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 09, 2023
Q4 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-200- 3.97% |
$18.3K - $21.3K
|
4.84K
$628K
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Square, LLC
|
SELL
|
- |
-208- 6.17% |
$19.1K - $22.2K
|
3.16K
$411K
|
|
|
Feb 14, 2023
Q4 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-222- 1.09% |
$20.4K - $23.7K
|
20.1K
$2.61M
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-222- 5.56% |
$20.4K - $23.7K
|
3.77K
$490K
|
|
|
Jan 12, 2023
Q4 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-244- 1.8% |
$22.4K - $26K
|
13.3K
$1.73M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-248- 5.37% |
$22.7K - $26.5K
|
4.37K
$567K
|
|
|
Jan 30, 2023
Q4 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-250- 1.39% |
$22.9K - $26.7K
|
17.8K
$2.31M
|
|
|
Feb 06, 2023
Q4 2022
|
Mattern Wealth Management LLC
|
SELL
|
- |
-254- 5.88% |
$23.3K - $27.1K
|
4.07K
$528K
|
|
|
Feb 09, 2023
Q4 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-256- 8.03% |
$23.5K - $27.3K
|
2.93K
$381K
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-258- 1.13% |
$23.7K - $27.5K
|
22.7K
$2.94M
|
|
|
Feb 06, 2023
Q4 2022
|
Washington Trust Bank
|
SELL
|
- |
-261- 6.43% |
$23.9K - $27.9K
|
3.8K
$493K
|
|
|
Feb 10, 2023
Q4 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-272- 0.76% |
$24.9K - $29K
|
35.7K
$4.64M
|
|
|
Feb 13, 2023
Q4 2022
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-285- 2.5% |
$26.1K - $30.4K
|
11.1K
$1.44M
|
|
|
Feb 07, 2023
Q4 2022
|
Family Firm, Inc.
|
SELL
|
- |
-304- 1.43% |
$27.9K - $32.4K
|
20.9K
$2.71M
|
|
|
Feb 06, 2023
Q4 2022
|
Lutz Financial Services LLC
|
SELL
|
- |
-305- 0.23% |
$28K - $32.6K
|
132K
$17.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-322- 0.62% |
$29.5K - $34.4K
|
51.4K
$6.67M
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-324- 7.93% |
$29.7K - $34.6K
|
3.76K
$488K
|
|
|
Jan 10, 2023
Q4 2022
|
Kwmg, LLC
|
SELL
|
- |
-342- 9.07% |
$31.4K - $36.5K
|
3.43K
$445K
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-348- 12.59% |
$31.9K - $37.1K
|
2.42K
$314K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
SELL
|
- |
-372- 9.29% |
$34.1K - $39.7K
|
3.63K
$472K
|
|
|
Feb 08, 2023
Q4 2022
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-395- 0.22% |
$36.2K - $42.2K
|
183K
$23.7M
|
|
|
Feb 02, 2023
Q4 2022
|
Total Wealth Planning, LLC
|
SELL
|
- |
-398- 6.61% |
$36.5K - $42.5K
|
5.62K
$730K
|
|
|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-400- 3.55% |
$36.7K - $42.7K
|
10.9K
$1.41M
|
|
|
Feb 13, 2023
Q4 2022
|
Factorial Partners, LLC
|
SELL
|
- |
-400- 1.3% |
$36.7K - $42.7K
|
30.3K
$3.94M
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
SELL
|
- |
-403- 6.5% |
$37K - $43K
|
5.8K
$753K
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-408- 11.44% |
$37.4K - $43.5K
|
3.16K
$410K
|
|
|
Feb 14, 2023
Q4 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-430- 11.39% |
$39.4K - $45.9K
|
3.35K
$434K
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-430- 2.62% |
$39.4K - $45.9K
|
16K
$2.08M
|
|
|
Jan 19, 2023
Q4 2022
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-431- 6.25% |
$39.5K - $46K
|
6.47K
$840K
|
|
|
Feb 02, 2023
Q4 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-436- 29.14% |
$40K - $46.5K
|
1.06K
$138K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-454- 34.68% |
$41.6K - $48.5K
|
855
$111K
|
|
|
Jan 27, 2023
Q4 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-456- 7.62% |
$41.8K - $48.7K
|
5.53K
$718K
|
|
|
Mar 15, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-460- 8.05% |
$42.2K - $49.1K
|
5.25K
$682K
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-463- 2.11% |
$42.5K - $49.4K
|
21.4K
$2.78M
|
|
|
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
SELL
|
- |
-463- 12.57% |
$42.5K - $49.4K
|
3.22K
$418K
|
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-469- 9.38% |
$43K - $50.1K
|
4.53K
$588K
|
|
|
Feb 03, 2023
Q4 2022
|
Old National Bancorp
|
SELL
|
- |
-470- 17.54% |
$43.1K - $50.2K
|
2.21K
$287K
|
|
|
Jan 31, 2023
Q4 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-495- 0.46% |
$45.4K - $52.8K
|
108K
$14M
|
|
|
Jan 10, 2023
Q4 2022
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-497- 0.5% |
$45.6K - $53K
|
99.3K
$12.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-526- 2.87% |
$48.2K - $56.1K
|
17.8K
$2.31M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-530- 15.6% |
$48.6K - $56.6K
|
2.87K
$372K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-561- 8.44% |
$51.4K - $59.9K
|
6.09K
$790K
|
|
|
Feb 06, 2023
Q4 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-564- 1.25% |
$51.7K - $60.2K
|
44.4K
$5.77M
|
|
|
Jan 10, 2023
Q4 2022
|
Norway Savings Bank
|
SELL
|
- |
-574- 2.16% |
$52.6K - $61.3K
|
26K
$3.38M
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-579- 4.51% |
$53.1K - $61.8K
|
12.3K
$1.59M
|
|
|
Feb 13, 2023
Q4 2022
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-583- 2.26% |
$53.5K - $62.2K
|
25.2K
$3.27M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-587- 9.5% |
$53.8K - $62.7K
|
5.59K
$726K
|
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-600- 31.55% |
$55K - $64K
|
1.3K
$169K
|
|
|
Feb 13, 2023
Q4 2022
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-604- 1.69% |
$55.4K - $64.5K
|
35.2K
$4.57M
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-621- 12.82% |
$56.9K - $66.3K
|
4.22K
$548K
|