Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
564KNew |
$52.5M - $64.9M
|
564K
$72.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
254KNew |
$23.7M - $29.3M
|
254K
$32.9M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
240K+ 11178.98% |
$22.3M - $27.6M
|
242K
$31.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
206KNew |
$19.2M - $23.8M
|
206K
$26.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
87.4K+ 28.83% |
$8.13M - $10.1M
|
391K
$50.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
82.9K+ 16.94% |
$7.71M - $9.54M
|
572K
$73.9M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
65.1K+ 33.3% |
$6.06M - $7.5M
|
261K
$33.7M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
51.1K+ 1784.0% |
$4.75M - $5.88M
|
53.9K
$6.96M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
49.5K+ 2.59% |
$4.61M - $5.7M
|
1.96M
$253M
|
|
|
Feb 06, 2024
Q4 2023
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
42.3KNew |
$3.94M - $4.87M
|
42.3K
$5.46M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
39.7KNew |
$3.7M - $4.58M
|
39.7K
$5.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
39.1K+ 238.18% |
$3.64M - $4.5M
|
55.5K
$7.17M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
36.6K+ 104.02% |
$3.41M - $4.22M
|
71.8K
$9.28M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
34.7K+ 0.87% |
$3.23M - $4M
|
4.04M
$522M
|
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
27.3KNew |
$2.54M - $3.15M
|
27.3K
$3.53M
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
27.3KNew |
$2.54M - $3.14M
|
27.3K
$3.52M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
27.3KNew |
$2.54M - $3.14M
|
27.3K
$3.52M
|
|
|
Mar 15, 2024
Q4 2023
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
26.6KNew |
$2.47M - $3.06M
|
26.6K
$3.43M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
23K+ 8.82% |
$2.14M - $2.65M
|
284K
$36.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
22.8K+ 100.26% |
$2.12M - $2.62M
|
45.5K
$5.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
22.7K+ 251.29% |
$2.11M - $2.61M
|
31.7K
$4.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
22.3KNew |
$2.08M - $2.57M
|
22.3K
$2.88M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
19.5K+ 3.3% |
$1.81M - $2.25M
|
611K
$78.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
19K+ 23.43% |
$1.77M - $2.19M
|
100K
$12.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
18.9K+ 27.28% |
$1.76M - $2.18M
|
88.3K
$11.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Evensky & Katz LLC
|
BUY
|
- |
16.8K+ 2.89% |
$1.57M - $1.94M
|
598K
$77.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
16.6KNew |
$1.54M - $1.91M
|
16.6K
$2.14M
|
|
|
Jan 10, 2024
Q4 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
16.1K+ 409.35% |
$1.5M - $1.85M
|
20K
$2.59M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
15.5K+ 8.9% |
$1.45M - $1.79M
|
190K
$24.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
15.4KNew |
$1.44M - $1.78M
|
15.4K
$1.99M
|
|
|
Feb 21, 2024
Q4 2023
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
14.7KNew |
$1.37M - $1.69M
|
14.7K
$1.9M
|
|
|
Jan 22, 2024
Q4 2023
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
14.7KNew |
$1.36M - $1.69M
|
14.7K
$1.89M
|
|
|
Jan 23, 2024
Q4 2023
|
Estate Counselors, LLC
|
BUY
|
- |
14.4KNew |
$1.34M - $1.66M
|
14.4K
$1.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.3K+ 38.83% |
$1.33M - $1.65M
|
51.1K
$6.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
13.3KNew |
$1.24M - $1.54M
|
13.3K
$1.72M
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
12.8K+ 16.15% |
$1.19M - $1.47M
|
92K
$11.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
12.7KNew |
$1.18M - $1.46M
|
12.7K
$1.63M
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
11.5K+ 25.74% |
$1.07M - $1.32M
|
56K
$7.23M
|
|
|
Jan 12, 2024
Q4 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
11.3K+ 2.86% |
$1.05M - $1.31M
|
408K
$52.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
11.2K+ 38.18% |
$1.04M - $1.29M
|
40.5K
$5.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
10.2K+ 19.09% |
$944K - $1.17M
|
63.3K
$8.18M
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
9.77KNew |
$909K - $1.13M
|
9.77K
$1.26M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9.73KNew |
$905K - $1.12M
|
9.73K
$1.26M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.48K+ 9.53% |
$882K - $1.09M
|
109K
$14.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Anchor Capital Advisors LLC
|
BUY
|
- |
9.35KNew |
$870K - $1.08M
|
9.35K
$1.21M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
8.91K+ 13.45% |
$829K - $1.03M
|
75.2K
$9.71M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.81K+ 5.91% |
$819K - $1.01M
|
158K
$20.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.69K+ 1.85% |
$809K - $1M
|
479K
$61.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
8.69K+ 16.41% |
$808K - $1M
|
61.6K
$7.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
8.3KNew |
$772K - $956K
|
8.3K
$1.07M
|