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 |
---|---|---|---|---|---|---|---|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
7.93K+ 26.46% |
$725K - $873K
|
37.9K
$4.92M
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
7.34K+ 100.05% |
$672K - $809K
|
14.7K
$1.91M
|
|
Aug 09, 2022
Q2 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
6.71KNew |
$614K - $740K
|
6.71K
$872K
|
|
Aug 15, 2022
Q2 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
6.57K+ 87.27% |
$601K - $724K
|
14.1K
$1.83M
|
|
Aug 15, 2022
Q2 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
6.34K+ 21.9% |
$580K - $698K
|
35.3K
$4.58M
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
6.3K+ 40.24% |
$576K - $694K
|
21.9K
$2.85M
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
6.28K+ 1.85% |
$575K - $692K
|
346K
$44.9M
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
5.91K+ 125.24% |
$541K - $652K
|
10.6K
$1.38M
|
|
Aug 15, 2022
Q2 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
5.72K+ 6.84% |
$523K - $630K
|
89.3K
$11.6M
|
|
Jul 18, 2022
Q2 2022
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
5.7K+ 101.39% |
$522K - $628K
|
11.3K
$1.47M
|
|
Aug 08, 2022
Q2 2022
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
5.67K+ 1393.37% |
$519K - $625K
|
6.08K
$789K
|
|
Jul 19, 2022
Q2 2022
|
Evensky & Katz LLC
|
BUY
|
- |
5.58K+ 1.02% |
$511K - $615K
|
553K
$71.8M
|
|
Aug 11, 2022
Q2 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
5.52K+ 1.46% |
$505K - $608K
|
383K
$49.7M
|
|
Jul 08, 2022
Q2 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
5.12K+ 22.33% |
$468K - $564K
|
28K
$3.64M
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.01KNew |
$459K - $552K
|
5.01K
$651K
|
|
Aug 10, 2022
Q2 2022
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
4.86K+ 4.19% |
$445K - $536K
|
121K
$15.7M
|
|
Jul 19, 2022
Q2 2022
|
Mai Capital Management
|
BUY
|
- |
4.8K+ 1.62% |
$439K - $529K
|
302K
$39.2M
|
|
Aug 16, 2022
Q2 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
4.76K+ 1.67% |
$435K - $524K
|
290K
$37.7M
|
|
Oct 03, 2022
Q2 2022
|
American Trust
Lexington, KY |
BUY
|
- |
4.7K+ 22.38% |
$430K - $518K
|
25.7K
$3.34M
|
|
Aug 11, 2022
Q2 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
4.64KNew |
$424K - $511K
|
4.64K
$602K
|
|
Jul 25, 2022
Q2 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
4.62K+ 2.69% |
$423K - $509K
|
176K
$22.9M
|
|
Aug 11, 2022
Q2 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
4.41K+ 95.43% |
$403K - $486K
|
9.03K
$1.17M
|
|
Aug 05, 2022
Q2 2022
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
4.33K+ 11.38% |
$396K - $477K
|
42.3K
$5.5M
|
|
Jul 27, 2022
Q2 2022
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
4.26K+ 4.4% |
$390K - $469K
|
101K
$13.1M
|
|
Aug 09, 2022
Q2 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
4.11K+ 24.17% |
$376K - $453K
|
21.1K
$2.74M
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.01K+ 2.75% |
$367K - $442K
|
150K
$19.5M
|
|
Jul 26, 2022
Q2 2022
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
3.97KNew |
$363K - $437K
|
3.97K
$515K
|
|
Aug 09, 2022
Q2 2022
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
3.96KNew |
$362K - $436K
|
3.96K
$514K
|
|
Aug 10, 2022
Q2 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.81K+ 9.08% |
$348K - $419K
|
45.7K
$5.93M
|
|
Aug 15, 2022
Q2 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
3.8K+ 50.16% |
$348K - $419K
|
11.4K
$1.48M
|
|
Jul 20, 2022
Q2 2022
|
Cookson Peirce & CO Inc
|
BUY
|
- |
3.76KNew |
$344K - $414K
|
3.76K
$488K
|
|
Jul 29, 2022
Q2 2022
|
Close Asset Management LTD
|
BUY
|
- |
3.74KNew |
$342K - $412K
|
3.74K
$486K
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.69K+ 24.66% |
$338K - $407K
|
18.7K
$2.43M
|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.69K+ 75.76% |
$338K - $407K
|
8.56K
$1.11M
|
|
Aug 15, 2022
Q2 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3.47KNew |
$317K - $382K
|
3.47K
$450K
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.33K+ 403.63% |
$305K - $367K
|
4.16K
$540K
|
|
Jul 22, 2022
Q2 2022
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
3.2K+ 45.94% |
$293K - $353K
|
10.2K
$1.32M
|
|
Aug 11, 2022
Q2 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
3.14KNew |
$287K - $346K
|
3.14K
$408K
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
3.02K+ 4.44% |
$276K - $333K
|
70.9K
$9.21M
|
|
Aug 05, 2022
Q2 2022
|
Gamble Jones Investment Counsel
|
BUY
|
- |
3KNew |
$275K - $331K
|
3K
$390K
|
|
Aug 04, 2022
Q2 2022
|
North Rock Partners, LLC
|
BUY
|
- |
2.97KNew |
$271K - $327K
|
2.97K
$385K
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
2.93KNew |
$268K - $322K
|
2.93K
$380K
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
2.89K+ 32.27% |
$265K - $319K
|
11.8K
$1.54M
|
|
Aug 15, 2022
Q2 2022
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
2.88KNew |
$263K - $317K
|
2.88K
$374K
|
|
Jul 29, 2022
Q2 2022
|
Heron Financial Group, LLC
|
BUY
|
- |
2.78K+ 3.71% |
$255K - $307K
|
77.8K
$10.1M
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
2.74K+ 7.02% |
$250K - $302K
|
41.7K
$5.42M
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.56K+ 9.45% |
$234K - $282K
|
29.6K
$3.84M
|
|
Aug 04, 2022
Q2 2022
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
2.47K+ 116.37% |
$226K - $272K
|
4.59K
$596K
|
|
Jul 25, 2022
Q2 2022
|
Sage Financial Group Inc
|
BUY
|
- |
2.46KNew |
$225K - $271K
|
2.46K
$319K
|
|
Aug 12, 2022
Q2 2022
|
Rex Capital Advisors, LLC
Providence, RI |
BUY
|
- |
2.41K+ 0.93% |
$220K - $265K
|
262K
$34.1M
|