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 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
256+ 1.16% |
$25.5K - $28.7K
|
22.4K
$2.8M
|
|
|
Oct 30, 2023
Q3 2023
|
Bank Of Stockton
|
BUY
|
- |
242+ 0.63% |
$24.1K - $27.1K
|
38.9K
$4.87M
|
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
239+ 79.67% |
$23.8K - $26.7K
|
539
$67.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Campion Asset Management
|
BUY
|
- |
233+ 0.51% |
$23.2K - $26.1K
|
45.8K
$5.73M
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
230+ 1.42% |
$22.9K - $25.7K
|
16.4K
$2.05M
|
|
|
Nov 08, 2023
Q3 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
202+ 1.47% |
$20.1K - $22.6K
|
13.9K
$1.74M
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
200+ 7.2% |
$19.9K - $22.4K
|
2.98K
$373K
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
200New |
$19.9K - $22.4K
|
200
$25K
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
190+ 26.21% |
$18.9K - $21.3K
|
915
$115K
|
|
|
Oct 26, 2023
Q3 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
181+ 4.77% |
$18K - $20.3K
|
3.98K
$498K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
180+ 0.77% |
$17.9K - $20.1K
|
23.4K
$2.94M
|
|
|
Nov 01, 2023
Q3 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
178+ 4.18% |
$17.7K - $19.9K
|
4.43K
$555K
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
177+ 4.24% |
$17.6K - $19.8K
|
4.35K
$545K
|
|
|
Oct 16, 2023
Q3 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
162+ 1.31% |
$16.1K - $18.1K
|
12.5K
$1.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
162+ 68.35% |
$16.1K - $18.1K
|
399
$50K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
154+ 1.83% |
$15.3K - $17.2K
|
8.55K
$1.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
152+ 2.83% |
$15.1K - $17K
|
5.52K
$691K
|
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
150+ 0.99% |
$14.9K - $16.8K
|
15.4K
$1.92M
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
146+ 3.51% |
$14.5K - $16.3K
|
4.3K
$539K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
135+ 0.6% |
$13.4K - $15.1K
|
22.7K
$2.84M
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
120New |
$11.9K - $13.4K
|
120
$15K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
102+ 1.92% |
$10.1K - $11.4K
|
5.42K
$679K
|
|
|
Aug 13, 2024
Q3 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
100+ 1.51% |
$9.95K - $11.2K
|
6.7K
$840K
|
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
97+ 538.89% |
$9.65K - $10.9K
|
115
$14.4K
|
|
|
Nov 09, 2023
Q3 2023
|
Pacific Financial Group Inc
|
BUY
|
- |
91+ 0.6% |
$9.05K - $10.2K
|
15.2K
$1.9M
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
90+ 15.28% |
$8.95K - $10.1K
|
679
$85K
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
85+ 0.85% |
$8.45K - $9.51K
|
10.1K
$1.26M
|
|
|
Oct 25, 2023
Q3 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
84+ 0.21% |
$8.35K - $9.4K
|
40.8K
$5.12M
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
82+ 0.06% |
$8.16K - $9.18K
|
126K
$15.8M
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
80+ 2.48% |
$7.96K - $8.95K
|
3.31K
$414K
|
|
|
Oct 13, 2023
Q3 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
78+ 3.99% |
$7.76K - $8.73K
|
2.03K
$254K
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
75+ 1.21% |
$7.46K - $8.39K
|
6.26K
$784K
|
|
|
Oct 20, 2023
Q3 2023
|
Tnf LLC
|
BUY
|
- |
74+ 3.66% |
$7.36K - $8.28K
|
2.1K
$263K
|
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
65+ 1.91% |
$6.46K - $7.27K
|
3.47K
$435K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
61+ 1.3% |
$6.07K - $6.83K
|
4.76K
$597K
|
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
61New |
$6.07K - $6.83K
|
61
$7.64K
|
|
|
Nov 01, 2023
Q3 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
54+ 2.23% |
$5.37K - $6.04K
|
2.48K
$310K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
53+ 3.17% |
$5.27K - $5.93K
|
1.73K
$216K
|
|
|
Nov 01, 2023
Q3 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
53+ 0.05% |
$5.27K - $5.93K
|
110K
$13.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
50+ 0.09% |
$4.97K - $5.6K
|
53.2K
$6.66M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
50New |
$4.97K - $5.6K
|
50
$6.26K
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
46+ 2.25% |
$4.58K - $5.15K
|
2.09K
$262K
|
|
|
Oct 18, 2023
Q3 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
43+ 0.88% |
$4.28K - $4.81K
|
4.93K
$618K
|
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
42+ 0.08% |
$4.18K - $4.7K
|
52.9K
$6.63M
|
|
|
Nov 14, 2023
Q3 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
42New |
$4.18K - $4.7K
|
42
$5.26K
|
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
38New |
$3.78K - $4.25K
|
38
$4.76K
|
|
|
Oct 10, 2023
Q3 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
16+ 0.41% |
$1.59K - $1.79K
|
3.93K
$493K
|
|
|
Nov 07, 2023
Q3 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
14+ 3.66% |
$1.39K - $1.57K
|
396
$49.6K
|
|
|
Nov 07, 2023
Q3 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
13+ 0.39% |
$1.29K - $1.45K
|
3.38K
$423K
|
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
13+ 0.15% |
$1.29K - $1.45K
|
8.57K
$1.07M
|