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 |
---|---|---|---|---|---|---|---|
Jul 22, 2022
Q2 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
2.37K+ 249.79% |
N/A
|
3.32K
$376K
|
|
Nov 03, 2022
Q2 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
2.36KNew |
N/A
|
2.36K
$267K
|
|
Aug 02, 2022
Q2 2022
|
Comerica Bank
|
BUY
|
- |
2.36K+ 122.53% |
N/A
|
4.28K
$484K
|
|
Aug 12, 2022
Q2 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
2.34KNew |
N/A
|
2.34K
$264K
|
|
Jul 21, 2022
Q2 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
2.33KNew |
N/A
|
2.33K
$263K
|
|
Jul 21, 2022
Q2 2022
|
Campion Asset Management
|
BUY
|
- |
2.24K+ 6.68% |
N/A
|
35.8K
$4.05M
|
|
Aug 08, 2022
Q2 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
2.24KNew |
N/A
|
2.24K
$253K
|
|
Jul 08, 2022
Q2 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.23KNew |
N/A
|
2.23K
$252K
|
|
Aug 04, 2022
Q2 2022
|
Brighton Jones LLC
|
BUY
|
- |
2.19K+ 62.91% |
N/A
|
5.67K
$641K
|
|
Aug 04, 2022
Q2 2022
|
Anchor Capital Advisors LLC
|
BUY
|
- |
2.16KNew |
N/A
|
2.16K
$245K
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
2.11K+ 17.09% |
N/A
|
14.5K
$1.64M
|
|
Aug 12, 2022
Q2 2022
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
1.94K+ 3079.37% |
N/A
|
2K
$226K
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
1.89K+ 86.34% |
N/A
|
4.08K
$461K
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.84K+ 24.87% |
N/A
|
9.26K
$1.05M
|
|
Jul 28, 2022
Q2 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.77KNew |
N/A
|
1.77K
$200K
|
|
Aug 15, 2022
Q2 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.73KNew |
N/A
|
1.73K
$196K
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
1.7K+ 23.45% |
N/A
|
8.94K
$1.01M
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.68K+ 8.18% |
N/A
|
22.2K
$2.52M
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.59K+ 9.96% |
N/A
|
17.5K
$1.98M
|
|
Jul 08, 2022
Q2 2022
|
First Citizens Financial Corp
|
BUY
|
- |
1.39K+ 3.04% |
N/A
|
47.1K
$5.33M
|
|
Aug 08, 2022
Q2 2022
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
1.32K+ 17.75% |
N/A
|
8.74K
$989K
|
|
Jul 13, 2022
Q2 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.29K+ 4.38% |
N/A
|
30.8K
$3.48M
|
|
Jul 13, 2022
Q2 2022
|
First National Bank Of South Miami
|
BUY
|
- |
1.28K+ 9.94% |
N/A
|
14.1K
$1.6M
|
|
Jul 28, 2022
Q2 2022
|
Oldfather Financial Services, LLC
|
BUY
|
- |
1.25K+ 3.49% |
N/A
|
37.1K
$4.19M
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.24KNew |
N/A
|
1.24K
$140K
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.21K+ 5.93% |
N/A
|
21.7K
$2.45M
|
|
Jul 18, 2022
Q2 2022
|
Collective Family Office LLC
|
BUY
|
- |
1.2K+ 29.16% |
N/A
|
5.32K
$601K
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.17K+ 8.5% |
N/A
|
14.9K
$1.68M
|
|
Aug 15, 2022
Q2 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.17K+ 486.25% |
N/A
|
1.41K
$159K
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.17K+ 8.66% |
N/A
|
14.6K
$1.65M
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.16K+ 3.08% |
N/A
|
38.7K
$4.37M
|
|
Aug 03, 2022
Q2 2022
|
Tfc Financial Management
|
BUY
|
- |
1.14K+ 1962.07% |
N/A
|
1.2K
$135K
|
|
Jul 27, 2022
Q2 2022
|
Country Club Bank
|
BUY
|
- |
1.13K+ 38.5% |
N/A
|
4.07K
$460K
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.12K+ 32.68% |
N/A
|
4.53K
$512K
|
|
Aug 11, 2022
Q2 2022
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
1.11K+ 2.67% |
N/A
|
42.8K
$4.84M
|
|
Aug 05, 2022
Q2 2022
|
Amg National Trust Bank
|
BUY
|
- |
1.01K+ 7.77% |
N/A
|
13.9K
$1.58M
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
886+ 25.04% |
N/A
|
4.42K
$500K
|
|
Aug 12, 2022
Q2 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
877+ 7.93% |
N/A
|
11.9K
$1.35M
|
|
Jul 15, 2022
Q2 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
826New |
N/A
|
826
$93.4K
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
825+ 14.39% |
N/A
|
6.56K
$742K
|
|
Aug 03, 2022
Q2 2022
|
Factorial Partners, LLC
|
BUY
|
- |
800+ 2.68% |
N/A
|
30.7K
$3.47M
|
|
Jul 15, 2022
Q2 2022
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
790New |
N/A
|
790
$89.3K
|
|
Jul 19, 2022
Q2 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
759+ 6.6% |
N/A
|
12.3K
$1.39M
|
|
Jul 20, 2022
Q2 2022
|
Courier Capital LLC
|
BUY
|
- |
730+ 0.6% |
N/A
|
123K
$13.9M
|
|
Aug 12, 2022
Q2 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
721+ 2.5% |
N/A
|
29.5K
$3.34M
|
|
Aug 04, 2022
Q2 2022
|
Cutler Group LP
|
BUY
|
- |
700+ 350.0% |
N/A
|
900
$102K
|
|
Apr 19, 2024
Q2 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
669+ 4.63% |
N/A
|
15.1K
$1.71M
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
660+ 4.19% |
N/A
|
16.4K
$1.85M
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
624+ 8.14% |
N/A
|
8.29K
$938K
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
604+ 4.42% |
N/A
|
14.3K
$1.61M
|