Purchases and Sales Made in Q4 2023 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 2023. 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, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-4.75K- 0.6% |
$442K - $547K
|
793K
$103M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.79K- 19.53% |
$445K - $551K
|
19.7K
$2.56M
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-5.02K- 24.41% |
$467K - $578K
|
15.5K
$2.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-5.18K- 99.65% |
$482K - $596K
|
18
$2.34K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-5.22K- 43.25% |
$486K - $602K
|
6.85K
$890K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-5.58K- 2.3% |
$520K - $643K
|
237K
$30.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-5.77K- 17.55% |
$537K - $665K
|
27.1K
$3.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.86K- 2.12% |
$546K - $675K
|
270K
$35.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-5.91K- 9.91% |
$550K - $681K
|
53.7K
$6.98M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-6.21K- 43.43% |
$578K - $715K
|
8.09K
$1.05M
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-7K- 7.71% |
$651K - $806K
|
83.9K
$10.9M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-7.15K- 8.0% |
$665K - $823K
|
82.1K
$10.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-7.88K- 13.41% |
$733K - $907K
|
50.9K
$6.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-8.14K- 62.98% |
$757K - $937K
|
4.78K
$621K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-9.96K- 9.42% |
$927K - $1.15M
|
95.8K
$12.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-10.1K- 10.92% |
$937K - $1.16M
|
82.2K
$10.7M
|
|
|
Jan 11, 2024
Q4 2023
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-10.9K- 13.82% |
$1.02M - $1.26M
|
68.1K
$8.84M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-11.7K- 39.46% |
$1.09M - $1.35M
|
17.9K
$2.33M
|
|
|
Jan 11, 2024
Q4 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-12K- 5.57% |
$1.12M - $1.38M
|
204K
$26.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-12.4K- 0.73% |
$1.16M - $1.43M
|
1.7M
$221M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-16.2K- 59.67% |
$1.51M - $1.87M
|
11K
$1.42M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-17.3K- 5.31% |
$1.61M - $2M
|
309K
$40.1M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-17.9K- 2.04% |
$1.66M - $2.06M
|
857K
$111M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-20.5K- 33.1% |
$1.91M - $2.36M
|
41.4K
$5.38M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-20.8K- 11.13% |
$1.94M - $2.4M
|
166K
$21.6M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-21.6K- 15.48% |
$2.01M - $2.48M
|
118K
$15.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-23.4K- 95.25% |
$2.18M - $2.7M
|
1.17K
$152K
|
|
|
Feb 08, 2024
Q4 2023
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-52.6K- 96.01% |
$4.9M - $6.06M
|
2.19K
$284K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-68K- 4.98% |
$6.33M - $7.84M
|
1.3M
$169M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-76.3K- 1.85% |
$7.1M - $8.78M
|
4.04M
$525M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-88.8K- 31.62% |
$8.26M - $10.2M
|
192K
$24.9M
|
|
|
Feb 02, 2024
Q4 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-139K- 60.76% |
$12.9M - $16M
|
89.6K
$11.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-156K- 86.71% |
$14.6M - $18M
|
24K
$3.11M
|
|
|
Feb 08, 2024
Q4 2023
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-157K- 50.4% |
$14.6M - $18.1M
|
154K
$20.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-160K- 14.02% |
$14.9M - $18.4M
|
981K
$127M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-196K- 4.9% |
$18.3M - $22.6M
|
3.81M
$495M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-209K- 24.5% |
$19.5M - $24.1M
|
645K
$83.8M
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-240K- 99.12% |
$22.3M - $27.6M
|
2.12K
$276K
|
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-253K- 95.24% |
$23.6M - $29.2M
|
12.6K
$1.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-418K- 15.86% |
$38.9M - $48.1M
|
2.22M
$288M
|