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 08, 2024
Q4 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
100New |
$9.31K - $11.5K
|
100
$13K
|
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
88+ 0.26% |
$8.19K - $10.1K
|
33.4K
$4.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
87+ 2.48% |
$8.1K - $10K
|
3.6K
$467K
|
|
|
Feb 05, 2024
Q4 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
86+ 0.32% |
$8K - $9.9K
|
27.1K
$3.52M
|
|
|
Jan 22, 2024
Q4 2023
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
84New |
$7.82K - $9.67K
|
84
$10.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
84+ 1.05% |
$7.82K - $9.67K
|
8.05K
$1.05M
|
|
|
Feb 05, 2024
Q4 2023
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
83+ 0.18% |
$7.72K - $9.56K
|
45.4K
$5.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
79+ 1.11% |
$7.35K - $9.1K
|
7.18K
$933K
|
|
|
Jan 18, 2024
Q4 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
74+ 1.24% |
$6.89K - $8.52K
|
6.06K
$787K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
74+ 296.0% |
$6.89K - $8.52K
|
99
$12.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
70+ 70.0% |
$6.51K - $8.06K
|
170
$22.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
64+ 128.0% |
$5.96K - $7.37K
|
114
$14.8K
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
63+ 1.31% |
$5.86K - $7.26K
|
4.87K
$633K
|
|
|
Jan 25, 2024
Q4 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
61New |
$5.68K - $7.03K
|
61
$7.92K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
60+ 0.35% |
$5.58K - $6.91K
|
17.2K
$2.23M
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
54New |
$5.02K - $6.22K
|
54
$7.01K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
53+ 0.96% |
$4.93K - $6.1K
|
5.57K
$723K
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
51+ 0.92% |
$4.75K - $5.87K
|
5.61K
$728K
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
51+ 0.92% |
$4.75K - $5.87K
|
5.61K
$728K
|
|
|
Feb 06, 2024
Q4 2023
|
Mechanics Financial Corp
|
BUY
|
- |
50+ 4.36% |
$4.65K - $5.76K
|
1.2K
$155K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
39+ 4.43% |
$3.63K - $4.49K
|
920
$119K
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
38+ 100.0% |
$3.54K - $4.38K
|
76
$9.87K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
29+ 2.37% |
$2.7K - $3.34K
|
1.25K
$162K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
29+ 0.65% |
$2.7K - $3.34K
|
4.5K
$584K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
27New |
$2.51K - $3.11K
|
27
$3.51K
|
|
|
Jan 29, 2024
Q4 2023
|
Moneywise, Inc.
|
BUY
|
- |
23+ 0.86% |
$2.14K - $2.65K
|
2.71K
$352K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
20+ 0.15% |
$1.86K - $2.3K
|
13.8K
$1.79M
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
18+ 0.81% |
$1.67K - $2.07K
|
2.25K
$292K
|
|
|
Feb 01, 2024
Q4 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
16+ 0.05% |
$1.49K - $1.84K
|
30.8K
$4M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
14+ 0.59% |
$1.3K - $1.61K
|
2.38K
$309K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
13+ 0.29% |
$1.21K - $1.5K
|
4.45K
$577K
|
|
|
Jan 18, 2024
Q4 2023
|
Sage Financial Group Inc
|
BUY
|
- |
13+ 0.42% |
$1.21K - $1.5K
|
3.11K
$404K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
12New |
$1.12K - $1.38K
|
12
$1.56K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
11+ 1.09% |
$1.02K - $1.27K
|
1.02K
$132K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
11+ 1.09% |
$1.02K - $1.27K
|
1.02K
$132K
|
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
10+ 0.38% |
$931 - $1.15K
|
2.64K
$343K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
10+ 0.49% |
$931 - $1.15K
|
2.05K
$266K
|
|
|
Aug 06, 2024
Q4 2023
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
9+ 0.18% |
$837 - $1.04K
|
4.9K
$636K
|
|
|
Feb 12, 2024
Q4 2023
|
Rice Partnership, LLC
|
BUY
|
- |
9+ 1.7% |
$837 - $1.04K
|
537
$69.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
7New |
$651 - $806
|
7
$909
|
|
|
Feb 01, 2024
Q4 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
7+ 0.51% |
$651 - $806
|
1.39K
$180K
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
6+ 0.11% |
$558 - $691
|
5.48K
$712K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
5+ 0.13% |
$465 - $576
|
3.75K
$487K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4+ 1.0% |
$372 - $461
|
403
$52.3K
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
BUY
|
- |
4+ 1.11% |
$372 - $461
|
363
$47.1K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
4+ 0.46% |
$372 - $461
|
881
$114K
|
|
|
Feb 09, 2024
Q4 2023
|
Weil Company, Inc.
|
BUY
|
- |
3+ 0.1% |
$279 - $346
|
3.08K
$400K
|
|
|
Jan 22, 2024
Q4 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
3New |
$279 - $346
|
3
$390
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
3+ 0.15% |
$279 - $346
|
1.99K
$259K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2+ 0.05% |
$186 - $230
|
4.21K
$547K
|