Purchases and Sales Made in Q1 2023 in Ishares S&P Midcap 400 Value E (IJJ)

IJJ Quotes by TradingView

This table provides information about the institutional ownership of Ishares S&P Midcap 400 Value E (IJJ) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES S&P MIDCAP 400 VALUE E.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
May 09, 2023 Q1 2023
Bank Of New York Mellon Corp

New York, NY
BUY
 -
875K
New
$85M - $102M
875K $110M
May 05, 2023 Q1 2023
Assetmark, Inc

BUY
 -
666K
+ 304095.44%
$64.8M - $77.3M
666K $83.4M
Apr 26, 2023 Q1 2023
Gw Henssler & Associates LTD

BUY
 -
385K
New
$37.5M - $44.7M
385K $48.3M
May 15, 2023 Q1 2023
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
252K
+ 10071.4%
$24.5M - $29.2M
254K $31.8M
May 15, 2023 Q1 2023
Wealth Advisory Solutions, LLC

BUY
 -
141K
+ 722.72%
$13.7M - $16.4M
161K $20.1M
Apr 27, 2023 Q1 2023
Sawtooth Solutions, LLC

BUY
 -
114K
New
$11M - $13.2M
114K $14.2M
Jun 05, 2023 Q1 2023
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
76.2K
New
$7.41M - $8.85M
76.2K $9.54M
May 17, 2023 Q1 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
53K
+ 45.19%
$5.15M - $6.15M
170K $21.3M
May 15, 2023 Q1 2023
Becker Capital Management Inc

BUY
 -
48.8K
New
$4.75M - $5.67M
48.8K $6.11M
Apr 25, 2023 Q1 2023
North Crest Asset Manangement, LLC

BUY
 -
48.3K
New
$4.69M - $5.6M
48.3K $6.04M
May 04, 2023 Q1 2023
Journey Advisory Group, LLC

BUY
 -
43.5K
New
$4.23M - $5.05M
43.5K $5.44M
Apr 20, 2023 Q1 2023
Evensky & Katz LLC

BUY
 -
43.3K
+ 7.44%
$4.21M - $5.02M
625K $78.3M
Jun 13, 2024 Q1 2023
Bank Of Montreal

Toronto, A6
BUY
 -
43K
+ 24.53%
$4.18M - $4.99M
218K $27.3M
May 15, 2023 Q1 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
40.3K
+ 9.28%
$3.92M - $4.68M
474K $59.4M
May 15, 2023 Q1 2023
Creative Planning

Overland Park, KS
BUY
 -
39K
+ 15.49%
$3.79M - $4.53M
291K $36.4M
May 05, 2023 Q1 2023
Cfs Investment Advisory Services, LLC

Totowa, NJ
BUY
 -
37.9K
New
$3.68M - $4.4M
37.9K $4.74M
May 11, 2023 Q1 2023
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
33.8K
+ 32.76%
$3.29M - $3.93M
137K $17.2M
May 11, 2023 Q1 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
33.4K
+ 99.7%
$3.25M - $3.88M
67K $8.39M
May 14, 2024 Q1 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
33.4K
+ 99.7%
$3.25M - $3.88M
67K $8.39M
Apr 11, 2023 Q1 2023
Smith Anglin Financial, LLC

BUY
 -
26.9K
+ 11.08%
$2.61M - $3.12M
270K $33.8M
Apr 13, 2023 Q1 2023
Mc Elhenny Sheffield Capital Management, LLC

BUY
 -
25.5K
New
$2.48M - $2.96M
25.5K $3.2M
May 10, 2023 Q1 2023
Private Advisor Group, LLC

BUY
 -
24.9K
+ 65.24%
$2.42M - $2.89M
63K $7.88M
May 15, 2023 Q1 2023
Jane Street Group, LLC

New York, NY
BUY
 -
20.5K
+ 629.15%
$2M - $2.39M
23.8K $2.98M
Apr 13, 2023 Q1 2023
Ewg Elevate Inc.

BUY
 -
19.2K
+ 144.99%
$1.87M - $2.23M
32.5K $4.07M
May 15, 2023 Q1 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
18.4K
+ 24.39%
$1.78M - $2.13M
93.6K $11.7M
May 12, 2023 Q1 2023
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
18K
New
$1.75M - $2.09M
18K $2.26M
May 11, 2023 Q1 2023
Cerity Partners LLC

New York, NY
BUY
 -
16K
+ 3.21%
$1.55M - $1.86M
513K $64.3M
Jun 14, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
15.7K
+ 25.93%
$1.53M - $1.82M
76.2K $9.55M
May 16, 2023 Q1 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
15.3K
+ 354.27%
$1.49M - $1.78M
19.7K $2.46M
May 09, 2023 Q1 2023
Spire Wealth Management

BUY
 -
14.1K
+ 155.63%
$1.37M - $1.63M
23.1K $2.89M
May 10, 2023 Q1 2023
Ascent Group, LLC

BUY
 -
13.4K
New
$1.3M - $1.55M
13.4K $1.68M
May 15, 2023 Q1 2023
Betterment LLC

New York, NY
BUY
 -
13K
+ 27.71%
$1.27M - $1.51M
60K $7.51M
May 15, 2023 Q1 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
12K
+ 4.62%
$1.17M - $1.39M
271K $34M
May 10, 2023 Q1 2023
Atria Investments LLC

Charlotte, NC
BUY
 -
11.7K
New
$1.14M - $1.36M
11.7K $1.47M
May 15, 2023 Q1 2023
Northern Trust Corp

Chicago, IL
BUY
 -
11.3K
+ 1.69%
$1.1M - $1.31M
677K $84.8M
May 11, 2023 Q1 2023
Commonwealth Equity Services, LLC

BUY
 -
11.2K
+ 4.84%
$1.09M - $1.3M
242K $30.3M
May 09, 2023 Q1 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
10.9K
+ 183.24%
$1.06M - $1.26M
16.8K $2.11M
May 15, 2023 Q1 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
9.88K
+ 46.1%
$961K - $1.15M
31.3K $3.92M
Apr 17, 2023 Q1 2023
First Heartland Consultants, Inc.

BUY
 -
9.48K
+ 30.53%
$922K - $1.1M
40.5K $5.08M
May 12, 2023 Q1 2023
Hrt Financial LP

New York, NY
BUY
 -
9.4K
+ 59.88%
$914K - $1.09M
25.1K $3.14M
May 17, 2023 Q1 2023
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
9.21K
+ 5.15%
$895K - $1.07M
188K $23.6M
May 12, 2023 Q1 2023
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
9.12K
New
$887K - $1.06M
9.12K $1.14M
Apr 26, 2023 Q1 2023
Breakwater Capital Group

Paramus, NJ
BUY
 -
8.98K
+ 110.47%
$873K - $1.04M
17.1K $2.14M
Apr 28, 2023 Q1 2023
Janney Montgomery Scott LLC

BUY
 -
8.63K
+ 13.84%
$839K - $1M
71K $8.89M
Apr 13, 2023 Q1 2023
Kmg Fiduciary Partners, LLC

BUY
 -
8.32K
New
$808K - $965K
8.32K $1.04M
May 09, 2023 Q1 2023
Spc Financial, Inc.

BUY
 -
8.28K
+ 5.24%
$805K - $962K
166K $20.8M
May 04, 2023 Q1 2023
Barber Financial Group, Inc.

BUY
 -
7.74K
+ 40.34%
$752K - $898K
26.9K $3.37M
May 01, 2023 Q1 2023
Csenge Advisory Group

BUY
 -
7.24K
+ 25.17%
$704K - $840K
36K $4.51M
Apr 07, 2023 Q1 2023
Omega Financial Group, LLC

BUY
 -
7.09K
+ 12.05%
$690K - $823K
66K $8.26M

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