Purchases and Sales Made in Q1 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 Q1 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 |
---|---|---|---|---|---|---|---|
May 27, 2022
Q1 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
4.54M+ 10938.94% |
$466M - $513M
|
4.59M
$589M
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
695K+ 72.21% |
$71.3M - $78.5M
|
1.66M
$213M
|
|
Apr 08, 2022
Q1 2022
|
Barber Financial Group, Inc.
|
BUY
|
- |
508K+ 250.63% |
$52.1M - $57.4M
|
711K
$91.4M
|
|
May 17, 2022
Q1 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
407K+ 1219.32% |
$41.8M - $46M
|
441K
$56.7M
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
358K+ 520.28% |
$36.7M - $40.4M
|
427K
$54.9M
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
313K+ 1154.73% |
$32.1M - $35.3M
|
340K
$43.7M
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
286K+ 6.64% |
$29.3M - $32.3M
|
4.6M
$591M
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
223K+ 5127.84% |
$22.9M - $25.2M
|
227K
$29.2M
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
BUY
|
- |
214K+ 719.11% |
$22M - $24.2M
|
244K
$31.4M
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
181K+ 8.03% |
$18.6M - $20.5M
|
2.44M
$314M
|
|
Apr 13, 2022
Q1 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
147K+ 457868.75% |
$15M - $16.5M
|
147K
$18.8M
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
143K+ 49.48% |
$14.6M - $16.1M
|
431K
$55.4M
|
|
Apr 11, 2022
Q1 2022
|
Karp Capital Management Corp
|
BUY
|
- |
123KNew |
$12.6M - $13.9M
|
123K
$15.8M
|
|
Apr 28, 2022
Q1 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
123K+ 122.9% |
$12.6M - $13.8M
|
222K
$28.6M
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
122KNew |
$12.5M - $13.8M
|
122K
$15.7M
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
118K+ 14.75% |
$12.1M - $13.4M
|
922K
$118M
|
|
May 11, 2022
Q1 2022
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
115K+ 10.34% |
$11.8M - $13M
|
1.23M
$158M
|
|
May 12, 2022
Q1 2022
|
Jsf Financial, LLC
|
BUY
|
- |
105KNew |
$10.7M - $11.8M
|
105K
$13.5M
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
89K+ 29.46% |
$9.12M - $10M
|
391K
$50.2M
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
81K+ 1.53% |
$8.31M - $9.15M
|
5.38M
$691M
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
73.5KNew |
$7.54M - $8.3M
|
73.5K
$9.45M
|
|
Apr 25, 2022
Q1 2022
|
Aries Wealth Management
|
BUY
|
- |
64.3KNew |
$6.59M - $7.25M
|
64.3K
$8.26M
|
|
May 16, 2022
Q1 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
62.1KNew |
$6.36M - $7.01M
|
62.1K
$7.98M
|
|
May 04, 2022
Q1 2022
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
58K+ 40.98% |
$5.95M - $6.55M
|
200K
$25.7M
|
|
May 09, 2022
Q1 2022
|
Scotia Capital Inc.
|
BUY
|
- |
57.8KNew |
$5.93M - $6.52M
|
57.8K
$7.43M
|
|
May 09, 2022
Q1 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
57.4K+ 46.62% |
$5.89M - $6.48M
|
181K
$23.2M
|
|
May 16, 2022
Q1 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
53.3K+ 429.04% |
$5.46M - $6.01M
|
65.7K
$8.44M
|
|
May 05, 2022
Q1 2022
|
Great Diamond Partners, LLC
|
BUY
|
- |
52.9KNew |
$5.42M - $5.97M
|
52.9K
$6.8M
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
36.7K+ 12.06% |
$3.76M - $4.14M
|
341K
$43.8M
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
32.5K+ 1.39% |
$3.33M - $3.67M
|
2.37M
$304M
|
|
May 06, 2022
Q1 2022
|
Accredited Investors Inc.
|
BUY
|
- |
30.5K+ 7.75% |
$3.12M - $3.44M
|
423K
$54.4M
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
27K+ 7.72% |
$2.77M - $3.05M
|
377K
$48.4M
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
26.6K+ 813.2% |
$2.72M - $3M
|
29.8K
$3.83M
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
25.9K+ 3.58% |
$2.65M - $2.92M
|
748K
$96.2M
|
|
May 10, 2022
Q1 2022
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
25KNew |
$2.57M - $2.83M
|
25K
$3.22M
|
|
May 13, 2022
Q1 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
24.7K+ 4.63% |
$2.53M - $2.78M
|
558K
$71.7M
|
|
Apr 27, 2022
Q1 2022
|
Virginia National Bank
|
BUY
|
- |
21.3KNew |
$2.18M - $2.4M
|
21.3K
$2.73M
|
|
Apr 28, 2022
Q1 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
21.2KNew |
$2.17M - $2.39M
|
21.2K
$2.72M
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
20.3K+ 23.74% |
$2.09M - $2.3M
|
106K
$13.6M
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
19.3K+ 6.03% |
$1.98M - $2.18M
|
340K
$43.7M
|
|
May 10, 2022
Q1 2022
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
17.6K+ 4.92% |
$1.8M - $1.98M
|
375K
$48.1M
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
17.1K+ 161.43% |
$1.75M - $1.93M
|
27.6K
$3.55M
|
|
May 16, 2022
Q1 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
16.6KNew |
$1.7M - $1.87M
|
16.6K
$2.13M
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
16.2K+ 150.51% |
$1.67M - $1.83M
|
27K
$3.48M
|
|
May 16, 2022
Q1 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
14.6K+ 9.32% |
$1.5M - $1.65M
|
171K
$22M
|
|
May 05, 2022
Q1 2022
|
Sunesis Advisors, LLC
|
BUY
|
- |
14.5KNew |
$1.49M - $1.64M
|
14.5K
$1.86M
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
13.8K+ 390.78% |
$1.41M - $1.55M
|
17.3K
$2.22M
|
|
May 04, 2022
Q1 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
13.7K+ 104.84% |
$1.4M - $1.55M
|
26.8K
$3.44M
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
13.5K+ 1.58% |
$1.39M - $1.53M
|
872K
$112M
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.7K+ 35.32% |
$1.31M - $1.44M
|
48.8K
$6.28M
|