2024 |
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| Soltis Investment Advisors | 31k | $3.8M | 4% | Sep 2024 |
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| Glass Jacobson Investment Advisors | 31k | $3.8M | -1% | Sep 2024 |
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| Campion Asset Management | 31k | $3.8M | -21% | Sep 2024 |
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| Factorial Partners | 31k | $3.8M | 0% | Sep 2024 |
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| Trail Ridge Investment Advisors | 30k | $3.8M | 6% | Sep 2024 |
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| Sanctuary Advisors | 30k | $3.4M | 100% | Jun 2024 |
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| Nikulski Financial | 30k | $3.7M | -1% | Sep 2024 |
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| Modera Wealth Management | 30k | $3.7M | 0% | Sep 2024 |
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| Alesco Advisors | 30k | $3.7M | -8% | Sep 2024 |
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| MEMBERS Trust | 27k | $3.4B | 0% | Sep 2024 |
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| Fifth Third Wealth Advisors | 27k | $3.3M | 9% | Sep 2024 |
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| Neumann Capital Management | 26k | $3.3M | -1% | Sep 2024 |
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| Thrivent Financial for Lutherans | 26k | $3.2M | -20% | Sep 2024 |
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| SNS Financial | 26k | $3.2M | -2% | Sep 2024 |
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| Prosperity Planning | 26k | $3.2M | -2% | Sep 2024 |
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| Vance Wealth | 25k | $3.1M | -6% | Sep 2024 |
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| Colony | 24k | $2.9M | -78% | Sep 2024 |
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| H D Vest Advisory Services | 20k | $2.3M | -33% | Jun 2024 |
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| Bank of Stockton Trust & Investment | 19k | $2.1M | -49% | Jun 2024 |
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| Susquehanna International | 15k | $1.9M | -66% | Sep 2024 |
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| Signature Estate and Investment Advisors | 14k | $1.7M | -57% | Sep 2024 |
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| Jane Street | 9.9k | $1.2M | -70% | Sep 2024 |
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| Liberty Wealth Management | 3.7k | $452k | -99% | Sep 2024 |
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| Assetmark | 1.4k | $175k | -100% | Sep 2024 |
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Who sold out of iShares S&P MidCap 400 Value Index?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Simplicity Wealth | Jun 2024 | 34k | $3.9M |
| Citadel Advisors | Jun 2024 | 29k | $3.3M |