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iShares S&P MidCap 400 Value Index shares owned by Umb Bank N A

Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Umb Bank N A from 13F filings

Historical chart of Umb Bank N A 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 Umb Bank N A 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 Umb Bank N A

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.7M 22k 123.62
2024-06-30 $2.6M 23k 113.46
2024-03-31 $2.8M 24k 118.29
2023-12-31 $2.8M 24k 114.04
2023-09-30 $2.5M 25k 100.93
2023-06-30 $2.7M 25k 107.13
2023-03-31 $2.6M 25k 102.77
2022-12-31 $2.6M 26k 100.75
2022-09-30 $2.3M 26k 89.97
2022-06-30 $2.5M 27k 94.41
2022-03-31 $2.9M 27k 109.66
2021-12-31 $3.0M 27k 110.66
2021-09-30 $1.8M 18k 103.05
2021-06-30 $1.9M 18k 105.33
2021-03-31 $1.8M 18k 101.93
2020-12-31 $1.6M 18k 86.29
2020-09-30 $1.6M 12k 132.92
2020-06-30 $1.6M 12k 132.92
2020-03-31 $1.4M 12k 109.75
2019-12-31 $2.1M 12k 170.72
2019-09-30 $2.0M 13k 159.91
2019-06-30 $1.9M 12k 159.50
2019-03-31 $2.0M 13k 156.98
2018-12-31 $1.8M 13k 138.33
2018-09-30 $2.1M 13k 167.35
2018-06-30 $2.0M 13k 162.00
2018-03-31 $1.7M 11k 154.54
2017-12-31 $1.9M 12k 160.08
2017-09-30 $1.8M 12k 152.75
2017-06-30 $2.1M 14k 148.56
2017-03-31 $2.0M 14k 148.48
2016-12-31 $2.0M 14k 145.25
2016-09-30 $2.0M 15k 133.02
2016-06-30 $2.0M 16k 128.02
2016-03-31 $1.9M 15k 124.04
2015-12-31 $1.4M 12k 117.18

More positions owned by Umb Bank N A

UMB Financial Corporation (UMBF)
Ishares Core S&p500 Etf (IVV)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
iShares ETFs/USA Core S&p Mcp Etf (IJH)
Berkshire Hathaway Cl A (BRK.A)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
iShares ETFs/USA Intrm Gov Cr Etf (GVI)
Ishares Core Msci Eafe (IEFA)
Progressive Corporation (PGR)
Eli Lilly & Co. (LLY)
JPMorgan Chase & Co. (JPM)
Costco Wholesale Corporation (COST)

View all positions for Umb Bank N A

Top funds holding iShares S&P MidCap 400 Value Index

Morgan Stanley
Wells Fargo & Company
Bank of America Corporation
Envestnet Asset Management
Pnc Financial Services
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
Midland Wealth Advisors
Royal Bank of Canada

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