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iShares S&P MidCap 400 Value Index shares owned by Morgan Stanley

Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Morgan Stanley from 13F filings

Historical chart of Morgan Stanley investment in iShares S&P MidCap 400 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 Value Index held by Morgan Stanley consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P MidCap 400 Value Index by Morgan Stanley

Quarter filed Position value Share count Share price at filing
2024-06-30 $455M 4.0M 113.46
2024-03-31 $479M 4.0M 118.29
2023-12-31 $461M 4.0M 114.04
2023-09-30 $416M 4.1M 100.93
2023-06-30 $451M 4.2M 107.13
2022-12-31 $455M 4.5M 100.80
2022-06-30 $437M 4.6M 94.43
2022-03-31 $504M 4.6M 109.64
2021-06-30 $498M 4.7M 105.34
2020-12-31 $382M 4.4M 86.31
2020-09-30 $271M 2.0M 134.86
2020-06-30 $264M 2.0M 132.96
2020-03-31 $225M 2.0M 111.11
2019-12-31 $306M 1.8M 174.60
2019-09-30 $279M 1.8M 158.73
2019-03-31 $282M 1.8M 158.73
2018-12-31 $247M 1.8M 134.92
2018-09-30 $405M 2.4M 166.67
2018-06-30 $381M 2.4M 158.73
2018-03-31 $361M 2.4M 150.79
2017-12-31 $376M 2.4M 158.73
2017-03-31 $313M 2.1M 148.86
2016-12-31 $292M 2.0M 145.16
2016-09-30 $259M 1.9M 133.02
2016-06-30 $261M 1.9M 137.25
2016-03-31 $249M 2.0M 125.00
2015-12-31 $230M 2.0M 117.39
2015-09-30 $212M 1.9M 113.04
2015-06-30 $229M 1.9M 120.00
2014-12-31 $270M 1.9M 142.86
2014-09-30 $226M 1.9M 120.35
2014-06-30 $238M 1.9M 126.98
2014-03-31 $229M 1.9M 120.34
2013-12-31 $219M 1.9M 116.28
2013-09-30 $215M 2.0M 108.02

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Alphabet Cap Stk Cl A (GOOGL)
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View all positions for Morgan Stanley

Top funds holding iShares S&P MidCap 400 Value Index

Wells Fargo & Company
FMR
Bank of America Corporation
UBS Group
Envestnet Asset Management
Pnc Financial Services
Ameriprise Financial
D.A. Davidson & Co.
Financial Engines Advisors L.L.C
Cullen Frost Bankers
Northern Trust
Raymond James & Associates
Evensky & Katz
LPL Financial
Northwestern Mutual Wealth Management Company

View all funds holding iShares S&P MidCap 400 Value Index