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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
160+ 2.97% |
$15.6K - $18.6K
|
5.54K
$694K
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
141New |
$13.7K - $16.4K
|
141
$17.7K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
136New |
$13.2K - $15.8K
|
136
$17K
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
132+ 1.49% |
$12.8K - $15.3K
|
8.97K
$1.12M
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
117+ 0.69% |
$11.4K - $13.6K
|
17.2K
$2.15M
|
|
|
Apr 13, 2023
Q1 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
112+ 0.41% |
$10.9K - $13K
|
27.6K
$3.46M
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
98+ 60.87% |
$9.53K - $11.4K
|
259
$32.4K
|
|
|
Apr 20, 2023
Q1 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
86+ 0.45% |
$8.36K - $9.98K
|
19.4K
$2.42M
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
80+ 5.15% |
$7.78K - $9.29K
|
1.63K
$205K
|
|
|
Apr 21, 2023
Q1 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
80+ 2.44% |
$7.78K - $9.29K
|
3.36K
$421K
|
|
|
May 15, 2023
Q1 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
74+ 0.59% |
$7.2K - $8.59K
|
12.6K
$1.58M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
74+ 0.35% |
$7.2K - $8.59K
|
21.2K
$2.66M
|
|
|
Apr 18, 2023
Q1 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
69+ 5.38% |
$6.71K - $8.01K
|
1.35K
$169K
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
62+ 1.95% |
$6.03K - $7.2K
|
3.23K
$405K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
61+ 0.56% |
$5.93K - $7.08K
|
10.9K
$1.36M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
60+ 0.5% |
$5.83K - $6.97K
|
12K
$1.5M
|
|
|
Dec 11, 2023
Q1 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
57+ 1.86% |
$5.54K - $6.62K
|
3.13K
$392K
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
57+ 1.12% |
$5.54K - $6.62K
|
5.16K
$646K
|
|
|
May 03, 2023
Q1 2023
|
Cookson Peirce & CO Inc
|
BUY
|
- |
54+ 1.17% |
$5.25K - $6.27K
|
4.67K
$585K
|
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
54+ 1.13% |
$5.25K - $6.27K
|
4.82K
$603K
|
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
BUY
|
- |
54+ 0.44% |
$5.25K - $6.27K
|
12.3K
$1.54M
|
|
|
Apr 06, 2023
Q1 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
52+ 1.87% |
$5.06K - $6.04K
|
2.83K
$354K
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
44New |
$4.28K - $5.11K
|
44
$5.51K
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
BUY
|
- |
40+ 160.0% |
$3.89K - $4.64K
|
65
$8.14K
|
|
|
Apr 19, 2023
Q1 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
40+ 0.62% |
$3.89K - $4.64K
|
6.45K
$808K
|
|
|
May 15, 2023
Q1 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
40+ 0.05% |
$3.89K - $4.64K
|
75.4K
$9.45M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
35+ 0.79% |
$3.4K - $4.06K
|
4.49K
$562K
|
|
|
May 11, 2023
Q1 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
35+ 0.44% |
$3.4K - $4.06K
|
7.94K
$994K
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
BUY
|
- |
32+ 0.98% |
$3.11K - $3.71K
|
3.3K
$413K
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
27+ 3.53% |
$2.63K - $3.13K
|
791
$99.1K
|
|
|
May 08, 2023
Q1 2023
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
26+ 0.35% |
$2.53K - $3.02K
|
7.35K
$921K
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
22+ 0.35% |
$2.14K - $2.55K
|
6.24K
$782K
|
|
|
Apr 12, 2023
Q1 2023
|
Piershale Financial Group, Inc.
|
BUY
|
- |
20New |
$1.94K - $2.32K
|
20
$2.5K
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
19+ 0.9% |
$1.85K - $2.21K
|
2.12K
$265K
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
17+ 0.82% |
$1.65K - $1.97K
|
2.08K
$260K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
16+ 0.33% |
$1.56K - $1.86K
|
4.81K
$602K
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
15+ 0.23% |
$1.46K - $1.74K
|
6.66K
$834K
|
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
14+ 0.31% |
$1.36K - $1.63K
|
4.55K
$569K
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
12+ 0.59% |
$1.17K - $1.39K
|
2.05K
$256K
|
|
|
May 02, 2023
Q1 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
12+ 0.2% |
$1.17K - $1.39K
|
6.1K
$764K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
11+ 0.26% |
$1.07K - $1.28K
|
4.17K
$522K
|
|
|
Jul 20, 2023
Q1 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
11+ 0.45% |
$1.07K - $1.28K
|
2.47K
$309K
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
11+ 0.12% |
$1.07K - $1.28K
|
8.94K
$1.12M
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
11+ 0.2% |
$1.07K - $1.28K
|
5.54K
$694K
|
|
|
Apr 21, 2023
Q1 2023
|
Moneywise, Inc.
|
BUY
|
- |
10+ 0.37% |
$972 - $1.16K
|
2.68K
$336K
|
|
|
Apr 18, 2023
Q1 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
8+ 0.19% |
$778 - $929
|
4.27K
$535K
|
|
|
May 11, 2023
Q1 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
8+ 0.09% |
$778 - $929
|
8.86K
$1.11M
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
7+ 0.16% |
$681 - $813
|
4.37K
$548K
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
7+ 0.51% |
$681 - $813
|
1.37K
$171K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
6+ 0.19% |
$583 - $697
|
3.11K
$389K
|