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 06, 2023
Q4 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
303+ 8.98% |
$27.8K - $32.3K
|
3.68K
$478K
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
300+ 5.67% |
$27.5K - $32K
|
5.59K
$726K
|
|
|
Feb 08, 2023
Q4 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
290+ 2.98% |
$26.6K - $31K
|
10K
$1.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
289New |
$26.5K - $30.8K
|
289
$37.5K
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
281+ 2.92% |
$25.8K - $30K
|
9.9K
$1.29M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
268New |
$24.6K - $28.6K
|
268
$34.8K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
264+ 2.26% |
$24.2K - $28.2K
|
12K
$1.55M
|
|
|
Jan 23, 2023
Q4 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
263New |
$24.1K - $28.1K
|
263
$34.2K
|
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
258+ 18.87% |
$23.7K - $27.5K
|
1.63K
$211K
|
|
|
Jan 11, 2023
Q4 2022
|
First Citizens Financial Corp
|
BUY
|
- |
255+ 0.54% |
$23.4K - $27.2K
|
47.3K
$6.14M
|
|
|
Feb 13, 2023
Q4 2022
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
197+ 2.46% |
$18.1K - $21K
|
8.21K
$1.07M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
190+ 655.17% |
$17.4K - $20.3K
|
219
$28.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
188+ 447.62% |
$17.2K - $20.1K
|
230
$29.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
187+ 3.62% |
$17.1K - $20K
|
5.35K
$695K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
181+ 2.1% |
$16.6K - $19.3K
|
8.81K
$1.14M
|
|
|
Jan 10, 2023
Q4 2022
|
Bank Of New Hampshire
|
BUY
|
- |
176+ 7.29% |
$16.1K - $18.8K
|
2.59K
$336K
|
|
|
Jan 11, 2023
Q4 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
176+ 15.91% |
$16.1K - $18.8K
|
1.28K
$166K
|
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
167+ 1.33% |
$15.3K - $17.8K
|
12.7K
$1.65M
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
166+ 5.55% |
$15.2K - $17.7K
|
3.16K
$410K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
166New |
$15.2K - $17.7K
|
166
$21.6K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
165+ 1.86% |
$15.1K - $17.6K
|
9.04K
$1.17M
|
|
|
Feb 10, 2023
Q4 2022
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
158New |
$14.5K - $16.9K
|
158
$20.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
145New |
$13.3K - $15.5K
|
145
$18.8K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
128+ 3.29% |
$11.7K - $13.7K
|
4.02K
$522K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
128+ 2.44% |
$11.7K - $13.7K
|
5.38K
$699K
|
|
|
Feb 14, 2023
Q4 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
128+ 0.5% |
$11.7K - $13.7K
|
25.6K
$3.32M
|
|
|
Jan 20, 2023
Q4 2022
|
Griffin Asset Management, Inc.
|
BUY
|
- |
127+ 2.23% |
$11.6K - $13.6K
|
5.81K
$755K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
116+ 0.09% |
$10.6K - $12.4K
|
127K
$16.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
113+ 1.61% |
$10.4K - $12.1K
|
7.14K
$927K
|
|
|
Feb 09, 2023
Q4 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
105+ 0.37% |
$9.63K - $11.2K
|
28.2K
$3.67M
|
|
|
Feb 13, 2023
Q4 2022
|
Tag Stone Capital, Inc.
|
BUY
|
- |
100+ 1.28% |
$9.17K - $10.7K
|
7.9K
$1.03M
|
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
94+ 3.99% |
$8.62K - $10K
|
2.45K
$318K
|
|
|
Jan 25, 2023
Q4 2022
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
92+ 1.53% |
$8.44K - $9.82K
|
6.09K
$791K
|
|
|
Feb 14, 2023
Q4 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
92New |
$8.44K - $9.82K
|
92
$11.9K
|
|
|
Jan 11, 2023
Q4 2022
|
Sawyer & Company, Inc
|
BUY
|
- |
90New |
$8.25K - $9.61K
|
90
$11.7K
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
80New |
$7.34K - $8.54K
|
80
$10.4K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
79+ 0.71% |
$7.24K - $8.43K
|
11.2K
$1.46M
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
78+ 3.38% |
$7.15K - $8.33K
|
2.39K
$310K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
70New |
$6.42K - $7.47K
|
70
$9.09K
|
|
|
Feb 24, 2023
Q4 2022
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
65New |
$5.96K - $6.94K
|
65
$8.44K
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
64+ 1.04% |
$5.87K - $6.83K
|
6.22K
$808K
|
|
|
Aug 13, 2024
Q4 2022
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
55+ 0.84% |
$5.04K - $5.87K
|
6.6K
$857K
|
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
53New |
$4.86K - $5.66K
|
53
$6.88K
|
|
|
Jan 31, 2023
Q4 2022
|
Friedenthal Financial
|
BUY
|
- |
50+ 0.32% |
$4.59K - $5.34K
|
15.5K
$2.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
45+ 1.3% |
$4.13K - $4.8K
|
3.51K
$456K
|
|
|
Jan 10, 2023
Q4 2022
|
Fc Advisory LLC
|
BUY
|
- |
43+ 1.19% |
$3.94K - $4.59K
|
3.66K
$475K
|
|
|
Feb 06, 2023
Q4 2022
|
Neumann Capital Management, LLC
|
BUY
|
- |
39+ 0.15% |
$3.58K - $4.16K
|
26K
$3.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
32+ 0.68% |
$2.93K - $3.42K
|
4.71K
$611K
|
|
|
Jan 20, 2023
Q4 2022
|
Thompson Investment Management, Inc.
|
BUY
|
- |
32+ 0.42% |
$2.93K - $3.42K
|
7.57K
$983K
|
|
|
Feb 14, 2023
Q4 2022
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
31+ 0.42% |
$2.84K - $3.31K
|
7.33K
$952K
|