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 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
7.02K+ 18.79% |
$682K - $815K
|
44.4K
$5.73M
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
5.91KNew |
$574K - $686K
|
5.91K
$763K
|
|
May 11, 2023
Q1 2023
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
5.72KNew |
$556K - $664K
|
5.72K
$739K
|
|
May 15, 2023
Q1 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
5.65K+ 12.29% |
$550K - $656K
|
51.6K
$6.67M
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5.63K+ 265.68% |
$547K - $653K
|
7.75K
$1M
|
|
May 18, 2023
Q1 2023
|
Courier Capital LLC
|
BUY
|
- |
5.62K+ 2.95% |
$546K - $652K
|
196K
$25.3M
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
5.54KNew |
$539K - $643K
|
5.54K
$715K
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
5.19K+ 5.92% |
$505K - $603K
|
92.9K
$12M
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.96K+ 4.83% |
$482K - $576K
|
108K
$13.9M
|
|
May 11, 2023
Q1 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
4.95K+ 9902.0% |
$481K - $575K
|
5K
$646K
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.72K+ 77.62% |
$459K - $548K
|
10.8K
$1.4M
|
|
May 11, 2023
Q1 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
4.65KNew |
$452K - $540K
|
4.65K
$600K
|
|
May 15, 2023
Q1 2023
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
4.48KNew |
$435K - $520K
|
4.48K
$578K
|
|
Apr 28, 2023
Q1 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
4.42K+ 105.95% |
$430K - $513K
|
8.59K
$1.11M
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
4.38K+ 425.12% |
$426K - $509K
|
5.41K
$699K
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.23KNew |
$412K - $491K
|
4.23K
$547K
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
4.18K+ 8.1% |
$407K - $485K
|
55.8K
$7.21M
|
|
May 01, 2023
Q1 2023
|
Oldfather Financial Services, LLC
|
BUY
|
- |
3.87K+ 9.45% |
$376K - $449K
|
44.8K
$5.78M
|
|
May 04, 2023
Q1 2023
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
3.83KNew |
$372K - $445K
|
3.83K
$495K
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
3.82K+ 21.78% |
$372K - $444K
|
21.4K
$2.76M
|
|
May 09, 2023
Q1 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
3.82K+ 97.1% |
$372K - $444K
|
7.76K
$1M
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.74KNew |
$364K - $434K
|
3.74K
$483K
|
|
Apr 12, 2023
Q1 2023
|
Collective Family Office LLC
|
BUY
|
- |
3.69KNew |
$358K - $428K
|
3.69K
$476K
|
|
Apr 25, 2023
Q1 2023
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
3.59K+ 3.61% |
$349K - $416K
|
103K
$13.3M
|
|
Apr 17, 2023
Q1 2023
|
Ignite Planners, LLC
|
BUY
|
- |
3.58KNew |
$348K - $416K
|
3.58K
$462K
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.46K+ 2.98% |
$336K - $401K
|
119K
$15.4M
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
3.41KNew |
$331K - $396K
|
3.41K
$440K
|
|
May 03, 2023
Q1 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
3.26K+ 8.96% |
$317K - $378K
|
39.6K
$5.11M
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.24K+ 11.35% |
$315K - $376K
|
31.8K
$4.11M
|
|
May 05, 2023
Q1 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
3.23KNew |
$314K - $375K
|
3.23K
$417K
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.99K+ 5.19% |
$290K - $347K
|
60.5K
$7.82M
|
|
Apr 18, 2023
Q1 2023
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
2.98K+ 7.68% |
$290K - $346K
|
41.8K
$5.4M
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
2.85K+ 6.71% |
$277K - $331K
|
45.3K
$5.85M
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.84KNew |
$276K - $329K
|
2.84K
$366K
|
|
May 10, 2023
Q1 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
2.83K+ 14.29% |
$275K - $328K
|
22.6K
$2.92M
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.79K+ 25.35% |
$272K - $324K
|
13.8K
$1.78M
|
|
May 03, 2023
Q1 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
2.78K+ 2.45% |
$270K - $323K
|
116K
$15M
|
|
May 09, 2023
Q1 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
2.78KNew |
$270K - $322K
|
2.78K
$359K
|
|
Apr 19, 2023
Q1 2023
|
Dorsey Wright & Associates
|
BUY
|
- |
2.68K+ 9.63% |
$261K - $311K
|
30.5K
$3.94M
|
|
May 03, 2023
Q1 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
2.68KNew |
$260K - $311K
|
2.68K
$345K
|
|
May 01, 2023
Q1 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
2.6KNew |
$253K - $302K
|
2.6K
$336K
|
|
May 12, 2023
Q1 2023
|
Campion Asset Management
|
BUY
|
- |
2.56K+ 5.94% |
$248K - $297K
|
45.6K
$5.88M
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
BUY
|
- |
2.42KNew |
$235K - $281K
|
2.42K
$313K
|
|
May 15, 2023
Q1 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
2.41KNew |
$235K - $280K
|
2.41K
$312K
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
2.39KNew |
$232K - $277K
|
2.39K
$309K
|
|
Apr 14, 2023
Q1 2023
|
West Bancorporation Inc
|
BUY
|
- |
2.37KNew |
$231K - $275K
|
2.37K
$306K
|
|
May 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
2.35K+ 17.52% |
$228K - $273K
|
15.8K
$2.04M
|
|
Apr 27, 2023
Q1 2023
|
Bank Of Stockton
|
BUY
|
- |
2.33K+ 6.42% |
$227K - $271K
|
38.7K
$5M
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
2.28K+ 72.32% |
$222K - $265K
|
5.44K
$703K
|
|
Apr 20, 2023
Q1 2023
|
Wealthpoint, LLC
|
BUY
|
- |
2.2KNew |
$214K - $255K
|
2.2K
$284K
|