Purchases and Sales Made in Q1 2023 in Ishares S&P Midcap 400 Value E (IJJ)
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 02, 2023
Q1 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-2.41K- 19.82% |
$235K - $280K
|
9.76K
$1.27M
|
|
|
May 10, 2023
Q1 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-2.46K- 15.94% |
$239K - $286K
|
13K
$1.69M
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-2.48K- 47.79% |
$242K - $288K
|
2.71K
$353K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.62K- 4.49% |
$254K - $304K
|
55.7K
$7.24M
|
|
|
May 15, 2023
Q1 2023
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-2.71K- 69.38% |
$263K - $314K
|
1.19K
$155K
|
|
|
Apr 06, 2023
Q1 2023
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-2.92K- 0.73% |
$284K - $339K
|
395K
$51.3M
|
|
|
May 08, 2023
Q1 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-2.99K- 12.12% |
$290K - $347K
|
21.7K
$2.82M
|
|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-3.09K- 10.96% |
$301K - $359K
|
25.1K
$3.27M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.19K- 3.0% |
$310K - $370K
|
103K
$13.4M
|
|
|
Apr 17, 2023
Q1 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-3.34K- 25.11% |
$325K - $388K
|
9.97K
$1.3M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-3.76K- 1.74% |
$366K - $437K
|
212K
$27.6M
|
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-3.87K- 63.8% |
$376K - $449K
|
2.2K
$286K
|
|
|
Apr 18, 2023
Q1 2023
|
Members Trust CO
|
SELL
|
- |
-3.96K- 9.11% |
$385K - $460K
|
39.5K
$5.14M
|
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-3.99K- 15.92% |
$388K - $463K
|
21K
$2.74M
|
|
|
May 01, 2023
Q1 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-4.05K- 8.13% |
$393K - $470K
|
45.7K
$5.95M
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-4.14K- 18.92% |
$402K - $480K
|
17.7K
$2.31M
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-4.25K- 1.19% |
$413K - $494K
|
353K
$45.9M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-4.44K- 4.31% |
$431K - $515K
|
98.6K
$12.8M
|
|
|
Apr 27, 2023
Q1 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-4.46K- 9.66% |
$434K - $518K
|
41.7K
$5.43M
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-4.5K- 20.85% |
$438K - $522K
|
17.1K
$2.22M
|
|
|
Apr 24, 2023
Q1 2023
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-5.2K- 45.94% |
$506K - $604K
|
6.12K
$797K
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-5.3K- 20.71% |
$515K - $615K
|
20.3K
$2.64M
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-5.37K- 58.43% |
$522K - $624K
|
3.82K
$497K
|
|
|
May 03, 2023
Q1 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-5.4K- 19.62% |
$525K - $627K
|
22.1K
$2.88M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.93K- 8.91% |
$576K - $688K
|
60.5K
$7.88M
|
|
|
Apr 18, 2023
Q1 2023
|
Hudson Capital Management LLC
|
SELL
|
- |
-6.25K- 11.25% |
$608K - $726K
|
49.3K
$6.41M
|
|
|
May 03, 2023
Q1 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-6.55K- 73.23% |
$636K - $760K
|
2.39K
$311K
|
|
|
May 11, 2023
Q1 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-6.61K- 84.01% |
$643K - $767K
|
1.26K
$164K
|
|
|
May 04, 2023
Q1 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-7.02K- 9.69% |
$683K - $815K
|
65.5K
$8.52M
|
|
|
Apr 07, 2023
Q1 2023
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-7.19K- 26.6% |
$699K - $835K
|
19.8K
$2.58M
|
|
|
May 01, 2023
Q1 2023
|
Sierra Capital LLC
|
SELL
|
- |
-7.93K- 17.8% |
$771K - $920K
|
36.6K
$4.76M
|
|
|
Apr 13, 2023
Q1 2023
|
Hms Capital Management, LLC
|
SELL
|
- |
-8.86K- 74.0% |
$862K - $1.03M
|
3.11K
$405K
|
|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-9.68K- 60.99% |
$941K - $1.12M
|
6.19K
$806K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-11K- 13.5% |
$1.07M - $1.27M
|
70.3K
$9.14M
|
|
|
May 15, 2023
Q1 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-11.2K- 1.55% |
$1.09M - $1.3M
|
711K
$92.5M
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-11.7K- 3.21% |
$1.14M - $1.36M
|
353K
$45.9M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-11.7K- 6.07% |
$1.14M - $1.36M
|
181K
$23.6M
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-11.8K- 3.04% |
$1.15M - $1.37M
|
377K
$49M
|
|
|
Apr 27, 2023
Q1 2023
|
Sunesis Advisors, LLC
|
SELL
|
- |
-11.8K- 82.01% |
$1.15M - $1.37M
|
2.6K
$338K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-12.1K- 14.24% |
$1.17M - $1.4M
|
72.7K
$9.45M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-12.1K- 6.24% |
$1.17M - $1.4M
|
182K
$23.6M
|
|
|
May 08, 2023
Q1 2023
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-14.2K- 23.01% |
$1.38M - $1.64M
|
47.4K
$6.16M
|
|
|
May 16, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-14.8K- 60.48% |
$1.44M - $1.72M
|
9.67K
$1.26M
|
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-14.8K- 60.48% |
$1.44M - $1.72M
|
9.67K
$1.26M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-15.7K- 20.59% |
$1.53M - $1.82M
|
60.5K
$7.88M
|
|
|
May 15, 2023
Q1 2023
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-16.3K- 13.03% |
$1.58M - $1.89M
|
109K
$14.1M
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-16.3K- 81.38% |
$1.59M - $1.9M
|
3.74K
$486K
|
|
|
Apr 24, 2023
Q1 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-17.1K- 6.76% |
$1.67M - $1.99M
|
236K
$30.8M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-17.2K- 4.71% |
$1.68M - $2M
|
348K
$45.3M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-17.9K- 4.64% |
$1.74M - $2.08M
|
369K
$47.9M
|