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 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-3.84K- 5.02% |
$352K - $409K
|
72.5K
$9.42M
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-3.84K- 13.82% |
$352K - $410K
|
24K
$3.11M
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-3.88K- 9.9% |
$356K - $414K
|
35.3K
$4.58M
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-4K- 47.65% |
$367K - $427K
|
4.39K
$571K
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-4.73K- 27.41% |
$434K - $505K
|
12.5K
$1.63M
|
|
|
Jan 23, 2023
Q4 2022
|
First Command Bank
|
SELL
|
- |
-4.73K- 27.41% |
$434K - $505K
|
12.5K
$1.63M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-5.82K- 5.34% |
$534K - $622K
|
103K
$13.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Heron Financial Group, LLC
|
SELL
|
- |
-6.82K- 8.0% |
$625K - $728K
|
78.5K
$10.2M
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-6.89K- 42.9% |
$632K - $736K
|
9.18K
$1.19M
|
|
|
Feb 09, 2023
Q4 2022
|
Omega Financial Group, LLC
|
SELL
|
- |
-7.02K- 10.66% |
$644K - $750K
|
58.9K
$7.65M
|
|
|
Jan 18, 2023
Q4 2022
|
Hudson Capital Management LLC
|
SELL
|
- |
-7.41K- 11.77% |
$679K - $791K
|
55.5K
$7.21M
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-8.14K- 2.18% |
$746K - $869K
|
365K
$47.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Members Trust CO
|
SELL
|
- |
-8.37K- 16.14% |
$768K - $893K
|
43.5K
$5.65M
|
|
|
Jan 26, 2023
Q4 2022
|
First Merchants Corp
|
SELL
|
- |
-8.48K- 5.03% |
$777K - $905K
|
160K
$20.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-8.98K- 19.01% |
$824K - $959K
|
38.3K
$4.97M
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
SELL
|
- |
-9.37K- 16.63% |
$859K - $1M
|
47K
$6.1M
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-10.5K- 76.13% |
$966K - $1.12M
|
3.3K
$429K
|
|
|
Feb 13, 2023
Q4 2022
|
Rex Capital Advisors, LLC
Providence, RI |
SELL
|
- |
-11K- 4.06% |
$1.01M - $1.17M
|
259K
$33.6M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-11K- 2.76% |
$1.01M - $1.17M
|
386K
$50.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-11.5K- 37.54% |
$1.06M - $1.23M
|
19.2K
$2.49M
|
|
|
Feb 09, 2023
Q4 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-11.8K- 29.57% |
$1.09M - $1.26M
|
28.2K
$3.66M
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-14.2K- 5.56% |
$1.3M - $1.51M
|
241K
$31.3M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-16.2K- 75.28% |
$1.49M - $1.73M
|
5.32K
$691K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-17.1K- 7.34% |
$1.57M - $1.82M
|
216K
$28M
|
|
|
Feb 08, 2023
Q4 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-17.1K- 50.0% |
$1.57M - $1.83M
|
17.1K
$2.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-18.8K- 7.11% |
$1.72M - $2.01M
|
245K
$31.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-21.4K- 83.14% |
$1.96M - $2.28M
|
4.33K
$562K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-21.8K- 2.53% |
$2M - $2.33M
|
841K
$109M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-24.5K- 88.24% |
$2.25M - $2.62M
|
3.27K
$424K
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-24.9K- 0.55% |
$2.28M - $2.65M
|
4.51M
$586M
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-26.2K- 81.54% |
$2.4M - $2.8M
|
5.94K
$771K
|
|
|
Jan 24, 2023
Q4 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-27.1K- 37.66% |
$2.48M - $2.89M
|
44.8K
$5.82M
|
|
|
Jan 26, 2023
Q4 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-33.8K- 11.76% |
$3.1M - $3.61M
|
254K
$32.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-36.6K- 4.04% |
$3.36M - $3.91M
|
869K
$113M
|
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-40.1K- 71.85% |
$3.67M - $4.28M
|
15.7K
$2.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-55.8K- 93.35% |
$5.12M - $5.96M
|
3.98K
$516K
|
|
|
Jan 19, 2023
Q4 2022
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-68.6K- 94.48% |
$6.29M - $7.33M
|
4.01K
$521K
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-70.7K- 92.73% |
$6.48M - $7.54M
|
5.54K
$720K
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-75.4K- 18.93% |
$6.92M - $8.05M
|
323K
$41.9M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-79.1K- 11.73% |
$7.26M - $8.45M
|
595K
$77.3M
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-251K- 99.01% |
$23M - $26.8M
|
2.5K
$325K
|
|
|
Feb 13, 2023
Q4 2022
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-1.26M- 97.87% |
$116M - $135M
|
27.5K
$3.58M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-46.2M- 100.0% |
$4.24B - $4.93B
|
1.58K
$205K
|