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 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-43- 1.85% |
$4.18K - $4.99K
|
2.28K
$285K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-50- 1.7% |
$4.86K - $5.8K
|
2.89K
$362K
|
|
|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-51- 96.23% |
$4.96K - $5.92K
|
2
$250
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-54- 0.83% |
$5.25K - $6.27K
|
6.47K
$810K
|
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-56- 0.52% |
$5.44K - $6.5K
|
10.7K
$1.34M
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-60- 5.74% |
$5.83K - $6.97K
|
985
$123K
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-62- 0.46% |
$6.03K - $7.2K
|
13.5K
$1.69M
|
|
|
Apr 19, 2023
Q1 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-73- 1.21% |
$7.1K - $8.47K
|
5.98K
$749K
|
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-75- 0.54% |
$7.29K - $8.71K
|
13.7K
$1.72M
|
|
|
May 31, 2023
Q1 2023
|
Fc Advisory LLC
|
SELL
|
- |
-78- 2.13% |
$7.58K - $9.06K
|
3.58K
$448K
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
SELL
|
- |
-88- 2.37% |
$8.56K - $10.2K
|
3.62K
$453K
|
|
|
May 02, 2023
Q1 2023
|
Friedenthal Financial
|
SELL
|
- |
-89- 0.57% |
$8.65K - $10.3K
|
15.4K
$1.93M
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-90- 4.17% |
$8.75K - $10.4K
|
2.07K
$259K
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-92- 0.08% |
$8.95K - $10.7K
|
115K
$14.4M
|
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-96- 3.15% |
$9.33K - $11.1K
|
2.95K
$370K
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-97- 1.26% |
$9.43K - $11.3K
|
7.6K
$952K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-97- 2.41% |
$9.43K - $11.3K
|
3.92K
$491K
|
|
|
Apr 28, 2023
Q1 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-98- 3.39% |
$9.53K - $11.4K
|
2.79K
$349K
|
|
|
May 09, 2023
Q1 2023
|
Motco
|
SELL
|
- |
-100- 4.61% |
$9.72K - $11.6K
|
2.07K
$259K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-100- 41.67% |
$9.72K - $11.6K
|
140
$17.5K
|
|
|
Apr 13, 2023
Q1 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-106- 1.98% |
$10.3K - $12.3K
|
5.24K
$656K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-109Closed |
$10.6K - $12.7K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-110- 18.09% |
$10.7K - $12.8K
|
498
$62.4K
|
|
|
Apr 18, 2023
Q1 2023
|
Rodgers & Associates, LTD
|
SELL
|
- |
-110- 1.72% |
$10.7K - $12.8K
|
6.3K
$789K
|
|
|
Apr 28, 2023
Q1 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-115- 2.64% |
$11.2K - $13.4K
|
4.24K
$532K
|
|
|
Apr 13, 2023
Q1 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-119- 1.99% |
$11.6K - $13.8K
|
5.85K
$733K
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-119- 29.82% |
$11.6K - $13.8K
|
280
$35.1K
|
|
|
Apr 25, 2023
Q1 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-120- 3.58% |
$11.7K - $13.9K
|
3.23K
$405K
|
|
|
May 10, 2023
Q1 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-123- 3.34% |
$12K - $14.3K
|
3.56K
$445K
|
|
|
May 15, 2023
Q1 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-129- 1.19% |
$12.5K - $15K
|
10.7K
$1.34M
|
|
|
May 05, 2023
Q1 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-130- 2.69% |
$12.6K - $15.1K
|
4.71K
$590K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-132- 2.61% |
$12.8K - $15.3K
|
4.92K
$616K
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-133- 3.05% |
$12.9K - $15.4K
|
4.23K
$530K
|
|
|
May 01, 2023
Q1 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-137- 0.77% |
$13.3K - $15.9K
|
17.6K
$2.21M
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-140- 0.26% |
$13.6K - $16.3K
|
54.3K
$6.8M
|
|
|
Apr 13, 2023
Q1 2023
|
Transparent Wealth Partners LLC
Little Rock, AR |
SELL
|
- |
-153- 5.25% |
$14.9K - $17.8K
|
2.76K
$346K
|
|
|
May 01, 2023
Q1 2023
|
Family Firm, Inc.
|
SELL
|
- |
-158- 0.76% |
$15.4K - $18.3K
|
20.7K
$2.6M
|
|
|
May 12, 2023
Q1 2023
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-159- 44.29% |
$15.5K - $18.5K
|
200
$25K
|
|
|
Apr 20, 2023
Q1 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-160- 2.47% |
$15.6K - $18.6K
|
6.31K
$790K
|
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-160- 2.45% |
$15.6K - $18.6K
|
6.38K
$799K
|
|
|
May 04, 2023
Q1 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-178- 6.07% |
$17.3K - $20.7K
|
2.76K
$345K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-178- 3.22% |
$17.3K - $20.7K
|
5.35K
$670K
|
|
|
May 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-179- 1.75% |
$17.4K - $20.8K
|
10.1K
$1.26M
|
|
|
Apr 18, 2023
Q1 2023
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-180- 2.74% |
$17.5K - $20.9K
|
6.39K
$800K
|
|
|
May 11, 2023
Q1 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-188- 81.74% |
$18.3K - $21.8K
|
42
$5.26K
|
|
|
Apr 28, 2023
Q1 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-200- 0.56% |
$19.4K - $23.2K
|
35.4K
$4.43M
|
|
|
May 08, 2023
Q1 2023
|
Sonata Capital Group Inc
|
SELL
|
- |
-200- 1.03% |
$19.4K - $23.2K
|
19.2K
$2.4M
|
|
|
May 17, 2023
Q1 2023
|
Pacific Financial Group Inc
|
SELL
|
- |
-205- 1.37% |
$19.9K - $23.8K
|
14.8K
$1.85M
|
|
|
May 11, 2023
Q1 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-219- 2.67% |
$21.3K - $25.4K
|
8K
$1M
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-230- 31.0% |
$22.4K - $26.7K
|
512
$64.1K
|