Purchases and Sales Made in Q4 2022 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 2022. 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 12, 2023
Q4 2022
|
First Hawaiian Bank
|
SELL
|
- |
-631- 0.81% |
$57.9K - $67.4K
|
77.4K
$10M
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
SELL
|
- |
-646- 2.2% |
$59.2K - $69K
|
28.8K
$3.73M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-666- 3.61% |
$61.1K - $71.1K
|
17.8K
$2.31M
|
|
|
Jan 17, 2023
Q4 2022
|
David J Yvars Group
|
SELL
|
- |
-670- 19.89% |
$61.4K - $71.5K
|
2.7K
$350K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-679- 1.3% |
$62.3K - $72.5K
|
51.7K
$6.7M
|
|
|
Jan 09, 2023
Q4 2022
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-680- 2.78% |
$62.4K - $72.6K
|
23.8K
$3.09M
|
|
|
Feb 13, 2023
Q4 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-685- 4.86% |
$62.8K - $73.1K
|
13.4K
$1.74M
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-740- 5.64% |
$67.9K - $79K
|
12.4K
$1.61M
|
|
|
Feb 07, 2023
Q4 2022
|
Accredited Investors Inc.
|
SELL
|
- |
-835- 20.1% |
$76.6K - $89.1K
|
3.32K
$431K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-846- 15.97% |
$77.6K - $90.3K
|
4.45K
$577K
|
|
|
Jan 20, 2023
Q4 2022
|
Anderson Hoagland & CO
|
SELL
|
- |
-861- 8.76% |
$79K - $91.9K
|
8.97K
$1.16M
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-906- 15.08% |
$83.1K - $96.7K
|
5.1K
$662K
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-911- 1.01% |
$83.5K - $97.2K
|
89K
$11.5M
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1K- 4.02% |
$91.7K - $107K
|
23.9K
$3.09M
|
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-1.05K- 86.74% |
$96.6K - $112K
|
161
$20.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-1.1K- 0.94% |
$101K - $117K
|
115K
$14.9M
|
|
|
Jan 31, 2023
Q4 2022
|
Spc Financial, Inc.
|
SELL
|
- |
-1.1K- 0.69% |
$101K - $118K
|
158K
$20.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Ironwood Financial, LLC
|
SELL
|
- |
-1.15K- 2.41% |
$105K - $123K
|
46.5K
$6.03M
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.22K- 5.36% |
$112K - $130K
|
21.5K
$2.79M
|
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.25K- 3.74% |
$114K - $133K
|
32.1K
$4.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-1.27K- 0.75% |
$117K - $136K
|
168K
$21.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.33K- 19.41% |
$122K - $142K
|
5.53K
$717K
|
|
|
Feb 10, 2023
Q4 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-1.36K- 21.83% |
$125K - $145K
|
4.87K
$632K
|
|
|
Feb 09, 2023
Q4 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.37K- 1.93% |
$125K - $146K
|
69.6K
$9.03M
|
|
|
Feb 08, 2023
Q4 2022
|
Sonata Capital Group Inc
|
SELL
|
- |
-1.4K- 6.73% |
$128K - $149K
|
19.4K
$2.51M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.41K- 15.48% |
$129K - $150K
|
7.67K
$995K
|
|
|
Jan 24, 2023
Q4 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1.61K- 3.67% |
$148K - $172K
|
42.3K
$5.48M
|
|
|
Feb 14, 2023
Q4 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-1.66K- 6.31% |
$152K - $177K
|
24.6K
$3.19M
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-1.67K- 15.67% |
$153K - $178K
|
8.97K
$1.16M
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.74K- 9.32% |
$159K - $185K
|
16.9K
$2.19M
|
|
|
Jan 12, 2023
Q4 2022
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-1.82K- 3.58% |
$166K - $194K
|
48.8K
$6.33M
|
|
|
Feb 09, 2023
Q4 2022
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-1.82K- 4.07% |
$167K - $194K
|
42.9K
$5.57M
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.94K- 82.97% |
$178K - $208K
|
399
$51.7K
|
|
|
Jan 20, 2023
Q4 2022
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-2.02K- 4.18% |
$185K - $215K
|
46.2K
$5.99M
|
|
|
Feb 13, 2023
Q4 2022
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-2.07K- 13.94% |
$190K - $221K
|
12.8K
$1.66M
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.1K- 14.57% |
$192K - $224K
|
12.3K
$1.59M
|
|
|
Jan 30, 2023
Q4 2022
|
Security Financial Services, Inc.
|
SELL
|
- |
-2.15K- 14.98% |
$197K - $229K
|
12.2K
$1.58M
|
|
|
Jan 23, 2023
Q4 2022
|
Jmac Enterprises LLC
|
SELL
|
- |
-2.16K- 1.62% |
$198K - $230K
|
131K
$17M
|
|
|
Jan 25, 2023
Q4 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-2.2K- 5.83% |
$202K - $235K
|
35.6K
$4.61M
|
|
|
Feb 02, 2023
Q4 2022
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-2.42K- 36.67% |
$221K - $258K
|
4.17K
$541K
|
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-2.42K- 98.14% |
$222K - $259K
|
46
$5.97K
|
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-2.49K- 5.53% |
$228K - $265K
|
42.5K
$5.51M
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.52K- 55.18% |
$231K - $269K
|
2.05K
$266K
|
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-2.68K- 5.85% |
$246K - $286K
|
43.1K
$5.59M
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.73K- 1.04% |
$250K - $291K
|
259K
$33.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.81K- 3.6% |
$258K - $300K
|
75.2K
$9.76M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.93K- 3.48% |
$269K - $313K
|
81.2K
$10.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-3.24K- 1.18% |
$297K - $346K
|
272K
$35.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-3.25K- 18.33% |
$298K - $347K
|
14.5K
$1.88M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.57K- 5.84% |
$327K - $381K
|
57.6K
$7.46M
|