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
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
374New |
$34.8K - $43.1K
|
374
$48.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
370+ 0.38% |
$34.4K - $42.6K
|
98.1K
$12.7M
|
|
|
Jan 11, 2024
Q4 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
363+ 2.89% |
$33.8K - $41.8K
|
12.9K
$1.67M
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
350+ 37.23% |
$32.6K - $40.3K
|
1.29K
$167K
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
345+ 4.86% |
$32.1K - $39.7K
|
7.44K
$961K
|
|
|
Feb 14, 2024
Q4 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
340+ 1.68% |
$31.6K - $39.2K
|
20.6K
$2.66M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
338+ 16.9% |
$31.5K - $38.9K
|
2.34K
$302K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
334+ 3.02% |
$31.1K - $38.5K
|
11.4K
$1.47M
|
|
|
Jan 30, 2024
Q4 2023
|
Sierra Capital LLC
|
BUY
|
- |
325+ 0.89% |
$30.2K - $37.4K
|
37K
$4.78M
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
318+ 7.62% |
$29.6K - $36.6K
|
4.49K
$580K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
302+ 0.98% |
$28.1K - $34.8K
|
31K
$4M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
297+ 2.59% |
$27.6K - $34.2K
|
11.8K
$1.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
295New |
$27.4K - $34K
|
295
$38.1K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
284New |
$26.4K - $32.7K
|
284
$36.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
278+ 5.14% |
$25.9K - $32K
|
5.68K
$734K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
274+ 2.13% |
$25.5K - $31.6K
|
13.1K
$1.7M
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
267New |
$24.8K - $30.8K
|
267
$34.5K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
260+ 7.35% |
$24.2K - $29.9K
|
3.8K
$491K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
255+ 8.4% |
$23.7K - $29.4K
|
3.29K
$425K
|
|
|
Feb 14, 2024
Q4 2023
|
Pacific Financial Group Inc
|
BUY
|
- |
254+ 1.67% |
$23.6K - $29.3K
|
15.4K
$1.99M
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
252New |
$23.4K - $29K
|
252
$32.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Cookson Peirce & CO Inc
|
BUY
|
- |
239+ 5.15% |
$22.2K - $27.5K
|
4.88K
$630K
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
237+ 1.92% |
$22.1K - $27.3K
|
12.6K
$1.63M
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
230+ 3.67% |
$21.4K - $26.5K
|
6.49K
$838K
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
217+ 6.66% |
$20.2K - $25K
|
3.47K
$449K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
214New |
$19.9K - $24.6K
|
214
$27.6K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
210New |
$19.5K - $24.2K
|
210
$27.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
209+ 19.44% |
$19.4K - $24.1K
|
1.28K
$166K
|
|
|
Jan 11, 2024
Q4 2023
|
Hudson Capital Management LLC
|
BUY
|
- |
204+ 0.44% |
$19K - $23.5K
|
46.9K
$6.05M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
202+ 4.14% |
$18.8K - $23.3K
|
5.09K
$657K
|
|
|
Feb 07, 2024
Q4 2023
|
Neumann Capital Management, LLC
|
BUY
|
- |
200+ 0.78% |
$18.6K - $23K
|
25.8K
$3.34M
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
198+ 2.16% |
$18.4K - $22.8K
|
9.36K
$1.21M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
190+ 21.18% |
$17.7K - $21.9K
|
1.09K
$140K
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
181+ 0.93% |
$16.8K - $20.8K
|
19.6K
$2.53M
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
180+ 2.02% |
$16.7K - $20.7K
|
9.09K
$1.17M
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
180+ 19.67% |
$16.7K - $20.7K
|
1.1K
$141K
|
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
175+ 0.15% |
$16.3K - $20.2K
|
115K
$14.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
172+ 3.88% |
$16K - $19.8K
|
4.6K
$595K
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
154+ 30.02% |
$14.3K - $17.7K
|
667
$86.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Sawgrass Asset Management LLC
|
BUY
|
- |
152+ 1.9% |
$14.1K - $17.5K
|
8.15K
$1.05M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
150+ 1.52% |
$14K - $17.3K
|
10K
$1.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
150+ 0.73% |
$14K - $17.3K
|
20.8K
$2.68M
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
146+ 2.5% |
$13.6K - $16.8K
|
5.98K
$772K
|
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
BUY
|
- |
143+ 0.92% |
$13.3K - $16.5K
|
15.7K
$2.02M
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
134New |
$12.5K - $15.4K
|
134
$17.3K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
133+ 23.58% |
$12.4K - $15.3K
|
697
$90K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
132New |
$12.3K - $15.2K
|
132
$17K
|
|
|
Feb 05, 2024
Q4 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
130+ 5.58% |
$12.1K - $15K
|
2.46K
$318K
|
|
|
Feb 16, 2024
Q4 2023
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
112+ 0.41% |
$10.4K - $12.9K
|
27.5K
$3.55M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
100New |
$9.31K - $11.5K
|
100
$12.9K
|