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 08, 2023
Q2 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-390- 9.92% |
$38.1K - $41.8K
|
3.54K
$460K
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-469- 2.18% |
$45.8K - $50.2K
|
21K
$2.73M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-470- 4.76% |
$45.9K - $50.4K
|
9.4K
$1.22M
|
|
|
Jul 11, 2023
Q2 2023
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-479- 0.93% |
$46.8K - $51.3K
|
51.2K
$6.65M
|
|
|
Jul 17, 2023
Q2 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-488- 1.3% |
$47.7K - $52.3K
|
37.1K
$4.82M
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-495- 2.29% |
$48.4K - $53K
|
21.2K
$2.75M
|
|
|
Aug 07, 2023
Q2 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-503- 0.38% |
$49.2K - $53.9K
|
131K
$17M
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-508- 1.22% |
$49.7K - $54.4K
|
41.3K
$5.36M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-522- 3.86% |
$51K - $55.9K
|
13K
$1.69M
|
|
|
Jul 26, 2023
Q2 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-524- 16.16% |
$51.2K - $56.1K
|
2.72K
$353K
|
|
|
Jul 25, 2023
Q2 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-526- 8.92% |
$51.4K - $56.4K
|
5.37K
$697K
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-560- 3.55% |
$54.7K - $60K
|
15.2K
$1.97M
|
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-595- 9.61% |
$58.2K - $63.7K
|
5.6K
$727K
|
|
|
Aug 14, 2023
Q2 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-600- 37.15% |
$58.6K - $64.3K
|
1.02K
$132K
|
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-610- 14.44% |
$59.6K - $65.3K
|
3.61K
$469K
|
|
|
Aug 02, 2023
Q2 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-614- 3.49% |
$60K - $65.8K
|
17K
$2.21M
|
|
|
Aug 09, 2023
Q2 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-620- 1.77% |
$60.6K - $66.4K
|
34.4K
$4.47M
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-624- 5.17% |
$61K - $66.8K
|
11.5K
$1.49M
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-654- 6.56% |
$63.9K - $70.1K
|
9.32K
$1.21M
|
|
|
Jul 31, 2023
Q2 2023
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-670- 1.41% |
$65.5K - $71.8K
|
46.7K
$6.07M
|
|
|
Aug 15, 2023
Q2 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-697- 7.49% |
$68.1K - $74.7K
|
8.6K
$1.12M
|
|
|
Jul 10, 2023
Q2 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-699- 3.04% |
$68.3K - $74.9K
|
22.3K
$2.89M
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-704- 0.79% |
$68.8K - $75.4K
|
87.9K
$11.4M
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-714- 26.18% |
$69.8K - $76.5K
|
2.01K
$261K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-718- 1.39% |
$70.2K - $76.9K
|
50.9K
$6.61M
|
|
|
Aug 14, 2023
Q2 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-729- 0.8% |
$71.3K - $78.1K
|
90.2K
$11.7M
|
|
|
Jul 12, 2023
Q2 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-767- 17.84% |
$75K - $82.2K
|
3.53K
$459K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-775- 7.03% |
$75.7K - $83K
|
10.2K
$1.33M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-775- 7.03% |
$75.7K - $83K
|
10.2K
$1.33M
|
|
|
Jul 17, 2023
Q2 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-813- 1.97% |
$79.5K - $87.1K
|
40.5K
$5.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-816- 0.32% |
$79.8K - $87.4K
|
253K
$32.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-826- 22.09% |
$80.7K - $88.5K
|
2.91K
$378K
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
SELL
|
- |
-845- 2.89% |
$82.6K - $90.5K
|
28.4K
$3.69M
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-849- 0.67% |
$83K - $91K
|
126K
$16.4M
|
|
|
Jul 13, 2023
Q2 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-875- 6.7% |
$85.5K - $93.7K
|
12.2K
$1.58M
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-877- 4.87% |
$85.7K - $94K
|
17.1K
$2.23M
|
|
|
Jul 12, 2023
Q2 2023
|
Collective Family Office LLC
|
SELL
|
- |
-912- 24.74% |
$89.1K - $97.7K
|
2.78K
$360K
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-924- 4.71% |
$90.3K - $99K
|
18.7K
$2.43M
|
|
|
Aug 03, 2023
Q2 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-931- 30.98% |
$91K - $99.7K
|
2.07K
$269K
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-973- 17.11% |
$95.1K - $104K
|
4.72K
$612K
|
|
|
Aug 14, 2023
Q2 2023
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-989- 25.82% |
$96.7K - $106K
|
2.84K
$369K
|
|
|
Aug 14, 2023
Q2 2023
|
Hms Capital Management, LLC
|
SELL
|
- |
-990- 31.79% |
$96.8K - $106K
|
2.12K
$276K
|
|
|
Jul 25, 2023
Q2 2023
|
First Merchants Corp
|
SELL
|
- |
-997- 0.63% |
$97.4K - $107K
|
158K
$20.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-1K- 21.74% |
$97.7K - $107K
|
3.6K
$468K
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.03K- 17.66% |
$101K - $110K
|
4.8K
$623K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.09K- 24.34% |
$107K - $117K
|
3.39K
$441K
|
|
|
Aug 07, 2023
Q2 2023
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-1.09K- 91.54% |
$107K - $117K
|
101
$13.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Davidson Trust CO
|
SELL
|
- |
-1.11K- 16.03% |
$108K - $119K
|
5.81K
$754K
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
SELL
|
- |
-1.11K- 8.67% |
$108K - $119K
|
11.7K
$1.52M
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.11K- 20.68% |
$109K - $119K
|
4.27K
$554K
|