Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2022
Q2 2022
|
M&T Bank Corp
|
BUY
|
- |
601K+ 983.69% |
$55M - $66.2M
|
662K
$86M
|
|
|
Aug 10, 2022
Q2 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
460K+ 9921.51% |
$42.1M - $50.7M
|
464K
$60.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
221K+ 51.29% |
$20.2M - $24.4M
|
652K
$84.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
147K+ 247.13% |
$13.5M - $16.2M
|
207K
$26.8M
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
136K+ 9.82% |
$12.5M - $15M
|
1.53M
$198M
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
126K+ 32.17% |
$11.5M - $13.9M
|
517K
$67.1M
|
|
|
Jul 27, 2022
Q2 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
118K+ 2568.79% |
$10.8M - $13M
|
123K
$15.9M
|
|
|
Jul 11, 2022
Q2 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
110K+ 2206.3% |
$10M - $12.1M
|
115K
$14.9M
|
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
105K+ 6.31% |
$9.58M - $11.5M
|
1.76M
$229M
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
101K+ 10.98% |
$9.26M - $11.2M
|
1.02M
$133M
|
|
|
Aug 04, 2022
Q2 2022
|
Barber Financial Group, Inc.
|
BUY
|
- |
72.2K+ 10.15% |
$6.61M - $7.96M
|
783K
$102M
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
62.2K+ 15.78% |
$5.69M - $6.86M
|
456K
$59.3M
|
|
|
Jul 28, 2022
Q2 2022
|
Royal Fund Management, LLC
|
BUY
|
- |
55.2KNew |
$5.05M - $6.08M
|
55.2K
$7.17M
|
|
|
Jul 18, 2022
Q2 2022
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
48.6KNew |
$4.45M - $5.36M
|
48.6K
$6.32M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
47.7K+ 30.95% |
$4.36M - $5.25M
|
202K
$26.2M
|
|
|
Jul 29, 2022
Q2 2022
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
45.3K+ 118.79% |
$4.15M - $4.99M
|
83.5K
$10.8M
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
42.9K+ 3988.37% |
$3.92M - $4.72M
|
44K
$5.71M
|
|
|
Aug 10, 2022
Q2 2022
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
36.8K+ 3.0% |
$3.37M - $4.06M
|
1.26M
$164M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
36.7K+ 64.05% |
$3.36M - $4.05M
|
94.1K
$12.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
35.1K+ 235.02% |
$3.21M - $3.87M
|
50.1K
$6.5M
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
27.6K+ 0.6% |
$2.53M - $3.04M
|
4.62M
$600M
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
27.6K+ 0.6% |
$2.53M - $3.04M
|
4.62M
$600M
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
27.3K+ 82.3% |
$2.5M - $3.01M
|
60.4K
$7.85M
|
|
|
Aug 12, 2022
Q2 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
25.8K+ 4.63% |
$2.36M - $2.85M
|
584K
$75.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
25.4K+ 34.6% |
$2.33M - $2.8M
|
99K
$12.9M
|
|
|
Aug 05, 2022
Q2 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
24.7K+ 13.66% |
$2.26M - $2.72M
|
205K
$26.7M
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
23.6K+ 3.46% |
$2.16M - $2.6M
|
707K
$91.8M
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
23.3K+ 80.33% |
$2.13M - $2.57M
|
52.3K
$6.79M
|
|
|
Aug 15, 2022
Q2 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
19.4K+ 82.52% |
$1.77M - $2.13M
|
42.8K
$5.56M
|
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
18.5KNew |
$1.69M - $2.04M
|
18.5K
$2.4M
|
|
|
Jul 18, 2022
Q2 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
17.6K+ 12.03% |
$1.61M - $1.94M
|
164K
$21.3M
|
|
|
Aug 09, 2022
Q2 2022
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
16.5K+ 8.24% |
$1.51M - $1.81M
|
216K
$28.1M
|
|
|
Jul 20, 2022
Q2 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
16.2KNew |
$1.49M - $1.79M
|
16.2K
$2.11M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
15.1K+ 1.73% |
$1.38M - $1.66M
|
887K
$115M
|
|
|
Aug 10, 2022
Q2 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
15K+ 36.19% |
$1.37M - $1.65M
|
56.3K
$7.32M
|
|
|
Jul 22, 2022
Q2 2022
|
Bank Of Stockton
|
BUY
|
- |
14.9K+ 79.46% |
$1.36M - $1.64M
|
33.6K
$4.36M
|
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
13.6K+ 1.82% |
$1.25M - $1.5M
|
762K
$99M
|
|
|
Aug 04, 2022
Q2 2022
|
Sierra Capital LLC
|
BUY
|
- |
13K+ 140.22% |
$1.19M - $1.43M
|
22.3K
$2.89M
|
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.9K+ 43.15% |
$1.18M - $1.42M
|
42.7K
$5.54M
|
|
|
Jul 28, 2022
Q2 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
12.6KNew |
$1.15M - $1.39M
|
12.6K
$1.63M
|
|
|
Jul 18, 2022
Q2 2022
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
11.6K+ 3.09% |
$1.06M - $1.27M
|
386K
$50.2M
|
|
|
Aug 11, 2022
Q2 2022
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
11K+ 247.19% |
$1.01M - $1.21M
|
15.5K
$2.01M
|
|
|
Aug 08, 2022
Q2 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
10.8K+ 2344.25% |
$989K - $1.19M
|
11.3K
$1.46M
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
10.3K+ 0.42% |
$941K - $1.13M
|
2.45M
$318M
|
|
|
Aug 08, 2022
Q2 2022
|
Nuance Investments, LLC
Kansas City, MO |
BUY
|
- |
9.68KNew |
$886K - $1.07M
|
9.68K
$1.26M
|
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
9.49K+ 381.69% |
$868K - $1.05M
|
12K
$1.55M
|
|
|
Aug 08, 2022
Q2 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
9.27K+ 99.63% |
$848K - $1.02M
|
18.6K
$2.41M
|
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
9.18K+ 9.26% |
$840K - $1.01M
|
108K
$14.1M
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
8.53KNew |
$780K - $940K
|
8.53K
$1.11M
|
|
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
8.04KNew |
$735K - $886K
|
8.04K
$1.04M
|