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
May 10, 2022 Q1 2022
Strategic Wealth Advisors Group, LLC

Sacramento, CA
BUY
 -
11.8K
New
$1.21M - $1.33M
11.8K $1.52M
May 16, 2022 Q1 2022
Bradley Foster & Sargent Inc

Hartford, CT
BUY
 -
11.7K
New
$1.19M - $1.32M
11.7K $1.5M
May 05, 2022 Q1 2022
Greenup Street Wealth Management LLC

BUY
 -
11.1K
+ 40.79%
$1.13M - $1.25M
38.2K $4.9M
May 09, 2022 Q1 2022
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
10.7K
New
$1.1M - $1.21M
10.7K $1.38M
Apr 14, 2022 Q1 2022
Ullmann Wealth Partners Group, LLC

BUY
 -
9.91K
+ 11.35%
$1.02M - $1.12M
97.2K $12.5M
May 16, 2022 Q1 2022
Kensington Investment Counsel, LLC

BUY
 -
9.84K
New
$1.01M - $1.11M
9.84K $1.26M
May 03, 2022 Q1 2022
Flaharty Asset Management, LLC

BUY
 -
9.46K
+ 5.61%
$969K - $1.07M
178K $22.9M
Apr 14, 2022 Q1 2022
First Command Bank

BUY
 -
9.34K
+ 45.21%
$958K - $1.05M
30K $3.85M
May 10, 2022 Q1 2022
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
9.31K
New
$954K - $1.05M
9.31K $1.2M
May 03, 2022 Q1 2022
Sierra Capital LLC

BUY
 -
9.27K
New
$951K - $1.05M
9.27K $1.19M
May 10, 2022 Q1 2022
Huntington National Bank

Columbus, OH
BUY
 -
8.06K
+ 15.45%
$826K - $909K
60.2K $7.74M
May 16, 2022 Q1 2022
Captrust Financial Advisors

Raleigh, NC
BUY
 -
8.04K
+ 32.02%
$824K - $907K
33.1K $4.26M
May 11, 2022 Q1 2022
Wintrust Investments LLC

Chicago, IL
BUY
 -
7.52K
New
$771K - $849K
7.52K $967K
May 10, 2022 Q1 2022
Dohj, LLC

Seattle, WA
BUY
 -
7.43K
New
$761K - $838K
7.43K $954K
Apr 29, 2022 Q1 2022
Pinnacle Private Wealth, LLC

BUY
 -
7.4K
New
$758K - $835K
7.4K $951K
May 16, 2022 Q1 2022
Wealth Advisory Solutions, LLC

BUY
 -
7.39K
+ 24.16%
$758K - $834K
38K $4.88M
Sep 20, 2022 Q1 2022
Second Half Financial Partners, LLC

Sebring, FL
BUY
 -
6.87K
New
$705K - $776K
6.87K $883K
May 11, 2022 Q1 2022
55 I, LLC

Boston, MA
BUY
 -
6.83K
+ 263.94%
$700K - $771K
9.42K $1.21M
May 12, 2022 Q1 2022
Bank Of Montreal

Toronto, A6
BUY
 -
6.82K
+ 4.91%
$699K - $770K
146K $18.7M
Apr 25, 2022 Q1 2022
Omega Financial Group, LLC

BUY
 -
6.62K
+ 11.47%
$678K - $747K
64.3K $8.26M
Apr 19, 2024 Q1 2022
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
6.47K
+ 80.92%
$663K - $730K
14.5K $1.86M
Apr 12, 2022 Q1 2022
Kohmann Bosshard Financial Services, LLC

BUY
 -
6.35K
New
$651K - $717K
6.35K $816K
May 16, 2022 Q1 2022
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
6K
+ 74.77%
$615K - $677K
14K $1.8M
May 04, 2022 Q1 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
5.85K
New
$600K - $660K
5.85K $752K
May 06, 2022 Q1 2022
Parcion Private Wealth LLC

Bellevue, WA
BUY
 -
5.7K
New
$585K - $644K
5.7K $733K
May 13, 2022 Q1 2022
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
5.6K
New
$574K - $632K
5.6K $720K
May 09, 2022 Q1 2022
Csenge Advisory Group

BUY
 -
5.57K
+ 17.03%
$571K - $628K
38.2K $4.91M
Apr 14, 2022 Q1 2022
Independence Bank Of Kentucky

BUY
 -
5.36K
+ 1150.64%
$550K - $605K
5.83K $749K
May 02, 2022 Q1 2022
Jones Financial Companies Lllp

BUY
 -
5.25K
+ 5.36%
$539K - $593K
103K $13.3M
May 17, 2022 Q1 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
4.88K
New
$501K - $551K
4.88K $627K
Jun 08, 2022 Q1 2022
American Trust

Lexington, KY
BUY
 -
4.75K
+ 29.23%
$487K - $536K
21K $2.7M
May 13, 2022 Q1 2022
Segall Bryant & Hamill, LLC

Chicago, IL
BUY
 -
4.63K
New
$474K - $522K
4.63K $595K
May 19, 2022 Q1 2022
Orion Portfolio Solutions, LLC

BUY
 -
4.41K
New
$452K - $498K
4.41K $567K
May 16, 2022 Q1 2022
Y Intercept (Hong Kong) LTD

BUY
 -
4.13K
New
$423K - $466K
4.13K $530K
May 16, 2022 Q1 2022
Trail Ridge Investment Advisors, LLC

BUY
 -
3.93K
+ 17.13%
$403K - $443K
26.8K $3.45M
May 12, 2022 Q1 2022
Rhumbline Advisers

Boston, MA
BUY
 -
3.9K
New
$400K - $440K
3.9K $501K
May 11, 2022 Q1 2022
Allegheny Financial Group LTD

Pittsburgh, PA
BUY
 -
3.87K
+ 514.23%
$396K - $436K
4.62K $594K
May 02, 2022 Q1 2022
Strategic Equity Management

BUY
 -
3.79K
New
$389K - $428K
3.79K $487K
Apr 08, 2022 Q1 2022
Massmutual Trust CO Fsb

BUY
 -
3.7K
+ 46.84%
$379K - $418K
11.6K $1.49M
May 05, 2022 Q1 2022
Integrity Advisory, LLC

BUY
 -
3.65K
New
$374K - $412K
3.65K $469K
May 13, 2022 Q1 2022
Mariner, LLC

Overland Park, KS
BUY
 -
3.57K
+ 2.99%
$366K - $403K
123K $15.8M
May 16, 2022 Q1 2022
Altium Wealth Management LLC

BUY
 -
3.49K
New
$357K - $394K
3.49K $448K
Apr 27, 2022 Q1 2022
Vestmark Advisory Solutions, Inc.

BUY
 -
3.42K
New
$350K - $385K
3.42K $439K
May 16, 2022 Q1 2022
Wescott Financial Advisory Group, LLC

BUY
 -
3.37K
New
$345K - $380K
3.37K $433K
Apr 29, 2022 Q1 2022
Mcdonald Partners LLC

BUY
 -
3.23K
New
$332K - $365K
3.23K $416K
May 11, 2022 Q1 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
3.15K
+ 2.09%
$323K - $355K
154K $19.8M
Dec 01, 2022 Q1 2022
Mufg Americas Holdings Corp

BUY
 -
3.13K
+ 10.41%
$321K - $353K
33.2K $4.27M
May 06, 2022 Q1 2022
Mufg Americas Holdings Corp

BUY
 -
3.13K
+ 10.41%
$321K - $353K
33.2K $4.27M
May 13, 2022 Q1 2022
Total Wealth Planning, LLC

BUY
 -
3.05K
+ 100.63%
$312K - $344K
6.07K $780K

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