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 16, 2022
Q1 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-355- 4.81% |
$36.4K - $40.1K
|
7.02K
$912K
|
|
|
May 05, 2022
Q1 2022
|
Spectrum Management Group, LLC
|
SELL
|
- |
-360- 26.01% |
$36.9K - $40.6K
|
1.02K
$133K
|
|
|
May 16, 2022
Q1 2022
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-360- 0.39% |
$36.9K - $40.6K
|
92.3K
$12M
|
|
|
May 05, 2022
Q1 2022
|
Savant Capital, LLC
|
SELL
|
- |
-370- 3.96% |
$37.9K - $41.8K
|
8.97K
$1.16M
|
|
|
May 12, 2022
Q1 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-380- 0.82% |
$39K - $42.9K
|
45.9K
$5.96M
|
|
|
May 16, 2022
Q1 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-388- 2.53% |
$39.8K - $43.8K
|
14.9K
$1.94M
|
|
|
May 12, 2022
Q1 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-396- 7.74% |
$40.6K - $44.7K
|
4.72K
$613K
|
|
|
May 09, 2022
Q1 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-407- 1.05% |
$41.7K - $45.9K
|
38.4K
$4.99M
|
|
|
May 16, 2022
Q1 2022
|
Jmac Enterprises LLC
|
SELL
|
- |
-445- 0.3% |
$45.6K - $50.2K
|
146K
$19M
|
|
|
May 03, 2022
Q1 2022
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-448- 17.45% |
$45.9K - $50.6K
|
2.12K
$275K
|
|
|
May 11, 2022
Q1 2022
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-454Closed |
$46.5K - $51.2K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-476- 1.77% |
$48.8K - $53.7K
|
26.3K
$3.42M
|
|
|
May 16, 2022
Q1 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-495- 12.27% |
$50.7K - $55.9K
|
3.54K
$459K
|
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-500- 9.39% |
$51.3K - $56.4K
|
4.83K
$627K
|
|
|
Apr 25, 2022
Q1 2022
|
First Premier Bank
|
SELL
|
- |
-500- 52.63% |
$51.3K - $56.4K
|
450
$58.4K
|
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-537- 4.12% |
$55.1K - $60.6K
|
12.5K
$1.62M
|
|
|
May 09, 2022
Q1 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-546- 13.66% |
$56K - $61.6K
|
3.45K
$448K
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-579- 2.38% |
$59.4K - $65.3K
|
23.8K
$3.08M
|
|
|
Apr 28, 2022
Q1 2022
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-590Closed |
$60.5K - $66.6K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-609- 0.33% |
$62.4K - $68.7K
|
187K
$24.2M
|
|
|
Apr 27, 2022
Q1 2022
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-626- 1.16% |
$64.2K - $70.7K
|
53.5K
$6.95M
|
|
|
Apr 13, 2022
Q1 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-660- 16.5% |
$67.7K - $74.5K
|
3.34K
$434K
|
|
|
Jul 22, 2022
Q1 2022
|
Ltg Capital LLC
|
SELL
|
- |
-691- 1.85% |
$70.8K - $78K
|
36.6K
$4.76M
|
|
|
Apr 20, 2022
Q1 2022
|
Moneywise, Inc.
|
SELL
|
- |
-715- 19.27% |
$73.3K - $80.7K
|
3K
$389K
|
|
|
Apr 29, 2022
Q1 2022
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-728- 6.18% |
$74.6K - $82.2K
|
11.1K
$1.44M
|
|
|
Apr 08, 2022
Q1 2022
|
Norway Savings Bank
|
SELL
|
- |
-743- 2.47% |
$76.2K - $83.9K
|
29.3K
$3.81M
|
|
|
Apr 27, 2022
Q1 2022
|
Wespac Advisors, LLC
|
SELL
|
- |
-819- 23.82% |
$84K - $92.4K
|
2.62K
$340K
|
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-837- 2.83% |
$85.8K - $94.5K
|
28.7K
$3.73M
|
|
|
Apr 06, 2022
Q1 2022
|
First Hawaiian Bank
|
SELL
|
- |
-837- 1.02% |
$85.8K - $94.5K
|
81.2K
$10.5M
|
|
|
Apr 20, 2022
Q1 2022
|
Essex LLC
|
SELL
|
- |
-839- 4.44% |
$86K - $94.7K
|
18.1K
$2.35M
|
|
|
May 12, 2022
Q1 2022
|
Rex Capital Advisors, LLC
Providence, RI |
SELL
|
- |
-841- 0.32% |
$86.2K - $94.9K
|
260K
$33.7M
|
|
|
May 11, 2022
Q1 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-852- 3.29% |
$87.3K - $96.2K
|
25.1K
$3.25M
|
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-870- 0.87% |
$89.2K - $98.2K
|
99.1K
$12.9M
|
|
|
Apr 29, 2022
Q1 2022
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-880- 4.92% |
$90.2K - $99.3K
|
17K
$2.21M
|
|
|
May 12, 2022
Q1 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-890- 2.41% |
$91.2K - $100K
|
36K
$4.67M
|
|
|
May 13, 2022
Q1 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-917- 11.39% |
$94K - $103K
|
7.13K
$926K
|
|
|
May 16, 2022
Q1 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-938- 24.81% |
$96.2K - $106K
|
2.84K
$369K
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-976- 3.47% |
$100K - $110K
|
27.1K
$3.52M
|
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-1.01K- 2.18% |
$103K - $114K
|
45.2K
$5.87M
|
|
|
May 02, 2022
Q1 2022
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-1.02KClosed |
$104K - $115K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.02K- 34.84% |
$104K - $115K
|
1.9K
$247K
|
|
|
Apr 27, 2022
Q1 2022
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-1.02K- 2.13% |
$105K - $115K
|
47K
$6.1M
|
|
|
May 09, 2022
Q1 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.04K- 10.86% |
$107K - $117K
|
8.54K
$1.11M
|
|
|
May 11, 2022
Q1 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.09K- 4.43% |
$112K - $123K
|
23.5K
$3.05M
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-1.12KClosed |
$114K - $126K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-1.13K- 8.64% |
$115K - $127K
|
11.9K
$1.55M
|
|
|
Apr 14, 2022
Q1 2022
|
Atlas Brown,Inc.
|
SELL
|
- |
-1.13K- 32.69% |
$116K - $127K
|
2.32K
$301K
|
|
|
May 13, 2022
Q1 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-1.15K- 3.83% |
$117K - $129K
|
28.8K
$3.74M
|
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-1.15KClosed |
$118K - $130K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-1.21K- 18.65% |
$124K - $136K
|
5.27K
$684K
|