Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
46.2M+ 114883.49% |
$4.23B - $4.93B
|
46.2M
$6B
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
800KNew |
$73.4M - $85.4M
|
800K
$104M
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
298K+ 27.89% |
$27.3M - $31.8M
|
1.37M
$177M
|
|
|
Feb 13, 2023
Q4 2022
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
238KNew |
$21.8M - $25.4M
|
238K
$30.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
234K+ 14.63% |
$21.5M - $25M
|
1.84M
$238M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
214K+ 11.15% |
$19.6M - $22.9M
|
2.14M
$277M
|
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
197K+ 8513.6% |
$18.1M - $21.1M
|
200K
$25.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
154K+ 623.01% |
$14.1M - $16.5M
|
179K
$23.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
153K+ 64.97% |
$14M - $16.3M
|
389K
$50.5M
|
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
121K+ 1852.49% |
$11.1M - $12.9M
|
127K
$16.6M
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
116KNew |
$10.6M - $12.4M
|
116K
$15M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
112K+ 178.07% |
$10.3M - $12M
|
175K
$22.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
100K+ 2.08% |
$9.18M - $10.7M
|
4.92M
$639M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
99K+ 25.69% |
$9.07M - $10.6M
|
484K
$62.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
94.7K+ 60.31% |
$8.68M - $10.1M
|
252K
$32.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
94.6KNew |
$8.68M - $10.1M
|
94.6K
$12.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
75.4KNew |
$6.91M - $8.05M
|
75.4K
$9.79M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
74.3K+ 71.67% |
$6.81M - $7.93M
|
178K
$23.1M
|
|
|
Jan 24, 2023
Q4 2022
|
Courier Capital LLC
|
BUY
|
- |
67.8K+ 55.14% |
$6.21M - $7.23M
|
191K
$24.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
61.7K+ 10.22% |
$5.66M - $6.59M
|
666K
$86.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
56.2KNew |
$5.16M - $6M
|
56.2K
$7.3M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
55.1K+ 7.03% |
$5.05M - $5.88M
|
838K
$109M
|
|
|
Feb 10, 2023
Q4 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
49.8KNew |
$4.57M - $5.31M
|
49.8K
$6.47M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
49.2K+ 34.27% |
$4.51M - $5.25M
|
193K
$25.1M
|
|
|
Mar 01, 2023
Q4 2022
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
47.2KNew |
$4.33M - $5.04M
|
47.2K
$6.13M
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
BUY
|
- |
45.2K+ 14.49% |
$4.14M - $4.82M
|
357K
$46.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
44.1K+ 222.55% |
$4.05M - $4.71M
|
63.9K
$8.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
42.6KNew |
$3.9M - $4.54M
|
42.6K
$5.53M
|
|
|
Feb 21, 2023
Q4 2022
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
38.8KNew |
$3.56M - $4.15M
|
38.8K
$5.05M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
37.5K+ 8.16% |
$3.44M - $4.01M
|
497K
$64.6M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
36.7K+ 26.05% |
$3.37M - $3.92M
|
178K
$23.1M
|
|
|
Jan 12, 2023
Q4 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
36.7KNew |
$3.36M - $3.91M
|
36.7K
$4.76M
|
|
|
Feb 02, 2024
Q4 2022
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
36.5KNew |
$3.34M - $3.89M
|
36.5K
$4.73M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
35.8K+ 2261.76% |
$3.28M - $3.82M
|
37.4K
$4.85M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
33.2K+ 10.28% |
$3.04M - $3.54M
|
356K
$46.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
32.7K+ 26.08% |
$3M - $3.49M
|
158K
$20.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
31.7K+ 44.51% |
$2.91M - $3.39M
|
103K
$13.4M
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
31KNew |
$2.84M - $3.31M
|
31K
$4.03M
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
29.3KNew |
$2.68M - $3.12M
|
29.3K
$3.8M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
28.6KNew |
$2.62M - $3.05M
|
28.6K
$3.71M
|
|
|
Feb 14, 2023
Q4 2022
|
Dorsey Wright & Associates
|
BUY
|
- |
27.9KNew |
$2.55M - $2.97M
|
27.9K
$3.62M
|
|
|
Feb 09, 2023
Q4 2022
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
26.7KNew |
$2.45M - $2.85M
|
26.7K
$3.47M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
26.3K+ 1.09% |
$2.42M - $2.81M
|
2.44M
$317M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
24.1K+ 46.13% |
$2.21M - $2.57M
|
76.2K
$9.9M
|
|
|
Jan 20, 2023
Q4 2022
|
Ltg Capital LLC
|
BUY
|
- |
22.6K+ 183.64% |
$2.07M - $2.41M
|
34.9K
$4.53M
|
|
|
Feb 14, 2023
Q4 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
22.3KNew |
$2.04M - $2.38M
|
22.3K
$2.89M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
21.6K+ 5.24% |
$1.98M - $2.31M
|
434K
$56.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
21.2K+ 9.59% |
$1.95M - $2.27M
|
243K
$31.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
20K+ 5.8% |
$1.84M - $2.14M
|
366K
$47.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
19.2KNew |
$1.76M - $2.05M
|
19.2K
$2.49M
|