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 13, 2023
Q3 2023
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
12+ 0.03% |
$1.19K - $1.34K
|
39.3K
$5.05M
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
11+ 0.08% |
$1.09K - $1.23K
|
13.8K
$1.77M
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
9+ 0.19% |
$895 - $1.01K
|
4.77K
$612K
|
|
|
Oct 13, 2023
Q3 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
8+ 0.58% |
$796 - $895
|
1.38K
$177K
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
7+ 0.05% |
$696 - $783
|
15.2K
$1.96M
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
4New |
$398 - $448
|
4
$514
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3+ 0.05% |
$298 - $336
|
5.59K
$719K
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-3- 0.05% |
$298 - $336
|
5.84K
$751K
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-3- 0.02% |
$298 - $336
|
17.1K
$2.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-3- 0.06% |
$298 - $336
|
5.4K
$694K
|
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-7- 0.04% |
$696 - $783
|
18K
$2.31M
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-9- 0.08% |
$895 - $1.01K
|
11.8K
$1.52M
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-11- 1.08% |
$1.09K - $1.23K
|
1.01K
$129K
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-12- 0.58% |
$1.19K - $1.34K
|
2.04K
$262K
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-13- 0.39% |
$1.29K - $1.45K
|
3.34K
$430K
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-14- 0.86% |
$1.39K - $1.57K
|
1.62K
$208K
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-18- 40.91% |
$1.79K - $2.01K
|
26
$3.34K
|
|
|
Oct 10, 2023
Q3 2023
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-20- 0.14% |
$1.99K - $2.24K
|
14.2K
$1.82M
|
|
|
Oct 31, 2023
Q3 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-20- 0.41% |
$1.99K - $2.24K
|
4.81K
$618K
|
|
|
Oct 11, 2023
Q3 2023
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-20- 0.51% |
$1.99K - $2.24K
|
3.9K
$501K
|
|
|
Nov 13, 2023
Q3 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-22- 0.03% |
$2.19K - $2.46K
|
79.2K
$10.2M
|
|
|
Dec 18, 2023
Q3 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-29- 16.48% |
$2.88K - $3.25K
|
147
$18.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-30- 9.23% |
$2.98K - $3.36K
|
295
$37.9K
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-33- 0.03% |
$3.28K - $3.69K
|
115K
$14.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-36- 0.73% |
$3.58K - $4.03K
|
4.89K
$628K
|
|
|
Nov 07, 2023
Q3 2023
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-40- 0.85% |
$3.98K - $4.48K
|
4.64K
$596K
|
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-40- 61.54% |
$3.98K - $4.48K
|
25
$3.21K
|
|
|
Oct 11, 2023
Q3 2023
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-43- 0.22% |
$4.28K - $4.81K
|
19.8K
$2.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-44- 0.87% |
$4.38K - $4.92K
|
5.03K
$646K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-44- 6.62% |
$4.38K - $4.92K
|
621
$79.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-47- 1.61% |
$4.67K - $5.26K
|
2.87K
$368K
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-47- 2.06% |
$4.67K - $5.26K
|
2.23K
$287K
|
|
|
Nov 07, 2023
Q3 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-50- 1.06% |
$4.97K - $5.6K
|
4.66K
$599K
|
|
|
Oct 13, 2023
Q3 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-50- 1.77% |
$4.97K - $5.6K
|
2.78K
$357K
|
|
|
Nov 07, 2023
Q3 2023
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-50- 0.45% |
$4.97K - $5.6K
|
11K
$1.42M
|
|
|
Nov 15, 2023
Q3 2023
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-52- 1.04% |
$5.17K - $5.82K
|
4.96K
$638K
|
|
|
Oct 19, 2023
Q3 2023
|
Hms Capital Management, LLC
|
SELL
|
- |
-52- 2.45% |
$5.17K - $5.82K
|
2.07K
$266K
|
|
|
Oct 30, 2023
Q3 2023
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-53- 0.69% |
$5.27K - $5.93K
|
7.6K
$977K
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-54- 2.45% |
$5.37K - $6.04K
|
2.15K
$276K
|
|
|
Nov 08, 2023
Q3 2023
|
Davidson Trust CO
|
SELL
|
- |
-55- 0.95% |
$5.47K - $6.16K
|
5.75K
$739K
|
|
|
Nov 09, 2023
Q3 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-57- 0.05% |
$5.67K - $6.38K
|
115K
$14.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-63- 6.67% |
$6.27K - $7.05K
|
881
$113K
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-65- 1.52% |
$6.46K - $7.27K
|
4.2K
$540K
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-66- 77.65% |
$6.56K - $7.39K
|
19
$2.44K
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-66- 18.13% |
$6.56K - $7.39K
|
298
$38.3K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-72- 10.36% |
$7.16K - $8.06K
|
623
$80.1K
|
|
|
Oct 25, 2023
Q3 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-74- 0.61% |
$7.36K - $8.28K
|
12.1K
$1.56M
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-77- 7.91% |
$7.66K - $8.62K
|
897
$115K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-77- 7.91% |
$7.66K - $8.62K
|
897
$115K
|
|
|
Oct 13, 2023
Q3 2023
|
Collective Family Office LLC
|
SELL
|
- |
-80- 2.88% |
$7.96K - $8.95K
|
2.7K
$346K
|