Purchases and Sales Made in Q2 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 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
Jul 25, 2023 Q2 2023
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
BUY
 -
1.07K
+ 3.65%
$104K - $114K
30.3K $3.94M
Aug 10, 2023 Q2 2023
Russell Investments Group, Ltd.

BUY
 -
1.03K
New
$101K - $110K
1.03K $134K
Aug 07, 2023 Q2 2023
Pinnacle Financial Partners Inc

BUY
 -
1.03K
+ 5.8%
$101K - $110K
18.8K $2.44M
Jul 21, 2023 Q2 2023
Presilium Private Wealth, LLC

Radnor, PA
BUY
 -
1K
+ 34.27%
$97.7K - $107K
3.92K $509K
Aug 08, 2023 Q2 2023
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
980
+ 25.95%
$95.8K - $105K
4.76K $618K
Jul 14, 2023 Q2 2023
Mc Elhenny Sheffield Capital Management, LLC

BUY
 -
961
+ 3.76%
$93.9K - $103K
26.5K $3.44M
Aug 15, 2023 Q2 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
952
+ 0.51%
$93K - $102K
186K $24.2M
Aug 11, 2023 Q2 2023
Tiemann Investment Advisors, LLC

Menlo Park, CA
BUY
 -
898
+ 4.62%
$87.8K - $96.2K
20.3K $2.64M
Aug 10, 2023 Q2 2023
Great Lakes Advisors, LLC

Chicago, IL
BUY
 -
896
+ 1.27%
$87.6K - $96K
71.2K $9.24M
Aug 11, 2023 Q2 2023
Cibc World Market Inc.

Toronto, A6
BUY
 -
870
+ 1.67%
$85K - $93.2K
53.1K $6.9M
Jul 28, 2023 Q2 2023
Independent Advisor Alliance

BUY
 -
869
+ 35.89%
$84.9K - $93.1K
3.29K $427K
Aug 16, 2023 Q2 2023
Pca Investment Advisory Services Inc.

Cincinnati, OH
BUY
 -
843
New
$82.4K - $90.3K
843 $109K
Aug 02, 2023 Q2 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
842
+ 7.08%
$82.3K - $90.2K
12.7K $1.65M
Jul 28, 2023 Q2 2023
Key F Inancial Inc

BUY
 -
823
+ 64.85%
$80.4K - $88.2K
2.09K $272K
Aug 11, 2023 Q2 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
821
+ 0.24%
$80.2K - $88K
349K $45.4M
Jul 25, 2023 Q2 2023
Cambridge Trust CO

Boston, MA
BUY
 -
811
+ 50.44%
$79.3K - $86.9K
2.42K $314K
Jul 14, 2023 Q2 2023
Venture Visionary Partners LLC

BUY
 -
804
+ 11.49%
$78.6K - $86.1K
7.8K $1.01M
Jul 25, 2023 Q2 2023
Org Partners LLC

Roanoke, IN
BUY
 -
797
New
$77.9K - $85.4K
797 $104K
Aug 14, 2023 Q2 2023
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
778
+ 3.95%
$76K - $83.3K
20.5K $2.66M
Aug 07, 2023 Q2 2023
Financial Advocates Investment Management

Olympia, WA
BUY
 -
777
+ 5.26%
$75.9K - $83.2K
15.6K $2.02M
Aug 02, 2023 Q2 2023
Valmark Advisers, Inc.

BUY
 -
752
+ 5.44%
$73.5K - $80.6K
14.6K $1.89M
Aug 10, 2023 Q2 2023
Thompson Siegel & Walmsley LLC

BUY
 -
740
+ 58.82%
$72.3K - $79.3K
2K $259K
Aug 09, 2023 Q2 2023
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
728
New
$71.2K - $78K
728 $94.5K
Aug 03, 2023 Q2 2023
Cwm, LLC

BUY
 -
679
+ 16.88%
$66.4K - $72.7K
4.7K $611K
Jul 18, 2023 Q2 2023
Northwest Bank & Trust CO

Davenport, IA
BUY
 -
676
New
$66.1K - $72.4K
676 $87.8K
Aug 08, 2023 Q2 2023
Family Firm, Inc.

BUY
 -
657
+ 3.17%
$64.2K - $70.4K
21.4K $2.78M
Aug 10, 2023 Q2 2023
Citigroup Inc

BUY
 -
654
+ 6.85%
$63.9K - $70.1K
10.2K $1.33M
Aug 15, 2023 Q2 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
654
+ 8.44%
$63.9K - $70.1K
8.4K $1.09M
Jul 28, 2023 Q2 2023
Private Trust CO Na

BUY
 -
615
+ 16.6%
$60.1K - $65.9K
4.32K $561K
Jul 18, 2023 Q2 2023
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
615
+ 14.39%
$60.1K - $65.9K
4.89K $635K
Aug 14, 2023 Q2 2023
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
609
New
$59.5K - $65.2K
609 $79.1K
Aug 10, 2023 Q2 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
591
+ 1.86%
$57.8K - $63.3K
32.4K $4.21M
Aug 11, 2023 Q2 2023
First Citizens Asset Management, Inc.

Raleigh, NC
BUY
 -
539
+ 12.04%
$52.7K - $57.7K
5.02K $651K
Aug 07, 2023 Q2 2023
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
513
+ 10.67%
$50.1K - $55K
5.32K $691K
Jul 27, 2023 Q2 2023
Grove Bank & Trust

BUY
 -
494
+ 62.45%
$48.3K - $52.9K
1.29K $167K
Aug 14, 2023 Q2 2023
Union Savings Bank

Litchfield, CT
BUY
 -
490
New
$47.9K - $52.5K
490 $63.6K
Aug 08, 2023 Q2 2023
Soltis Investment Advisors LLC

St. George, UT
BUY
 -
463
+ 1.67%
$45.3K - $49.6K
28.1K $3.65M
Jul 19, 2023 Q2 2023
Rodgers & Associates, LTD

BUY
 -
440
+ 6.99%
$43K - $47.1K
6.74K $875K
Jul 10, 2023 Q2 2023
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
422
+ 2.57%
$41.2K - $45.2K
16.8K $2.19M
Aug 08, 2023 Q2 2023
Bradley Foster & Sargent Inc

Hartford, CT
BUY
 -
404
+ 11.24%
$39.5K - $43.3K
4K $519K
Aug 04, 2023 Q2 2023
Advisors Preferred, LLC

Rockville, MD
BUY
 -
382
New
$37.3K - $40.9K
382 $49.6K
Jul 20, 2023 Q2 2023
Ironwood Financial, LLC

BUY
 -
367
+ 0.78%
$35.9K - $39.3K
47.5K $6.17M
Aug 04, 2023 Q2 2023
West Branch Capital LLC

BUY
 -
359
New
$35.1K - $38.5K
359 $46.6K
Aug 14, 2023 Q2 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
355
+ 11.25%
$34.7K - $38K
3.51K $456K
Aug 13, 2024 Q2 2023
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
350
+ 27.34%
$34.2K - $37.5K
1.63K $212K
Aug 04, 2023 Q2 2023
Main Street Financial Solutions, LLC

BUY
 -
330
+ 10.9%
$32.3K - $35.4K
3.36K $436K
Aug 01, 2023 Q2 2023
Valley Forge Investment Consultants Inc Adv

BUY
 -
321
+ 4.36%
$31.4K - $34.4K
7.68K $997K
Aug 11, 2023 Q2 2023
Pacific Financial Group Inc

BUY
 -
319
+ 2.16%
$31.2K - $34.2K
15.1K $1.96M
Jul 14, 2023 Q2 2023
Advisor Net Financial, Inc

BUY
 -
316
+ 1.89%
$30.9K - $33.9K
17K $2.21M

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