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% |
$217K - $262K
|
3.32K
$432K
|
|
Nov 03, 2022
Q2 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
2.36KNew |
$216K - $260K
|
2.36K
$306K
|
|
Aug 02, 2022
Q2 2022
|
Comerica Bank
|
BUY
|
- |
2.36K+ 122.53% |
$216K - $260K
|
4.28K
$555K
|
|
Aug 12, 2022
Q2 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
2.34KNew |
$214K - $258K
|
2.34K
$304K
|
|
Jul 21, 2022
Q2 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
2.33KNew |
$213K - $256K
|
2.33K
$302K
|
|
Jul 21, 2022
Q2 2022
|
Campion Asset Management
|
BUY
|
- |
2.24K+ 6.68% |
$205K - $247K
|
35.8K
$4.65M
|
|
Aug 08, 2022
Q2 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
2.24KNew |
$205K - $246K
|
2.24K
$290K
|
|
Jul 08, 2022
Q2 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.23KNew |
$204K - $245K
|
2.23K
$289K
|
|
Aug 04, 2022
Q2 2022
|
Brighton Jones LLC
|
BUY
|
- |
2.19K+ 62.91% |
$200K - $241K
|
5.67K
$736K
|
|
Aug 04, 2022
Q2 2022
|
Anchor Capital Advisors LLC
|
BUY
|
- |
2.16KNew |
$198K - $238K
|
2.16K
$281K
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
2.11K+ 17.09% |
$193K - $233K
|
14.5K
$1.88M
|
|
Aug 12, 2022
Q2 2022
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
1.94K+ 3079.37% |
$178K - $214K
|
2K
$260K
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
1.89K+ 86.34% |
$173K - $208K
|
4.08K
$530K
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.84K+ 24.87% |
$169K - $203K
|
9.26K
$1.2M
|
|
Jul 28, 2022
Q2 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.77KNew |
$162K - $195K
|
1.77K
$230K
|
|
Aug 15, 2022
Q2 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.73KNew |
$158K - $191K
|
1.73K
$225K
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
1.7K+ 23.45% |
$155K - $187K
|
8.94K
$1.16M
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.68K+ 8.18% |
$154K - $185K
|
22.2K
$2.89M
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.59K+ 9.96% |
$145K - $175K
|
17.5K
$2.28M
|
|
Jul 08, 2022
Q2 2022
|
First Citizens Financial Corp
|
BUY
|
- |
1.39K+ 3.04% |
$127K - $153K
|
47.1K
$6.12M
|
|
Aug 08, 2022
Q2 2022
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
1.32K+ 17.75% |
$121K - $145K
|
8.74K
$1.14M
|
|
Jul 13, 2022
Q2 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.29K+ 4.38% |
$118K - $142K
|
30.8K
$4M
|
|
Jul 13, 2022
Q2 2022
|
First National Bank Of South Miami
|
BUY
|
- |
1.28K+ 9.94% |
$117K - $141K
|
14.1K
$1.84M
|
|
Jul 28, 2022
Q2 2022
|
Oldfather Financial Services, LLC
|
BUY
|
- |
1.25K+ 3.49% |
$114K - $138K
|
37.1K
$4.82M
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.24KNew |
$113K - $136K
|
1.24K
$160K
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.21K+ 5.93% |
$111K - $134K
|
21.7K
$2.82M
|
|
Jul 18, 2022
Q2 2022
|
Collective Family Office LLC
|
BUY
|
- |
1.2K+ 29.16% |
$110K - $132K
|
5.32K
$690K
|
|
Aug 15, 2022
Q2 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.17K+ 486.25% |
$107K - $129K
|
1.41K
$183K
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.17K+ 8.5% |
$107K - $129K
|
14.9K
$1.93M
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.17K+ 8.66% |
$107K - $128K
|
14.6K
$1.9M
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.16K+ 3.08% |
$106K - $127K
|
38.7K
$5.02M
|
|
Aug 03, 2022
Q2 2022
|
Tfc Financial Management
|
BUY
|
- |
1.14K+ 1962.07% |
$104K - $125K
|
1.2K
$155K
|
|
Jul 27, 2022
Q2 2022
|
Country Club Bank
|
BUY
|
- |
1.13K+ 38.5% |
$103K - $125K
|
4.07K
$528K
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.12K+ 32.68% |
$102K - $123K
|
4.53K
$588K
|
|
Aug 11, 2022
Q2 2022
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
1.11K+ 2.67% |
$102K - $123K
|
42.8K
$5.56M
|
|
Aug 05, 2022
Q2 2022
|
Amg National Trust Bank
|
BUY
|
- |
1.01K+ 7.77% |
$92K - $111K
|
13.9K
$1.81M
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
886+ 25.04% |
$81.1K - $97.6K
|
4.42K
$575K
|
|
Aug 12, 2022
Q2 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
877+ 7.93% |
$80.3K - $96.6K
|
11.9K
$1.55M
|
|
Jul 15, 2022
Q2 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
826New |
$75.6K - $91K
|
826
$107K
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
825+ 14.39% |
$75.5K - $90.9K
|
6.56K
$852K
|
|
Aug 03, 2022
Q2 2022
|
Factorial Partners, LLC
|
BUY
|
- |
800+ 2.68% |
$73.2K - $88.2K
|
30.7K
$3.99M
|
|
Jul 15, 2022
Q2 2022
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
790New |
$72.3K - $87.1K
|
790
$103K
|
|
Jul 19, 2022
Q2 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
759+ 6.6% |
$69.5K - $83.6K
|
12.3K
$1.59M
|
|
Jul 20, 2022
Q2 2022
|
Courier Capital LLC
|
BUY
|
- |
730+ 0.6% |
$66.8K - $80.4K
|
123K
$15.9M
|
|
Aug 12, 2022
Q2 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
721+ 2.5% |
$66K - $79.5K
|
29.5K
$3.83M
|
|
Aug 04, 2022
Q2 2022
|
Cutler Group LP
|
BUY
|
- |
700+ 350.0% |
$64.1K - $77.1K
|
900
$117K
|
|
Apr 19, 2024
Q2 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
669+ 4.63% |
$61.2K - $73.7K
|
15.1K
$1.96M
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
660+ 4.19% |
$60.4K - $72.7K
|
16.4K
$2.13M
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
624+ 8.14% |
$57.1K - $68.8K
|
8.29K
$1.08M
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
604+ 4.42% |
$55.3K - $66.6K
|
14.3K
$1.85M
|