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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-124- 2.63% |
$12.1K - $13.3K
|
4.59K
$592K
|
|
|
Aug 11, 2023
Q2 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-124- 1.03% |
$12.1K - $13.3K
|
11.9K
$1.54M
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-145- 11.72% |
$14.2K - $15.5K
|
1.09K
$141K
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-148- 15.63% |
$14.5K - $15.9K
|
799
$103K
|
|
|
Jul 17, 2023
Q2 2023
|
Bremer Bank National Association
|
SELL
|
- |
-151- 1.78% |
$14.8K - $16.2K
|
8.33K
$1.08M
|
|
|
Aug 04, 2023
Q2 2023
|
Ltg Capital LLC
|
SELL
|
- |
-156- 0.46% |
$15.2K - $16.7K
|
34.1K
$4.41M
|
|
|
Aug 01, 2023
Q2 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-161- 1.5% |
$15.7K - $17.2K
|
10.6K
$1.37M
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-162- 2.55% |
$15.8K - $17.4K
|
6.18K
$799K
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-165- 6.76% |
$16.1K - $17.7K
|
2.28K
$294K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-165- 3.77% |
$16.1K - $17.7K
|
4.21K
$543K
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-166- 7.83% |
$16.2K - $17.8K
|
1.95K
$252K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-179- 3.23% |
$17.5K - $19.2K
|
5.37K
$693K
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-179- 5.43% |
$17.5K - $19.2K
|
3.12K
$403K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-188- 1.53% |
$18.4K - $20.1K
|
12.1K
$1.56M
|
|
|
Jul 27, 2023
Q2 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-200- 0.35% |
$19.5K - $21.4K
|
56.7K
$7.33M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-200- 3.62% |
$19.5K - $21.4K
|
5.32K
$687K
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-208- 18.06% |
$20.3K - $22.3K
|
944
$122K
|
|
|
Jul 14, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-210- 29.83% |
$20.5K - $22.5K
|
494
$63.8K
|
|
|
Aug 04, 2023
Q2 2023
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-214- 0.85% |
$20.9K - $22.9K
|
25K
$3.22M
|
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-218- 7.16% |
$21.3K - $23.4K
|
2.83K
$365K
|
|
|
Jul 21, 2023
Q2 2023
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-219- 1.25% |
$21.4K - $23.5K
|
17.3K
$2.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-221- 7.2% |
$21.6K - $23.7K
|
2.85K
$368K
|
|
|
Jul 26, 2023
Q2 2023
|
Acas, LLC
|
SELL
|
- |
-221- 2.11% |
$21.6K - $23.7K
|
10.3K
$1.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-223- 2.08% |
$21.8K - $23.9K
|
10.5K
$1.36M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-227- 1.83% |
$22.2K - $24.3K
|
12.2K
$1.58M
|
|
|
Aug 14, 2023
Q2 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-243- 3.87% |
$23.8K - $26K
|
6.04K
$780K
|
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-258- 8.74% |
$25.2K - $27.6K
|
2.69K
$348K
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-262- 10.84% |
$25.6K - $28.1K
|
2.16K
$278K
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-267- 8.51% |
$26.1K - $28.6K
|
2.87K
$371K
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-268- 1.52% |
$26.2K - $28.7K
|
17.4K
$2.24M
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-279- 3.49% |
$27.3K - $29.9K
|
7.72K
$997K
|
|
|
Jul 19, 2023
Q2 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-282- 5.21% |
$27.6K - $30.2K
|
5.13K
$663K
|
|
|
Sep 13, 2023
Q2 2023
|
Ims Capital Management
|
SELL
|
- |
-284- 11.69% |
$27.8K - $30.4K
|
2.15K
$277K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-286- 1.3% |
$28K - $30.6K
|
21.7K
$2.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-290- 0.25% |
$28.3K - $31.1K
|
115K
$14.8M
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-295- 3.25% |
$28.8K - $31.6K
|
8.79K
$1.14M
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-300- 11.74% |
$29.3K - $32.1K
|
2.26K
$291K
|
|
|
Aug 21, 2023
Q2 2023
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-302- 0.28% |
$29.5K - $32.4K
|
108K
$14M
|
|
|
Jul 27, 2023
Q2 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-307- 1.0% |
$30K - $32.9K
|
30.5K
$3.94M
|
|
|
Jul 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-324- 0.67% |
$31.7K - $34.7K
|
47.9K
$6.19M
|
|
|
Jul 13, 2023
Q2 2023
|
Saxon Interests, Inc.
|
SELL
|
- |
-325- 5.79% |
$31.8K - $34.8K
|
5.29K
$683K
|
|
|
Aug 08, 2023
Q2 2023
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-333- 33.3% |
$32.5K - $35.7K
|
667
$86.1K
|
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-335- 9.03% |
$32.7K - $35.9K
|
3.38K
$436K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-342- 7.11% |
$33.4K - $36.6K
|
4.47K
$577K
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-352- 2.24% |
$34.4K - $37.7K
|
15.4K
$1.99M
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-361- 5.58% |
$35.3K - $38.7K
|
6.11K
$789K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-373- 33.82% |
$36.5K - $40K
|
730
$94.3K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-376- 3.34% |
$36.8K - $40.3K
|
10.9K
$1.41M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-380- 3.5% |
$37.1K - $40.7K
|
10.5K
$1.35M
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-383- 8.43% |
$37.4K - $41K
|
4.16K
$538K
|