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
|
Key F Inancial Inc
|
BUY
|
- |
623+ 96.44% |
$60.6K - $72.3K
|
1.27K
$159K
|
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
604+ 10.81% |
$58.7K - $70.1K
|
6.19K
$776K
|
|
|
Apr 14, 2023
Q1 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
597+ 1.28% |
$58K - $69.3K
|
47.1K
$5.9M
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
575+ 52.37% |
$55.9K - $66.8K
|
1.67K
$210K
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
564+ 7.9% |
$54.8K - $65.5K
|
7.7K
$964K
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
551+ 0.07% |
$53.6K - $64K
|
839K
$105M
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
550+ 2.87% |
$53.5K - $63.8K
|
19.7K
$2.47M
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
534+ 2.8% |
$51.9K - $62K
|
19.6K
$2.46M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
533+ 14.68% |
$51.8K - $61.9K
|
4.17K
$522K
|
|
|
May 10, 2023
Q1 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
487+ 0.29% |
$47.4K - $56.5K
|
169K
$21.1M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
446+ 4.12% |
$43.4K - $51.8K
|
11.3K
$1.41M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
430+ 127.6% |
$41.8K - $49.9K
|
767
$96.1K
|
|
|
Apr 20, 2023
Q1 2023
|
Lvz, Inc.
|
BUY
|
- |
430+ 2.03% |
$41.8K - $49.9K
|
21.6K
$2.71M
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
420+ 48.84% |
$40.8K - $48.8K
|
1.28K
$160K
|
|
|
Apr 28, 2023
Q1 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
419+ 0.23% |
$40.7K - $48.6K
|
183K
$23M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
401+ 69.98% |
$39K - $46.6K
|
974
$122K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
389+ 11.51% |
$37.8K - $45.2K
|
3.77K
$472K
|
|
|
Apr 21, 2023
Q1 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
375+ 7.44% |
$36.5K - $43.5K
|
5.42K
$678K
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
330+ 3.22% |
$32.1K - $38.3K
|
10.6K
$1.32M
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
319+ 2.45% |
$31K - $37K
|
13.4K
$1.67M
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
315+ 5.96% |
$30.6K - $36.6K
|
5.6K
$701K
|
|
|
Apr 12, 2023
Q1 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
314+ 2.65% |
$30.5K - $36.5K
|
12.2K
$1.52M
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
313+ 24.04% |
$30.4K - $36.3K
|
1.62K
$202K
|
|
|
Apr 24, 2023
Q1 2023
|
Davidson Trust CO
|
BUY
|
- |
310+ 4.69% |
$30.1K - $36K
|
6.92K
$866K
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
304New |
$29.6K - $35.3K
|
304
$38.1K
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
296+ 0.92% |
$28.8K - $34.4K
|
32.4K
$4.06M
|
|
|
Apr 19, 2023
Q1 2023
|
Windsor Group LTD
|
BUY
|
- |
285+ 0.91% |
$27.7K - $33.1K
|
31.6K
$3.96M
|
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
BUY
|
- |
270New |
$26.3K - $31.3K
|
270
$33.8K
|
|
|
Apr 18, 2023
Q1 2023
|
Sage Financial Group Inc
|
BUY
|
- |
257+ 8.7% |
$25K - $29.8K
|
3.21K
$402K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
256+ 26.1% |
$24.9K - $29.7K
|
1.24K
$155K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
248+ 0.48% |
$24.1K - $28.8K
|
51.6K
$6.47M
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
235+ 0.9% |
$22.8K - $27.3K
|
26.5K
$3.32M
|
|
|
Apr 18, 2023
Q1 2023
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
228New |
$22.2K - $26.5K
|
228
$28.6K
|
|
|
May 10, 2023
Q1 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
228+ 183.87% |
$22.2K - $26.5K
|
352
$44.1K
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
227+ 1.86% |
$22.1K - $26.4K
|
12.4K
$1.56M
|
|
|
May 08, 2023
Q1 2023
|
Weil Company, Inc.
|
BUY
|
- |
225+ 6.04% |
$21.9K - $26.1K
|
3.95K
$495K
|
|
|
May 10, 2023
Q1 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
223+ 0.21% |
$21.7K - $25.9K
|
108K
$13.5M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
222+ 4.75% |
$21.6K - $25.8K
|
4.9K
$613K
|
|
|
Apr 12, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
210+ 42.51% |
$20.4K - $24.4K
|
704
$88.2K
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
202+ 21.26% |
$19.6K - $23.5K
|
1.15K
$144K
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
202New |
$19.6K - $23.5K
|
202
$25.3K
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
200+ 6.97% |
$19.4K - $23.2K
|
3.07K
$384K
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
196+ 1.45% |
$19.1K - $22.8K
|
13.7K
$1.72M
|
|
|
Apr 10, 2023
Q1 2023
|
First Premier Bank
|
BUY
|
- |
192New |
$18.7K - $22.3K
|
192
$24K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
189+ 5.38% |
$18.4K - $21.9K
|
3.71K
$464K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
181+ 7.05% |
$17.6K - $21K
|
2.75K
$344K
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
180+ 17.08% |
$17.5K - $20.9K
|
1.23K
$155K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
171+ 1.17% |
$16.6K - $19.9K
|
14.8K
$1.85M
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
168New |
$16.3K - $19.5K
|
168
$21K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
167+ 1.01% |
$16.2K - $19.4K
|
16.7K
$2.09M
|