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 14, 2023
Q4 2022
|
Willner & Heller, LLC
|
BUY
|
- |
31+ 1.24% |
$2.84K - $3.31K
|
2.53K
$329K
|
|
|
Jul 20, 2023
Q4 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
29+ 1.2% |
$2.66K - $3.1K
|
2.46K
$319K
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
27+ 2.42% |
$2.48K - $2.88K
|
1.14K
$148K
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
25New |
$2.29K - $2.67K
|
25
$3.25K
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
23+ 0.17% |
$2.11K - $2.46K
|
13.5K
$1.76M
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
21New |
$1.93K - $2.24K
|
21
$2.73K
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
20+ 0.42% |
$1.83K - $2.13K
|
4.79K
$622K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
18New |
$1.65K - $1.92K
|
18
$2.34K
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
18+ 0.41% |
$1.65K - $1.92K
|
4.37K
$567K
|
|
|
Jan 17, 2023
Q4 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
17+ 0.4% |
$1.56K - $1.81K
|
4.28K
$556K
|
|
|
Jan 25, 2023
Q4 2022
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
16+ 0.55% |
$1.47K - $1.71K
|
2.91K
$378K
|
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
15+ 0.21% |
$1.38K - $1.6K
|
6.99K
$908K
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
12+ 0.29% |
$1.1K - $1.28K
|
4.16K
$540K
|
|
|
Jan 30, 2023
Q4 2022
|
Moneywise, Inc.
|
BUY
|
- |
12+ 0.45% |
$1.1K - $1.28K
|
2.67K
$347K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
12+ 3.69% |
$1.1K - $1.28K
|
337
$43.8K
|
|
|
Jan 06, 2023
Q4 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
11+ 0.5% |
$1.01K - $1.17K
|
2.23K
$289K
|
|
|
Jan 31, 2023
Q4 2022
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
11+ 0.42% |
$1.01K - $1.17K
|
2.62K
$340K
|
|
|
Feb 14, 2023
Q4 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
11+ 3.5% |
$1.01K - $1.17K
|
325
$42.2K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
9+ 0.39% |
$825 - $961
|
2.32K
$301K
|
|
|
Jan 26, 2023
Q4 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
7+ 0.52% |
$642 - $747
|
1.36K
$177K
|
|
|
Jan 31, 2023
Q4 2022
|
Cookson Peirce & CO Inc
|
BUY
|
- |
7+ 0.15% |
$642 - $747
|
4.62K
$599K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
6+ 0.27% |
$550 - $640
|
2.25K
$292K
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
6+ 0.03% |
$550 - $640
|
19.1K
$2.48M
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
6+ 3.75% |
$550 - $640
|
166
$21.6K
|
|
|
Feb 08, 2023
Q4 2022
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
5+ 0.05% |
$459 - $534
|
10.9K
$1.41M
|
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
3+ 0.46% |
$275 - $320
|
661
$85.8K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
3+ 0.64% |
$275 - $320
|
475
$61.7K
|
|
|
Feb 09, 2023
Q4 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
2+ 1.33% |
$183 - $213
|
152
$19.7K
|
|
|
Feb 21, 2023
Q4 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
2+ 0.08% |
$183 - $213
|
2.56K
$333K
|
|
|
Feb 14, 2023
Q4 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
1+ 0.01% |
$91.7 - $107
|
8.1K
$1.05M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
1+ 0.31% |
$91.7 - $107
|
326
$42.3K
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
1+ 0.03% |
$91.7 - $107
|
3.17K
$412K
|
|
|
Jan 17, 2023
Q4 2022
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
1+ 0.01% |
$91.7 - $107
|
11.3K
$1.47M
|
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1+ 0.01% |
$91.7 - $107
|
7.37K
$957K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
1+ 0.01% |
$91.7 - $107
|
8.76K
$1.14M
|
|
|
Feb 03, 2023
Q4 2022
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-1- 0.02% |
$91.7 - $107
|
5.97K
$775K
|
|
|
Jan 12, 2023
Q4 2022
|
Bremer Bank National Association
|
SELL
|
- |
-1- 0.01% |
$91.7 - $107
|
7.07K
$918K
|
|
|
Jan 23, 2023
Q4 2022
|
Saxon Interests, Inc.
|
SELL
|
- |
-2- 0.04% |
$183 - $213
|
5.65K
$734K
|
|
|
Jan 10, 2023
Q4 2022
|
Thomasville National Bank
|
SELL
|
- |
-4- 0.06% |
$367 - $427
|
7.13K
$926K
|
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-8- 0.13% |
$734 - $854
|
6.19K
$803K
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-9- 0.37% |
$825 - $961
|
2.44K
$317K
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-10- 0.39% |
$917 - $1.07K
|
2.56K
$332K
|
|
|
Jan 24, 2023
Q4 2022
|
Cra Financial Services, LLC
|
SELL
|
- |
-10- 0.36% |
$917 - $1.07K
|
2.78K
$360K
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-15- 1.71% |
$1.38K - $1.6K
|
862
$112K
|
|
|
Jan 31, 2023
Q4 2022
|
Graypoint LLC
|
SELL
|
- |
-17- 0.36% |
$1.56K - $1.81K
|
4.75K
$617K
|
|
|
Feb 07, 2023
Q4 2022
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-18- 0.14% |
$1.65K - $1.92K
|
12.5K
$1.62M
|
|
|
Jan 26, 2023
Q4 2022
|
Steph & CO
|
SELL
|
- |
-18- 3.77% |
$1.65K - $1.92K
|
460
$59.7K
|
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-18- 0.1% |
$1.65K - $1.92K
|
18K
$2.34M
|
|
|
Jan 18, 2023
Q4 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-25- 0.81% |
$2.29K - $2.67K
|
3.05K
$396K
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-26- 0.78% |
$2.38K - $2.78K
|
3.3K
$428K
|