Purchases and Sales Made in Q3 2021 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 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 12, 2021
Q3 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
8.52K+ 7.69% |
$851K - $924K
|
119K
$15.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.14K+ 5.5% |
$812K - $882K
|
156K
$20.1M
|
|
|
Aug 16, 2024
Q3 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
8.05K+ 36.85% |
$803K - $873K
|
29.9K
$3.84M
|
|
|
Oct 12, 2021
Q3 2021
|
Windsor Group LTD
|
BUY
|
- |
7.62K+ 9.53% |
$761K - $827K
|
87.6K
$11.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
7.6K+ 2.72% |
$758K - $824K
|
287K
$36.9M
|
|
|
Nov 02, 2021
Q3 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
7.58K+ 89.16% |
$757K - $822K
|
16.1K
$2.07M
|
|
|
Dec 13, 2021
Q3 2021
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
7.2KNew |
$719K - $781K
|
7.2K
$925K
|
|
|
Nov 16, 2021
Q3 2021
|
Campion Asset Management
|
BUY
|
- |
6.75K+ 33.23% |
$674K - $732K
|
27.1K
$3.48M
|
|
|
Dec 16, 2021
Q3 2021
|
First Command Bank
|
BUY
|
- |
6.51K+ 46.05% |
$650K - $706K
|
20.7K
$2.65M
|
|
|
Jan 12, 2022
Q3 2021
|
First Command Financial Services, Inc.
|
BUY
|
- |
6.51K+ 46.05% |
$650K - $706K
|
20.7K
$2.65M
|
|
|
Oct 06, 2021
Q3 2021
|
Evensky & Katz LLC
|
BUY
|
- |
6.25K+ 1.17% |
$624K - $677K
|
541K
$69.5M
|
|
|
Feb 15, 2022
Q3 2021
|
Awm Capital, LLC
|
BUY
|
- |
6.09KNew |
$608K - $660K
|
6.09K
$783K
|
|
|
Nov 09, 2021
Q3 2021
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
6.03K+ 10.44% |
$602K - $654K
|
63.8K
$8.2M
|
|
|
Nov 03, 2021
Q3 2021
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
5.89KNew |
$588K - $638K
|
5.89K
$756K
|
|
|
Nov 15, 2021
Q3 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
5.71KNew |
$570K - $620K
|
5.71K
$734K
|
|
|
Nov 09, 2021
Q3 2021
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
5.58K+ 25.68% |
$557K - $605K
|
27.3K
$3.51M
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.43K+ 24.79% |
$542K - $589K
|
27.3K
$3.51M
|
|
|
Nov 04, 2021
Q3 2021
|
Heron Financial Group, LLC
|
BUY
|
- |
5.09K+ 7.55% |
$508K - $551K
|
72.5K
$9.31M
|
|
|
Nov 15, 2021
Q3 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
5.07K+ 0.97% |
$506K - $550K
|
530K
$68.1M
|
|
|
Oct 07, 2021
Q3 2021
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
4.67K+ 5.06% |
$466K - $506K
|
97K
$12.5M
|
|
|
Nov 01, 2021
Q3 2021
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
4.21KNew |
$420K - $456K
|
4.21K
$541K
|
|
|
Nov 12, 2021
Q3 2021
|
Mai Capital Management
|
BUY
|
- |
4.13K+ 1.43% |
$413K - $448K
|
292K
$37.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.09K+ 4.39% |
$409K - $444K
|
97.4K
$12.5M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
3.77K+ 42.86% |
$376K - $408K
|
12.6K
$1.61M
|
|
|
Nov 02, 2021
Q3 2021
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
3.72KNew |
$372K - $404K
|
3.72K
$478K
|
|
|
Nov 09, 2021
Q3 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.7KNew |
$369K - $401K
|
3.7K
$475K
|
|
|
Nov 12, 2021
Q3 2021
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
3.7KNew |
$369K - $401K
|
3.7K
$475K
|
|
|
Nov 02, 2021
Q3 2021
|
Flaharty Asset Management, LLC
|
BUY
|
- |
3.67K+ 2.24% |
$367K - $398K
|
168K
$21.5M
|
|
|
Nov 01, 2021
Q3 2021
|
Wealthpoint, LLC
|
BUY
|
- |
3.63KNew |
$363K - $394K
|
3.63K
$467K
|
|
|
Oct 19, 2021
Q3 2021
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
3.6KNew |
$359K - $390K
|
3.6K
$462K
|
|
|
Oct 19, 2021
Q3 2021
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
3.52K+ 4.36% |
$352K - $382K
|
84.3K
$10.8M
|
|
|
Nov 10, 2021
Q3 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.44K+ 53.19% |
$344K - $373K
|
9.91K
$1.27M
|
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
3.22K+ 3.43% |
$321K - $349K
|
97.1K
$12.5M
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.17K+ 4.13% |
$316K - $344K
|
79.9K
$10.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
3.11K+ 27.99% |
$311K - $337K
|
14.2K
$1.83M
|
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.07K+ 0.39% |
$306K - $332K
|
792K
$102M
|
|
|
Nov 12, 2021
Q3 2021
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
3.03K+ 14.65% |
$303K - $329K
|
23.7K
$3.05M
|
|
|
Jan 13, 2022
Q3 2021
|
Diversified Trust CO
|
BUY
|
- |
3.02KNew |
$301K - $327K
|
3.02K
$388K
|
|
|
Nov 12, 2021
Q3 2021
|
Factorial Partners, LLC
|
BUY
|
- |
3K+ 12.45% |
$300K - $325K
|
27.1K
$3.48M
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.99K+ 53.19% |
$299K - $324K
|
8.61K
$1.11M
|
|
|
Mar 24, 2023
Q3 2021
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
2.6K+ 75.89% |
$260K - $282K
|
6.03K
$775K
|
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
BUY
|
- |
2.49K+ 40.5% |
$249K - $270K
|
8.64K
$1.11M
|
|
|
Nov 15, 2021
Q3 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
BUY
|
- |
2.48K+ 36.04% |
$248K - $269K
|
9.37K
$1.2M
|
|
|
Nov 05, 2021
Q3 2021
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
2.42K+ 40.26% |
$242K - $262K
|
8.43K
$1.08M
|
|
|
Nov 12, 2021
Q3 2021
|
Pacific Sun Financial Corp
|
BUY
|
- |
2.36KNew |
$236K - $256K
|
2.36K
$303K
|
|
|
Oct 08, 2021
Q3 2021
|
Freedman Financial Associates, Inc.
Peabody, MA |
BUY
|
- |
2.3KNew |
$230K - $249K
|
2.3K
$296K
|
|
|
Nov 12, 2021
Q3 2021
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
2.24KNew |
$224K - $243K
|
2.24K
$288K
|
|
|
Nov 01, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.2KNew |
$220K - $239K
|
2.2K
$283K
|
|
|
Nov 15, 2021
Q3 2021
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
2.11K+ 1.89% |
$211K - $229K
|
114K
$14.6M
|
|
|
Nov 12, 2021
Q3 2021
|
North Rock Partners, LLC
|
BUY
|
- |
2.06KNew |
$205K - $223K
|
2.06K
$264K
|