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 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-28- 0.11% |
$2.57K - $2.99K
|
26.3K
$3.41M
|
|
|
Feb 13, 2023
Q4 2022
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-30- 1.02% |
$2.75K - $3.2K
|
2.92K
$379K
|
|
|
Feb 01, 2023
Q4 2022
|
Kanawha Capital Management LLC
|
SELL
|
- |
-30- 0.78% |
$2.75K - $3.2K
|
3.8K
$493K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-30- 4.9% |
$2.75K - $3.2K
|
582
$75.6K
|
|
|
Jan 11, 2023
Q4 2022
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-30- 0.69% |
$2.75K - $3.2K
|
4.3K
$558K
|
|
|
Feb 03, 2023
Q4 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-40- 1.5% |
$3.67K - $4.27K
|
2.62K
$340K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-40- 1.61% |
$3.67K - $4.27K
|
2.45K
$318K
|
|
|
May 25, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-40- 0.05% |
$3.67K - $4.27K
|
75.4K
$9.79M
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-42- 3.86% |
$3.85K - $4.48K
|
1.05K
$136K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
SELL
|
- |
-42- 2.92% |
$3.85K - $4.48K
|
1.39K
$181K
|
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-43- 0.47% |
$3.94K - $4.59K
|
9.09K
$1.18M
|
|
|
Jan 27, 2023
Q4 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-47- 0.77% |
$4.31K - $5.02K
|
6.06K
$787K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-48- 25.4% |
$4.4K - $5.12K
|
141
$18.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-48- 6.08% |
$4.4K - $5.12K
|
742
$96.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-50- 1.67% |
$4.59K - $5.34K
|
2.94K
$382K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-58- 4.83% |
$5.32K - $6.19K
|
1.14K
$148K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-62- 0.57% |
$5.69K - $6.62K
|
10.8K
$1.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-65- 0.6% |
$5.96K - $6.94K
|
10.8K
$1.4M
|
|
|
Jan 13, 2023
Q4 2022
|
Norwood Financial Corp
|
SELL
|
- |
-67- 1.78% |
$6.14K - $7.15K
|
3.7K
$481K
|
|
|
Jan 12, 2023
Q4 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-69- 2.19% |
$6.33K - $7.37K
|
3.08K
$399K
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
SELL
|
- |
-73- 1.93% |
$6.69K - $7.79K
|
3.71K
$482K
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-88- 1.13% |
$8.07K - $9.39K
|
7.7K
$1M
|
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-88- 26.04% |
$8.07K - $9.39K
|
250
$32.5K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-89- 0.99% |
$8.16K - $9.5K
|
8.93K
$1.16M
|
|
|
Feb 07, 2023
Q4 2022
|
Weil Company, Inc.
|
SELL
|
- |
-89- 2.33% |
$8.16K - $9.5K
|
3.73K
$484K
|
|
|
Feb 09, 2023
Q4 2022
|
Renasant Bank
|
SELL
|
- |
-95- 0.6% |
$8.71K - $10.1K
|
15.8K
$2.05M
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-98- 1.52% |
$8.99K - $10.5K
|
6.33K
$822K
|
|
|
Jan 20, 2023
Q4 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-100- 1.67% |
$9.17K - $10.7K
|
5.9K
$766K
|
|
|
Feb 07, 2023
Q4 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-100- 8.7% |
$9.17K - $10.7K
|
1.05K
$136K
|
|
|
Feb 01, 2023
Q4 2022
|
High Mark Wealth Management LLC
|
SELL
|
- |
-103- 0.84% |
$9.45K - $11K
|
12.2K
$1.59M
|
|
|
Jan 30, 2023
Q4 2022
|
Essex LLC
|
SELL
|
- |
-114- 0.64% |
$10.5K - $12.2K
|
17.7K
$2.3M
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-115- 1.44% |
$10.5K - $12.3K
|
7.89K
$1.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Davidson Trust CO
|
SELL
|
- |
-116- 1.73% |
$10.6K - $12.4K
|
6.61K
$858K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-117- 0.79% |
$10.7K - $12.5K
|
14.6K
$1.9M
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-118- 3.37% |
$10.8K - $12.6K
|
3.38K
$439K
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
SELL
|
- |
-120- 7.17% |
$11K - $12.8K
|
1.55K
$202K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-122- 53.98% |
$11.2K - $13K
|
104
$13.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-124- 2.33% |
$11.4K - $13.2K
|
5.2K
$675K
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
SELL
|
- |
-142- 1.58% |
$13K - $15.2K
|
8.83K
$1.15M
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-150- 6.67% |
$13.8K - $16K
|
2.1K
$273K
|
|
|
Jan 26, 2023
Q4 2022
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-159- 0.89% |
$14.6K - $17K
|
17.8K
$2.31M
|
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-169- 14.04% |
$15.5K - $18K
|
1.04K
$134K
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-175- 0.68% |
$16K - $18.7K
|
25.6K
$3.32M
|
|
|
Jan 27, 2023
Q4 2022
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-176- 3.88% |
$16.1K - $18.8K
|
4.36K
$566K
|
|
|
Feb 14, 2023
Q4 2022
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-181- 2.21% |
$16.6K - $19.3K
|
8.01K
$1.04M
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-183- 0.6% |
$16.8K - $19.5K
|
30.2K
$3.92M
|
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
SELL
|
- |
-183- 1.35% |
$16.8K - $19.5K
|
13.4K
$1.74M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-197- 1.0% |
$18.1K - $21K
|
19.5K
$2.54M
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
SELL
|
- |
-198- 5.72% |
$18.2K - $21.1K
|
3.27K
$424K
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Sun Financial Corp
|
SELL
|
- |
-200- 8.47% |
$18.3K - $21.3K
|
2.16K
$281K
|