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S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
How major US stock indexes fared Friday, 4/19/2024
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Stock market today: Tumbling tech stocks drag Wall Street to the finish line of another losing week
American Express profits jump 34%, helped by jump in new customers, higher spending
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S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
How major US stock indexes fared Friday, 4/19/2024
The “Perfect Storm” for Gold (Ad)
Stock market today: Tumbling tech stocks drag Wall Street to the finish line of another losing week
American Express profits jump 34%, helped by jump in new customers, higher spending
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American Express, Fifth Third rise; Netflix, PPG Industries fall, Friday, 4/19/2024
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S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
How major US stock indexes fared Friday, 4/19/2024
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Stock market today: Tumbling tech stocks drag Wall Street to the finish line of another losing week
American Express profits jump 34%, helped by jump in new customers, higher spending
Secret Bull Market Starts in This Unusual Sector (Ad)
American Express, Fifth Third rise; Netflix, PPG Industries fall, Friday, 4/19/2024
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iShares S&P Mid-Cap 400 Value ETF (IJJ) Institutional Ownership

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$110.57
+1.11 (+1.01%)
(As of 04/19/2024 ET)
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Stock AnalysisChartHoldingsOwnershipRatings

Institutional Ownership Changes (13F Filings) for iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ)

Number of
Institutional Buyers
(last 12 months)
425
Total
Institutional Inflows
(last 12 months)
$773.46M
Number of
Institutional Sellers
(last 12 months)
344
Total
Institutional Outflows
(last 12 months)
$788.75M
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IJJ Institutional Buying and Selling by Quarter

iShares S&P Mid-Cap 400 Value ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/18/2024Total Wealth Planning LLC4,935$584K0.1%-6.9%0.007%
4/18/2024Capital Advisors Ltd. LLC127,747$15.11M2.0%-0.3%0.192%
4/18/2024Woodmont Investment Counsel LLC1,585$188K0.0%N/A0.002%
4/18/2024Panoramic Investment Advisors LLC6,585$779K0.6%+41.3%0.010%
4/18/2024Edmonds Duncan Registered Investment Advisors LLC13,262$1.57M0.4%+2.8%0.020%
4/18/2024Allspring Global Investments Holdings LLC402$48K0.0%-33.0%0.001%
4/18/2024Stordahl Capital Management Inc.16,983$2.01M0.5%-0.8%0.026%
4/18/2024Claro Advisors LLC11,595$1.37M0.2%+18.6%0.017%
4/18/2024Kowal Investment Group LLC1,692$200K0.0%N/A0.003%
4/18/2024BKM Wealth Management LLC40,926$4.84M2.1%+3.8%0.061%
4/18/2024Omega Financial Group LLC69,152$8.18M3.3%+3.6%0.104%
4/18/2024Breakwater Capital Group16,065$1.90M0.5%+4.2%0.024%
4/18/2024Ironwood Financial llc46,409$5.49M1.3%-0.2%0.070%
4/17/2024Dumont & Blake Investment Advisors LLC18,015$2.13M0.6%+1.4%0.027%
4/17/2024Vicus Capital13,613$1.61M0.1%+8.1%0.020%
4/16/2024Norway Savings Bank19,059$2.25M0.9%-7.7%0.029%
4/16/2024Tsfg LLC597$71K0.0%-45.5%0.001%
4/16/2024Pinnacle Bancorp Inc.16,984$2.01M0.6%-5.6%0.026%
4/16/2024Courier Capital LLC216,049$25.56M1.8%+1.1%0.324%
4/16/2024Fifth Third Wealth Advisors LLC23,793$2.81M0.4%N/A0.036%
4/16/2024Wealth Enhancement Advisory Services LLC103,364$12.23M0.0%-5.1%0.155%
4/15/2024Wealthcare Advisory Partners LLC4,723$559K0.0%+33.0%0.007%
4/15/2024Ellis Investment Partners LLC108,612$12.85M2.8%-1.7%0.163%
4/15/2024Future Financial Wealth Managment LLC581$69K0.1%N/A0.001%
4/15/2024Brookstone Capital Management2,022$239K0.0%-9.5%0.003%
4/15/2024Sunbelt Securities Inc.7,173$849K0.1%-7.5%0.011%
4/15/2024Ehrlich Financial Group17,582$2.08M1.8%N/A0.026%
4/15/2024Sound Income Strategies LLC19,423$2.30M0.2%N/A0.029%
4/15/2024Thompson Investment Management Inc.9,259$1.10M0.2%+11.1%0.014%
4/12/2024 Whitaker Myers Wealth Managers LTD.15,652$1.85M0.8%-2.6%0.024%
4/12/2024 Harbor Investment Advisory LLC5,395$638K0.1%+3.7%0.008%
4/12/2024 AdvisorNet Financial Inc5,915$700K0.1%-26.9%0.009%
4/11/2024 City Holding Co.690$82K0.0%+16.9%0.001%
4/11/2024 Royal Fund Management LLC18,425$2.19M0.2%+15.7%0.028%
4/11/2024 Murphy Middleton Hinkle & Parker Inc.3,809$451K0.3%+6.0%0.006%
4/11/2024 Matthew Goff Investment Advisor LLC6,655$787K0.2%-32.5%0.010%
4/10/2024 LexAurum Advisors LLC2,149$254K0.1%+15.4%0.003%
4/10/2024 SOA Wealth Advisors LLC.16,055$1.90M0.4%-3.0%0.024%
4/9/2024 Montecito Bank & Trust4,790$567K0.1%-4.0%0.007%
4/9/2024 Massmutual Trust Co. FSB ADV8,476$1.00M0.0%-2.7%0.013%
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4/9/2024 Mather Group LLC.1,223$139K0.0%N/A0.002%
4/8/2024 Evensky & Katz LLC606,003$71.68M5.1%+1.3%0.910%
4/8/2024 Atlas Brown Inc.2,633$311K0.1%+30.2%0.004%
4/5/2024 First Hawaiian Bank58,763$6.95M0.2%-15.8%0.088%
4/5/2024 CWM LLC4,853$574K0.0%-33.1%0.007%
3/15/2024BlueChip Wealth Advisors LLC26,551$3.03M2.1%N/A0.040%
3/11/2024Vanguard Group Inc.5,980$682K0.0%+2.5%0.009%
3/7/2024Objective Capital Management LLC4,555$519K0.4%+118.9%0.007%
3/6/2024SageView Advisory Group LLC2,400$271K0.0%N/A0.004%
3/6/2024Willner & Heller LLC2,523$288K0.3%N/A0.004%
3/4/2024Northwest Bank & Trust Co651$74K0.1%N/A0.001%
3/1/2024Creekmur Asset Management LLC267$30K0.0%N/A0.000%
3/1/2024Transcendent Capital Group LLC401$46K0.0%N/A0.001%
3/1/2024Goldman Sachs Group Inc.30,906$3.52M0.0%+6.5%0.046%
2/28/2024EP Wealth Advisors LLC7,447$849K0.0%+13.8%0.011%
2/21/2024WNY Asset Management LLC5,900$673K0.1%-4.5%0.009%
2/21/2024Garde Capital Inc.2,096$239K0.0%N/A0.003%
2/21/2024American Trust15,674$1.79M0.1%+0.9%0.024%
2/21/2024Smith Shellnut Wilson LLC ADV24,232$2.76M1.6%-1.8%0.036%
2/21/2024Novak & Powell Financial Services Inc.14,690$1.68M1.1%N/A0.022%
2/20/2024Voisard Asset Management Group Inc.936$107K0.1%N/A0.001%
2/16/2024Hobbs Group Advisors LLC1,684$192K0.1%N/A0.003%
2/16/2024SageView Advisory Group LLC2,400$271K0.0%N/A0.004%
2/16/2024Trail Ridge Investment Advisors LLC27,491$3.14M1.9%+0.4%0.041%
2/16/2024Clarity Asset Management Inc.2,394$273K0.2%N/A0.004%
2/15/2024Mercer Global Advisors Inc. ADV64,164$7.32M0.0%-3.8%0.096%
2/15/2024Venture Visionary Partners LLC8,109$925K0.0%+6.6%0.012%
2/15/2024Blue Edge Capital LLC108,205$12.34M2.3%+1.5%0.162%
2/15/2024Ruggaard & Associates LLC1,942$221K0.1%N/A0.003%
2/15/2024Main Street Group LTD1,185$135K0.0%N/A0.002%
2/15/2024Moneta Group Investment Advisors LLC60,140$6.86M0.1%+1.8%0.090%
2/15/2024Nwam LLC8,688$991K0.1%+133.9%0.013%
2/15/2024Financial Planning & Information Services Inc.14,486$1.65M0.3%-4.3%0.022%
2/15/2024Bradley Foster & Sargent Inc. CT5,350$610K0.0%+33.8%0.008%
2/15/2024Buckingham Strategic Wealth LLC17,777$2.03M0.0%-12.7%0.027%
2/15/2024Baird Financial Group Inc.364,059$41.52M0.1%+1.7%0.547%
2/15/2024Bragg Financial Advisors Inc22,459$2.56M0.1%-5.6%0.034%
2/15/2024Citadel Advisors LLC31,676$3.61M0.0%+251.3%0.048%
2/15/2024Comerica Bank130,047$14.83M0.1%-2.4%0.195%
2/14/2024Royal Bank of Canada478,942$54.62M0.0%+1.8%0.719%
2/14/2024Midland Wealth Advisors LLC563,684$64.28M4.4%N/A0.846%
2/14/2024Pathstone Holdings LLC254,448$29.02M0.2%N/A0.382%
2/14/2024Pacific Financial Group Inc.15,430$1.76M1.3%+1.7%0.023%
2/14/2024Kestra Advisory Services LLC100,160$11.42M0.1%+23.4%0.150%
2/14/2024Creative Planning270,362$30.83M0.0%-2.1%0.406%
2/14/2024Barometer Capital Management Inc.8,300$947K0.3%N/A0.012%
2/14/2024BOKF NA333,656$38.05M0.7%-0.3%0.501%
2/14/2024Broadview Financial Management LLC46,637$5.32M4.1%+2.0%0.070%
2/14/2024Cresset Asset Management LLC9,639$1.10M0.0%-4.4%0.014%
2/14/2024Evercore Wealth Management LLC8,237$939K0.0%-32.7%0.012%
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2/14/2024Westwood Holdings Group Inc.1,770$202K0.0%N/A0.003%
2/14/2024Wescott Financial Advisory Group LLC3,531$403K0.1%-6.3%0.005%
2/13/2024Envestnet Asset Management Inc.1,699,815$193.85M0.1%-0.7%2.552%
2/13/2024Northern Trust Corp665,401$75.88M0.0%+0.3%0.999%
2/13/2024Cetera Advisor Networks LLC50,856$5.80M0.0%-13.4%0.076%
2/13/2024Per Stirling Capital Management LLC.27,322$3.12M0.6%N/A0.041%
2/13/2024Oppenheimer & Co. Inc.13,524$1.54M0.0%-2.7%0.020%
2/13/2024Tower Research Capital LLC TRC 1,167$133K0.0%-95.3%0.002%
2/13/2024First Trust Advisors LP22,119$2.52M0.0%+2.4%0.033%
2/13/2024Goldman Sachs Group Inc.30,906$3.52M0.0%+6.5%0.046%
(Data available from 1/1/2016 forward)

IJJ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IJJ shares?

During the previous two years, 776 institutional investors and hedge funds held shares of iShares S&P Mid-Cap 400 Value ETF. The most heavily invested institutionals were Wells Fargo & Company MN ($434.65M), Morgan Stanley ($415.70M), FMR LLC ($338.09M), Bank of America Corp DE ($237.49M), UBS Group AG ($223.64M), Envestnet Asset Management Inc. ($193.85M), and PNC Financial Services Group Inc. ($148.00M).Learn more on IJJ's institutional investors.

Which institutional investors have been buying iShares S&P Mid-Cap 400 Value ETF stock?

Of the 660 institutional investors that purchased iShares S&P Mid-Cap 400 Value ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Moneta Group Investment Advisors LLC ($46.18M), CFS Investment Advisory Services LLC ($11.82M), SRS Capital Advisors Inc. ($739.26K), Assetmark Inc. ($671.01K), M&T Bank Corp ($602.78K), Midland Wealth Advisors LLC ($563.68K), and Envestnet Asset Management Inc. ($525.61K).

How much institutional buying is happening at iShares S&P Mid-Cap 400 Value ETF?

Institutional investors have bought a total of 75,498,854 shares in the last 24 months. This purchase volume represents approximately $7.61B in transactions.

Which iShares S&P Mid-Cap 400 Value ETF major shareholders have been selling company stock?

Of the 471 institutional investors that sold iShares S&P Mid-Cap 400 Value ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: CFS Investment Advisory Services LLC ($4.54M), Wells Fargo & Company MN ($1.05M), Barber Financial Group Inc. ($767.89K), Natixis Advisors L.P. ($609.97K), SRS Capital Advisors Inc. ($581.76K), UBS Group AG ($496.31K), and M&T Bank Corp ($485.89K).

How much institutional selling is happening at iShares S&P Mid-Cap 400 Value ETF?

Institutional investors have sold a total of 19,266,720 shares in the last 24 months. This volume of shares sold represents approximately $1.92B in transactions.


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This page (NYSEARCA:IJJ) was last updated on 4/19/2024 by MarketBeat.com Staff

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