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 03, 2022
Q2 2022
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-214- 0.47% |
$19.6K - $23.6K
|
45.7K
$5.94M
|
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-219- 4.77% |
$20K - $24.1K
|
4.38K
$568K
|
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-220- 1.67% |
$20.1K - $24.2K
|
13K
$1.68M
|
|
|
Aug 09, 2022
Q2 2022
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-233- 1.57% |
$21.3K - $25.7K
|
14.6K
$1.89M
|
|
|
Jul 13, 2022
Q2 2022
|
Omega Financial Group, LLC
|
SELL
|
- |
-241- 0.37% |
$22.1K - $26.6K
|
64K
$8.32M
|
|
|
Aug 11, 2022
Q2 2022
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-244- 6.12% |
$22.3K - $26.9K
|
3.74K
$486K
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-244- 16.71% |
$22.3K - $26.9K
|
1.22K
$158K
|
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-250- 0.55% |
$22.9K - $27.6K
|
45K
$5.84M
|
|
|
Jul 11, 2022
Q2 2022
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-255- 8.66% |
$23.3K - $28.1K
|
2.69K
$349K
|
|
|
Jul 26, 2022
Q2 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-256- 3.83% |
$23.4K - $28.2K
|
6.42K
$834K
|
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-259- 2.54% |
$23.7K - $28.5K
|
9.95K
$1.29M
|
|
|
Aug 15, 2022
Q2 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-259- 1.03% |
$23.7K - $28.5K
|
24.8K
$3.22M
|
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-270- 1.01% |
$24.7K - $29.8K
|
26.6K
$3.45M
|
|
|
Aug 12, 2022
Q2 2022
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-270- 7.79% |
$24.7K - $29.8K
|
3.2K
$415K
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-272Closed |
$24.9K - $30K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-274- 8.04% |
$25.1K - $30.2K
|
3.13K
$407K
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
SELL
|
- |
-303- 3.33% |
$27.7K - $33.4K
|
8.8K
$1.14M
|
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-329- 1.46% |
$30.1K - $36.3K
|
22.1K
$2.88M
|
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-335- 6.94% |
$30.7K - $36.9K
|
4.49K
$583K
|
|
|
Jul 08, 2022
Q2 2022
|
Bremer Bank National Association
|
SELL
|
- |
-355- 4.74% |
$32.5K - $39.1K
|
7.14K
$927K
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-371- 29.63% |
$34K - $40.9K
|
881
$114K
|
|
|
Jul 25, 2022
Q2 2022
|
Regions Financial Corp
|
SELL
|
- |
-374- 0.68% |
$34.2K - $41.2K
|
54.6K
$7.09M
|
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-384- 10.91% |
$35.1K - $42.3K
|
3.14K
$407K
|
|
|
Jul 25, 2022
Q2 2022
|
Jmac Enterprises LLC
|
SELL
|
- |
-387- 0.26% |
$35.4K - $42.6K
|
146K
$19M
|
|
|
Jul 18, 2022
Q2 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-403- 4.72% |
$36.9K - $44.4K
|
8.14K
$1.06M
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-407- 26.95% |
$37.2K - $44.9K
|
1.1K
$143K
|
|
|
Aug 09, 2022
Q2 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-408- 14.35% |
$37.3K - $45K
|
2.44K
$316K
|
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-410Closed |
$37.5K - $45.2K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
First Hawaiian Bank
|
SELL
|
- |
-436- 0.54% |
$39.9K - $48K
|
80.8K
$10.5M
|
|
|
Jul 28, 2022
Q2 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-444- 7.01% |
$40.6K - $48.9K
|
5.89K
$765K
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-457- 3.86% |
$41.8K - $50.4K
|
11.4K
$1.48M
|
|
|
Aug 02, 2022
Q2 2022
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-465- 1.72% |
$42.6K - $51.2K
|
26.5K
$3.45M
|
|
|
Aug 11, 2022
Q2 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-465- 35.91% |
$42.6K - $51.2K
|
830
$108K
|
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-470- 11.61% |
$43K - $51.8K
|
3.58K
$465K
|
|
|
Aug 03, 2022
Q2 2022
|
Norwood Financial Corp
|
SELL
|
- |
-482- 11.21% |
$44.1K - $53.1K
|
3.82K
$496K
|
|
|
Jul 05, 2022
Q2 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-494Closed |
$45.2K - $54.4K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-514- 0.48% |
$47K - $56.6K
|
107K
$13.9M
|
|
|
Aug 10, 2022
Q2 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-525- 1.37% |
$48K - $57.9K
|
37.9K
$4.92M
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-529- 16.3% |
$48.4K - $58.3K
|
2.72K
$353K
|
|
|
Jul 29, 2022
Q2 2022
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-555- 2.78% |
$50.8K - $61.2K
|
19.4K
$2.52M
|
|
|
Sep 06, 2022
Q2 2022
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-599- 16.66% |
$54.8K - $66K
|
3K
$389K
|
|
|
Aug 16, 2022
Q2 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-610Closed |
$55.8K - $67.2K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-632- 3.9% |
$57.8K - $69.6K
|
15.6K
$2.02M
|
|
|
Jul 18, 2022
Q2 2022
|
Win Advisors, Inc
|
SELL
|
- |
-639Closed |
$58.5K - $70.4K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-642- 16.99% |
$58.7K - $70.7K
|
3.14K
$407K
|
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-662- 10.6% |
$60.6K - $73K
|
5.59K
$725K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-676Closed |
$61.9K - $74.5K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-676- 5.41% |
$61.9K - $74.5K
|
11.8K
$1.53M
|
|
|
Aug 15, 2022
Q2 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-697- 3.67% |
$63.8K - $76.8K
|
18.3K
$2.38M
|
|
|
Jul 15, 2022
Q2 2022
|
Norway Savings Bank
|
SELL
|
- |
-714- 2.44% |
$65.3K - $78.7K
|
28.6K
$3.71M
|