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 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
307+ 16.44% |
$30K - $32.9K
|
2.17K
$282K
|
|
|
Aug 14, 2023
Q2 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
300New |
$29.3K - $32.1K
|
300
$39K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
284+ 0.28% |
$27.8K - $30.4K
|
103K
$13.4M
|
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
BUY
|
- |
284+ 5.71% |
$27.8K - $30.4K
|
5.26K
$683K
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
282+ 13.97% |
$27.6K - $30.2K
|
2.3K
$299K
|
|
|
Jul 21, 2023
Q2 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
266+ 0.15% |
$26K - $28.5K
|
184K
$23.8M
|
|
|
Jul 17, 2023
Q2 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
263+ 0.74% |
$25.7K - $28.2K
|
35.6K
$4.63M
|
|
|
Aug 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
255+ 11.7% |
$24.9K - $27.3K
|
2.44K
$316K
|
|
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
232+ 0.92% |
$22.7K - $24.9K
|
25.4K
$3.29M
|
|
|
Jul 06, 2023
Q2 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
220+ 1.81% |
$21.5K - $23.6K
|
12.4K
$1.61M
|
|
|
Jul 06, 2023
Q2 2023
|
Fc Advisory LLC
|
BUY
|
- |
220+ 6.15% |
$21.5K - $23.6K
|
3.8K
$493K
|
|
|
Jul 13, 2023
Q2 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
212+ 0.77% |
$20.7K - $22.7K
|
27.8K
$3.61M
|
|
|
Jul 21, 2023
Q2 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
200+ 4.71% |
$19.5K - $21.4K
|
4.44K
$577K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
199New |
$19.5K - $21.3K
|
199
$25.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
198New |
$19.4K - $21.2K
|
198
$25.7K
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
196+ 188.46% |
$19.2K - $21K
|
300
$39K
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
194+ 1.45% |
$19K - $20.8K
|
13.5K
$1.76M
|
|
|
Jul 28, 2023
Q2 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
185+ 2.61% |
$18.1K - $19.8K
|
7.28K
$946K
|
|
|
Aug 09, 2023
Q2 2023
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
178+ 0.39% |
$17.4K - $19.1K
|
46.3K
$6.01M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
175+ 3.57% |
$17.1K - $18.7K
|
5.07K
$659K
|
|
|
Oct 23, 2023
Q2 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
172New |
$16.8K - $18.4K
|
172
$22.3K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
163+ 13.4% |
$15.9K - $17.5K
|
1.38K
$179K
|
|
|
Aug 14, 2023
Q2 2023
|
Sja Financial Advisory, LLC
|
BUY
|
- |
162+ 0.35% |
$15.8K - $17.4K
|
46K
$5.97M
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
154New |
$15.1K - $16.5K
|
154
$20K
|
|
|
Aug 14, 2023
Q2 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
139New |
$13.6K - $14.9K
|
139
$18.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
138New |
$13.5K - $14.8K
|
138
$17.9K
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
134+ 0.57% |
$13.1K - $14.4K
|
23.8K
$3.09M
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
132+ 6.38% |
$12.9K - $14.1K
|
2.2K
$286K
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
129+ 1.53% |
$12.6K - $13.8K
|
8.55K
$1.11M
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
127+ 21.24% |
$12.4K - $13.6K
|
725
$94.2K
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
121+ 1.35% |
$11.8K - $13K
|
9.06K
$1.18M
|
|
|
Jul 13, 2023
Q2 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
116+ 0.97% |
$11.3K - $12.4K
|
12K
$1.56M
|
|
|
Aug 14, 2023
Q2 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
111New |
$10.8K - $11.9K
|
111
$14.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
109+ 14.63% |
$10.7K - $11.7K
|
854
$111K
|
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
108+ 7.99% |
$10.6K - $11.6K
|
1.46K
$189K
|
|
|
Jul 13, 2023
Q2 2023
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
102+ 2.67% |
$9.97K - $10.9K
|
3.92K
$509K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
101+ 7.76% |
$9.87K - $10.8K
|
1.4K
$182K
|
|
|
Aug 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
98+ 1.85% |
$9.58K - $10.5K
|
5.41K
$702K
|
|
|
Aug 01, 2023
Q2 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
98+ 0.22% |
$9.58K - $10.5K
|
43.7K
$5.67M
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
92+ 3.19% |
$8.99K - $9.86K
|
2.98K
$387K
|
|
|
Jul 10, 2023
Q2 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
85+ 1.12% |
$8.31K - $9.11K
|
7.66K
$994K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
83+ 1.25% |
$8.11K - $8.89K
|
6.74K
$875K
|
|
|
Jul 31, 2023
Q2 2023
|
Sierra Capital LLC
|
BUY
|
- |
82+ 0.22% |
$8.01K - $8.78K
|
36.7K
$4.76M
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
80+ 3.8% |
$7.82K - $8.57K
|
2.19K
$284K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
76New |
$7.43K - $8.14K
|
76
$9.87K
|
|
|
Aug 03, 2023
Q2 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
74+ 1.21% |
$7.23K - $7.93K
|
6.18K
$802K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
71+ 42.77% |
$6.94K - $7.61K
|
237
$30.8K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
71+ 42.77% |
$6.94K - $7.61K
|
237
$30.8K
|
|
|
Aug 03, 2023
Q2 2023
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
71+ 0.41% |
$6.94K - $7.61K
|
17.5K
$2.27M
|
|
|
Aug 08, 2023
Q2 2023
|
Weil Company, Inc.
|
BUY
|
- |
68+ 1.72% |
$6.65K - $7.28K
|
4.02K
$522K
|