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 28, 2022
Q1 2022
|
Friedenthal Financial
|
BUY
|
- |
360+ 2.3% |
$36.9K - $40.6K
|
16K
$2.08M
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
359+ 0.43% |
$36.8K - $40.5K
|
83.6K
$10.8M
|
|
|
May 06, 2022
Q1 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
351New |
$36K - $39.6K
|
351
$45.5K
|
|
|
May 09, 2022
Q1 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
330+ 6.91% |
$33.8K - $37.2K
|
5.11K
$662K
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
BUY
|
- |
328+ 3.74% |
$33.6K - $37K
|
9.1K
$1.18M
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
321+ 2.04% |
$32.9K - $36.2K
|
16K
$2.08M
|
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
304+ 4.9% |
$31.2K - $34.3K
|
6.5K
$843K
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
297+ 9.22% |
$30.4K - $33.5K
|
3.52K
$456K
|
|
|
May 13, 2022
Q1 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
295+ 13.06% |
$30.2K - $33.3K
|
2.55K
$331K
|
|
|
Apr 20, 2022
Q1 2022
|
Objective Capital Management, LLC
|
BUY
|
- |
293+ 11.65% |
$30K - $33.1K
|
2.81K
$364K
|
|
|
Aug 13, 2024
Q1 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
280+ 52.83% |
$28.7K - $31.6K
|
810
$105K
|
|
|
May 02, 2022
Q1 2022
|
Capital Investment Counsel, Inc
|
BUY
|
- |
266New |
$27.3K - $30K
|
266
$34.5K
|
|
|
Apr 25, 2022
Q1 2022
|
Grant
|
BUY
|
- |
263+ 7.05% |
$27K - $29.7K
|
3.99K
$518K
|
|
|
Apr 28, 2022
Q1 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
260+ 5.83% |
$26.7K - $29.3K
|
4.72K
$612K
|
|
|
May 02, 2022
Q1 2022
|
Courier Capital LLC
|
BUY
|
- |
259+ 0.21% |
$26.6K - $29.2K
|
122K
$15.8M
|
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
258+ 45.42% |
$26.5K - $29.1K
|
826
$107K
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
254+ 0.85% |
$26K - $28.7K
|
30K
$3.89M
|
|
|
Apr 20, 2022
Q1 2022
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
243+ 4.93% |
$24.9K - $27.4K
|
5.17K
$670K
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
230+ 0.93% |
$23.6K - $26K
|
25K
$3.24M
|
|
|
Apr 19, 2022
Q1 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
229+ 0.78% |
$23.5K - $25.8K
|
29.5K
$3.82M
|
|
|
May 12, 2022
Q1 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
200+ 500.0% |
$20.5K - $22.6K
|
240
$31.1K
|
|
|
Apr 13, 2022
Q1 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
BUY
|
- |
200+ 6.9% |
$20.5K - $22.6K
|
3.1K
$402K
|
|
|
May 09, 2022
Q1 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
192+ 0.86% |
$19.7K - $21.7K
|
22.6K
$2.93M
|
|
|
May 16, 2022
Q1 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
178New |
$18.2K - $20.1K
|
178
$23.1K
|
|
|
Aug 13, 2024
Q1 2022
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
144+ 2.37% |
$14.8K - $16.3K
|
6.23K
$808K
|
|
|
May 05, 2022
Q1 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
142+ 0.84% |
$14.6K - $16K
|
17K
$2.2M
|
|
|
May 03, 2022
Q1 2022
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
116+ 0.25% |
$11.9K - $13.1K
|
47.3K
$6.14M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
111+ 3.03% |
$11.4K - $12.5K
|
3.78K
$490K
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
109+ 2.28% |
$11.2K - $12.3K
|
4.9K
$635K
|
|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
109New |
$11.2K - $12.3K
|
109
$14.1K
|
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
BUY
|
- |
102+ 2.58% |
$10.5K - $11.5K
|
4.05K
$525K
|
|
|
May 02, 2022
Q1 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
100+ 16.92% |
$10.3K - $11.3K
|
691
$89.6K
|
|
|
Apr 14, 2022
Q1 2022
|
Cutler Group LP
|
BUY
|
- |
100+ 100.0% |
$10.3K - $11.3K
|
200
$25.9K
|
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
100New |
$10.3K - $11.3K
|
100
$13K
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
98+ 3.64% |
$10K - $11.1K
|
2.79K
$362K
|
|
|
Apr 08, 2022
Q1 2022
|
Optimum Investment Advisors
|
BUY
|
- |
98New |
$10K - $11.1K
|
98
$12.7K
|
|
|
Apr 04, 2022
Q1 2022
|
Fc Advisory LLC
|
BUY
|
- |
97+ 4.06% |
$9.94K - $10.9K
|
2.49K
$322K
|
|
|
May 16, 2022
Q1 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
96New |
$9.84K - $10.8K
|
96
$12.4K
|
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
94+ 2.09% |
$9.64K - $10.6K
|
4.59K
$595K
|
|
|
Jan 25, 2023
Q1 2022
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
93+ 0.31% |
$9.53K - $10.5K
|
30.3K
$3.92M
|
|
|
May 06, 2022
Q1 2022
|
Weil Company, Inc.
|
BUY
|
- |
89+ 2.36% |
$9.12K - $10K
|
3.86K
$501K
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
78New |
$8K - $8.8K
|
78
$10.1K
|
|
|
Apr 27, 2022
Q1 2022
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
77+ 0.43% |
$7.89K - $8.69K
|
18.2K
$2.36M
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
75+ 1.68% |
$7.69K - $8.46K
|
4.54K
$588K
|
|
|
Apr 14, 2022
Q1 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
74+ 0.41% |
$7.59K - $8.35K
|
18.1K
$2.35M
|
|
|
May 10, 2022
Q1 2022
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
73+ 0.13% |
$7.48K - $8.24K
|
56.3K
$7.29M
|
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
72+ 0.87% |
$7.38K - $8.13K
|
8.32K
$1.08M
|
|
|
May 13, 2022
Q1 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
58+ 2.96% |
$5.95K - $6.55K
|
2.02K
$262K
|
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
BUY
|
- |
58+ 9.25% |
$5.95K - $6.55K
|
685
$88.8K
|
|
|
May 09, 2022
Q1 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
58+ 0.98% |
$5.95K - $6.55K
|
5.98K
$775K
|