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
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6.83K- 9.29% |
$679K - $765K
|
66.7K
$8.35M
|
|
|
Oct 26, 2023
Q3 2023
|
First Merchants Corp
|
SELL
|
- |
-7.89K- 4.99% |
$785K - $883K
|
150K
$18.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-8.06K- 26.28% |
$802K - $902K
|
22.6K
$2.83M
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-8.15K- 16.0% |
$811K - $912K
|
42.8K
$5.36M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-8.33K- 2.93% |
$829K - $932K
|
276K
$34.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-8.52K- 38.26% |
$848K - $954K
|
13.8K
$1.72M
|
|
|
Nov 07, 2023
Q3 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-10.2K- 56.87% |
$1.01M - $1.14M
|
7.7K
$964K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-10.2K- 3.04% |
$1.02M - $1.14M
|
326K
$40.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-10.4K- 41.62% |
$1.04M - $1.17M
|
14.6K
$1.83M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-11.3K- 27.61% |
$1.12M - $1.26M
|
29.6K
$3.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-11.6K- 16.44% |
$1.15M - $1.29M
|
58.7K
$7.36M
|
|
|
Oct 13, 2023
Q3 2023
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-13.1K- 14.19% |
$1.3M - $1.46M
|
79K
$9.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-13.7K- 1.92% |
$1.37M - $1.54M
|
700K
$87.7M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-14.1K- 11.32% |
$1.4M - $1.58M
|
111K
$13.8M
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-14.8K- 76.33% |
$1.47M - $1.65M
|
4.57K
$573K
|
|
|
Oct 24, 2023
Q3 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-16.5K- 7.1% |
$1.64M - $1.84M
|
216K
$27M
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-17.7K- 64.29% |
$1.76M - $1.98M
|
9.82K
$1.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-17.7K- 3.63% |
$1.76M - $1.98M
|
470K
$58.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-18.5K- 2.27% |
$1.84M - $2.07M
|
798K
$99.9M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-21.9K- 47.2% |
$2.18M - $2.45M
|
24.5K
$3.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-28.7K- 92.78% |
$2.85M - $3.21M
|
2.23K
$280K
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
SELL
|
- |
-29.6K- 17.53% |
$2.95M - $3.32M
|
139K
$17.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-30.1K- 11.02% |
$2.99M - $3.37M
|
243K
$30.4M
|
|
|
Nov 15, 2023
Q3 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-30.9K- 6.65% |
$3.07M - $3.45M
|
433K
$54.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-32.1K- 2.74% |
$3.2M - $3.6M
|
1.14M
$143M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-32.5K- 78.26% |
$3.23M - $3.63M
|
9.02K
$1.13M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-38.3K- 17.98% |
$3.8M - $4.28M
|
175K
$21.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-44.7K- 13.73% |
$4.44M - $5M
|
281K
$35.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-45.9K- 7.31% |
$4.56M - $5.13M
|
581K
$72.8M
|
|
|
Oct 17, 2023
Q3 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-48.1K- 77.19% |
$4.78M - $5.38M
|
14.2K
$1.78M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-48.6K- 31.41% |
$4.83M - $5.44M
|
106K
$13.3M
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-63.9K- 69.62% |
$6.35M - $7.15M
|
27.9K
$3.49M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-74.2K- 34.96% |
$7.38M - $8.31M
|
138K
$17.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-82.7K- 35.71% |
$8.23M - $9.26M
|
149K
$18.7M
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-88.4K- 81.13% |
$8.79M - $9.89M
|
20.6K
$2.57M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-94.9K- 2.25% |
$9.44M - $10.6M
|
4.12M
$516M
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-113K- 40.03% |
$11.3M - $12.7M
|
170K
$21.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-119K- 96.4% |
$11.8M - $13.3M
|
4.43K
$555K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-164K- 8.75% |
$16.3M - $18.4M
|
1.71M
$214M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-186K- 4.43% |
$18.5M - $20.8M
|
4.01M
$502M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-268K- 50.73% |
$26.7M - $30M
|
261K
$32.6M
|