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 14, 2023
Q4 2022
|
Columbia Trust CO 01012016
|
BUY
|
- |
1.14K+ 50.02% |
$105K - $122K
|
3.43K
$446K
|
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Vermont
|
BUY
|
- |
1.05K+ 30.74% |
$96.5K - $112K
|
4.47K
$581K
|
|
|
Feb 14, 2023
Q4 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
1.04K+ 1.15% |
$95.3K - $111K
|
91.7K
$11.9M
|
|
|
Jan 26, 2023
Q4 2022
|
Acas, LLC
|
BUY
|
- |
1.03K+ 10.44% |
$94.7K - $110K
|
10.9K
$1.42M
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
998New |
$91.5K - $107K
|
998
$130K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
981New |
$90K - $105K
|
981
$127K
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
980+ 25.95% |
$89.9K - $105K
|
4.76K
$618K
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
977+ 9.92% |
$89.6K - $104K
|
10.8K
$1.41M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
970+ 7.63% |
$88.9K - $104K
|
13.7K
$1.78M
|
|
|
Jan 17, 2023
Q4 2022
|
Bank Of Stockton
|
BUY
|
- |
940+ 2.65% |
$86.2K - $100K
|
36.3K
$4.72M
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
925+ 21.21% |
$84.8K - $98.7K
|
5.29K
$686K
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
903+ 32.94% |
$82.8K - $96.4K
|
3.64K
$473K
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
895+ 9.57% |
$82.1K - $95.5K
|
10.2K
$1.33M
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
888+ 0.78% |
$81.4K - $94.8K
|
115K
$15M
|
|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
837New |
$76.8K - $89.3K
|
837
$109K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
830+ 0.99% |
$76.1K - $88.6K
|
84.7K
$11M
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Financial Group Inc
|
BUY
|
- |
807+ 5.7% |
$74K - $86.1K
|
15K
$1.94M
|
|
|
Feb 14, 2023
Q4 2022
|
Sja Financial Advisory, LLC
|
BUY
|
- |
779+ 1.72% |
$71.4K - $83.2K
|
46.1K
$5.99M
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
764New |
$70.1K - $81.5K
|
764
$99.2K
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
743+ 4.55% |
$68.1K - $79.3K
|
17.1K
$2.22M
|
|
|
Feb 13, 2023
Q4 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
670+ 239.29% |
$61.4K - $71.5K
|
950
$123K
|
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
669New |
$61.3K - $71.4K
|
669
$86.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
640+ 2.86% |
$58.7K - $68.3K
|
23.1K
$2.99M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
620New |
$56.9K - $66.2K
|
620
$80.5K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
604+ 2.94% |
$55.4K - $64.5K
|
21.1K
$2.74M
|
|
|
Feb 14, 2023
Q4 2022
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
594+ 2.07% |
$54.5K - $63.4K
|
29.3K
$3.81M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
590+ 20.16% |
$54.1K - $63K
|
3.52K
$457K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
581+ 104.68% |
$53.3K - $62K
|
1.14K
$148K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
563+ 17.24% |
$51.6K - $60.1K
|
3.83K
$497K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
552New |
$50.6K - $58.9K
|
552
$71.7K
|
|
|
Jan 20, 2023
Q4 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
540+ 4.78% |
$49.5K - $57.6K
|
11.8K
$1.54M
|
|
|
May 17, 2023
Q4 2022
|
Zhang Financial LLC
|
BUY
|
- |
537+ 23.83% |
$49.2K - $57.3K
|
2.79K
$362K
|
|
|
Jan 17, 2023
Q4 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
507+ 3.96% |
$46.5K - $54.1K
|
13.3K
$1.73M
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
506New |
$46.4K - $54K
|
506
$65.7K
|
|
|
Feb 09, 2023
Q4 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
497New |
$45.6K - $53K
|
497
$64.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
493+ 3.14% |
$45.2K - $52.6K
|
16.2K
$2.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
487+ 8.07% |
$44.7K - $52K
|
6.52K
$847K
|
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
478New |
$43.8K - $51K
|
478
$62.1K
|
|
|
Mar 02, 2023
Q4 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
430+ 12.86% |
$39.4K - $45.9K
|
3.78K
$490K
|
|
|
Jan 31, 2023
Q4 2022
|
Sage Financial Group Inc
|
BUY
|
- |
420+ 16.57% |
$38.5K - $44.8K
|
2.95K
$384K
|
|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
BUY
|
- |
413+ 0.92% |
$37.9K - $44.1K
|
45.2K
$5.86M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
405+ 63.08% |
$37.1K - $43.2K
|
1.05K
$136K
|
|
|
Feb 15, 2023
Q4 2022
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
404+ 229.55% |
$37K - $43.1K
|
580
$75.3K
|
|
|
Feb 03, 2023
Q4 2022
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
360New |
$33K - $38.4K
|
360
$46.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
359New |
$32.9K - $38.3K
|
359
$46.6K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
350+ 135.66% |
$32.1K - $37.4K
|
608
$79K
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
340+ 7.21% |
$31.2K - $36.3K
|
5.05K
$656K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
337+ 0.89% |
$30.9K - $36K
|
38.1K
$4.95M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
315+ 7.23% |
$28.9K - $33.6K
|
4.67K
$607K
|
|
|
Feb 10, 2023
Q4 2022
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
304+ 6.42% |
$27.9K - $32.4K
|
5.04K
$655K
|