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 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-550- 12.41% |
$51.2K - $63.3K
|
3.88K
$501K
|
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-568- 0.91% |
$52.9K - $65.4K
|
61.7K
$7.97M
|
|
|
Jan 10, 2024
Q4 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-569- 2.13% |
$52.9K - $65.5K
|
26.2K
$3.38M
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-569- 9.4% |
$52.9K - $65.5K
|
5.48K
$708K
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-582- 21.73% |
$54.2K - $67K
|
2.1K
$271K
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-582- 21.73% |
$54.2K - $67K
|
2.1K
$271K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-594- 2.48% |
$55.3K - $68.4K
|
23.4K
$3.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-602- 99.01% |
$56K - $69.3K
|
6
$775
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-637- 0.16% |
$59.3K - $73.4K
|
391K
$50.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-638- 31.41% |
$59.4K - $73.5K
|
1.39K
$180K
|
|
|
Jan 04, 2024
Q4 2023
|
Riverwater Partners LLC
|
SELL
|
- |
-670- 23.43% |
$62.3K - $77.2K
|
2.19K
$283K
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
SELL
|
- |
-676- 0.96% |
$62.9K - $77.9K
|
69.8K
$9.02M
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-679- 2.6% |
$63.2K - $78.2K
|
25.4K
$3.28M
|
|
|
Jan 16, 2024
Q4 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-690- 1.76% |
$64.2K - $79.5K
|
38.5K
$4.97M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-698- 16.6% |
$64.9K - $80.4K
|
3.51K
$453K
|
|
|
Feb 01, 2024
Q4 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-720- 25.49% |
$67K - $82.9K
|
2.11K
$272K
|
|
|
Feb 07, 2024
Q4 2023
|
Ltg Capital LLC
|
SELL
|
- |
-722- 2.14% |
$67.2K - $83.2K
|
33K
$4.26M
|
|
|
Jan 22, 2024
Q4 2023
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-742- 26.4% |
$69K - $85.5K
|
2.07K
$267K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-747- 17.18% |
$69.5K - $86K
|
3.6K
$465K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-750- 12.6% |
$69.8K - $86.4K
|
5.2K
$672K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-765- 1.35% |
$71.2K - $88.1K
|
55.7K
$7.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-802- 9.38% |
$74.6K - $92.4K
|
7.75K
$1M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-814- 18.64% |
$75.7K - $93.7K
|
3.55K
$459K
|
|
|
Feb 14, 2024
Q4 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-814- 18.38% |
$75.7K - $93.7K
|
3.62K
$467K
|
|
|
Jan 09, 2024
Q4 2023
|
Collective Family Office LLC
|
SELL
|
- |
-823- 30.54% |
$76.6K - $94.8K
|
1.87K
$242K
|
|
|
Jan 22, 2024
Q4 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-920- 2.65% |
$85.6K - $106K
|
33.7K
$4.36M
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-950- 22.98% |
$88.4K - $109K
|
3.18K
$411K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-954- 6.08% |
$88.8K - $110K
|
14.7K
$1.9M
|
|
|
Feb 08, 2024
Q4 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-971- 2.42% |
$90.4K - $112K
|
39.2K
$5.07M
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1.01K- 6.14% |
$93.9K - $116K
|
15.4K
$1.99M
|
|
|
Jan 31, 2024
Q4 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-1.02K- 5.87% |
$94.4K - $117K
|
16.3K
$2.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.06K- 1.0% |
$98.3K - $122K
|
105K
$13.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-1.06K- 5.03% |
$98.4K - $122K
|
20K
$2.58M
|
|
|
Feb 01, 2024
Q4 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-1.08K- 16.61% |
$100K - $124K
|
5.41K
$699K
|
|
|
Feb 06, 2024
Q4 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-1.1K- 2.48% |
$102K - $127K
|
43.2K
$5.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.14K- 0.34% |
$106K - $131K
|
334K
$43.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.23K- 22.13% |
$115K - $142K
|
4.34K
$561K
|
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
SELL
|
- |
-1.24K- 24.46% |
$116K - $143K
|
3.84K
$496K
|
|
|
Feb 08, 2024
Q4 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.25K- 1.74% |
$116K - $144K
|
70.6K
$9.12M
|
|
|
Feb 06, 2024
Q4 2023
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-1.26K- 12.31% |
$117K - $145K
|
8.94K
$1.15M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-1.26K- 12.87% |
$118K - $145K
|
8.55K
$1.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.27K- 3.24% |
$118K - $146K
|
38K
$4.91M
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-1.29K- 56.98% |
$120K - $148K
|
971
$125K
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-1.29K- 2.92% |
$120K - $148K
|
42.7K
$5.52M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.29K- 7.05% |
$120K - $148K
|
17K
$2.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1.34K- 5.62% |
$124K - $154K
|
22.5K
$2.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-1.38K- 18.08% |
$129K - $159K
|
6.27K
$809K
|
|
|
Feb 07, 2024
Q4 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-1.43K- 1.1% |
$133K - $164K
|
128K
$16.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-1.44K- 4.18% |
$134K - $166K
|
33.1K
$4.28M
|
|
|
Jan 26, 2024
Q4 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-1.45K- 3.54% |
$135K - $167K
|
39.4K
$5.09M
|