Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
4.2K+ 7.65% |
$418K - $470K
|
59.1K
$7.59M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.09KNew |
$406K - $457K
|
4.09K
$525K
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Financial Management LLC
|
BUY
|
- |
4KNew |
$398K - $448K
|
4K
$514K
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.96KNew |
$394K - $444K
|
3.96K
$509K
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
3.49K+ 1.0% |
$347K - $390K
|
353K
$45.4M
|
|
|
Oct 17, 2023
Q3 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
3.4KNew |
$338K - $380K
|
3.4K
$436K
|
|
|
Nov 15, 2023
Q3 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
3.26KNew |
$324K - $365K
|
3.26K
$419K
|
|
|
Oct 25, 2023
Q3 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
3.21K+ 0.82% |
$319K - $359K
|
396K
$50.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
3.04K+ 3.48% |
$303K - $341K
|
90.5K
$11.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.96K+ 3.37% |
$295K - $332K
|
90.9K
$11.7M
|
|
|
Nov 03, 2023
Q3 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
2.88K+ 37.38% |
$287K - $323K
|
10.6K
$1.36M
|
|
|
Oct 18, 2023
Q3 2023
|
Riverwater Partners LLC
|
BUY
|
- |
2.86KNew |
$284K - $320K
|
2.86K
$368K
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
2.8KNew |
$278K - $313K
|
2.8K
$360K
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.8K+ 8.62% |
$278K - $313K
|
35.2K
$4.53M
|
|
|
Nov 13, 2023
Q3 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.66KNew |
$264K - $297K
|
2.66K
$341K
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
BUY
|
- |
2.56K+ 4.62% |
$255K - $286K
|
57.9K
$7.44M
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.56K+ 21.66% |
$254K - $286K
|
14.4K
$1.85M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.52K+ 62.45% |
$250K - $281K
|
6.54K
$841K
|
|
|
Nov 15, 2023
Q3 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
2.4KNew |
$239K - $269K
|
2.4K
$309K
|
|
|
Nov 09, 2023
Q3 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
2.36K+ 65.22% |
$234K - $264K
|
5.97K
$767K
|
|
|
Nov 08, 2023
Q3 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
2.33KNew |
$232K - $261K
|
2.33K
$300K
|
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
2.31KNew |
$229K - $258K
|
2.31K
$296K
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
BUY
|
- |
2.29K+ 8.06% |
$228K - $256K
|
30.7K
$3.95M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
2.25K+ 0.89% |
$224K - $252K
|
256K
$32.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
2.22K+ 5.24% |
$221K - $248K
|
44.5K
$5.72M
|
|
|
Nov 14, 2023
Q3 2023
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
2.19KNew |
$218K - $245K
|
2.19K
$282K
|
|
|
Oct 19, 2023
Q3 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
2.19K+ 20.18% |
$218K - $245K
|
13K
$1.68M
|
|
|
Nov 09, 2023
Q3 2023
|
Ellevest, Inc.
|
BUY
|
- |
2.14KNew |
$213K - $239K
|
2.14K
$275K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.11K+ 91.2% |
$210K - $237K
|
4.43K
$570K
|
|
|
Oct 16, 2023
Q3 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
2.09KNew |
$208K - $234K
|
2.09K
$269K
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.08K+ 2.18% |
$207K - $233K
|
97.7K
$12.6M
|
|
|
Nov 15, 2023
Q3 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
2.08KNew |
$207K - $233K
|
2.08K
$267K
|
|
|
Oct 25, 2023
Q3 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
2.06KNew |
$205K - $230K
|
2.06K
$264K
|
|
|
Oct 17, 2023
Q3 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
2.06KNew |
$204K - $230K
|
2.06K
$264K
|
|
|
Oct 24, 2023
Q3 2023
|
Acas, LLC
|
BUY
|
- |
2K+ 19.44% |
$199K - $224K
|
12.3K
$1.58M
|
|
|
Oct 25, 2023
Q3 2023
|
Oldfather Financial Services, LLC
|
BUY
|
- |
1.84K+ 3.87% |
$183K - $206K
|
49.4K
$6.34M
|
|
|
Oct 05, 2023
Q3 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
1.84K+ 15.28% |
$183K - $206K
|
13.9K
$1.78M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.77KNew |
$176K - $198K
|
1.77K
$227K
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.68K+ 8.59% |
$167K - $188K
|
21.3K
$2.74M
|
|
|
Nov 03, 2023
Q3 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
1.67K+ 1.35% |
$166K - $187K
|
126K
$16.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
1.65K+ 14.6% |
$164K - $185K
|
13K
$1.67M
|
|
|
Nov 03, 2023
Q3 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.55K+ 8.24% |
$154K - $173K
|
20.3K
$2.61M
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.54K+ 7.27% |
$153K - $172K
|
22.7K
$2.92M
|
|
|
Oct 13, 2023
Q3 2023
|
Courier Capital LLC
|
BUY
|
- |
1.51K+ 0.72% |
$150K - $169K
|
211K
$27.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
1.37K+ 2.11% |
$136K - $153K
|
66.3K
$8.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.33K+ 4.82% |
$133K - $149K
|
29K
$3.73M
|
|
|
Nov 15, 2023
Q3 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
1.33K+ 39.73% |
$132K - $148K
|
4.66K
$599K
|
|
|
Oct 31, 2023
Q3 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
1.29K+ 24.8% |
$128K - $144K
|
6.49K
$834K
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.25K+ 36.99% |
$124K - $140K
|
4.62K
$593K
|
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.18K+ 11.17% |
$118K - $132K
|
11.8K
$1.51M
|