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 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
BUY
|
- |
602+ 14.86% |
$55.1K - $66.3K
|
4.65K
$604K
|
|
Jul 26, 2022
Q2 2022
|
Strategic Equity Management
|
BUY
|
- |
601+ 15.84% |
$55K - $66.2K
|
4.39K
$571K
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
600New |
$54.9K - $66.1K
|
600
$77.9K
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
599+ 8.25% |
$54.8K - $66K
|
7.86K
$1.02M
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
597+ 0.52% |
$54.6K - $65.8K
|
115K
$15M
|
|
Jul 21, 2022
Q2 2022
|
Sol Capital Management CO
|
BUY
|
- |
595+ 1.79% |
$54.4K - $65.6K
|
33.8K
$4.39M
|
|
Aug 17, 2022
Q2 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
583+ 198.3% |
$53.4K - $64.2K
|
877
$114K
|
|
Jul 11, 2022
Q2 2022
|
Piscataqua Savings Bank
|
BUY
|
- |
580+ 247.86% |
$53.1K - $63.9K
|
814
$106K
|
|
Jul 27, 2022
Q2 2022
|
Hms Capital Management, LLC
|
BUY
|
- |
576+ 6.54% |
$52.7K - $63.5K
|
9.38K
$1.22M
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
566+ 4.4% |
$51.8K - $62.4K
|
13.4K
$1.74M
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
566+ 3.42% |
$51.8K - $62.4K
|
17.1K
$2.23M
|
|
Aug 08, 2022
Q2 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
557+ 11.81% |
$51K - $61.4K
|
5.27K
$685K
|
|
Aug 12, 2022
Q2 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
547+ 5.68% |
$50.1K - $60.3K
|
10.2K
$1.32M
|
|
Jul 15, 2022
Q2 2022
|
David J Yvars Group
|
BUY
|
- |
510+ 14.77% |
$46.7K - $56.2K
|
3.96K
$515K
|
|
Aug 02, 2022
Q2 2022
|
Financial Counselors Inc
|
BUY
|
- |
504+ 1.83% |
$46.1K - $55.5K
|
28.1K
$3.65M
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
500+ 1.29% |
$45.8K - $55.1K
|
39.2K
$5.09M
|
|
Aug 10, 2022
Q2 2022
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
500+ 0.21% |
$45.8K - $55.1K
|
235K
$30.5M
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
453New |
$41.5K - $49.9K
|
453
$58.8K
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
450+ 90.54% |
$41.2K - $49.6K
|
947
$123K
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
448+ 9.17% |
$41K - $49.4K
|
5.33K
$692K
|
|
Aug 12, 2022
Q2 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
435+ 2.29% |
$39.8K - $47.9K
|
19.5K
$2.53M
|
|
Jul 26, 2022
Q2 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
435+ 13.02% |
$39.8K - $47.9K
|
3.78K
$490K
|
|
Jul 26, 2022
Q2 2022
|
Great Diamond Partners, LLC
|
BUY
|
- |
431+ 0.82% |
$39.4K - $47.5K
|
53.3K
$6.92M
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
419+ 94.58% |
$38.3K - $46.2K
|
862
$112K
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
BUY
|
- |
418+ 0.48% |
$38.3K - $46.1K
|
87.5K
$11.4M
|
|
Aug 10, 2022
Q2 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
416New |
$38.1K - $45.8K
|
416
$54K
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
416+ 0.29% |
$38.1K - $45.8K
|
142K
$18.4M
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
409+ 10.35% |
$37.4K - $45.1K
|
4.36K
$566K
|
|
Jul 29, 2022
Q2 2022
|
Ironwood Financial, LLC
|
BUY
|
- |
400+ 0.87% |
$36.6K - $44.1K
|
46.6K
$6.05M
|
|
Aug 13, 2024
Q2 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
400+ 49.38% |
$36.6K - $44.1K
|
1.21K
$157K
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
BUY
|
- |
381+ 1.6% |
$34.9K - $42K
|
24.1K
$3.13M
|
|
Jul 19, 2022
Q2 2022
|
Nikulski Financial, Inc.
|
BUY
|
- |
370+ 1.47% |
$33.9K - $40.8K
|
25.5K
$3.31M
|
|
Jul 12, 2022
Q2 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
369+ 5.4% |
$33.8K - $40.7K
|
7.2K
$935K
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
353+ 5.33% |
$32.3K - $38.9K
|
6.98K
$906K
|
|
Aug 15, 2022
Q2 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
329+ 0.36% |
$30.1K - $36.3K
|
92.6K
$12M
|
|
Jul 20, 2022
Q2 2022
|
Neumann Capital Management, LLC
|
BUY
|
- |
300+ 1.17% |
$27.5K - $33.1K
|
25.8K
$3.36M
|
|
Sep 06, 2022
Q2 2022
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
285+ 7.89% |
$26.1K - $31.4K
|
3.9K
$506K
|
|
Aug 12, 2022
Q2 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
285+ 0.53% |
$26.1K - $31.4K
|
53.8K
$6.99M
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
284+ 6.19% |
$26K - $31.3K
|
4.87K
$632K
|
|
Aug 03, 2022
Q2 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
282+ 4.49% |
$25.8K - $31.1K
|
6.56K
$852K
|
|
Aug 16, 2022
Q2 2022
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
255+ 0.41% |
$23.3K - $28.1K
|
63.1K
$8.19M
|
|
Aug 12, 2024
Q2 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
252+ 53.85% |
$23.1K - $27.8K
|
720
$93.5K
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
251+ 5.13% |
$23K - $27.7K
|
5.15K
$668K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
250+ 3125.0% |
$22.9K - $27.6K
|
258
$33.5K
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
248New |
$22.7K - $27.3K
|
248
$32.2K
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
245+ 7.96% |
$22.4K - $27K
|
3.32K
$432K
|
|
Jul 20, 2022
Q2 2022
|
Founders Capital Management
|
BUY
|
- |
232New |
$21.2K - $25.6K
|
232
$30.1K
|
|
Aug 09, 2022
Q2 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
227+ 0.32% |
$20.8K - $25K
|
70.2K
$9.12M
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
221+ 5.01% |
$20.2K - $24.4K
|
4.63K
$601K
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
220New |
$20.1K - $24.2K
|
220
$28.6K
|