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 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
220+ 8.06% |
$20.1K - $24.2K
|
2.95K
$383K
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
202+ 0.9% |
$18.5K - $22.3K
|
22.6K
$2.94M
|
|
Aug 01, 2022
Q2 2022
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
202+ 0.36% |
$18.5K - $22.3K
|
56.5K
$7.33M
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
197+ 7.06% |
$18K - $21.7K
|
2.99K
$388K
|
|
Jul 28, 2022
Q2 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
186+ 1.1% |
$17K - $20.5K
|
17.2K
$2.23M
|
|
Aug 08, 2022
Q2 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
180+ 5.84% |
$16.5K - $19.8K
|
3.26K
$423K
|
|
Aug 01, 2022
Q2 2022
|
Total Wealth Planning, LLC
|
BUY
|
- |
166+ 2.73% |
$15.2K - $18.3K
|
6.24K
$810K
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
165+ 14.42% |
$15.1K - $18.2K
|
1.31K
$170K
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
165+ 0.16% |
$15.1K - $18.2K
|
101K
$13.1M
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
159+ 2.68% |
$14.6K - $17.5K
|
6.1K
$792K
|
|
Jul 19, 2022
Q2 2022
|
Columbia Trust CO 01012016
|
BUY
|
- |
150+ 7.22% |
$13.7K - $16.5K
|
2.23K
$289K
|
|
Aug 11, 2022
Q2 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
143+ 1.33% |
$13.1K - $15.8K
|
10.9K
$1.41M
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
137+ 5.75% |
$12.5K - $15.1K
|
2.52K
$327K
|
|
Aug 04, 2022
Q2 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
124+ 3.95% |
$11.3K - $13.7K
|
3.27K
$424K
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
BUY
|
- |
119+ 7.65% |
$10.9K - $13.1K
|
1.67K
$217K
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
110New |
$10.1K - $12.1K
|
110
$14.3K
|
|
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
105+ 0.32% |
$9.61K - $11.6K
|
33.3K
$4.32M
|
|
Aug 02, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
105+ 0.32% |
$9.61K - $11.6K
|
33.3K
$4.32M
|
|
Aug 09, 2022
Q2 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
96+ 0.4% |
$8.78K - $10.6K
|
24.2K
$3.14M
|
|
Jul 20, 2022
Q2 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
91+ 13.17% |
$8.33K - $10K
|
782
$102K
|
|
Aug 09, 2022
Q2 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
88+ 1.72% |
$8.05K - $9.7K
|
5.19K
$675K
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
82+ 27.52% |
$7.5K - $9.04K
|
380
$49.4K
|
|
Aug 12, 2022
Q2 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
80+ 0.86% |
$7.32K - $8.82K
|
9.35K
$1.21M
|
|
Aug 12, 2022
Q2 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
76+ 2.05% |
$6.95K - $8.38K
|
3.78K
$490K
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
76New |
$6.95K - $8.38K
|
76
$9.87K
|
|
Jul 20, 2022
Q2 2022
|
Lutz Financial Services LLC
|
BUY
|
- |
72+ 0.05% |
$6.59K - $7.93K
|
134K
$17.3M
|
|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
BUY
|
- |
68+ 11.76% |
$6.22K - $7.49K
|
646
$83.9K
|
|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
BUY
|
- |
64+ 336.84% |
$5.86K - $7.05K
|
83
$10.8K
|
|
Jul 18, 2022
Q2 2022
|
Field & Main Bank
|
BUY
|
- |
62New |
$5.67K - $6.83K
|
62
$8.05K
|
|
Jul 27, 2022
Q2 2022
|
Davidson Trust CO
|
BUY
|
- |
61+ 0.89% |
$5.58K - $6.72K
|
6.94K
$902K
|
|
Aug 10, 2022
Q2 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
61+ 0.19% |
$5.58K - $6.72K
|
31.6K
$4.1M
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
48New |
$4.39K - $5.29K
|
48
$6.23K
|
|
Jul 13, 2022
Q2 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
40+ 1.63% |
$3.66K - $4.41K
|
2.49K
$324K
|
|
Jul 27, 2022
Q2 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
40+ 1.64% |
$3.66K - $4.41K
|
2.48K
$322K
|
|
Aug 02, 2022
Q2 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
37+ 0.39% |
$3.39K - $4.08K
|
9.6K
$1.25M
|
|
Jul 19, 2022
Q2 2022
|
Eidelman Virant Capital
|
BUY
|
- |
36+ 0.76% |
$3.29K - $3.97K
|
4.78K
$621K
|
|
Aug 08, 2022
Q2 2022
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
33+ 0.57% |
$3.02K - $3.64K
|
5.87K
$762K
|
|
Jul 15, 2022
Q2 2022
|
West Bancorporation Inc
|
BUY
|
- |
32+ 2.27% |
$2.93K - $3.53K
|
1.44K
$187K
|
|
Aug 01, 2022
Q2 2022
|
Tag Stone Capital, Inc.
|
BUY
|
- |
31+ 0.4% |
$2.84K - $3.42K
|
7.8K
$1.01M
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
29+ 0.11% |
$2.65K - $3.2K
|
27.2K
$3.53M
|
|
Aug 15, 2022
Q2 2022
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
28+ 34.57% |
$2.56K - $3.09K
|
109
$14.2K
|
|
Jul 25, 2022
Q2 2022
|
Arlington Partners LLC
|
BUY
|
- |
26New |
$2.38K - $2.87K
|
26
$3.38K
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
26New |
$2.38K - $2.87K
|
26
$3.38K
|
|
Aug 15, 2022
Q2 2022
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
25+ 1.53% |
$2.29K - $2.76K
|
1.66K
$215K
|
|
Jul 18, 2022
Q2 2022
|
Rodgers & Associates, LTD
|
BUY
|
- |
25+ 0.5% |
$2.29K - $2.76K
|
5.04K
$655K
|
|
Aug 01, 2022
Q2 2022
|
Heritage Investors Management Corp
|
BUY
|
- |
21+ 0.88% |
$1.92K - $2.31K
|
2.41K
$312K
|
|
Aug 03, 2022
Q2 2022
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
21+ 0.29% |
$1.92K - $2.31K
|
7.35K
$955K
|
|
Aug 05, 2022
Q2 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
20+ 0.33% |
$1.83K - $2.2K
|
6.16K
$799K
|
|
Aug 15, 2022
Q2 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
20+ 0.19% |
$1.83K - $2.2K
|
10.6K
$1.38M
|
|
Jul 22, 2022
Q2 2022
|
Willner & Heller, LLC
|
BUY
|
- |
18+ 0.73% |
$1.65K - $1.98K
|
2.49K
$323K
|