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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2024
Q4 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
2.2K+ 15.84% |
$204K - $253K
|
16.1K
$2.09M
|
|
|
Jan 31, 2024
Q4 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
2.16K+ 1.72% |
$201K - $249K
|
128K
$16.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
2.1KNew |
$195K - $242K
|
2.1K
$272K
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
2.1KNew |
$195K - $241K
|
2.1K
$272K
|
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
2.03KNew |
$189K - $234K
|
2.03K
$264K
|
|
|
Jan 31, 2024
Q4 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
2KNew |
$186K - $230K
|
2K
$260K
|
|
|
Jan 09, 2024
Q4 2023
|
Allied Investment Advisors, LLC
|
BUY
|
- |
1.99KNew |
$186K - $230K
|
1.99K
$259K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.99KNew |
$185K - $229K
|
1.99K
$258K
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
1.95KNew |
$181K - $224K
|
1.95K
$253K
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
1.95KNew |
$181K - $224K
|
1.95K
$253K
|
|
|
Feb 15, 2024
Q4 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
1.94KNew |
$181K - $224K
|
1.94K
$252K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.92KNew |
$178K - $221K
|
1.92K
$249K
|
|
|
Feb 05, 2024
Q4 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
1.9K+ 0.8% |
$177K - $219K
|
241K
$31.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.89K+ 6.51% |
$176K - $218K
|
30.9K
$4.01M
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.89K+ 14.03% |
$175K - $217K
|
15.3K
$1.99M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.87K+ 4.78% |
$174K - $215K
|
41K
$5.33M
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.86KNew |
$173K - $214K
|
1.86K
$242K
|
|
|
Feb 14, 2024
Q4 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
1.85KNew |
$172K - $213K
|
1.85K
$240K
|
|
|
Jan 18, 2024
Q4 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
1.83KNew |
$170K - $211K
|
1.83K
$238K
|
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.83KNew |
$170K - $210K
|
1.83K
$237K
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
1.82KNew |
$170K - $210K
|
1.82K
$237K
|
|
|
Sep 23, 2024
Q4 2023
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
1.82KNew |
$170K - $210K
|
1.82K
$237K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.82K+ 38.27% |
$169K - $209K
|
6.56K
$852K
|
|
|
Feb 07, 2024
Q4 2023
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
1.81KNew |
$169K - $209K
|
1.81K
$236K
|
|
|
Jan 19, 2024
Q4 2023
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.81KNew |
$168K - $208K
|
1.81K
$235K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.8KNew |
$167K - $207K
|
1.8K
$234K
|
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
1.8KNew |
$167K - $207K
|
1.8K
$234K
|
|
|
Jan 22, 2024
Q4 2023
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
1.8KNew |
$167K - $207K
|
1.8K
$234K
|
|
|
Jan 31, 2024
Q4 2023
|
Htlf Bank
Denver, CO |
BUY
|
- |
1.79KNew |
$167K - $206K
|
1.79K
$233K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.78K+ 1.41% |
$166K - $205K
|
128K
$16.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.78KNew |
$166K - $205K
|
1.78K
$231K
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
1.77KNew |
$165K - $204K
|
1.77K
$230K
|
|
|
Feb 13, 2024
Q4 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
1.77KNew |
$165K - $204K
|
1.77K
$230K
|
|
|
Feb 06, 2024
Q4 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
1.76KNew |
$164K - $203K
|
1.76K
$229K
|
|
|
Feb 06, 2024
Q4 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
1.73K+ 12.17% |
$161K - $199K
|
15.9K
$2.07M
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
1.68KNew |
$157K - $194K
|
1.68K
$219K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.63KNew |
$152K - $188K
|
1.63K
$212K
|
|
|
Feb 15, 2024
Q4 2023
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
1.58K+ 1.49% |
$147K - $182K
|
108K
$14.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
1.46K+ 16.49% |
$136K - $168K
|
10.3K
$1.34M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
1.45K+ 4.97% |
$135K - $167K
|
30.5K
$3.97M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.43K+ 1.94% |
$133K - $165K
|
75.1K
$9.75M
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.42KNew |
$132K - $164K
|
1.42K
$185K
|
|
|
Jan 16, 2024
Q4 2023
|
Oldfather Financial Services, LLC
|
BUY
|
- |
1.36K+ 2.75% |
$126K - $156K
|
50.7K
$6.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
1.35K+ 33.78% |
$126K - $156K
|
5.35K
$695K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1.34K+ 8.78% |
$124K - $154K
|
16.6K
$2.15M
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.29K+ 30.12% |
$120K - $148K
|
5.57K
$723K
|
|
|
Jan 30, 2024
Q4 2023
|
Tnf LLC
|
BUY
|
- |
1.23K+ 58.53% |
$114K - $141K
|
3.33K
$432K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.21K+ 7.51% |
$112K - $139K
|
17.3K
$2.25M
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1.2K+ 7.83% |
$112K - $138K
|
16.6K
$2.15M
|
|
|
Feb 13, 2024
Q4 2023
|
Factorial Partners, LLC
|
BUY
|
- |
1.2K+ 4.1% |
$112K - $138K
|
30.5K
$3.96M
|