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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2022
Q1 2022
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
1.44KNew |
$148K - $163K
|
1.44K
$185K
|
|
|
May 11, 2022
Q1 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.28K+ 20.23% |
$131K - $144K
|
7.58K
$974K
|
|
|
Jul 28, 2022
Q1 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
1.26K+ 24.75% |
$129K - $142K
|
6.34K
$814K
|
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.25K+ 0.98% |
$128K - $141K
|
129K
$16.6M
|
|
|
Apr 26, 2022
Q1 2022
|
Kanawha Capital Management LLC
|
BUY
|
- |
1.24K+ 44.54% |
$127K - $139K
|
4.01K
$515K
|
|
|
Apr 25, 2022
Q1 2022
|
Regions Financial Corp
|
BUY
|
- |
1.23K+ 2.29% |
$126K - $139K
|
54.9K
$7.06M
|
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
1.17K+ 956.56% |
$120K - $132K
|
1.29K
$166K
|
|
|
May 16, 2022
Q1 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.16K+ 325.49% |
$119K - $131K
|
1.52K
$195K
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.13K+ 18.47% |
$116K - $128K
|
7.26K
$933K
|
|
|
Apr 08, 2022
Q1 2022
|
Nikulski Financial, Inc.
|
BUY
|
- |
1.13K+ 4.69% |
$115K - $127K
|
25.1K
$3.23M
|
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.03K+ 0.73% |
$106K - $117K
|
143K
$18.4M
|
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.01K+ 20.79% |
$103K - $114K
|
5.85K
$752K
|
|
|
May 16, 2022
Q1 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1K+ 5.56% |
$103K - $113K
|
19K
$2.44M
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
BUY
|
- |
958+ 1.11% |
$98.2K - $108K
|
87.1K
$11.2M
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
912+ 166.42% |
$93.5K - $103K
|
1.46K
$188K
|
|
|
May 06, 2022
Q1 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
893+ 1.29% |
$91.6K - $101K
|
70K
$9M
|
|
|
May 06, 2022
Q1 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
880+ 1.98% |
$90.2K - $99.3K
|
45.4K
$5.84M
|
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
873+ 39.57% |
$89.5K - $98.5K
|
3.08K
$396K
|
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
867+ 6.14% |
$88.9K - $97.8K
|
15K
$1.93M
|
|
|
May 11, 2022
Q1 2022
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
800+ 0.34% |
$82K - $90.3K
|
234K
$30.1M
|
|
|
Apr 12, 2022
Q1 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
778+ 7.73% |
$79.8K - $87.8K
|
10.8K
$1.39M
|
|
|
Apr 20, 2022
Q1 2022
|
Ironwood Financial, LLC
|
BUY
|
- |
776+ 1.71% |
$79.6K - $87.6K
|
46.2K
$5.93M
|
|
|
Apr 25, 2022
Q1 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
743+ 6.91% |
$76.2K - $83.9K
|
11.5K
$1.48M
|
|
|
Apr 27, 2022
Q1 2022
|
Bank Of Stockton
|
BUY
|
- |
727+ 4.04% |
$74.5K - $82K
|
18.7K
$2.4M
|
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
686+ 13.59% |
$70.3K - $77.4K
|
5.73K
$737K
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
664+ 0.21% |
$68.1K - $74.9K
|
323K
$41.6M
|
|
|
May 13, 2022
Q1 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
641+ 3.49% |
$65.7K - $72.3K
|
19K
$2.44M
|
|
|
May 13, 2022
Q1 2022
|
Win Advisors, Inc
|
BUY
|
- |
639New |
$65.5K - $72.1K
|
639
$82.1K
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
633+ 20.82% |
$64.9K - $71.4K
|
3.67K
$472K
|
|
|
May 16, 2022
Q1 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
602+ 10.61% |
$61.7K - $67.9K
|
6.28K
$807K
|
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
600+ 17.9% |
$61.5K - $67.7K
|
3.95K
$508K
|
|
|
Nov 30, 2022
Q1 2022
|
Family Firm, Inc.
|
BUY
|
- |
592+ 2.79% |
$60.7K - $66.8K
|
21.8K
$2.8M
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
580New |
$59.5K - $65.5K
|
580
$74.5K
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
568+ 0.4% |
$58.2K - $64.1K
|
141K
$18.1M
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
544+ 8.64% |
$55.8K - $61.4K
|
6.84K
$879K
|
|
|
May 09, 2022
Q1 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
515New |
$52.8K - $58.1K
|
515
$66.2K
|
|
|
May 13, 2022
Q1 2022
|
Brighton Jones LLC
|
BUY
|
- |
508+ 17.1% |
$52.1K - $57.3K
|
3.48K
$447K
|
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
508+ 0.45% |
$52.1K - $57.3K
|
115K
$14.7M
|
|
|
May 03, 2022
Q1 2022
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
500+ 9.76% |
$51.3K - $56.4K
|
5.62K
$723K
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
496+ 644.16% |
$50.8K - $56K
|
573
$73.6K
|
|
|
Apr 29, 2022
Q1 2022
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
495+ 14.18% |
$50.7K - $55.9K
|
3.99K
$512K
|
|
|
Apr 14, 2022
Q1 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
494New |
$50.6K - $55.8K
|
494
$63.5K
|
|
|
May 02, 2022
Q1 2022
|
Hudock, Inc.
|
BUY
|
- |
450+ 1022.73% |
$46.1K - $50.8K
|
494
$63.5K
|
|
|
Apr 25, 2022
Q1 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
427+ 8.9% |
$43.8K - $48.2K
|
5.22K
$671K
|
|
|
Apr 26, 2022
Q1 2022
|
Rodgers & Associates, LTD
|
BUY
|
- |
420+ 9.13% |
$43.1K - $47.4K
|
5.02K
$645K
|
|
|
Apr 21, 2022
Q1 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
414+ 9.99% |
$42.4K - $46.7K
|
4.56K
$586K
|
|
|
Apr 12, 2022
Q1 2022
|
Griffin Asset Management, Inc.
|
BUY
|
- |
400+ 7.9% |
$41K - $45.1K
|
5.46K
$702K
|
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
394+ 3.02% |
$40.4K - $44.5K
|
13.5K
$1.73M
|
|
|
Apr 28, 2022
Q1 2022
|
Evensky & Katz LLC
|
BUY
|
- |
376+ 0.07% |
$38.5K - $42.4K
|
547K
$70.3M
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
364+ 116.67% |
$37.3K - $41.1K
|
676
$86.9K
|