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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.19K+ 97.62% |
$110K - $137K
|
2.4K
$310K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1.19KNew |
$110K - $136K
|
1.19K
$153K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.14K+ 20.4% |
$106K - $131K
|
6.73K
$870K
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.08K+ 3.36% |
$100K - $124K
|
33.1K
$4.28M
|
|
|
Jan 03, 2024
Q4 2023
|
Fc Advisory LLC
|
BUY
|
- |
1.06K+ 29.4% |
$98.4K - $122K
|
4.66K
$601K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.04K+ 1.75% |
$96.4K - $119K
|
60.1K
$7.77M
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.03K+ 14.47% |
$95.4K - $118K
|
8.11K
$1.05M
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
990New |
$92.1K - $114K
|
990
$128K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
970+ 3.7% |
$90.3K - $112K
|
27.2K
$3.51M
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
962+ 7.37% |
$89.5K - $111K
|
14K
$1.81M
|
|
|
Feb 16, 2024
Q4 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
961+ 37.61% |
$89.4K - $111K
|
3.52K
$454K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
961+ 3.19% |
$89.4K - $111K
|
31.1K
$4.02M
|
|
|
Feb 12, 2024
Q4 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
948+ 2.26% |
$88.2K - $109K
|
42.9K
$5.54M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
937+ 8.16% |
$87.2K - $108K
|
12.4K
$1.6M
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
936New |
$87.1K - $108K
|
936
$121K
|
|
|
Feb 14, 2024
Q4 2023
|
Sja Financial Advisory, LLC
|
BUY
|
- |
924+ 2.02% |
$86K - $106K
|
46.6K
$6.02M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
905+ 13.83% |
$84.2K - $104K
|
7.45K
$962K
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
BUY
|
- |
854+ 39.96% |
$79.5K - $98.4K
|
2.99K
$386K
|
|
|
Jan 23, 2024
Q4 2023
|
Lvz, Inc.
|
BUY
|
- |
846+ 3.38% |
$78.7K - $97.4K
|
25.9K
$3.34M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
839+ 17.61% |
$78.1K - $96.6K
|
5.6K
$724K
|
|
|
Dec 03, 2024
Q4 2023
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
838+ 2.48% |
$78K - $96.5K
|
34.6K
$4.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
832+ 1.33% |
$77.4K - $95.8K
|
63.2K
$8.16M
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
783+ 32.78% |
$72.9K - $90.2K
|
3.17K
$410K
|
|
|
Jan 24, 2024
Q4 2023
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
763+ 1.79% |
$71K - $87.9K
|
43.4K
$5.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
746+ 0.83% |
$69.4K - $85.9K
|
90.5K
$11.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
734+ 4.27% |
$68.3K - $84.5K
|
17.9K
$2.31M
|
|
|
Jan 29, 2024
Q4 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
734+ 18.45% |
$68.3K - $84.5K
|
4.71K
$609K
|
|
|
Jan 16, 2024
Q4 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
734+ 9.66% |
$68.3K - $84.5K
|
8.34K
$1.08M
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
716+ 21.64% |
$66.6K - $82.5K
|
4.02K
$520K
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
704+ 0.64% |
$65.5K - $81.1K
|
111K
$14.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
687+ 25.87% |
$63.9K - $79.1K
|
3.34K
$432K
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
660+ 3.25% |
$61.4K - $76K
|
21K
$2.71M
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
657+ 10.5% |
$61.1K - $75.7K
|
6.92K
$893K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
655+ 18.65% |
$60.9K - $75.4K
|
4.17K
$538K
|
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
646New |
$60.1K - $74.4K
|
646
$83.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
603+ 4.68% |
$56.1K - $69.4K
|
13.5K
$1.74M
|
|
|
Jan 18, 2024
Q4 2023
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
582+ 0.56% |
$54.2K - $67K
|
105K
$13.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
576+ 17.22% |
$53.6K - $66.3K
|
3.92K
$506K
|
|
|
Jan 22, 2024
Q4 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
550+ 26.72% |
$51.2K - $63.3K
|
2.61K
$337K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
524+ 2.46% |
$48.8K - $60.3K
|
21.8K
$2.82M
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
516+ 2.39% |
$48K - $59.4K
|
22.1K
$2.86M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
498+ 63.93% |
$46.3K - $57.4K
|
1.28K
$165K
|
|
|
Feb 12, 2024
Q4 2023
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
491New |
$45.7K - $56.5K
|
491
$63.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
462New |
$43K - $53.2K
|
462
$59.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
448+ 10.76% |
$41.7K - $51.6K
|
4.61K
$595K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
443+ 481.52% |
$41.2K - $51K
|
535
$69.1K
|
|
|
Jan 19, 2024
Q4 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
426+ 6.23% |
$39.6K - $49.1K
|
7.26K
$938K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
416New |
$38.7K - $47.9K
|
416
$53.7K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
401New |
$37.3K - $46.2K
|
401
$51.8K
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
374+ 2.69% |
$34.8K - $43.1K
|
14.3K
$1.85M
|