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 17, 2023
Q4 2022
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
4.25KNew |
$390K - $454K
|
4.25K
$551K
|
|
|
Jan 20, 2023
Q4 2022
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
4.15KNew |
$380K - $443K
|
4.15K
$538K
|
|
|
Apr 18, 2023
Q4 2022
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
4.13KNew |
$379K - $441K
|
4.13K
$536K
|
|
|
Feb 10, 2023
Q4 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
4.04K+ 10.76% |
$371K - $432K
|
41.6K
$5.4M
|
|
|
Feb 01, 2023
Q4 2022
|
Barber Financial Group, Inc.
|
BUY
|
- |
3.95K+ 25.9% |
$362K - $421K
|
19.2K
$2.49M
|
|
|
Jan 25, 2023
Q4 2022
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
3.94KNew |
$361K - $420K
|
3.94K
$511K
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
3.89K+ 141.13% |
$357K - $415K
|
6.64K
$861K
|
|
|
Feb 23, 2023
Q4 2022
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
3.86KNew |
$354K - $412K
|
3.86K
$501K
|
|
|
Mar 22, 2023
Q4 2022
|
Campion Asset Management
|
BUY
|
- |
3.84K+ 9.79% |
$352K - $409K
|
43K
$5.58M
|
|
|
Mar 10, 2023
Q4 2022
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
3.81KNew |
$349K - $406K
|
3.81K
$494K
|
|
|
Jan 18, 2023
Q4 2022
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
3.77K+ 3.96% |
$345K - $402K
|
98.7K
$12.8M
|
|
|
Jan 17, 2023
Q4 2022
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
3.69K+ 138.2% |
$339K - $394K
|
6.37K
$826K
|
|
|
Feb 08, 2023
Q4 2022
|
Sierra Capital LLC
|
BUY
|
- |
3.64K+ 8.89% |
$333K - $388K
|
44.5K
$5.77M
|
|
|
Jan 23, 2023
Q4 2022
|
Hms Capital Management, LLC
|
BUY
|
- |
3.59K+ 42.73% |
$329K - $383K
|
12K
$1.55M
|
|
|
Feb 07, 2023
Q4 2022
|
Hardy Reed LLC
|
BUY
|
- |
3.46KNew |
$317K - $369K
|
3.46K
$448K
|
|
|
Feb 02, 2023
Q4 2022
|
Oldfather Financial Services, LLC
|
BUY
|
- |
3.36K+ 8.95% |
$308K - $359K
|
40.9K
$5.31M
|
|
|
Mar 01, 2023
Q4 2022
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
3.34KNew |
$306K - $356K
|
3.34K
$432K
|
|
|
Jan 12, 2023
Q4 2022
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
3.33KNew |
$306K - $356K
|
3.33K
$432K
|
|
|
Jun 25, 2024
Q4 2022
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
3.33KNew |
$305K - $355K
|
3.33K
$432K
|
|
|
Feb 03, 2023
Q4 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
3.28KNew |
$301K - $350K
|
3.28K
$425K
|
|
|
Jan 17, 2023
Q4 2022
|
Lvz, Inc.
|
BUY
|
- |
3.26K+ 18.2% |
$299K - $348K
|
21.2K
$2.75M
|
|
|
Jan 12, 2023
Q4 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
3.19KNew |
$293K - $341K
|
3.19K
$414K
|
|
|
Jan 12, 2023
Q4 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
3.13K+ 31.6% |
$287K - $335K
|
13.1K
$1.69M
|
|
|
Apr 03, 2023
Q4 2022
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
3.12KNew |
$286K - $333K
|
3.12K
$405K
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
3.1KNew |
$284K - $331K
|
3.1K
$402K
|
|
|
Dec 11, 2023
Q4 2022
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
3.07KNew |
$282K - $328K
|
3.07K
$398K
|
|
|
Jan 11, 2023
Q4 2022
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
3.05K+ 43.77% |
$280K - $325K
|
10K
$1.3M
|
|
|
Jan 20, 2023
Q4 2022
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
3.04K+ 0.77% |
$278K - $324K
|
398K
$51.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3.03KNew |
$278K - $323K
|
3.03K
$393K
|
|
|
Feb 08, 2023
Q4 2022
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
2.93KNew |
$269K - $313K
|
2.93K
$380K
|
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
2.92KNew |
$268K - $312K
|
2.92K
$379K
|
|
|
Feb 07, 2023
Q4 2022
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
2.92KNew |
$268K - $311K
|
2.92K
$378K
|
|
|
Jan 11, 2023
Q4 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
2.89K+ 8.64% |
$265K - $308K
|
36.3K
$4.71M
|
|
|
Feb 14, 2023
Q4 2022
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
2.89K+ 284.9% |
$265K - $308K
|
3.9K
$506K
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
2.89K+ 28.43% |
$265K - $308K
|
13K
$1.69M
|
|
|
Feb 10, 2023
Q4 2022
|
Anchor Capital Advisors LLC
|
BUY
|
- |
2.87K+ 47.26% |
$263K - $306K
|
8.94K
$1.16M
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.84KNew |
$260K - $303K
|
2.84K
$368K
|
|
|
Jan 17, 2023
Q4 2022
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
2.83KNew |
$260K - $303K
|
2.83K
$368K
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.78K+ 3.0% |
$255K - $296K
|
95.5K
$12.4M
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.74K+ 48.64% |
$251K - $292K
|
8.36K
$1.08M
|
|
|
Jan 31, 2023
Q4 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
2.69KNew |
$247K - $287K
|
2.69K
$349K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.67K+ 4.8% |
$245K - $285K
|
58.3K
$7.56M
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
2.64KNew |
$242K - $282K
|
2.64K
$342K
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
BUY
|
- |
2.64K+ 4.92% |
$242K - $281K
|
56.3K
$7.3M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
2.61K+ 79.68% |
$239K - $278K
|
5.88K
$762K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.57KNew |
$235K - $274K
|
2.57K
$333K
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
2.5KNew |
$229K - $267K
|
2.5K
$324K
|
|
|
Feb 10, 2023
Q4 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.42KNew |
$222K - $259K
|
2.42K
$314K
|
|
|
Jan 30, 2023
Q4 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
2.42KNew |
$222K - $258K
|
2.42K
$314K
|
|
|
Feb 03, 2023
Q4 2022
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
2.39KNew |
$219K - $255K
|
2.39K
$310K
|