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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
17.3K+ 243.97% |
$1.59M - $1.85M
|
24.5K
$3.18M
|
|
|
Nov 13, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
17K+ 228.93% |
$1.56M - $1.82M
|
24.5K
$3.18M
|
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
16.9KNew |
$1.55M - $1.8M
|
16.9K
$2.19M
|
|
|
Feb 01, 2023
Q4 2022
|
Windsor Group LTD
|
BUY
|
- |
16.6K+ 112.66% |
$1.52M - $1.77M
|
31.3K
$4.07M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14.6K+ 6.77% |
$1.34M - $1.56M
|
231K
$29.9M
|
|
|
Jan 12, 2023
Q4 2022
|
Evensky & Katz LLC
|
BUY
|
- |
14.4K+ 2.55% |
$1.32M - $1.54M
|
582K
$75.6M
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
13.9K+ 80.91% |
$1.27M - $1.48M
|
31K
$4.03M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
13.6K+ 7.56% |
$1.25M - $1.45M
|
194K
$25.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
12.5K+ 0.51% |
$1.15M - $1.34M
|
2.47M
$321M
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
12.3KNew |
$1.13M - $1.31M
|
12.3K
$1.59M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
12.2K+ 154.18% |
$1.12M - $1.3M
|
20.1K
$2.61M
|
|
|
Feb 07, 2023
Q4 2022
|
Nuance Investments, LLC
Kansas City, MO |
BUY
|
- |
12KNew |
$1.1M - $1.28M
|
12K
$1.56M
|
|
|
Jan 27, 2023
Q4 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
11.9K+ 16.07% |
$1.09M - $1.27M
|
85.9K
$11.2M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
11.2K+ 7.3% |
$1.03M - $1.2M
|
165K
$21.5M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11K+ 12.02% |
$1.01M - $1.17M
|
103K
$13.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
10.6K+ 43.01% |
$970K - $1.13M
|
35.2K
$4.57M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
10.3K+ 38.96% |
$947K - $1.1M
|
36.8K
$4.78M
|
|
|
Apr 21, 2023
Q4 2022
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
10.3KNew |
$942K - $1.1M
|
10.3K
$1.33M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10K+ 3.58% |
$921K - $1.07M
|
291K
$37.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
9.98KNew |
$915K - $1.07M
|
9.98K
$1.3M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.77K+ 14.7% |
$896K - $1.04M
|
76.2K
$9.9M
|
|
|
Jan 27, 2023
Q4 2022
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
8.56K+ 76.29% |
$785K - $914K
|
19.8K
$2.57M
|
|
|
Feb 13, 2023
Q4 2022
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
8.3KNew |
$761K - $886K
|
8.3K
$1.08M
|
|
|
Feb 02, 2023
Q4 2022
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
8.13KNew |
$745K - $868K
|
8.13K
$1.06M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.99K+ 0.86% |
$733K - $853K
|
934K
$121M
|
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
7.87KNew |
$721K - $840K
|
7.87K
$1.02M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6.98K+ 161.35% |
$640K - $745K
|
11.3K
$1.47M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
6.68K+ 24.89% |
$613K - $713K
|
33.5K
$4.35M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
6.68K+ 24.89% |
$613K - $713K
|
33.5K
$4.35M
|
|
|
Jan 20, 2023
Q4 2022
|
Royal Fund Management, LLC
|
BUY
|
- |
6.54K+ 11.33% |
$599K - $698K
|
64.2K
$8.34M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.45K+ 21.51% |
$591K - $688K
|
36.4K
$4.73M
|
|
|
Feb 03, 2023
Q4 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
5.9K+ 74.84% |
$541K - $630K
|
13.8K
$1.79M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.78K+ 10.22% |
$530K - $617K
|
62.4K
$8.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
5.61K+ 70.41% |
$515K - $599K
|
13.6K
$1.76M
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
5.47K+ 70.37% |
$502K - $584K
|
13.3K
$1.72M
|
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
5.36K+ 32.45% |
$491K - $572K
|
21.9K
$2.84M
|
|
|
Jan 25, 2023
Q4 2022
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
5.13K+ 12.56% |
$471K - $548K
|
46K
$5.97M
|
|
|
Feb 10, 2023
Q4 2022
|
Jsf Financial, LLC
|
BUY
|
- |
5.13K+ 4.43% |
$470K - $547K
|
121K
$15.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
4.93K+ 0.69% |
$452K - $526K
|
722K
$93.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
4.88K+ 4.06% |
$447K - $520K
|
125K
$16.2M
|
|
|
Feb 02, 2023
Q4 2022
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
4.76KNew |
$437K - $509K
|
4.76K
$619K
|
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
4.67KNew |
$428K - $499K
|
4.67K
$607K
|
|
|
Feb 15, 2023
Q4 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
4.6K+ 81.48% |
$422K - $491K
|
10.2K
$1.33M
|
|
|
Feb 02, 2023
Q4 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
4.57KNew |
$419K - $487K
|
4.57K
$593K
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
BUY
|
- |
4.48K+ 26.22% |
$411K - $479K
|
21.6K
$2.8M
|
|
|
Jan 25, 2023
Q4 2022
|
Nikulski Financial, Inc.
|
BUY
|
- |
4.45K+ 17.43% |
$408K - $475K
|
30K
$3.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
4.39K+ 8.96% |
$403K - $469K
|
53.4K
$6.94M
|
|
|
Feb 01, 2023
Q4 2022
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
4.36KNew |
$400K - $465K
|
4.36K
$566K
|
|
|
Feb 13, 2023
Q4 2022
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
4.32KNew |
$396K - $461K
|
4.32K
$561K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
4.27KNew |
$391K - $455K
|
4.27K
$554K
|