Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
325K+ 14.05% |
$31.7M - $34.8M
|
2.64M
$340M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
287K+ 118.94% |
$28.1M - $30.8M
|
529K
$68.3M
|
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
92.1KNew |
$9M - $9.86M
|
92.1K
$11.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
80.8K+ 502.49% |
$7.89M - $8.65M
|
96.8K
$12.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
78.3K+ 4.35% |
$7.65M - $8.39M
|
1.88M
$242M
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
76.3KNew |
$7.46M - $8.18M
|
76.3K
$9.86M
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
51K+ 13.54% |
$4.99M - $5.46M
|
428K
$55.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
50.4K+ 27.84% |
$4.93M - $5.4M
|
232K
$29.9M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
47.4K+ 28.64% |
$4.63M - $5.07M
|
213K
$27.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
38.7KNew |
$3.79M - $4.15M
|
38.7K
$5M
|
|
|
Aug 22, 2023
Q2 2023
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
32.1KNew |
$3.14M - $3.44M
|
32.1K
$4.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
30.7K+ 16.91% |
$3M - $3.29M
|
212K
$27.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
28.8K+ 1381.97% |
$2.82M - $3.09M
|
30.9K
$3.99M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
25.9K+ 3.08% |
$2.53M - $2.77M
|
865K
$112M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
23.3K+ 15.83% |
$2.27M - $2.49M
|
170K
$22M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
22.7K+ 17.19% |
$2.22M - $2.43M
|
155K
$20M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
22.6K+ 1.69% |
$2.21M - $2.42M
|
1.36M
$175M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
20.8K+ 12.23% |
$2.03M - $2.23M
|
191K
$24.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Corundum Trust Company, Inc
Sioux Falls, SD |
BUY
|
- |
18.8KNew |
$1.84M - $2.01M
|
18.8K
$2.43M
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
14.8KNew |
$1.45M - $1.59M
|
14.8K
$1.92M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
14.7K+ 61.92% |
$1.44M - $1.58M
|
38.6K
$4.98M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
13.5K+ 2.85% |
$1.32M - $1.45M
|
488K
$63M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13.3K+ 23.83% |
$1.3M - $1.42M
|
69K
$8.91M
|
|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
13.2K+ 62.56% |
$1.29M - $1.41M
|
34.2K
$4.42M
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
13.1KNew |
$1.28M - $1.41M
|
13.1K
$1.69M
|
|
|
Jul 31, 2023
Q2 2023
|
Courier Capital LLC
|
BUY
|
- |
12.8K+ 6.51% |
$1.25M - $1.37M
|
209K
$27M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
11.6K+ 4.29% |
$1.14M - $1.25M
|
283K
$36.5M
|
|
|
Aug 02, 2023
Q2 2023
|
Gw Henssler & Associates LTD
|
BUY
|
- |
11.6K+ 3.01% |
$1.13M - $1.24M
|
397K
$51.3M
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
11.3K+ 279.71% |
$1.1M - $1.21M
|
15.3K
$1.98M
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
10.5K+ 23.71% |
$1.03M - $1.13M
|
54.9K
$7.09M
|
|
|
Aug 07, 2023
Q2 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
9.87K+ 20.84% |
$965K - $1.06M
|
57.2K
$7.39M
|
|
|
Aug 02, 2023
Q2 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
9.37K+ 41.44% |
$916K - $1M
|
32K
$4.13M
|
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
9.37KNew |
$916K - $1M
|
9.37K
$1.21M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.36K+ 47.6% |
$915K - $1M
|
29K
$3.75M
|
|
|
Aug 10, 2023
Q2 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
8.65K+ 94.03% |
$846K - $927K
|
17.9K
$2.31M
|
|
|
Aug 09, 2023
Q2 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
7.88KNew |
$770K - $844K
|
7.88K
$1.02M
|
|
|
Jul 28, 2023
Q2 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
7.72K+ 6.64% |
$755K - $827K
|
124K
$16M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
7.63KNew |
$746K - $817K
|
7.63K
$985K
|
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
6.94K+ 15.31% |
$678K - $743K
|
52.3K
$6.75M
|
|
|
Aug 10, 2023
Q2 2023
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
6.81KNew |
$665K - $729K
|
6.81K
$879K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
6.77KNew |
$661K - $725K
|
6.77K
$874K
|
|
|
Jul 07, 2023
Q2 2023
|
First Citizens Financial Corp
|
BUY
|
- |
6.4K+ 13.54% |
$626K - $686K
|
53.7K
$6.93M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.76K+ 1.99% |
$563K - $617K
|
296K
$38.2M
|
|
|
Jul 28, 2023
Q2 2023
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
5.49K+ 13.12% |
$536K - $588K
|
47.3K
$6.11M
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
5.37K+ 140.57% |
$525K - $576K
|
9.2K
$1.19M
|
|
|
Jul 28, 2023
Q2 2023
|
Alaska Permanent Capital Management
|
BUY
|
- |
5.13KNew |
$501K - $549K
|
5.13K
$662K
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.96K+ 24.44% |
$484K - $531K
|
25.2K
$3.26M
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
4.93K+ 8.22% |
$482K - $528K
|
64.9K
$8.38M
|
|
|
Jul 25, 2023
Q2 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
4.89K+ 82.07% |
$478K - $524K
|
10.8K
$1.4M
|
|
|
Aug 02, 2023
Q2 2023
|
Narwhal Capital Management
|
BUY
|
- |
4.43K+ 177.0% |
$432K - $474K
|
6.93K
$894K
|