Purchases and Sales Made in Q1 2022 in Ishares S&P Midcap 400 Value E (IJJ)

IJJ Quotes by TradingView

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
Apr 28, 2022 Q1 2022
Keybank National Association

SELL
 -
-5.36K
- 2.48%
$550K - $605K
211K $27.3M
May 13, 2022 Q1 2022
Creative One Wealth, LLC

Overland Park, KS
SELL
 -
-5.65K
Closed
$579K - $637K
0 $0
May 13, 2022 Q1 2022
Founders Financial Securities LLC

SELL
 -
-6.19K
Closed
$635K - $699K
0 $0
May 12, 2022 Q1 2022
Capital Analysts, LLC

Fort Washington, PA
SELL
 -
-6.89K
- 33.4%
$706K - $777K
13.7K $1.78M
May 10, 2022 Q1 2022
First Horizon Advisors, Inc.

SELL
 -
-7.53K
- 50.64%
$771K - $849K
7.34K $951K
Mar 21, 2023 Q1 2022
American Portfolios Advisors

Holbrook, NY
SELL
 -
-7.59K
- 25.32%
$778K - $856K
22.4K $2.9M
May 13, 2022 Q1 2022
Nations Financial Group Inc,

Cedar Rapids, IA
SELL
 -
-8.56K
- 9.29%
$878K - $966K
83.6K $10.8M
May 04, 2022 Q1 2022
Janney Montgomery Scott LLC

SELL
 -
-8.64K
- 22.97%
$886K - $975K
29K $3.76M
May 02, 2022 Q1 2022
Spc Financial, Inc.

SELL
 -
-9K
- 5.29%
$922K - $1.02M
161K $20.9M
May 11, 2022 Q1 2022
Coldstream Capital Management Inc

SELL
 -
-10.3K
- 21.5%
$1.05M - $1.16M
37.5K $4.86M
May 02, 2022 Q1 2022
Regentatlantic Capital LLC

Morristown, NJ
SELL
 -
-11.2K
Closed
$1.15M - $1.26M
0 $0
Apr 12, 2022 Q1 2022
Calton & Associates, Inc.

SELL
 -
-11.2K
Closed
$1.15M - $1.26M
0 $0
May 16, 2022 Q1 2022
Ibex Wealth Advisors

Lebanon, NJ
SELL
 -
-12.5K
Closed
$1.28M - $1.41M
0 $0
May 13, 2022 Q1 2022
Bokf, Na

Tulsa, OK
SELL
 -
-13.4K
- 3.43%
$1.38M - $1.51M
377K $48.9M
Apr 18, 2022 Q1 2022
Colton Groome Financial Advisors, LLC

SELL
 -
-15K
Closed
$1.53M - $1.69M
0 $0
Jun 21, 2022 Q1 2022
Kalos Management, Inc.

Alpharetta, GA
SELL
 -
-15.1K
- 61.08%
$1.55M - $1.71M
9.64K $1.25M
May 13, 2022 Q1 2022
Nuance Investments, LLC

Kansas City, MO
SELL
 -
-15.2K
Closed
$1.55M - $1.71M
0 $0
May 09, 2022 Q1 2022
Northwestern Mutual Wealth Management CO

SELL
 -
-15.5K
- 2.22%
$1.59M - $1.75M
683K $88.6M
Apr 26, 2022 Q1 2022
Thompson Siegel & Walmsley LLC

SELL
 -
-15.7K
- 94.29%
$1.61M - $1.77M
950 $123K
May 11, 2022 Q1 2022
Stone X Group Inc.

SELL
 -
-18.7K
Closed
$1.91M - $2.11M
0 $0
May 10, 2022 Q1 2022
Avidian Wealth Solutions, LLC

SELL
 -
-18.8K
- 49.49%
$1.93M - $2.13M
19.2K $2.49M
May 04, 2022 Q1 2022
Stephens Inc

SELL
 -
-19.1K
- 29.84%
$1.96M - $2.16M
45K $5.83M
Apr 25, 2022 Q1 2022
River Tree Advisors, LLC

Winter Park, FL
SELL
 -
-19.7K
Closed
$2.02M - $2.22M
0 $0
Apr 28, 2022 Q1 2022
Belpointe Asset Management LLC

SELL
 -
-20.1K
- 66.28%
$2.06M - $2.26M
10.2K $1.32M
May 24, 2022 Q1 2022
M Holdings Securities, Inc.

Portland, OR
SELL
 -
-20.9K
- 79.65%
$2.14M - $2.35M
5.33K $691K
May 13, 2022 Q1 2022
Cetera Investment Advisers

Schaumburg, IL
SELL
 -
-21.2K
- 18.06%
$2.17M - $2.39M
96.2K $12.5M
May 12, 2022 Q1 2022
Black Rock Inc.

New York, NY
SELL
 -
-23.6K
- 75.5%
$2.42M - $2.67M
7.67K $994K
Apr 20, 2022 Q1 2022
Sigma Planning Corp

Ann Arbor, MI
SELL
 -
-25.6K
- 47.45%
$2.62M - $2.89M
28.4K $3.68M
Apr 22, 2022 Q1 2022
Truist Financial Corp

SELL
 -
-26.3K
- 5.91%
$2.7M - $2.97M
418K $54.2M
May 13, 2022 Q1 2022
Chilton Investment CO Inc.

Stamford, CT
SELL
 -
-26.9K
- 30.0%
$2.76M - $3.04M
62.8K $8.15M
Oct 27, 2022 Q1 2022
Morgan Stanley

New York, NY
SELL
 -
-27.6K
- 0.6%
$2.83M - $3.12M
4.6M $596M
May 16, 2022 Q1 2022
Goldman Sachs Group Inc

New York, NY
SELL
 -
-30.7K
- 60.02%
$3.15M - $3.47M
20.5K $2.65M
May 06, 2022 Q1 2022
Anchor Capital Advisors LLC

SELL
 -
-38.1K
Closed
$3.91M - $4.3M
0 $0
Aug 08, 2022 Q1 2022
Ifp Advisors, Inc

SELL
 -
-46.1K
- 77.94%
$4.73M - $5.2M
13K $1.69M
Apr 18, 2022 Q1 2022
North Crest Asset Manangement, LLC

SELL
 -
-46.9K
Closed
$4.81M - $5.29M
0 $0
May 04, 2022 Q1 2022
Windsor Group LTD

SELL
 -
-52.6K
- 58.17%
$5.39M - $5.94M
37.8K $4.9M
May 13, 2022 Q1 2022
Royal Fund Management, LLC

SELL
 -
-57.2K
Closed
$5.86M - $6.46M
0 $0
Apr 18, 2022 Q1 2022
Ae Wealth Management LLC

SELL
 -
-60.3K
- 60.72%
$6.18M - $6.8M
39K $5.06M
Apr 26, 2022 Q1 2022
First Citizens Bank & Trust CO

SELL
 -
-64.1K
- 77.73%
$6.57M - $7.23M
18.4K $2.38M
May 04, 2022 Q1 2022
Commonwealth Equity Services, LLC

SELL
 -
-64.9K
- 22.46%
$6.66M - $7.33M
224K $29.1M
Apr 12, 2022 Q1 2022
Ewg Elevate Inc.

SELL
 -
-70.1K
- 93.38%
$7.19M - $7.91M
4.97K $645K
Apr 14, 2022 Q1 2022
Mattern Wealth Management LLC

SELL
 -
-72.1K
- 72.06%
$7.39M - $8.13M
27.9K $3.62M
May 09, 2022 Q1 2022
Ascension Capital Advisors, Inc.

Houston, TX
SELL
 -
-73.6K
- 96.65%
$7.55M - $8.31M
2.55K $331K
May 09, 2022 Q1 2022
Mutual Advisors, LLC

Casper, WY
SELL
 -
-74.8K
Closed
$7.67M - $8.45M
0 $0
May 02, 2022 Q1 2022
Clear Creek Financial Management, LLC

SELL
 -
-79.8K
- 94.56%
$8.18M - $9.01M
4.59K $596K
May 04, 2022 Q1 2022
Envestnet Asset Management Inc

SELL
 -
-84K
- 5.71%
$8.61M - $9.48M
1.39M $180M
May 13, 2022 Q1 2022
Thrivent Financial For Lutherans

Minneapolis, MN
SELL
 -
-95.3K
- 85.89%
$9.77M - $10.8M
15.6K $2.03M
May 16, 2022 Q1 2022
Royal Bank Of Canada

Toronto, A6
SELL
 -
-131K
- 24.87%
$13.4M - $14.7M
394K $51.1M
May 12, 2022 Q1 2022
Financial Engines Advisors L.L.C.

Santa Clara, CA
SELL
 -
-154K
- 14.78%
$15.8M - $17.4M
887K $115M

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