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iShares S&P MidCap 400 Value Index shares owned by Umpqua Bank

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

Historical chart of Umpqua Bank 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 Umpqua Bank 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 Umpqua Bank

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 9.2k 123.62
2024-06-30 $884k 7.8k 113.46
2024-03-31 $925k 7.8k 118.29

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View all positions for Umpqua Bank

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