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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2023
Q3 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-81- 2.86% |
$8.06K - $9.07K
|
2.75K
$353K
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-82- 0.78% |
$8.16K - $9.18K
|
10.4K
$1.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-90- 3.02% |
$8.95K - $10.1K
|
2.89K
$371K
|
|
|
Nov 14, 2023
Q3 2023
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-92- 0.33% |
$9.15K - $10.3K
|
27.4K
$3.52M
|
|
|
Oct 17, 2023
Q3 2023
|
Aspiriant, LLC
|
SELL
|
- |
-95- 1.81% |
$9.45K - $10.6K
|
5.17K
$664K
|
|
|
Nov 13, 2023
Q3 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-100- 0.49% |
$9.95K - $11.2K
|
20.2K
$2.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-109- 12.76% |
$10.8K - $12.2K
|
745
$95.7K
|
|
|
Oct 12, 2023
Q3 2023
|
Sage Financial Group Inc
|
SELL
|
- |
-118- 3.67% |
$11.7K - $13.2K
|
3.1K
$398K
|
|
|
Oct 10, 2023
Q3 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-134- 4.1% |
$13.3K - $15K
|
3.13K
$403K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
SELL
|
- |
-136- 1.04% |
$13.5K - $15.2K
|
13K
$1.67M
|
|
|
Dec 11, 2023
Q3 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-139- 5.16% |
$13.8K - $15.6K
|
2.56K
$328K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-141- 3.83% |
$14K - $15.8K
|
3.54K
$455K
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-145- 0.69% |
$14.4K - $16.2K
|
21K
$2.7M
|
|
|
Oct 13, 2023
Q3 2023
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-148- 0.86% |
$14.7K - $16.6K
|
17.1K
$2.2M
|
|
|
Oct 27, 2023
Q3 2023
|
West Bancorporation Inc
|
SELL
|
- |
-160- 6.75% |
$15.9K - $17.9K
|
2.21K
$284K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-163- 11.82% |
$16.2K - $18.2K
|
1.22K
$156K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-165- 7.89% |
$16.4K - $18.5K
|
1.93K
$247K
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-166- 1.33% |
$16.5K - $18.6K
|
12.3K
$1.58M
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-175- 0.58% |
$17.4K - $19.6K
|
30.2K
$3.88M
|
|
|
Oct 16, 2023
Q3 2023
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-176- 0.17% |
$17.5K - $19.7K
|
104K
$13.4M
|
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-180- 5.99% |
$17.9K - $20.1K
|
2.83K
$363K
|
|
|
Nov 08, 2023
Q3 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-180- 3.29% |
$17.9K - $20.1K
|
5.3K
$681K
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-180- 22.53% |
$17.9K - $20.1K
|
619
$79.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-180- 2.47% |
$17.9K - $20.1K
|
7.1K
$913K
|
|
|
Oct 03, 2023
Q3 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-194- 4.54% |
$19.3K - $21.7K
|
4.08K
$524K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-196- 65.33% |
$19.5K - $21.9K
|
104
$13.4K
|
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-197- 2.52% |
$19.6K - $22K
|
7.61K
$977K
|
|
|
Oct 16, 2023
Q3 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-200- 3.72% |
$19.9K - $22.4K
|
5.17K
$664K
|
|
|
Oct 16, 2023
Q3 2023
|
Fc Advisory LLC
|
SELL
|
- |
-200- 5.26% |
$19.9K - $22.4K
|
3.6K
$462K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-200- 1.89% |
$19.9K - $22.4K
|
10.4K
$1.33M
|
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-225- 14.92% |
$22.4K - $25.2K
|
1.28K
$165K
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-231- 1.5% |
$23K - $25.9K
|
15.1K
$1.95M
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-236- 2.51% |
$23.5K - $26.4K
|
9.16K
$1.18M
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-237- 16.24% |
$23.6K - $26.5K
|
1.22K
$157K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-253- 0.85% |
$25.2K - $28.3K
|
29.6K
$3.81M
|
|
|
Oct 31, 2023
Q3 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-260- 9.72% |
$25.9K - $29.1K
|
2.42K
$310K
|
|
|
Oct 10, 2023
Q3 2023
|
Kwmg, LLC
|
SELL
|
- |
-262- 7.71% |
$26.1K - $29.3K
|
3.14K
$403K
|
|
|
Oct 18, 2023
Q3 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-264- 2.17% |
$26.3K - $29.5K
|
11.9K
$1.53M
|
|
|
Dec 08, 2023
Q3 2023
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-271- 0.53% |
$27K - $30.3K
|
50.9K
$6.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-273- 4.32% |
$27.2K - $30.6K
|
6.05K
$778K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-276Closed |
$27.5K - $30.9K
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-279- 1.12% |
$27.7K - $31.2K
|
24.7K
$3.17M
|
|
|
Nov 15, 2023
Q3 2023
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-279- 0.61% |
$27.7K - $31.2K
|
45.7K
$5.87M
|
|
|
Nov 08, 2023
Q3 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-297- 14.86% |
$29.5K - $33.2K
|
1.7K
$219K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-312- 1.44% |
$31K - $34.9K
|
21.4K
$2.75M
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-324- 3.57% |
$32.2K - $36.3K
|
8.74K
$1.12M
|
|
|
Nov 07, 2023
Q3 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-335- 6.79% |
$33.3K - $37.5K
|
4.6K
$591K
|
|
|
Nov 06, 2023
Q3 2023
|
Sonata Capital Group Inc
|
SELL
|
- |
-350- 1.82% |
$34.8K - $39.2K
|
18.8K
$2.42M
|
|
|
Nov 03, 2023
Q3 2023
|
Neumann Capital Management, LLC
|
SELL
|
- |
-350- 1.35% |
$34.8K - $39.2K
|
25.6K
$3.29M
|
|
|
Nov 28, 2023
Q3 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-356- 14.54% |
$35.4K - $39.8K
|
2.09K
$269K
|