Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
4.39K+ 18.98% |
$429K - $470K
|
27.5K
$3.57M
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
4.16K+ 34.63% |
$407K - $446K
|
16.2K
$2.1M
|
|
|
Jul 11, 2023
Q2 2023
|
Members Trust CO
|
BUY
|
- |
3.96K+ 10.02% |
$387K - $424K
|
43.5K
$5.65M
|
|
|
Aug 02, 2023
Q2 2023
|
Jsf Financial, LLC
|
BUY
|
- |
3.77K+ 3.15% |
$368K - $403K
|
123K
$16M
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
3.68K+ 548.29% |
$360K - $394K
|
4.35K
$565K
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.25K+ 4.62% |
$317K - $348K
|
73.5K
$9.55M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.13K+ 2.25% |
$306K - $335K
|
142K
$18.5M
|
|
|
Jul 25, 2023
Q2 2023
|
Independent Family Office, LLC
|
BUY
|
- |
3.1KNew |
$303K - $332K
|
3.1K
$403K
|
|
|
Jul 18, 2023
Q2 2023
|
Lvz, Inc.
|
BUY
|
- |
3.1K+ 14.34% |
$303K - $332K
|
24.7K
$3.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.07K+ 0.52% |
$300K - $329K
|
597K
$77.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
3K+ 7.62% |
$293K - $321K
|
42.3K
$5.5M
|
|
|
Jul 27, 2023
Q2 2023
|
Oldfather Financial Services, LLC
|
BUY
|
- |
2.74K+ 6.11% |
$268K - $293K
|
47.5K
$6.17M
|
|
|
Jul 12, 2023
Q2 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
2.5KNew |
$244K - $267K
|
2.5K
$324K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.49K+ 6.49% |
$244K - $267K
|
40.9K
$5.31M
|
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
BUY
|
- |
2.33KNew |
$228K - $250K
|
2.33K
$303K
|
|
|
Aug 07, 2023
Q2 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
2.28KNew |
$223K - $244K
|
2.28K
$296K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.17K+ 12.93% |
$212K - $232K
|
18.9K
$2.46M
|
|
|
Jul 26, 2023
Q2 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
2.15KNew |
$210K - $230K
|
2.15K
$279K
|
|
|
Jul 10, 2023
Q2 2023
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
2.15KNew |
$210K - $230K
|
2.15K
$279K
|
|
|
Jul 18, 2023
Q2 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
2.14KNew |
$209K - $229K
|
2.14K
$278K
|
|
|
Aug 03, 2023
Q2 2023
|
Spc Financial, Inc.
|
BUY
|
- |
2.02K+ 1.21% |
$198K - $217K
|
168K
$21.9M
|
|
|
Jul 24, 2023
Q2 2023
|
Evensky & Katz LLC
|
BUY
|
- |
2.02K+ 0.32% |
$197K - $216K
|
627K
$81.4M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2KNew |
$195K - $214K
|
2K
$259K
|
|
|
Jul 25, 2023
Q2 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.98KNew |
$193K - $212K
|
1.98K
$257K
|
|
|
Aug 10, 2023
Q2 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
1.94KNew |
$190K - $208K
|
1.94K
$252K
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
1.94KNew |
$190K - $208K
|
1.94K
$252K
|
|
|
Aug 11, 2023
Q2 2023
|
Portland Global Advisors LLC
|
BUY
|
- |
1.93KNew |
$189K - $207K
|
1.93K
$251K
|
|
|
Aug 10, 2023
Q2 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
1.92KNew |
$188K - $206K
|
1.92K
$250K
|
|
|
Jul 20, 2023
Q2 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.92KNew |
$188K - $206K
|
1.92K
$249K
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
1.91KNew |
$187K - $205K
|
1.91K
$248K
|
|
|
Jul 31, 2023
Q2 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
1.87KNew |
$183K - $200K
|
1.87K
$243K
|
|
|
Jul 26, 2023
Q2 2023
|
Sol Capital Management CO
|
BUY
|
- |
1.73K+ 4.65% |
$169K - $185K
|
38.8K
$5.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.72K+ 9.79% |
$168K - $185K
|
19.3K
$2.51M
|
|
|
Aug 03, 2023
Q2 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
1.65K+ 0.7% |
$161K - $177K
|
239K
$31M
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.62K+ 6.1% |
$158K - $173K
|
28.1K
$3.65M
|
|
|
Aug 07, 2023
Q2 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1.61K+ 1.49% |
$157K - $172K
|
110K
$14.3M
|
|
|
Jul 20, 2023
Q2 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
1.6K+ 1.23% |
$156K - $172K
|
131K
$17.1M
|
|
|
Jul 20, 2023
Q2 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
1.6K+ 12.7% |
$156K - $171K
|
14.2K
$1.84M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.59K+ 319.68% |
$156K - $171K
|
2.09K
$271K
|
|
|
Jul 11, 2023
Q2 2023
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
1.54K+ 1.5% |
$151K - $165K
|
104K
$13.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.44K+ 3.92% |
$140K - $154K
|
38K
$4.94M
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.43K+ 7.27% |
$140K - $154K
|
21.1K
$2.75M
|
|
|
Jul 24, 2023
Q2 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.41K+ 8.25% |
$138K - $151K
|
18.5K
$2.41M
|
|
|
Aug 17, 2023
Q2 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
1.39K+ 13.85% |
$136K - $149K
|
11.5K
$1.49M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
1.37K+ 6.48% |
$134K - $147K
|
22.6K
$2.93M
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
1.36K+ 2.44% |
$133K - $146K
|
57.2K
$7.43M
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.25K+ 0.15% |
$122K - $134K
|
816K
$106M
|
|
|
Jul 25, 2023
Q2 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
1.23K+ 31.1% |
$121K - $132K
|
5.2K
$676K
|
|
|
Jul 19, 2023
Q2 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.16K+ 2.93% |
$113K - $124K
|
40.8K
$5.29M
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.12K+ 1.19% |
$110K - $120K
|
95.6K
$12.4M
|