Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-219- 2.67% |
$21.3K - $25.4K
|
8K
$1M
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-230- 31.0% |
$22.4K - $26.7K
|
512
$64.3K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-237- 58.81% |
$23K - $27.5K
|
166
$20.9K
|
|
|
May 15, 2023
Q1 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-239- 1.92% |
$23.2K - $27.7K
|
12.2K
$1.54M
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-246- 0.19% |
$23.9K - $28.6K
|
127K
$16M
|
|
|
Apr 28, 2023
Q1 2023
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-257- 0.56% |
$25K - $29.8K
|
45.8K
$5.76M
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
SELL
|
- |
-266- 5.57% |
$25.9K - $30.9K
|
4.51K
$566K
|
|
|
May 04, 2023
Q1 2023
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-307- 1.72% |
$29.8K - $35.6K
|
17.5K
$2.2M
|
|
|
May 15, 2023
Q1 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-313- 6.85% |
$30.4K - $36.3K
|
4.25K
$535K
|
|
|
Apr 24, 2023
Q1 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-315- 9.49% |
$30.6K - $36.6K
|
3.01K
$378K
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-315- 1.31% |
$30.6K - $36.6K
|
23.7K
$2.97M
|
|
|
Apr 04, 2023
Q1 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-332- 12.82% |
$32.3K - $38.5K
|
2.26K
$284K
|
|
|
Apr 14, 2023
Q1 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-349- 1.96% |
$33.9K - $40.5K
|
17.4K
$2.19M
|
|
|
Apr 18, 2023
Q1 2023
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-350- 12.37% |
$34K - $40.6K
|
2.48K
$312K
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-397- 0.45% |
$38.6K - $46.1K
|
88.6K
$11.1M
|
|
|
May 15, 2023
Q1 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-404- 69.66% |
$39.3K - $46.9K
|
176
$22.1K
|
|
|
May 11, 2023
Q1 2023
|
Private Capital Management LLC
|
SELL
|
- |
-420- 7.15% |
$40.8K - $48.8K
|
5.46K
$686K
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-427- 1.42% |
$41.5K - $49.6K
|
29.7K
$3.74M
|
|
|
Apr 21, 2023
Q1 2023
|
Acas, LLC
|
SELL
|
- |
-434- 3.97% |
$42.2K - $50.4K
|
10.5K
$1.32M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-443- 8.43% |
$43.1K - $51.4K
|
4.81K
$604K
|
|
|
May 02, 2023
Q1 2023
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-459- 2.84% |
$44.6K - $53.3K
|
15.7K
$1.98M
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-460- 2.72% |
$44.7K - $53.4K
|
16.4K
$2.06M
|
|
|
Apr 10, 2023
Q1 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-490- 0.76% |
$47.6K - $56.9K
|
63.7K
$8.01M
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-495- 14.99% |
$48.1K - $57.5K
|
2.81K
$353K
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-515- 2.01% |
$50.1K - $59.8K
|
25.1K
$3.15M
|
|
|
May 15, 2023
Q1 2023
|
Washington Trust Bank
|
SELL
|
- |
-529- 13.92% |
$51.4K - $61.4K
|
3.27K
$411K
|
|
|
May 10, 2023
Q1 2023
|
Zhang Financial LLC
|
SELL
|
- |
-537- 19.25% |
$52.2K - $62.3K
|
2.25K
$283K
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-539- 19.01% |
$52.4K - $62.6K
|
2.3K
$289K
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-543- 2.36% |
$52.8K - $63K
|
22.5K
$2.83M
|
|
|
May 03, 2023
Q1 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-544- 1.93% |
$52.9K - $63.2K
|
27.7K
$3.48M
|
|
|
May 02, 2023
Q1 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-554- 14.69% |
$53.9K - $64.3K
|
3.22K
$404K
|
|
|
May 10, 2023
Q1 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-555- 1.29% |
$54K - $64.4K
|
42.4K
$5.33M
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-567- 4.58% |
$55.1K - $65.8K
|
11.8K
$1.48M
|
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
SELL
|
- |
-575- 4.3% |
$55.9K - $66.8K
|
12.8K
$1.61M
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-581- 51.14% |
$56.5K - $67.4K
|
555
$69.7K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-600- 2.51% |
$58.3K - $69.7K
|
23.3K
$2.92M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-607- 11.41% |
$59K - $70.5K
|
4.71K
$592K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-621- 0.21% |
$60.4K - $72.1K
|
290K
$36.4M
|
|
|
Apr 20, 2023
Q1 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-622- 1.63% |
$60.5K - $72.2K
|
37.6K
$4.73M
|
|
|
Apr 18, 2023
Q1 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-630- 9.56% |
$61.3K - $73.1K
|
5.96K
$749K
|
|
|
May 02, 2023
Q1 2023
|
Ltg Capital LLC
|
SELL
|
- |
-635- 1.82% |
$61.7K - $73.7K
|
34.3K
$4.31M
|
|
|
May 11, 2023
Q1 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-649- 13.32% |
$63.1K - $75.3K
|
4.22K
$531K
|
|
|
May 10, 2023
Q1 2023
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-661- 6.09% |
$64.3K - $76.7K
|
10.2K
$1.28M
|
|
|
May 11, 2023
Q1 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-673- 3.35% |
$65.4K - $78.1K
|
19.4K
$2.44M
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-673- 1.49% |
$65.4K - $78.1K
|
44.5K
$5.59M
|
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-690- 18.28% |
$67.1K - $80.1K
|
3.09K
$388K
|
|
|
May 11, 2023
Q1 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-695- 1.95% |
$67.6K - $80.7K
|
35K
$4.4M
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-704- 3.11% |
$68.4K - $81.7K
|
22K
$2.76M
|
|
|
May 23, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-709- 69.71% |
$68.9K - $82.3K
|
308
$38.7K
|
|
|
May 15, 2023
Q1 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-735- 0.8% |
$71.5K - $85.3K
|
90.9K
$11.4M
|