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 | 3.7M | $417M | -3% | Jun 2024 |
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| Bank of America Corporation | 2.4M | $274M | -2% | Jun 2024 |
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| Envestnet Asset Management | 1.8M | $199M | 2% | Jun 2024 |
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| Pnc Financial Services | 1.3M | $150M | 1% | Jun 2024 |
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| D.A. Davidson & Co. | 870k | $99M | 1% | Jun 2024 |
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| Cullen Frost Bankers | 694k | $79M | 0% | Jun 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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| Northwestern Mutual Wealth Management Company | 631k | $72M | 1% | Jun 2024 |
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| LPL Financial | 609k | $69M | 3% | Jun 2024 |
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| Midland Wealth Advisors | 574k | $65M | -1% | Jun 2024 |
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| Royal Bank of Canada | 538k | $61M | 7% | Jun 2024 |
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| Assetmark | 506k | $57M | 182625% | Jun 2024 |
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| Bank of New York Mellon | 449k | $51M | -11% | Jun 2024 |
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| Willis Johnson & Associates | 433k | $49M | 4% | Jun 2024 |
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| G. W. Henssler & Associates | 420k | $48M | 0% | Jun 2024 |
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| Liberty Wealth Management | 393k | $412k | 100% | Jun 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 | 355k | $40M | 0% | Jun 2024 |
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| HighTower Advisors | 340k | $39M | 6% | Jun 2024 |
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| Jpmorgan Chase & Co | 331k | $38M | -13% | Jun 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 | 268k | $30M | -1% | Jun 2024 |
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| Cambridge Investment Research Advisors | 247k | $28M | -4% | Jun 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 | 228k | $26M | -3% | Jun 2024 |
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| Rockefeller Capital Management | 222k | $25M | 5% | Jun 2024 |
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| Mesirow Financial Investment Management International Equity | 219k | $25M | -1% | Jun 2024 |
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| Rehmann Capital Advisory | 187k | $21M | -3% | Jun 2024 |
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| Keybank National Association | 181k | $21M | -1% | Jun 2024 |
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| Northern Oak Capital Management | 177k | $20M | -4% | Jun 2024 |
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| Pensionmark Financial Group | 177k | $1.8M | 4648% | Jun 2024 |
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| SRS Capital Advisors | 177k | $20M | -3% | Jun 2024 |
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| Stifel Financial | 172k | $20M | -3% | Jun 2024 |
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| Mariner Wealth Advisors | 171k | $19M | 2% | Jun 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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| 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 | 153k | $17M | -6% | Jun 2024 |
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| Jmac Enterprises | 141k | $16M | -6% | Jun 2024 |
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| Sterling Financial Planning | 132k | $15M | 2% | Jun 2024 |
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| Cetera Investment Advisers | 132k | $15M | -2% | Jun 2024 |
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| Salomon & Ludwin | 131k | $15M | -27% | Jun 2024 |
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| ETF Portfolio Partners | 129k | $16M | -1% | Sep 2024 |
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| Capital Advisors | 128k | $15M | 0% | Jun 2024 |
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| First Merchants Bank, National Association | 126k | $14M | -1% | Jun 2024 |
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| Brian McDonald | 125k | $14M | -1% | Jun 2024 |
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| Lutz Financial Services | 124k | $14M | -1% | Jun 2024 |
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| GHP Investment Advisors | 111k | $13M | -1% | Jun 2024 |
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| Steward Partners Investment Advisory | 110k | $13M | 1% | Jun 2024 |
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| Kestra Advisory Services | 109k | $12M | 4% | Jun 2024 |
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| Blue Edge Capital | 109k | $12M | -3% | Jun 2024 |
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| Colony | 106k | $12M | 108% | Jun 2024 |
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| Flaharty Asset Management | 104k | $13M | 0% | Sep 2024 |
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| Moneta Group Investment Advisors | 101k | $12M | -1% | Jun 2024 |
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| Ellis Investment Partners | 101k | $11M | -7% | Jun 2024 |
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| Envestnet Portfolio Solutions | 97k | $11M | 2% | Jun 2024 |
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| Wealth Enhancement Advisory Services | 97k | $11M | -7% | Jun 2024 |
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| Sontag Advisory | 95k | $11M | 10% | Jun 2024 |
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| M^T Bank Corporation | 91k | $10M | -6% | Jun 2024 |
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| Asset Managment | 90k | $10M | 0% | Jun 2024 |
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| Cassaday & Co Wealth Management | 87k | $9.9M | -1% | Jun 2024 |
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| Greenup Street Wealth Management | 86k | $11M | 13% | Sep 2024 |
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| Nations Financial Group | 81k | $9.2M | -1% | Jun 2024 |
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| Us Bancorp | 80k | $9.1M | 0% | Jun 2024 |
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| Atria Wealth Solutions | 80k | $9.0M | -3% | Jun 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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| Natixis Asset Management Advisors | 75k | $8.5M | -1% | Jun 2024 |
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| Mill Creek Capital Advisors | 72k | $8.2M | 0% | Jun 2024 |
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| Wintrust Financial Corporation | 71k | $8.0M | 0% | Jun 2024 |
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| CFS Investment Advisory Services | 71k | $8.0M | 100% | Jun 2024 |
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| Ullmann Financial | 64k | $7.9M | -4% | Sep 2024 |
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| Mml Investors Services | 64k | $7.2M | -8% | Jun 2024 |
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| Associated Banc- | 59k | $6.7M | 2% | Jun 2024 |
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| Captrust Financial Advisors | 59k | $6.7M | -1% | Jun 2024 |
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| LMG Wealth Partners | 58k | $6.5M | 1% | Jun 2024 |
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| Merriman Wealth Management | 57k | $6.5M | -2% | Jun 2024 |
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| Greenleaf Trust | 57k | $7.1M | 0% | Sep 2024 |
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| Regions Bank | 54k | $6.1M | -1% | Jun 2024 |
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| CIBC World Markets | 53k | $6.0M | -15% | Jun 2024 |
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| Oldfather Financial Services | 53k | $6.0M | 3% | Jun 2024 |
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| One Capital Management | 51k | $5.8M | -11% | Jun 2024 |
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| Asset Dedication | 51k | $6.2M | 4% | Sep 2024 |
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| Becker Capital Management | 49k | $5.5M | 0% | Jun 2024 |
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| First Citizens Financial Corp | 48k | $5.9M | 0% | 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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| Susquehanna International | 45k | $5.1M | 150% | Jun 2024 |
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| Wsfs Capital Management | 45k | $5.1M | -5% | Jun 2024 |
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| Pittenger & Anderson | 44k | $5.0M | 0% | Jun 2024 |
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| BKM Wealth Management | 43k | $4.9M | 5% | Jun 2024 |
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| JFS Wealth Advisors | 42k | $4.8M | 4% | Jun 2024 |
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| Foundation Wealth Management | 42k | $4.7M | -2% | Jun 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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| Patriot Financial Group Insurance Agency | 41k | $4.7M | 4% | Jun 2024 |
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| Ifrah Financial Services | 41k | $4.7M | -1% | Jun 2024 |
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| Janney Montgomery Scott | 40k | $4.5M | -3% | Jun 2024 |
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| Chas. P. Smith & Associates, PA, CPA's | 40k | $4.9M | -1% | Sep 2024 |
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| Huntington National Bank | 40k | $4.5M | 0% | Jun 2024 |
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| Csenge Advisory Group | 40k | $4.5M | 23% | Jun 2024 |
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| JNBA Financial Advisors | 39k | $4.4M | -6% | Jun 2024 |
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| King Wealth Management | 38k | $4.3M | -3% | Jun 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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| 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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| 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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| LTG Capital | 34k | $3.9M | 4% | Jun 2024 |
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| Oakmont Partners | 34k | $3.8M | 487% | Jun 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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| Coldstream Capital Management | 34k | $3.8M | -1% | Jun 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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| Signature Estate and Investment Advisors | 33k | $3.7M | -17% | Jun 2024 |
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| Jane Street | 33k | $3.7M | 100% | Jun 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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| Glass Jacobson Investment Advisors | 31k | $3.5M | 0% | Jun 2024 |
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| Factorial Partners | 31k | $3.5M | 0% | Jun 2024 |
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| Nikulski Financial | 30k | $3.5M | 0% | Jun 2024 |
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| Sanctuary Advisors | 30k | $3.4M | 100% | Jun 2024 |
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| Soltis Investment Advisors | 30k | $3.4M | 7% | Jun 2024 |
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| Modera Wealth Management | 30k | $3.4M | 7% | Jun 2024 |
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| Citadel Advisors | 29k | $3.3M | 118% | Jun 2024 |
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| Trail Ridge Investment Advisors | 29k | $3.2M | -2% | Jun 2024 |
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| MEMBERS Trust | 27k | $3.4B | 0% | Sep 2024 |
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| Neumann Capital Management | 27k | $3.0M | 4% | Jun 2024 |
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| SNS Financial | 27k | $3.0M | -4% | Jun 2024 |
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| Vance Wealth | 27k | $3.0M | 0% | Jun 2024 |
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| Stratos Wealth Advisors | 26k | $3.2M | 41% | Sep 2024 |
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| Prosperity Planning | 26k | $3.2M | -2% | Sep 2024 |
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| Mutual Advisors | 26k | $3.1M | 2% | Jun 2024 |
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| Pinnacle Financial Partners | 26k | $2.9M | 10% | Jun 2024 |
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| Ashton Thomas Private Wealth | 25k | $2.9M | -1% | Jun 2024 |
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| DDFG | 25k | $2.8B | 0% | Jun 2024 |
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| Fifth Third Wealth Advisors | 25k | $2.8M | 3% | Jun 2024 |
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| Sigma Planning | 23k | $2.6M | -20% | Jun 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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| Sound Income Strategies | 79.00 | $9.8k | -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 |
|---|---|---|---|
| Duff & Phelps Investment Management | Mar 2024 | 241k | $29M |
| Simplicity Wealth | Jun 2024 | 34k | $3.9M |
| Lincoln National | Mar 2024 | 25k | $3.0M |