Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-19.1K- 12.07% |
$1.86M - $2.22M
|
139K
$18M
|
|
|
May 03, 2023
Q1 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-20.9K- 22.11% |
$2.03M - $2.43M
|
73.7K
$9.52M
|
|
|
May 09, 2023
Q1 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-24.6K- 9.05% |
$2.39M - $2.86M
|
247K
$31.9M
|
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-25.7K- 3.06% |
$2.5M - $2.99M
|
815K
$105M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-30.3K- 2.22% |
$2.95M - $3.52M
|
1.34M
$173M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-30.7K- 17.29% |
$2.99M - $3.57M
|
147K
$19M
|
|
|
May 11, 2023
Q1 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-35.5K- 79.23% |
$3.45M - $4.12M
|
9.3K
$1.2M
|
|
|
Feb 02, 2024
Q1 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-36.5KClosed |
$3.54M - $4.23M
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-37.9K- 2.06% |
$3.68M - $4.4M
|
1.8M
$232M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-45.9K- 25.82% |
$4.47M - $5.33M
|
132K
$17M
|
|
|
May 15, 2023
Q1 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-51K- 79.74% |
$4.96M - $5.92M
|
13K
$1.67M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-54.1K- 6.23% |
$5.26M - $6.28M
|
815K
$105M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-60.1K- 24.5% |
$5.85M - $6.98M
|
185K
$23.9M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-72.6K- 41.54% |
$7.06M - $8.43M
|
102K
$13.2M
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-95.4K- 26.79% |
$9.28M - $11.1M
|
261K
$33.7M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-104K- 21.42% |
$10.1M - $12M
|
380K
$49.1M
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-125K- 97.86% |
$12.1M - $14.5M
|
2.73K
$352K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-127K- 5.2% |
$12.3M - $14.7M
|
2.31M
$298M
|
|
|
May 11, 2023
Q1 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-178K- 75.0% |
$17.4M - $20.7M
|
59.5K
$7.68M
|
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-180K- 90.12% |
$17.5M - $20.9M
|
19.7K
$2.55M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-189K- 4.19% |
$18.4M - $22M
|
4.32M
$558M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-219K- 10.24% |
$21.3M - $25.4M
|
1.92M
$248M
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-225K- 93.33% |
$21.8M - $26.1M
|
16.1K
$2.08M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-229K- 24.57% |
$22.3M - $26.6M
|
704K
$91M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-285K- 5.79% |
$27.7M - $33M
|
4.63M
$599M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-482K- 19.5% |
$46.9M - $56M
|
1.99M
$257M
|