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 25, 2022
Q2 2022
|
Saxon Interests, Inc.
|
BUY
|
- |
17+ 0.22% |
$1.56K - $1.87K
|
7.87K
$1.02M
|
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
15+ 0.11% |
$1.37K - $1.65K
|
13.1K
$1.71M
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
12+ 1.9% |
$1.1K - $1.32K
|
642
$83.4K
|
|
|
Aug 10, 2022
Q2 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
11+ 0.35% |
$1.01K - $1.21K
|
3.18K
$413K
|
|
|
Jul 11, 2022
Q2 2022
|
Fc Advisory LLC
|
BUY
|
- |
10+ 0.4% |
$915 - $1.1K
|
2.5K
$324K
|
|
|
Aug 02, 2022
Q2 2022
|
Moneywise, Inc.
|
BUY
|
- |
10+ 0.33% |
$915 - $1.1K
|
3.01K
$390K
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
9+ 0.12% |
$824 - $992
|
7.41K
$962K
|
|
|
Aug 11, 2022
Q2 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
9+ 0.14% |
$824 - $992
|
6.46K
$839K
|
|
|
Jul 20, 2023
Q2 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
9+ 0.39% |
$824 - $992
|
2.29K
$297K
|
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
9+ 0.43% |
$824 - $992
|
2.12K
$275K
|
|
|
Jul 29, 2022
Q2 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
8+ 0.19% |
$732 - $882
|
4.26K
$553K
|
|
|
Jul 27, 2022
Q2 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
7+ 0.19% |
$641 - $771
|
3.66K
$475K
|
|
|
Aug 13, 2024
Q2 2022
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
7+ 0.11% |
$641 - $771
|
6.24K
$810K
|
|
|
Jul 22, 2022
Q2 2022
|
Savant Capital, LLC
|
BUY
|
- |
5+ 0.06% |
$458 - $551
|
8.98K
$1.17M
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
BUY
|
- |
5+ 0.41% |
$458 - $551
|
1.22K
$158K
|
|
|
Aug 04, 2022
Q2 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
5+ 0.37% |
$458 - $551
|
1.34K
$174K
|
|
|
Jul 21, 2022
Q2 2022
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
4+ 0.15% |
$366 - $441
|
2.61K
$339K
|
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
BUY
|
- |
4+ 0.29% |
$366 - $441
|
1.39K
$181K
|
|
|
Jul 01, 2022
Q2 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
4+ 0.18% |
$366 - $441
|
2.22K
$288K
|
|
|
Jul 28, 2022
Q2 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
3+ 0.09% |
$275 - $331
|
3.37K
$438K
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 0.08% |
$183 - $220
|
2.54K
$329K
|
|
|
Aug 11, 2022
Q2 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
2+ 0.08% |
$183 - $220
|
2.56K
$332K
|
|
|
Aug 08, 2022
Q2 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
2+ 0.31% |
$183 - $220
|
653
$84.8K
|
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.71% |
$91.5 - $110
|
141
$18.3K
|
|
|
Aug 16, 2022
Q2 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
1+ 0.67% |
$91.5 - $110
|
150
$19.5K
|
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1+ 0.13% |
$91.5 - $110
|
790
$103K
|
|
|
Jul 22, 2022
Q2 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$91.5 - $110
|
2.54K
$330K
|
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2- 0.03% |
$183 - $220
|
6.84K
$888K
|
|
|
Jul 20, 2022
Q2 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-5- 0.2% |
$458 - $551
|
2.49K
$324K
|
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-8Closed |
$732 - $882
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-10- 0.05% |
$915 - $1.1K
|
19K
$2.46M
|
|
|
Jul 19, 2022
Q2 2022
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-11- 0.2% |
$1.01K - $1.21K
|
5.45K
$708K
|
|
|
Jul 28, 2022
Q2 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-11- 0.02% |
$1.01K - $1.21K
|
45.9K
$5.96M
|
|
|
Jul 20, 2022
Q2 2022
|
Ballast Advisors LLC
|
SELL
|
- |
-13- 1.66% |
$1.19K - $1.43K
|
772
$100K
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-14- 1.36% |
$1.28K - $1.54K
|
1.01K
$131K
|
|
|
Jul 13, 2022
Q2 2022
|
Steph & CO
|
SELL
|
- |
-14- 2.6% |
$1.28K - $1.54K
|
525
$68.2K
|
|
|
Jul 13, 2022
Q2 2022
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-19- 0.17% |
$1.74K - $2.09K
|
11.4K
$1.49M
|
|
|
Aug 12, 2022
Q2 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-20- 0.75% |
$1.83K - $2.2K
|
2.66K
$345K
|
|
|
Jan 25, 2023
Q2 2022
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-21- 0.07% |
$1.92K - $2.31K
|
30.2K
$3.93M
|
|
|
Aug 08, 2022
Q2 2022
|
Lansing Street Advisors
|
SELL
|
- |
-23Closed |
$2.1K - $2.53K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-23- 0.97% |
$2.1K - $2.53K
|
2.35K
$305K
|
|
|
Aug 15, 2022
Q2 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-30- 0.23% |
$2.75K - $3.31K
|
12.8K
$1.66M
|
|
|
Aug 15, 2022
Q2 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-30- 0.57% |
$2.75K - $3.31K
|
5.26K
$683K
|
|
|
Aug 10, 2022
Q2 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-32- 0.54% |
$2.93K - $3.53K
|
5.94K
$772K
|
|
|
Jul 28, 2022
Q2 2022
|
Thomasville National Bank
|
SELL
|
- |
-32- 0.45% |
$2.93K - $3.53K
|
7.14K
$927K
|
|
|
Jul 26, 2022
Q2 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-33- 1.45% |
$3.02K - $3.64K
|
2.24K
$291K
|
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
SELL
|
- |
-33- 1.03% |
$3.02K - $3.64K
|
3.17K
$412K
|
|
|
Aug 09, 2022
Q2 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
SELL
|
- |
-34- 0.1% |
$3.11K - $3.75K
|
34.5K
$4.48M
|
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
SELL
|
- |
-34- 53.97% |
$3.11K - $3.75K
|
29
$3.77K
|