Purchases and Sales Made in Q2 2022 in Ishares S&P Midcap 400 Value E (IJJ)

IJJ Quotes by TradingView

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 20, 2022 Q2 2022
Edmonds Duncan Registered Investment Advisors, LLC

SELL
 -
-715
- 6.59%
$65.4K - $78.8K
10.1K $1.32M
Aug 10, 2022 Q2 2022
Opes Wealth Management LLC

Menlo Park, CA
SELL
 -
-715
- 3.81%
$65.4K - $78.8K
18.1K $2.35M
Jul 11, 2022 Q2 2022
Friedenthal Financial

SELL
 -
-717
- 4.47%
$65.6K - $79K
15.3K $1.99M
Aug 15, 2022 Q2 2022
Alliancebernstein L.P.

New York, NY
SELL
 -
-718
- 18.8%
$65.7K - $79.1K
3.1K $403K
Aug 11, 2022 Q2 2022
Sigma Planning Corp

Ann Arbor, MI
SELL
 -
-722
- 2.55%
$66.1K - $79.6K
27.6K $3.59M
Jul 26, 2022 Q2 2022
Independent Wealth Network Inc.

SELL
 -
-728
- 8.05%
$66.6K - $80.2K
8.32K $1.08M
Jan 27, 2023 Q2 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
SELL
 -
-732
- 12.51%
$67K - $80.7K
5.12K $665K
Jul 22, 2022 Q2 2022
Gemmer Asset Management LLC

SELL
 -
-732
Closed
$67K - $80.7K
0 $0
Aug 15, 2022 Q2 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
SELL
 -
-732
- 12.51%
$67K - $80.7K
5.12K $665K
Aug 03, 2022 Q2 2022
Ltg Capital LLC

SELL
 -
-775
- 2.12%
$70.9K - $85.4K
35.9K $4.66M
Aug 04, 2022 Q2 2022
Washington Trust Bank

SELL
 -
-790
- 17.11%
$72.3K - $87.1K
3.83K $497K
Jul 22, 2022 Q2 2022
Sns Financial Group, LLC

SELL
 -
-838
- 2.33%
$76.7K - $92.3K
35.1K $4.56M
Aug 12, 2022 Q2 2022
Mml Investors Services, LLC

Springfield, MA
SELL
 -
-893
- 1.42%
$81.7K - $98.4K
61.9K $8.04M
Aug 05, 2022 Q2 2022
Ifrah Financial Services, Inc.

SELL
 -
-925
- 1.95%
$84.6K - $102K
46.4K $6.03M
Aug 23, 2022 Q2 2022
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-928
- 1.54%
$84.9K - $102K
59.5K $7.73M
Jul 27, 2022 Q2 2022
J.W. Cole Advisors, Inc.

SELL
 -
-930
- 21.04%
$85.1K - $102K
3.49K $453K
Jul 08, 2022 Q2 2022
Platte River Wealth Advisors, LLC

SELL
 -
-950
- 3.4%
$86.9K - $105K
27K $3.51M
Jul 19, 2022 Q2 2022
Tarbox Family Office, Inc.

SELL
 -
-967
Closed
$88.5K - $107K
0 $0
Aug 11, 2022 Q2 2022
Ep Wealth Advisors, LLC

Torrance, CA
SELL
 -
-995
- 15.3%
$91.1K - $110K
5.51K $715K
Jul 28, 2022 Q2 2022
Aft, Forsyth & Company, Inc.

SELL
 -
-996
- 8.04%
$91.1K - $110K
11.4K $1.48M
Jul 26, 2022 Q2 2022
First Citizens Bank & Trust CO

SELL
 -
-1.04K
- 5.65%
$95K - $114K
17.3K $2.25M
Aug 15, 2022 Q2 2022
Warren Averett Asset Management, LLC

Birmingham, AL
SELL
 -
-1.11K
- 9.28%
$102K - $122K
10.8K $1.41M
Aug 02, 2022 Q2 2022
Trail Ridge Investment Advisors, LLC

SELL
 -
-1.13K
- 4.21%
$103K - $125K
25.7K $3.34M
Jul 18, 2022 Q2 2022
Centerpoint Advisors, LLC

SELL
 -
-1.14K
- 2.43%
$104K - $126K
45.8K $5.95M
Jul 15, 2022 Q2 2022
Smith Chas P & Associates Pa Cpas

SELL
 -
-1.17K
- 2.14%
$107K - $128K
53.4K $6.93M
Jul 22, 2022 Q2 2022
Phillips Financial Management, LLC

SELL
 -
-1.21K
- 2.67%
$111K - $134K
44.2K $5.74M
Aug 12, 2022 Q2 2022
Kayne Anderson Rudnick Investment Management LLC

Los Angeles, CA
SELL
 -
-1.24K
- 81.57%
$113K - $137K
280 $36.4K
Aug 12, 2022 Q2 2022
Klaas Financial Asset Advisors, LLC

Loves Park, IL
SELL
 -
-1.25K
- 17.47%
$114K - $137K
5.89K $764K
Aug 08, 2022 Q2 2022
Keybank National Association

SELL
 -
-1.25K
- 0.59%
$114K - $138K
209K $27.2M
Aug 08, 2022 Q2 2022
Jones Financial Companies Lllp

SELL
 -
-1.25K
- 1.21%
$115K - $138K
102K $13.2M
Aug 15, 2022 Q2 2022
Lloyd Advisory Services, Llc.

Suwanee, GA
SELL
 -
-1.29K
Closed
$118K - $142K
0 $0
Jul 13, 2022 Q2 2022
Pacific Financial Group Inc

SELL
 -
-1.31K
- 7.62%
$120K - $145K
15.9K $2.07M
Aug 15, 2022 Q2 2022
Mariner, LLC

Overland Park, KS
SELL
 -
-1.32K
- 1.07%
$121K - $145K
122K $15.8M
Jul 25, 2022 Q2 2022
Private Ocean, LLC

SELL
 -
-1.36K
- 12.57%
$124K - $149K
9.43K $1.23M
Aug 08, 2022 Q2 2022
Resources Investment Advisors, Llc.

Overland Park, KS
SELL
 -
-1.5K
- 18.01%
$137K - $165K
6.82K $886K
Jul 27, 2022 Q2 2022
Csenge Advisory Group

SELL
 -
-1.63K
- 4.26%
$149K - $180K
36.6K $4.75M
Aug 12, 2022 Q2 2022
Rockefeller Capital Management L.P.

New York, NY
SELL
 -
-1.72K
- 1.71%
$157K - $189K
98.8K $12.8M
Aug 16, 2022 Q2 2022
M Holdings Securities, Inc.

Portland, OR
SELL
 -
-1.76K
- 33.09%
$161K - $194K
3.57K $463K
Mar 23, 2023 Q2 2022
Prostatis Group LLC

Hanover, MD
SELL
 -
-1.77K
- 13.17%
$162K - $195K
11.6K $1.51M
Aug 05, 2022 Q2 2022
Lex Aurum Advisors, LLC

SELL
 -
-1.83K
Closed
$167K - $202K
0 $0
Aug 12, 2022 Q2 2022
Circle Wealth Management, LLC

Summit, NJ
SELL
 -
-1.85K
Closed
$169K - $204K
0 $0
Aug 04, 2022 Q2 2022
Neirg Wealth Management, LLC

SELL
 -
-1.87K
Closed
$171K - $206K
0 $0
Jul 13, 2022 Q2 2022
Schneider Downs Wealth Management Advisors, LP

SELL
 -
-1.88K
Closed
$172K - $207K
0 $0
Aug 03, 2022 Q2 2022
Thoroughbred Financial Services, LLC

SELL
 -
-1.89K
Closed
$173K - $208K
0 $0
Jul 29, 2022 Q2 2022
Bowman & CO S.C.

SELL
 -
-1.89K
Closed
$173K - $208K
0 $0
Aug 09, 2022 Q2 2022
Ausdal Financial Partners, Inc.

Davenport, IA
SELL
 -
-1.93K
Closed
$176K - $212K
0 $0
Jul 27, 2022 Q2 2022
Portland Global Advisors LLC

SELL
 -
-1.93K
Closed
$177K - $213K
0 $0
Aug 08, 2022 Q2 2022
Boston Financial Mangement LLC

Boston, MA
SELL
 -
-1.94K
Closed
$177K - $213K
0 $0
Jul 13, 2022 Q2 2022
Relaxing Retirement Coach

SELL
 -
-1.94K
Closed
$178K - $214K
0 $0

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