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 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-100- 3.64% |
$9.31K - $11.5K
|
2.65K
$342K
|
|
|
Jan 11, 2024
Q4 2023
|
Kwmg, LLC
|
SELL
|
- |
-108- 3.44% |
$10K - $12.4K
|
3.03K
$391K
|
|
|
Jun 25, 2024
Q4 2023
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-112- 3.36% |
$10.4K - $12.9K
|
3.22K
$416K
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-136- 1.13% |
$12.7K - $15.7K
|
11.9K
$1.54M
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-144- 1.65% |
$13.4K - $16.6K
|
8.6K
$1.11M
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-145- 6.03% |
$13.5K - $16.7K
|
2.26K
$292K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-153- 24.64% |
$14.2K - $17.6K
|
468
$60.4K
|
|
|
Jan 09, 2024
Q4 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-158- 1.58% |
$14.7K - $18.2K
|
9.85K
$1.27M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-158- 1.97% |
$14.7K - $18.2K
|
7.88K
$1.02M
|
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-160- 3.6% |
$14.9K - $18.4K
|
4.28K
$553K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-169- 0.69% |
$15.7K - $19.5K
|
24.3K
$3.14M
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
SELL
|
- |
-170- 4.18% |
$15.8K - $19.6K
|
3.9K
$503K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-177- 3.87% |
$16.5K - $20.4K
|
4.4K
$568K
|
|
|
Aug 13, 2024
Q4 2023
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-179- 2.67% |
$16.7K - $20.6K
|
6.53K
$843K
|
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-180- 3.48% |
$16.7K - $20.7K
|
4.99K
$644K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-196- 0.47% |
$18.2K - $22.6K
|
41.2K
$5.32M
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
SELL
|
- |
-209- 8.96% |
$19.4K - $24.1K
|
2.12K
$274K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-212- 9.5% |
$19.7K - $24.4K
|
2.02K
$261K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-225- 5.23% |
$20.9K - $25.9K
|
4.08K
$527K
|
|
|
Feb 14, 2024
Q4 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-232- 1.77% |
$21.6K - $26.7K
|
12.9K
$1.67M
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
SELL
|
- |
-235- 2.01% |
$21.9K - $27.1K
|
11.5K
$1.48M
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-235- 6.95% |
$21.9K - $27.1K
|
3.14K
$406K
|
|
|
Feb 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-236- 6.26% |
$22K - $27.2K
|
3.53K
$456K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-247- 23.3% |
$23K - $28.4K
|
813
$105K
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-276- 4.47% |
$25.7K - $31.8K
|
5.9K
$762K
|
|
|
Jan 26, 2024
Q4 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-283- 18.89% |
$26.3K - $32.6K
|
1.22K
$157K
|
|
|
Jan 31, 2024
Q4 2023
|
Steph & CO
|
SELL
|
- |
-284- 71.0% |
$26.4K - $32.7K
|
116
$15K
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-301- 2.19% |
$28K - $34.7K
|
13.5K
$1.74M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-309- 0.88% |
$28.8K - $35.6K
|
34.6K
$4.47M
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-309- 0.88% |
$28.8K - $35.6K
|
34.6K
$4.47M
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-317- 0.8% |
$29.5K - $36.5K
|
39.4K
$5.09M
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-362- 2.15% |
$33.7K - $41.7K
|
16.5K
$2.12M
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-370- 4.32% |
$34.4K - $42.6K
|
8.2K
$1.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-380- 2.73% |
$35.4K - $43.8K
|
13.5K
$1.75M
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
SELL
|
- |
-380- 22.55% |
$35.4K - $43.8K
|
1.31K
$169K
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-381- 1.68% |
$35.5K - $43.9K
|
22.2K
$2.87M
|
|
|
Feb 01, 2024
Q4 2023
|
Acas, LLC
|
SELL
|
- |
-389- 3.17% |
$36.2K - $44.8K
|
11.9K
$1.53M
|
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
SELL
|
- |
-390- 1.91% |
$36.3K - $44.9K
|
20.1K
$2.59M
|
|
|
Jan 29, 2024
Q4 2023
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-432- 18.96% |
$40.2K - $49.8K
|
1.85K
$239K
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-432- 48.16% |
$40.2K - $49.8K
|
465
$60.1K
|
|
|
Feb 21, 2024
Q4 2023
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-439- 1.78% |
$40.8K - $50.6K
|
24.2K
$3.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-439- 4.36% |
$40.8K - $50.6K
|
9.64K
$1.24M
|
|
|
Jan 24, 2024
Q4 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-482- 11.82% |
$44.9K - $55.5K
|
3.6K
$464K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-487- 13.51% |
$45.3K - $56.1K
|
3.12K
$403K
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-490- 10.39% |
$45.6K - $56.4K
|
4.23K
$546K
|
|
|
Jan 31, 2024
Q4 2023
|
Davidson Trust CO
|
SELL
|
- |
-496- 8.62% |
$46.2K - $57.1K
|
5.26K
$679K
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-523- 6.88% |
$48.7K - $60.2K
|
7.08K
$915K
|
|
|
Jan 19, 2024
Q4 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-531- 1.13% |
$49.4K - $61.2K
|
46.5K
$6.01M
|
|
|
Feb 07, 2024
Q4 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-532- 7.91% |
$49.5K - $61.3K
|
6.2K
$800K
|
|
|
Jan 17, 2024
Q4 2023
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-540- 10.95% |
$50.2K - $62.2K
|
4.39K
$567K
|