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 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
66+ 22.15% |
$6.45K - $7.07K
|
364
$47K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
63+ 37.5% |
$6.16K - $6.75K
|
231
$29.8K
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
62+ 1.11% |
$6.06K - $6.64K
|
5.66K
$731K
|
|
|
Jul 24, 2023
Q2 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
53+ 0.27% |
$5.18K - $5.68K
|
19.4K
$2.51M
|
|
|
Aug 03, 2023
Q2 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
45+ 0.04% |
$4.4K - $4.82K
|
115K
$14.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
41+ 0.33% |
$4.01K - $4.39K
|
12.4K
$1.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
41+ 1.8% |
$4.01K - $4.39K
|
2.32K
$299K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
36+ 1.74% |
$3.52K - $3.86K
|
2.11K
$272K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
35+ 0.31% |
$3.42K - $3.75K
|
11.5K
$1.48M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
34New |
$3.32K - $3.64K
|
34
$4.39K
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
30+ 0.57% |
$2.93K - $3.21K
|
5.31K
$685K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
27+ 0.3% |
$2.64K - $2.89K
|
8.95K
$1.16M
|
|
|
Aug 10, 2023
Q2 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
26+ 0.33% |
$2.54K - $2.79K
|
7.97K
$1.03M
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
26New |
$2.54K - $2.79K
|
26
$3.36K
|
|
|
Jul 21, 2023
Q2 2023
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
25+ 0.74% |
$2.44K - $2.68K
|
3.42K
$442K
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
20New |
$1.95K - $2.14K
|
20
$2.58K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
18New |
$1.76K - $1.93K
|
18
$2.32K
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
17+ 0.31% |
$1.66K - $1.82K
|
5.56K
$718K
|
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
17+ 0.27% |
$1.66K - $1.82K
|
6.26K
$808K
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
13+ 0.15% |
$1.27K - $1.39K
|
8.98K
$1.16M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
12+ 1.56% |
$1.17K - $1.29K
|
779
$101K
|
|
|
Aug 10, 2023
Q2 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
10+ 0.31% |
$977 - $1.07K
|
3.24K
$418K
|
|
|
Jul 27, 2023
Q2 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
10+ 0.21% |
$977 - $1.07K
|
4.83K
$624K
|
|
|
Aug 01, 2023
Q2 2023
|
Cookson Peirce & CO Inc
|
BUY
|
- |
10+ 0.21% |
$977 - $1.07K
|
4.68K
$604K
|
|
|
Jul 20, 2023
Q2 2023
|
Holland Advisory Services, Inc.
|
BUY
|
- |
9+ 0.32% |
$880 - $964
|
2.81K
$363K
|
|
|
Aug 02, 2023
Q2 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
8+ 0.24% |
$782 - $857
|
3.37K
$435K
|
|
|
Jul 24, 2023
Q2 2023
|
Moneywise, Inc.
|
BUY
|
- |
7+ 0.26% |
$684 - $750
|
2.69K
$347K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
7+ 1.2% |
$684 - $750
|
589
$76.1K
|
|
|
Jul 05, 2023
Q2 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
7+ 0.16% |
$684 - $750
|
4.27K
$552K
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
7+ 0.05% |
$684 - $750
|
13.7K
$1.77M
|
|
|
Jul 20, 2023
Q2 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
7+ 0.28% |
$684 - $750
|
2.47K
$319K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
5+ 0.05% |
$489 - $536
|
10.6K
$1.37M
|
|
|
Aug 03, 2023
Q2 2023
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
4+ 0.04% |
$391 - $429
|
10.2K
$1.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
4+ 0.04% |
$391 - $429
|
11.1K
$1.43M
|
|
|
Jul 27, 2023
Q2 2023
|
Sage Financial Group Inc
|
BUY
|
- |
4+ 0.12% |
$391 - $429
|
3.22K
$415K
|
|
|
Aug 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
4+ 0.29% |
$391 - $429
|
1.37K
$177K
|
|
|
Jul 24, 2023
Q2 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
3+ 0.11% |
$293 - $321
|
2.63K
$339K
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3+ 0.07% |
$293 - $321
|
4.17K
$539K
|
|
|
Aug 13, 2024
Q2 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
3+ 0.05% |
$293 - $321
|
6.6K
$853K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
3+ 0.3% |
$293 - $321
|
1.01K
$130K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
3+ 0.45% |
$293 - $321
|
667
$86.1K
|
|
|
Jul 13, 2023
Q2 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
2+ 0.1% |
$195 - $214
|
1.99K
$257K
|
|
|
Jul 26, 2023
Q2 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
2New |
$195 - $214
|
2
$258
|
|
|
Aug 07, 2023
Q2 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
2+ 0.08% |
$195 - $214
|
2.57K
$331K
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2+ 0.03% |
$195 - $214
|
7.6K
$982K
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2+ 0.33% |
$195 - $214
|
608
$78.5K
|
|
|
Aug 23, 2023
Q2 2023
|
Tnf LLC
|
BUY
|
- |
1+ 0.05% |
$97.7 - $107
|
2.02K
$261K
|
|
|
Aug 09, 2023
Q2 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
1+ 0.66% |
$97.7 - $107
|
153
$19.8K
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
1+ 0.03% |
$97.7 - $107
|
3.24K
$418K
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
BUY
|
- |
1+ 0.04% |
$97.7 - $107
|
2.39K
$309K
|