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 |
|---|---|---|---|---|---|---|---|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
6+ 0.09% |
$583 - $697
|
7K
$904K
|
|
|
Apr 06, 2023
Q1 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
5+ 0.22% |
$486 - $580
|
2.23K
$289K
|
|
|
Aug 13, 2024
Q1 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
5+ 0.08% |
$486 - $580
|
6.6K
$853K
|
|
|
Apr 27, 2023
Q1 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
4+ 0.15% |
$389 - $464
|
2.63K
$339K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
BUY
|
- |
4+ 0.4% |
$389 - $464
|
1K
$129K
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
3+ 0.15% |
$292 - $348
|
2.05K
$265K
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
3+ 0.45% |
$292 - $348
|
664
$85.8K
|
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
2+ 0.08% |
$194 - $232
|
2.56K
$331K
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2+ 0.08% |
$194 - $232
|
2.42K
$312K
|
|
|
May 01, 2023
Q1 2023
|
Tnf LLC
|
BUY
|
- |
2+ 0.1% |
$194 - $232
|
2.02K
$261K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1+ 0.01% |
$97.2 - $116
|
9.09K
$1.17M
|
|
|
May 11, 2023
Q1 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
1+ 0.01% |
$97.2 - $116
|
8.1K
$1.05M
|
|
|
Apr 19, 2023
Q1 2023
|
David J Yvars Group
|
BUY
|
- |
1+ 0.04% |
$97.2 - $116
|
2.7K
$349K
|
|
|
May 02, 2023
Q1 2023
|
Neumann Capital Management, LLC
|
BUY
|
- |
1+ 0.0% |
$97.2 - $116
|
26K
$3.36M
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$97.2 - $116
|
2.44K
$315K
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1+ 0.01% |
$97.2 - $116
|
18K
$2.33M
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
1+ 0.08% |
$97.2 - $116
|
1.2K
$155K
|
|
|
Apr 13, 2023
Q1 2023
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
1+ 0.02% |
$97.2 - $116
|
4.3K
$555K
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-2- 0.03% |
$194 - $232
|
7.57K
$978K
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2- 0.1% |
$194 - $232
|
2.02K
$261K
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-2- 0.08% |
$194 - $232
|
2.56K
$330K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-2- 1.92% |
$194 - $232
|
102
$13.2K
|
|
|
Nov 27, 2023
Q1 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-3- 25.0% |
$292 - $348
|
9
$1.16K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-3- 0.63% |
$292 - $348
|
472
$61K
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-4- 0.06% |
$389 - $464
|
6.35K
$820K
|
|
|
May 03, 2023
Q1 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-6- 0.29% |
$583 - $697
|
2.1K
$271K
|
|
|
May 12, 2023
Q1 2023
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-7- 0.03% |
$681 - $813
|
25.2K
$3.25M
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-8- 16.0% |
$778 - $929
|
42
$5.42K
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-8- 0.07% |
$778 - $929
|
12.2K
$1.58M
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-10- 0.26% |
$972 - $1.16K
|
3.89K
$503K
|
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-15- 0.1% |
$1.46K - $1.74K
|
14.5K
$1.87M
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-15- 0.4% |
$1.46K - $1.74K
|
3.75K
$484K
|
|
|
May 05, 2023
Q1 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-16- 0.35% |
$1.56K - $1.86K
|
4.59K
$592K
|
|
|
Apr 05, 2023
Q1 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-17- 0.4% |
$1.65K - $1.97K
|
4.26K
$551K
|
|
|
May 10, 2023
Q1 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-17- 0.01% |
$1.65K - $1.97K
|
115K
$14.9M
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-19Closed |
$1.85K - $2.21K
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-20- 0.96% |
$1.94K - $2.32K
|
2.06K
$266K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-20- 0.16% |
$1.94K - $2.32K
|
12.2K
$1.58M
|
|
|
May 02, 2023
Q1 2023
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-20- 0.18% |
$1.94K - $2.32K
|
11.1K
$1.43M
|
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
SELL
|
- |
-21- 0.44% |
$2.04K - $2.44K
|
4.73K
$611K
|
|
|
May 01, 2023
Q1 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-21- 0.87% |
$2.04K - $2.44K
|
2.38K
$307K
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-22- 0.06% |
$2.14K - $2.55K
|
35.3K
$4.55M
|
|
|
Apr 06, 2023
Q1 2023
|
Kwmg, LLC
|
SELL
|
- |
-27- 0.79% |
$2.63K - $3.13K
|
3.4K
$439K
|
|
|
May 02, 2023
Q1 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-30- 8.22% |
$2.92K - $3.48K
|
335
$43.3K
|
|
|
Apr 14, 2023
Q1 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-30- 0.98% |
$2.92K - $3.48K
|
3.05K
$393K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-33- 0.33% |
$3.21K - $3.83K
|
9.87K
$1.27M
|
|
|
Apr 06, 2023
Q1 2023
|
Saxon Interests, Inc.
|
SELL
|
- |
-35- 0.62% |
$3.4K - $4.06K
|
5.62K
$725K
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-38- 0.87% |
$3.69K - $4.41K
|
4.36K
$562K
|
|
|
Apr 14, 2023
Q1 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-41- 0.73% |
$3.99K - $4.76K
|
5.58K
$720K
|
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-41- 0.77% |
$3.99K - $4.76K
|
5.31K
$686K
|