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
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7.94K+ 4.03% |
$739K - $915K
|
205K
$26.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
7.75K+ 34.15% |
$721K - $892K
|
30.4K
$3.93M
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
7.56KNew |
$703K - $870K
|
7.56K
$976K
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
7.01KNew |
$652K - $808K
|
7.01K
$906K
|
|
|
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
6.75KNew |
$628K - $777K
|
6.75K
$872K
|
|
|
Feb 01, 2024
Q4 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
6.72KNew |
$625K - $774K
|
6.72K
$868K
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
6.71K+ 88.73% |
$624K - $772K
|
14.3K
$1.84M
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
6.22K+ 1003.87% |
$579K - $717K
|
6.84K
$884K
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
6.18K+ 11.67% |
$575K - $712K
|
59.1K
$7.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.11K+ 11.05% |
$569K - $704K
|
61.4K
$7.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
6.04K+ 1.69% |
$562K - $696K
|
364K
$47M
|
|
|
Feb 09, 2024
Q4 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
5.98K+ 100.15% |
$556K - $689K
|
12K
$1.54M
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
5.73K+ 273.64% |
$533K - $660K
|
7.82K
$1.01M
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
5.59KNew |
$520K - $644K
|
5.59K
$722K
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
BUY
|
- |
5.57K+ 121.28% |
$519K - $642K
|
10.2K
$1.31M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.4K+ 0.77% |
$502K - $622K
|
706K
$91.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
5.27KNew |
$490K - $606K
|
5.27K
$680K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.19K+ 49.83% |
$483K - $598K
|
15.6K
$2.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
5.16KNew |
$480K - $594K
|
5.16K
$666K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.01K+ 65.9% |
$466K - $577K
|
12.6K
$1.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4.97K+ 133.93% |
$463K - $573K
|
8.69K
$1.12M
|
|
|
Jan 10, 2024
Q4 2023
|
Omega Financial Group, LLC
|
BUY
|
- |
4.93K+ 7.97% |
$458K - $567K
|
66.8K
$8.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
4.92KNew |
$457K - $566K
|
4.92K
$635K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
4.62KNew |
$430K - $532K
|
4.62K
$596K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.3KNew |
$400K - $495K
|
4.3K
$555K
|
|
|
Jan 23, 2024
Q4 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
4.18K+ 8.22% |
$389K - $482K
|
55.1K
$7.11M
|
|
|
Feb 02, 2024
Q4 2023
|
Rodgers & Associates, LTD
|
BUY
|
- |
3.67K+ 54.47% |
$341K - $423K
|
10.4K
$1.34M
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
3.63KNew |
$338K - $418K
|
3.63K
$469K
|
|
|
Feb 07, 2024
Q4 2023
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
3.52K+ 206.94% |
$328K - $405K
|
5.22K
$674K
|
|
|
Jan 10, 2024
Q4 2023
|
Triangle Securities Wealth Management
|
BUY
|
- |
3.48KNew |
$324K - $401K
|
3.48K
$449K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.36K+ 2.03% |
$313K - $387K
|
169K
$21.8M
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
BUY
|
- |
3.28K+ 1.56% |
$305K - $377K
|
214K
$27.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
3.15KNew |
$293K - $363K
|
3.15K
$407K
|
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
3.13KNew |
$291K - $361K
|
3.13K
$404K
|
|
|
Jan 26, 2024
Q4 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
3.01K+ 2.21% |
$280K - $346K
|
139K
$17.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
2.73K+ 3.92% |
$254K - $315K
|
72.4K
$9.35M
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
2.56KNew |
$238K - $295K
|
2.56K
$331K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.55K+ 46.97% |
$237K - $293K
|
7.97K
$1.03M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
2.49K+ 52.26% |
$232K - $287K
|
7.25K
$937K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.48K+ 1.46% |
$231K - $285K
|
172K
$22.2M
|
|
|
Mar 07, 2024
Q4 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
2.47K+ 118.89% |
$230K - $285K
|
4.56K
$588K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
2.47KNew |
$230K - $284K
|
2.47K
$319K
|
|
|
Feb 12, 2024
Q4 2023
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
2.44KNew |
$227K - $281K
|
2.44K
$315K
|
|
|
Jan 29, 2024
Q4 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
2.42KNew |
$225K - $278K
|
2.42K
$312K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.4KNew |
$223K - $276K
|
2.4K
$310K
|
|
|
Feb 15, 2024
Q4 2023
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
2.39KNew |
$223K - $276K
|
2.39K
$309K
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.34KNew |
$218K - $270K
|
2.34K
$303K
|
|
|
Feb 13, 2024
Q4 2023
|
Portland Global Advisors LLC
|
BUY
|
- |
2.34KNew |
$217K - $269K
|
2.34K
$302K
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.24K+ 0.34% |
$208K - $258K
|
665K
$85.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.22K+ 25.31% |
$206K - $255K
|
11K
$1.42M
|