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 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2+ 0.04% |
$186 - $230
|
5.03K
$652K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
2+ 1.01% |
$186 - $230
|
200
$25.9K
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2+ 0.02% |
$186 - $230
|
11.8K
$1.53M
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1+ 0.06% |
$93.1 - $115
|
1.77K
$229K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.87% |
$93.1 - $115
|
116
$15K
|
|
|
Feb 14, 2024
Q4 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
1+ 0.01% |
$93.1 - $115
|
7.95K
$1.03M
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.98% |
$93.1 - $115
|
103
$13.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
1+ 0.65% |
$93.1 - $115
|
154
$20K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1- 0.01% |
$93.1 - $115
|
18K
$2.33M
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-3- 0.09% |
$279 - $346
|
3.47K
$450K
|
|
|
Jan 11, 2024
Q4 2023
|
Thomasville National Bank
|
SELL
|
- |
-4- 0.06% |
$372 - $461
|
6.37K
$826K
|
|
|
Feb 06, 2024
Q4 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-5- 0.04% |
$465 - $576
|
12.4K
$1.6M
|
|
|
Feb 12, 2024
Q4 2023
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-10- 0.2% |
$931 - $1.15K
|
4.95K
$642K
|
|
|
Mar 06, 2024
Q4 2023
|
Willner & Heller, LLC
|
SELL
|
- |
-11- 0.43% |
$1.02K - $1.27K
|
2.52K
$327K
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-11- 0.43% |
$1.02K - $1.27K
|
2.56K
$331K
|
|
|
Jan 24, 2024
Q4 2023
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-11- 2.78% |
$1.02K - $1.27K
|
385
$49.9K
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-15- 60.0% |
$1.4K - $1.73K
|
10
$1.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-16- 0.45% |
$1.49K - $1.84K
|
3.54K
$459K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-16- 0.14% |
$1.49K - $1.84K
|
11.8K
$1.53M
|
|
|
Jan 17, 2024
Q4 2023
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-16- 0.09% |
$1.49K - $1.84K
|
17.1K
$2.22M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-17- 0.81% |
$1.58K - $1.96K
|
2.08K
$269K
|
|
|
Jan 16, 2024
Q4 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-22- 0.42% |
$2.05K - $2.53K
|
5.18K
$672K
|
|
|
Jan 23, 2024
Q4 2023
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-23- 0.39% |
$2.14K - $2.65K
|
5.95K
$771K
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-23- 0.23% |
$2.14K - $2.65K
|
9.88K
$1.28M
|
|
|
Feb 09, 2024
Q4 2023
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-23- 0.36% |
$2.14K - $2.65K
|
6.3K
$817K
|
|
|
Mar 04, 2024
Q4 2023
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-25- 3.7% |
$2.33K - $2.88K
|
651
$84.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-25- 0.24% |
$2.33K - $2.88K
|
10.4K
$1.34M
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-26- 49.06% |
$2.42K - $2.99K
|
27
$3.5K
|
|
|
Jan 23, 2024
Q4 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-31- 0.05% |
$2.88K - $3.57K
|
57.5K
$7.45M
|
|
|
Jan 18, 2024
Q4 2023
|
Atlas Brown,Inc.
|
SELL
|
- |
-33- 1.61% |
$3.07K - $3.8K
|
2.02K
$262K
|
|
|
Jan 09, 2024
Q4 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-34- 1.5% |
$3.16K - $3.92K
|
2.24K
$290K
|
|
|
Feb 09, 2024
Q4 2023
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-37- 0.34% |
$3.44K - $4.26K
|
11K
$1.43M
|
|
|
Feb 13, 2024
Q4 2023
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-40- 0.28% |
$3.72K - $4.61K
|
14.1K
$1.83M
|
|
|
Jan 17, 2024
Q4 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-41- 1.66% |
$3.82K - $4.72K
|
2.43K
$315K
|
|
|
Feb 05, 2024
Q4 2023
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-42- 0.05% |
$3.91K - $4.84K
|
90.4K
$11.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-42- 0.06% |
$3.91K - $4.84K
|
72.2K
$9.37M
|
|
|
Jan 23, 2024
Q4 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-50- 0.28% |
$4.65K - $5.76K
|
17.8K
$2.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-51- 1.07% |
$4.75K - $5.87K
|
4.7K
$609K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-53- 3.07% |
$4.93K - $6.1K
|
1.67K
$217K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-64- 56.14% |
$5.96K - $7.37K
|
50
$6.48K
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-65- 2.25% |
$6.05K - $7.49K
|
2.83K
$366K
|
|
|
Jan 11, 2024
Q4 2023
|
Norwood Financial Corp
|
SELL
|
- |
-71- 1.92% |
$6.61K - $8.18K
|
3.63K
$471K
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
SELL
|
- |
-75- 3.73% |
$6.98K - $8.64K
|
1.94K
$251K
|
|
|
Feb 02, 2024
Q4 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-75- 3.11% |
$6.98K - $8.64K
|
2.34K
$303K
|
|
|
Feb 09, 2024
Q4 2023
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-78- 0.35% |
$7.26K - $8.98K
|
22.2K
$2.87M
|
|
|
Feb 06, 2024
Q4 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-82- 8.18% |
$7.63K - $9.44K
|
920
$119K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-88- 0.77% |
$8.19K - $10.1K
|
11.3K
$1.47M
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-90- 13.25% |
$8.37K - $10.4K
|
589
$76.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-98- 0.44% |
$9.12K - $11.3K
|
22.3K
$2.89M
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-99- 2.5% |
$9.21K - $11.4K
|
3.87K
$501K
|