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 10, 2023 Q1 2023
Thomasville National Bank

SELL
 -
-760
- 10.66%
$73.9K - $88.2K
6.37K $798K
Apr 07, 2023 Q1 2023
Trust CO Of Vermont

SELL
 -
-763
- 17.05%
$74.2K - $88.6K
3.71K $465K
Apr 19, 2023 Q1 2023
Heron Financial Group, LLC

SELL
 -
-780
- 0.99%
$75.8K - $90.6K
77.7K $9.73M
May 12, 2023 Q1 2023
Bleakley Financial Group, LLC

Fairfield, NJ
SELL
 -
-782
- 1.84%
$76K - $90.8K
41.8K $5.23M
May 12, 2023 Q1 2023
Regions Financial Corp

SELL
 -
-806
- 1.43%
$78.4K - $93.6K
55.5K $6.95M
Apr 11, 2023 Q1 2023
Pure Financial Advisors, LLC

SELL
 -
-823
- 3.46%
$80K - $95.5K
23K $2.88M
May 05, 2023 Q1 2023
Mattern Wealth Management LLC

SELL
 -
-824
- 20.26%
$80.1K - $95.7K
3.24K $406K
May 04, 2023 Q1 2023
Ifrah Financial Services, Inc.

SELL
 -
-835
- 1.88%
$81.2K - $96.9K
43.6K $5.46M
May 05, 2023 Q1 2023
Capital Analysts, LLC

Fort Washington, PA
SELL
 -
-850
- 6.92%
$82.6K - $98.7K
11.4K $1.43M
May 11, 2023 Q1 2023
Balentine LLC

Atlanta, GA
SELL
 -
-870
- 53.87%
$84.6K - $101K
745 $93.3K
May 12, 2023 Q1 2023
La Salle St. Investment Advisors, LLC

Elmhurst, IL
SELL
 -
-943
- 22.19%
$91.7K - $109K
3.31K $414K
May 11, 2023 Q1 2023
Jones Financial Companies Lllp

SELL
 -
-954
- 1.0%
$92.8K - $111K
94.5K $11.8M
May 05, 2023 Q1 2023
Prime Capital Investment Advisors, LLC

Overland Park, KS
SELL
 -
-980
- 20.61%
$95.3K - $114K
3.78K $473K
May 09, 2023 Q1 2023
Aptus Capital Advisors, LLC

SELL
 -
-1.05K
- 63.32%
$102K - $121K
606 $75.9K
Apr 27, 2023 Q1 2023
Stratos Wealth Partners, Ltd.

SELL
 -
-1.05K
- 5.88%
$102K - $121K
16.7K $2.1M
May 05, 2023 Q1 2023
Ddfg, Inc

Thousand Oaks, CA
SELL
 -
-1.06K
- 2.25%
$103K - $123K
46.1K $5.78M
Apr 11, 2023 Q1 2023
Ullmann Wealth Partners Group, LLC

SELL
 -
-1.11K
- 1.12%
$108K - $129K
97.6K $12.2M
May 20, 2024 Q1 2023
Parallel Advisors, LLC

SELL
 -
-1.11K
- 53.33%
$108K - $129K
974 $122K
Apr 20, 2023 Q1 2023
Jmac Enterprises LLC

SELL
 -
-1.12K
- 0.85%
$109K - $130K
130K $16.3M
Apr 25, 2023 Q1 2023
First Merchants Corp

SELL
 -
-1.16K
- 0.72%
$112K - $134K
159K $19.9M
May 12, 2023 Q1 2023
Cibc World Market Inc.

Toronto, A6
SELL
 -
-1.2K
- 2.24%
$116K - $139K
52.3K $6.54M
Apr 11, 2023 Q1 2023
Norway Savings Bank

SELL
 -
-1.2K
- 4.63%
$117K - $140K
24.8K $3.11M
Apr 17, 2023 Q1 2023
Holland Advisory Services, Inc.

SELL
 -
-1.21K
- 30.12%
$117K - $140K
2.8K $351K
May 15, 2023 Q1 2023
Northwestern Mutual Wealth Management CO

SELL
 -
-1.25K
- 0.21%
$121K - $145K
594K $74.4M
May 15, 2023 Q1 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
SELL
 -
-1.25K
- 9.13%
$122K - $145K
12.4K $1.56M
May 12, 2023 Q1 2023
New Edge Advisors, LLC

New Orleans, LA
SELL
 -
-1.29K
- 18.91%
$125K - $149K
5.52K $691K
May 15, 2023 Q1 2023
Cornerstone Wealth Management, LLC

SELL
 -
-1.32K
- 18.45%
$128K - $153K
5.83K $730K
May 15, 2023 Q1 2023
Bragg Financial Advisors, Inc

Charlotte, NC
SELL
 -
-1.32K
- 5.18%
$129K - $154K
24.2K $3.04M
May 02, 2023 Q1 2023
Financial Counselors Inc

SELL
 -
-1.35K
- 4.39%
$131K - $156K
29.3K $3.66M
May 01, 2023 Q1 2023
Lutz Financial Services LLC

SELL
 -
-1.36K
- 1.03%
$132K - $158K
131K $16.4M
Apr 18, 2023 Q1 2023
First Hawaiian Bank

SELL
 -
-1.37K
- 1.77%
$133K - $159K
76K $9.52M
May 05, 2023 Q1 2023
Renasant Bank

SELL
 -
-1.46K
- 9.21%
$142K - $169K
14.4K $1.8M
Apr 27, 2023 Q1 2023
Smith Chas P & Associates Pa Cpas

SELL
 -
-1.46K
- 2.99%
$142K - $170K
47.4K $5.93M
May 15, 2023 Q1 2023
Shakespeare Wealth Management, Inc.

Pewaukee, WI
SELL
 -
-1.47K
- 11.51%
$143K - $171K
11.3K $1.42M
May 12, 2023 Q1 2023
Jsf Financial, LLC

SELL
 -
-1.5K
- 1.24%
$145K - $174K
119K $14.9M
May 15, 2023 Q1 2023
Front Row Advisors LLC

Tiburon, CA
SELL
 -
-1.5K
- 90.17%
$145K - $174K
163 $20.4K
Apr 14, 2023 Q1 2023
First Command Bank

SELL
 -
-1.51K
- 12.03%
$147K - $175K
11K $1.38M
Apr 14, 2023 Q1 2023
First Command Financial Services, Inc.

SELL
 -
-1.51K
- 12.03%
$147K - $175K
11K $1.38M
May 02, 2023 Q1 2023
Park Place Capital Corp

Birmingham, AL
SELL
 -
-1.55K
- 8.07%
$151K - $180K
17.6K $2.21M
Apr 18, 2023 Q1 2023
Ifp Advisors, Inc

SELL
 -
-1.65K
- 21.48%
$160K - $191K
6.03K $755K
May 12, 2023 Q1 2023
Trail Ridge Investment Advisors, LLC

SELL
 -
-1.73K
- 5.91%
$168K - $201K
27.6K $3.45M
May 05, 2023 Q1 2023
Sigma Planning Corp

Ann Arbor, MI
SELL
 -
-1.84K
- 4.99%
$179K - $213K
35K $4.38M
Apr 28, 2023 Q1 2023
Cwm, LLC

SELL
 -
-1.86K
- 31.57%
$180K - $215K
4.02K $504K
May 03, 2023 Q1 2023
Centerpoint Advisors, LLC

SELL
 -
-1.88K
- 4.35%
$182K - $218K
41.3K $5.17M
May 12, 2023 Q1 2023
Cambridge Trust CO

Boston, MA
SELL
 -
-2.04K
- 55.87%
$198K - $236K
1.61K $201K
May 08, 2023 Q1 2023
Plante Moran Financial Advisors, LLC

SELL
 -
-2.21K
- 69.97%
$214K - $256K
947 $119K
May 11, 2023 Q1 2023
Natixis Advisors, L.P.

Boston, MA
SELL
 -
-2.27K
- 2.64%
$221K - $264K
83.6K $10.5M
Jul 18, 2023 Q1 2023
First County Bank /Ct/

Stamford, CT
SELL
 -
-2.27K
Closed
$221K - $264K
0 $0
May 09, 2023 Q1 2023
Associated Banc Corp

Green Bay, WI
SELL
 -
-2.31K
- 5.54%
$224K - $268K
39.3K $4.92M

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