Purchases and Sales Made in Q3 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 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 07, 2023 Q3 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
1.16K
+ 9.13%
$116K - $130K
13.9K $1.74M
Nov 08, 2023 Q3 2023
Wade G W & Inc

Wellesley, MA
BUY
 -
1.13K
+ 2.98%
$113K - $127K
39.2K $4.9M
Nov 14, 2023 Q3 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
1.02K
+ 0.55%
$101K - $114K
187K $23.5M
Oct 25, 2023 Q3 2023
Professional Financial Advisors, LLC

BUY
 -
1K
+ 40.06%
$99.5K - $112K
3.5K $438K
Oct 12, 2023 Q3 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
972
+ 28.64%
$96.7K - $109K
4.37K $547K
Oct 23, 2023 Q3 2023
Vicus Capital

State College, PA
BUY
 -
902
+ 7.87%
$89.7K - $101K
12.4K $1.55M
Nov 03, 2023 Q3 2023
Vance Wealth, Inc.

Santa Clarita, CA
BUY
 -
890
+ 2.78%
$88.5K - $99.6K
32.9K $4.12M
Nov 09, 2023 Q3 2023
Citigroup Inc

BUY
 -
868
+ 8.51%
$86.3K - $97.1K
11.1K $1.39M
Nov 15, 2023 Q3 2023
Journey Advisory Group, LLC

BUY
 -
813
+ 1.97%
$80.9K - $91K
42K $5.26M
Oct 12, 2023 Q3 2023
Clean Yield Group

BUY
 -
800
New
$79.6K - $89.5K
800 $100K
Oct 16, 2023 Q3 2023
Lmg Wealth Partners, LLC

Shreveport, LA
BUY
 -
756
+ 1.33%
$75.2K - $84.6K
57.5K $7.2M
Nov 09, 2023 Q3 2023
One Capital Management, LLC

Westlake Village, CA
BUY
 -
712
+ 1.36%
$70.8K - $79.7K
53K $6.63M
Nov 07, 2023 Q3 2023
Great Lakes Advisors, LLC

Chicago, IL
BUY
 -
706
+ 0.99%
$70.2K - $79K
71.9K $9M
Nov 06, 2023 Q3 2023
Ifrah Financial Services, Inc.

BUY
 -
678
+ 1.55%
$67.4K - $75.9K
44.3K $5.55M
Nov 15, 2023 Q3 2023
Hamilton Capital, LLC

Columbus, OH
BUY
 -
677
+ 5.44%
$67.3K - $75.8K
13.1K $1.64M
Nov 03, 2023 Q3 2023
Ever Source Wealth Advisors, LLC

BUY
 -
672
+ 121.08%
$66.8K - $75.2K
1.23K $154K
Nov 13, 2023 Q3 2023
Financial Partners Group, Inc

Overland Park, KS
BUY
 -
659
+ 5.79%
$65.5K - $73.8K
12K $1.51M
Nov 13, 2023 Q3 2023
Clearstead Trust, LLC

Portland, ME
BUY
 -
650
+ 184.66%
$64.6K - $72.7K
1K $125K
Oct 12, 2023 Q3 2023
Rvw Wealth, LLC

BUY
 -
600
New
$59.7K - $67.2K
600 $75.1K
Oct 10, 2023 Q3 2023
Fny Investment Advisers, LLC

BUY
 -
600
New
$59.7K - $67.2K
600 $75.1K
Oct 10, 2023 Q3 2023
Indiana Trust & Investment Management CO

BUY
 -
600
New
$59.7K - $67.2K
600 $75.1K
Nov 01, 2023 Q3 2023
Csenge Advisory Group

BUY
 -
589
+ 2.07%
$58.6K - $65.9K
29.1K $3.64M
Oct 20, 2023 Q3 2023
Bremer Bank National Association

BUY
 -
586
+ 7.03%
$58.3K - $65.6K
8.92K $1.12M
Nov 14, 2023 Q3 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
585
+ 5.37%
$58.2K - $65.5K
11.5K $1.44M
Nov 14, 2023 Q3 2023
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
581
+ 20.49%
$57.8K - $65K
3.42K $428K
Aug 29, 2024 Q3 2023
Waldron Private Wealth LLC

BUY
 -
552
+ 25.96%
$54.9K - $61.8K
2.68K $335K
Oct 26, 2023 Q3 2023
Waldron Private Wealth LLC

BUY
 -
552
+ 25.96%
$54.9K - $61.8K
2.68K $335K
Oct 27, 2023 Q3 2023
Financial Advocates Investment Management

Olympia, WA
BUY
 -
532
+ 3.42%
$52.9K - $59.5K
16.1K $2.01M
Nov 02, 2023 Q3 2023
Coldstream Capital Management Inc

BUY
 -
485
+ 1.38%
$48.2K - $54.3K
35.7K $4.47M
Nov 14, 2023 Q3 2023
Earnest Partners LLC

Atlanta, GA
BUY
 -
460
+ 455.45%
$45.8K - $51.5K
561 $70.3K
Oct 30, 2023 Q3 2023
Grove Bank & Trust

BUY
 -
400
+ 31.13%
$39.8K - $44.8K
1.69K $211K
Nov 13, 2023 Q3 2023
Steward Partners Investment Advisory, LLC

BUY
 -
385
+ 0.37%
$38.3K - $43.1K
104K $13M
Oct 17, 2023 Q3 2023
Davenport & CO LLC

BUY
 -
370
+ 11.44%
$36.8K - $41.4K
3.61K $451K
Nov 08, 2023 Q3 2023
Soltis Investment Advisors LLC

St. George, UT
BUY
 -
364
+ 1.29%
$36.2K - $40.7K
28.5K $3.57M
Nov 02, 2023 Q3 2023
Hazlett, Burt & Watson, Inc.

BUY
 -
354
+ 5.25%
$35.2K - $39.6K
7.1K $889K
Nov 02, 2023 Q3 2023
Private Advisor Group, LLC

BUY
 -
343
+ 0.84%
$34.1K - $38.4K
41.4K $5.18M
Nov 13, 2023 Q3 2023
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
333
+ 1.98%
$33.1K - $37.3K
17.2K $2.15M
Oct 17, 2023 Q3 2023
Nikulski Financial, Inc.

BUY
 -
328
+ 1.08%
$32.6K - $36.7K
30.8K $3.86M
Nov 14, 2023 Q3 2023
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
320
+ 3.05%
$31.8K - $35.8K
10.8K $1.36M
Oct 27, 2023 Q3 2023
Dumont & Blake Investment Advisors LLC

BUY
 -
310
+ 1.77%
$30.8K - $34.7K
17.8K $2.23M
Oct 23, 2023 Q3 2023
Sheets Smith Wealth Management

BUY
 -
306
New
$30.4K - $34.2K
306 $38.3K
Oct 19, 2023 Q3 2023
Griffin Asset Management, Inc.

BUY
 -
301
+ 4.6%
$29.9K - $33.7K
6.84K $856K
Nov 08, 2023 Q3 2023
Lvz, Inc.

BUY
 -
300
+ 1.21%
$29.8K - $33.6K
25K $3.13M
Nov 02, 2023 Q3 2023
Opes Wealth Management LLC

Menlo Park, CA
BUY
 -
290
+ 1.71%
$28.8K - $32.5K
17.3K $2.17M
Oct 13, 2023 Q3 2023
Harbor Investment Advisory, LLC

BUY
 -
290
+ 5.12%
$28.8K - $32.5K
5.95K $746K
Nov 15, 2023 Q3 2023
Integrated Wealth Concepts LLC

BUY
 -
285
+ 10.37%
$28.3K - $31.9K
3.03K $380K
Oct 12, 2023 Q3 2023
Mc Elhenny Sheffield Capital Management, LLC

BUY
 -
278
+ 1.05%
$27.6K - $31.1K
26.8K $3.35M
Nov 02, 2023 Q3 2023
Capital Investment Counsel, Inc

BUY
 -
266
New
$26.5K - $29.8K
266 $33.3K
Nov 09, 2023 Q3 2023
Wescott Financial Advisory Group, LLC

BUY
 -
259
+ 7.38%
$25.8K - $29K
3.77K $472K

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