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
Apr 25, 2023 Q1 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
2.11K
New
$205K - $245K
2.11K $264K
Apr 11, 2023 Q1 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
2.09K
New
$203K - $242K
2.09K $261K
May 15, 2023 Q1 2023
Belpointe Asset Management LLC

BUY
 -
2.04K
+ 13.12%
$199K - $237K
17.6K $2.2M
Apr 28, 2023 Q1 2023
Avantax Advisory Services, Inc.

BUY
 -
2K
+ 5.48%
$194K - $232K
38.4K $4.81M
Apr 12, 2023 Q1 2023
Chapin Davis, Inc.

Baltimore, MD
BUY
 -
1.99K
New
$194K - $231K
1.99K $249K
Apr 11, 2023 Q1 2023
Mbl Wealth, LLC

Charlotte, NC
BUY
 -
1.95K
New
$190K - $226K
1.95K $244K
Apr 13, 2023 Q1 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
1.87K
New
$182K - $218K
1.87K $235K
Jul 06, 2023 Q1 2023
Awm Capital, LLC

BUY
 -
1.75K
+ 28.8%
$171K - $204K
7.84K $982K
May 04, 2023 Q1 2023
Parkside Financial Bank & Trust

BUY
 -
1.65K
+ 146.28%
$160K - $192K
2.78K $348K
Apr 21, 2023 Q1 2023
Whitaker Myers Wealth Managers, Ltd.

Mansfield, OH
BUY
 -
1.64K
+ 15.97%
$160K - $191K
11.9K $1.49M
Apr 19, 2023 Q1 2023
Sol Capital Management CO

BUY
 -
1.48K
+ 4.15%
$144K - $172K
37.1K $4.65M
May 10, 2023 Q1 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
1.46K
+ 14.02%
$142K - $170K
11.9K $1.49M
May 10, 2023 Q1 2023
Keybank National Association

BUY
 -
1.45K
+ 0.71%
$141K - $169K
206K $25.8M
May 22, 2023 Q1 2023
Front Row Advisors LLC

Tiburon, CA
BUY
 -
1.42K
+ 871.17%
$138K - $165K
1.58K $198K
Apr 13, 2023 Q1 2023
Bremer Bank National Association

BUY
 -
1.42K
+ 20.07%
$138K - $165K
8.48K $1.06M
May 09, 2023 Q1 2023
Wade G W & Inc

Wellesley, MA
BUY
 -
1.41K
+ 3.99%
$137K - $163K
36.6K $4.58M
May 11, 2023 Q1 2023
Townsquare Capital LLC

BUY
 -
1.4K
+ 52.94%
$136K - $162K
4.04K $505K
May 10, 2023 Q1 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
1.3K
New
$127K - $151K
1.3K $163K
May 16, 2023 Q1 2023
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
1.25K
+ 262.34%
$122K - $146K
1.73K $217K
Apr 21, 2023 Q1 2023
Whittier Trust CO

BUY
 -
1.24K
+ 7.43%
$120K - $143K
17.9K $2.24M
May 12, 2023 Q1 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
1.16K
+ 27.48%
$113K - $135K
5.38K $674K
Apr 20, 2023 Q1 2023
Avantax Planning Partners, Inc.

BUY
 -
1.06K
+ 14.35%
$103K - $123K
8.42K $1.06M
Apr 19, 2023 Q1 2023
Tiaa, Fsb

St. Louis, MO
BUY
 -
1.03K
+ 13.1%
$100K - $120K
8.92K $1.12M
Apr 21, 2023 Q1 2023
Bogart Wealth, LLC

BUY
 -
1.02K
+ 726.24%
$99.6K - $119K
1.17K $146K
May 08, 2023 Q1 2023
Beaumont Financial Advisors, LLC

Needham, DE
BUY
 -
1.02K
+ 21.75%
$98.8K - $118K
5.69K $712K
May 09, 2023 Q1 2023
Goldstein Advisors, LLC

Madison, WI
BUY
 -
1.01K
+ 42.23%
$98K - $117K
3.4K $425K
May 03, 2023 Q1 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
982
+ 3.17%
$95.5K - $114K
32K $4.01M
Oct 17, 2023 Q1 2023
Nalls Sherbakoff Group, LLC

Knoxville, TN
BUY
 -
982
+ 76.6%
$95.5K - $114K
2.26K $284K
May 12, 2023 Q1 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
973
+ 18.19%
$94.6K - $113K
6.32K $792K
May 05, 2023 Q1 2023
Allegheny Financial Group LTD

Pittsburgh, PA
BUY
 -
950
+ 9.47%
$92.4K - $110K
11K $1.38M
May 10, 2023 Q1 2023
Oxler Private Wealth LLC

New York, NY
BUY
 -
928
+ 2.64%
$90.2K - $108K
36.1K $4.52M
Apr 11, 2023 Q1 2023
Massmutual Trust CO Fsb

BUY
 -
914
+ 9.96%
$88.9K - $106K
10.1K $1.26M
Apr 13, 2023 Q1 2023
Hb Wealth Management, LLC

BUY
 -
880
+ 5.13%
$85.6K - $102K
18K $2.26M
May 03, 2023 Q1 2023
Raymond James Trust N.A.

BUY
 -
869
+ 7.75%
$84.5K - $101K
12.1K $1.51M
May 09, 2023 Q1 2023
Griffin Asset Management, Inc.

BUY
 -
842
+ 14.49%
$81.9K - $97.7K
6.65K $833K
May 15, 2023 Q1 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
820
+ 78.32%
$79.7K - $95.2K
1.87K $234K
May 11, 2023 Q1 2023
Nikulski Financial, Inc.

BUY
 -
801
+ 2.67%
$77.9K - $93K
30.8K $3.86M
May 09, 2023 Q1 2023
Fidelis Capital Partners, LLC

Tampa, FL
BUY
 -
789
+ 19.03%
$76.7K - $91.6K
4.94K $618K
May 15, 2023 Q1 2023
Johnson Investment Counsel Inc

Cincinnati, OH
BUY
 -
763
+ 6.02%
$74.2K - $88.6K
13.4K $1.68M
Apr 21, 2023 Q1 2023
Ahrens Investment Partners LLC

BUY
 -
749
New
$72.8K - $87K
749 $93.8K
May 11, 2023 Q1 2023
Citigroup Inc

BUY
 -
744
+ 8.45%
$72.3K - $86.4K
9.55K $1.2M
May 02, 2023 Q1 2023
Lmg Wealth Partners, LLC

Shreveport, LA
BUY
 -
719
+ 1.28%
$69.9K - $83.5K
56.9K $7.13M
May 24, 2023 Q1 2023
Old North State Trust, LLC

Greensboro, NC
BUY
 -
709
+ 230.19%
$68.9K - $82.3K
1.02K $127K
May 17, 2023 Q1 2023
Advisory Services Network, LLC

BUY
 -
672
+ 4.26%
$65.3K - $78K
16.4K $2.06M
May 04, 2023 Q1 2023
Ten Capital Wealth Advisors, LLC

Spokane, WA
BUY
 -
671
New
$65.2K - $77.9K
671 $84K
Apr 10, 2023 Q1 2023
Brown Miller Wealth Management, LLC

BUY
 -
669
+ 20.08%
$65K - $77.7K
4K $501K
Aug 07, 2024 Q1 2023
Abound Wealth Management

Franklin, TN
BUY
 -
665
New
$64.7K - $77.2K
665 $83.3K
May 10, 2023 Q1 2023
Great Lakes Advisors, LLC

Chicago, IL
BUY
 -
653
+ 0.94%
$63.5K - $75.8K
70.3K $8.8M
May 11, 2023 Q1 2023
Alpha Core Capital LLC

La Jolla, CA
BUY
 -
628
+ 122.9%
$61.1K - $72.9K
1.14K $143K

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