Purchases and Sales Made in Q3 2021 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 Q3 2021. 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
Nov 15, 2021 Q3 2021
Morgan Stanley

New York, NY
BUY
 -
4.29M
New
$429M - $465M
4.29M $558M
Nov 12, 2021 Q3 2021
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
1.85M
+ 852.71%
$185M - $201M
2.07M $269M
Nov 12, 2021 Q3 2021
Hamilton Capital, LLC

Columbus, OH
BUY
 -
1.07M
New
$107M - $116M
1.07M $140M
Nov 12, 2021 Q3 2021
Assetmark, Inc

BUY
 -
835K
+ 1324885.75%
$83.3M - $90.5M
835K $109M
Nov 15, 2021 Q3 2021
Lpl Financial LLC

Fort Mill, SC
BUY
 -
321K
+ 42.11%
$32M - $34.8M
1.08M $141M
Nov 12, 2021 Q3 2021
Jpmorgan Chase & CO

New York, NY
BUY
 -
298K
New
$29.8M - $32.3M
298K $38.8M
Nov 12, 2021 Q3 2021
First Command Advisory Services, Inc.

BUY
 -
161K
+ 1.96%
$16M - $17.4M
8.35M $1.09B
Oct 07, 2021 Q3 2021
Envestnet Asset Management Inc

BUY
 -
142K
+ 11.26%
$14.2M - $15.4M
1.41M $183M
Nov 03, 2021 Q3 2021
Brookstone Capital Management

BUY
 -
127K
+ 47.69%
$12.7M - $13.8M
393K $51.1M
Nov 05, 2021 Q3 2021
Chilton Investment CO Inc.

Stamford, CT
BUY
 -
89.7K
New
$8.96M - $9.73M
89.7K $11.7M
Nov 15, 2021 Q3 2021
Natixis Advisors, L.P.

Boston, MA
BUY
 -
69.1K
+ 8.94%
$6.9M - $7.49M
842K $110M
Nov 12, 2021 Q3 2021
Accredited Investors Inc.

BUY
 -
68.6K
+ 26.59%
$6.85M - $7.44M
326K $42.5M
Nov 09, 2021 Q3 2021
Members Trust CO

BUY
 -
59.9K
+ 97.94%
$5.98M - $6.5M
121K $15.8M
Nov 15, 2021 Q3 2021
Ubs Group Ag

BUY
 -
52.2K
+ 2.43%
$5.21M - $5.66M
2.2M $287M
Nov 05, 2021 Q3 2021
Moors & Cabot, Inc.

Boston, MA
BUY
 -
45K
New
$4.49M - $4.88M
45K $5.85M
Nov 19, 2021 Q3 2021
Cfs Investment Advisory Services, LLC

Totowa, NJ
BUY
 -
41.1K
New
$4.11M - $4.46M
41.1K $5.35M
Oct 26, 2021 Q3 2021
Bryn Mawr Trust CO

Bryn Mawr, PA
BUY
 -
39.2K
+ 4.85%
$3.91M - $4.25M
846K $110M
Nov 02, 2021 Q3 2021
Allworth Financial LP

BUY
 -
38.4K
+ 8.63%
$3.84M - $4.17M
484K $62.9M
Nov 15, 2021 Q3 2021
Mariner, LLC

Overland Park, KS
BUY
 -
38.2K
+ 50.83%
$3.81M - $4.14M
113K $14.7M
Nov 10, 2021 Q3 2021
Bokf, Na

Tulsa, OK
BUY
 -
30.9K
+ 9.47%
$3.09M - $3.35M
357K $46.5M
Oct 14, 2021 Q3 2021
Private Advisor Group, LLC

BUY
 -
29.6K
+ 15.93%
$2.96M - $3.21M
216K $28M
Oct 08, 2021 Q3 2021
Johnson Midwest Financial, LLC

BUY
 -
27.9K
+ 18.64%
$2.78M - $3.02M
178K $23.1M
Nov 02, 2021 Q3 2021
Raymond James & Associates

St Petersburg, FL
BUY
 -
27.2K
+ 3.47%
$2.72M - $2.95M
810K $105M
Mar 22, 2023 Q3 2021
American Portfolios Advisors

Holbrook, NY
BUY
 -
26.9K
+ 89.81%
$2.69M - $2.92M
56.9K $7.4M
Nov 15, 2021 Q3 2021
Northwestern Mutual Wealth Management CO

BUY
 -
23.7K
+ 3.71%
$2.36M - $2.57M
661K $86M
Nov 09, 2021 Q3 2021
Jfs Wealth Advisors, LLC

BUY
 -
23.5K
New
$2.35M - $2.55M
23.5K $3.06M
Nov 12, 2021 Q3 2021
Wealthstar Advisors, LLC

Plano, TX
BUY
 -
23.4K
+ 117.42%
$2.33M - $2.54M
43.3K $5.63M
Nov 16, 2021 Q3 2021
Captrust Financial Advisors

Raleigh, NC
BUY
 -
21.9K
+ 831.85%
$2.18M - $2.37M
24.5K $3.19M
Oct 21, 2021 Q3 2021
Essex LLC

BUY
 -
19K
New
$1.9M - $2.06M
19K $2.47M
Oct 28, 2021 Q3 2021
River Tree Advisors, LLC

Winter Park, FL
BUY
 -
18.4K
New
$1.83M - $1.99M
18.4K $2.39M
Nov 12, 2021 Q3 2021
Bank Of New York Mellon Corp

New York, NY
BUY
 -
17.3K
+ 6.85%
$1.72M - $1.87M
269K $35M
Oct 20, 2021 Q3 2021
Csenge Advisory Group

BUY
 -
16.9K
+ 51.75%
$1.69M - $1.83M
49.6K $6.45M
Nov 12, 2021 Q3 2021
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
14.4K
+ 21.3%
$1.44M - $1.56M
81.9K $10.7M
Oct 21, 2021 Q3 2021
Farmers & Merchants Investments Inc

BUY
 -
13.9K
+ 5578.4%
$1.39M - $1.51M
14.2K $1.85M
Nov 12, 2021 Q3 2021
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
12.4K
+ 4.05%
$1.24M - $1.35M
319K $41.5M
Nov 05, 2021 Q3 2021
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
12.4K
+ 3.68%
$1.24M - $1.34M
350K $45.5M
Nov 10, 2021 Q3 2021
Kalos Management, Inc.

Alpharetta, GA
BUY
 -
12.1K
+ 103.79%
$1.21M - $1.31M
23.8K $3.1M
Oct 15, 2021 Q3 2021
Willis Johnson & Associates, Inc.

BUY
 -
11.9K
+ 3.56%
$1.19M - $1.3M
347K $45.2M
Nov 15, 2021 Q3 2021
Mml Investors Services, LLC

Springfield, MA
BUY
 -
11.2K
+ 22.86%
$1.12M - $1.22M
60.5K $7.87M
Nov 15, 2021 Q3 2021
Belpointe Asset Management LLC

BUY
 -
10.7K
+ 94.62%
$1.07M - $1.16M
22K $2.86M
Nov 10, 2021 Q3 2021
Citigroup Inc

BUY
 -
10.5K
New
$1.04M - $1.13M
10.5K $1.36M
Nov 15, 2021 Q3 2021
D.A. Davidson & Co.

BUY
 -
10.4K
+ 1.49%
$1.04M - $1.13M
710K $92.3M
Nov 16, 2021 Q3 2021
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
10.4K
+ 9.77%
$1.03M - $1.12M
116K $15.1M
Nov 01, 2021 Q3 2021
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
10.1K
New
$1.01M - $1.09M
10.1K $1.31M
Nov 02, 2021 Q3 2021
Waldron Private Wealth LLC

BUY
 -
9.64K
New
$962K - $1.04M
9.64K $1.25M
Nov 02, 2021 Q3 2021
Sather Financial Group Inc

BUY
 -
9.44K
New
$942K - $1.02M
9.44K $1.23M
Nov 12, 2021 Q3 2021
Bank Of Montreal

Toronto, A6
BUY
 -
9.13K
+ 6.66%
$911K - $990K
146K $19M
Oct 13, 2021 Q3 2021
Omega Financial Group, LLC

BUY
 -
9K
+ 20.62%
$898K - $976K
52.6K $6.85M
Nov 04, 2021 Q3 2021
Cullen/Frost Bankers, Inc.

BUY
 -
8.71K
+ 9.89%
$869K - $944K
96.8K $12.6M

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