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 |
|---|---|---|---|---|---|---|---|
|
Dec 13, 2021
Q3 2021
|
Tnf LLC
|
BUY
|
- |
2.01KNew |
$201K - $218K
|
2.01K
$262K
|
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.97K+ 14.2% |
$196K - $213K
|
15.8K
$2.06M
|
|
|
Oct 12, 2021
Q3 2021
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.73K+ 6.66% |
$172K - $187K
|
27.6K
$3.59M
|
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
1.71K+ 60.52% |
$171K - $185K
|
4.53K
$589K
|
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.66K+ 1.33% |
$166K - $180K
|
126K
$16.4M
|
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.65K+ 12.23% |
$165K - $179K
|
15.1K
$1.97M
|
|
|
Nov 02, 2021
Q3 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.55K+ 40.51% |
$155K - $168K
|
5.38K
$699K
|
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
1.5KNew |
$150K - $163K
|
1.5K
$195K
|
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
1.46K+ 14.58% |
$145K - $158K
|
11.4K
$1.49M
|
|
|
Nov 09, 2021
Q3 2021
|
Phillips Financial Management, LLC
|
BUY
|
- |
1.4K+ 3.22% |
$140K - $152K
|
44.8K
$5.83M
|
|
|
Nov 03, 2021
Q3 2021
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
1.36K+ 4.65% |
$136K - $148K
|
30.6K
$3.98M
|
|
|
Oct 19, 2021
Q3 2021
|
Pacific Financial Group Inc
|
BUY
|
- |
1.35K+ 9.73% |
$135K - $147K
|
15.2K
$1.98M
|
|
|
Oct 26, 2021
Q3 2021
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.3K+ 11.03% |
$130K - $141K
|
13.1K
$1.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.21K+ 10.27% |
$121K - $132K
|
13K
$1.69M
|
|
|
Nov 10, 2021
Q3 2021
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.21K+ 46.22% |
$121K - $131K
|
3.83K
$498K
|
|
|
Oct 15, 2021
Q3 2021
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.21K+ 8.5% |
$120K - $131K
|
15.4K
$2M
|
|
|
Oct 28, 2021
Q3 2021
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
1.13K+ 1.23% |
$113K - $123K
|
93.5K
$12.2M
|
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1.12K+ 1.01% |
$112K - $122K
|
112K
$14.6M
|
|
|
Nov 02, 2021
Q3 2021
|
Ironwood Financial, LLC
|
BUY
|
- |
1.12K+ 2.58% |
$112K - $121K
|
44.4K
$5.78M
|
|
|
Oct 12, 2021
Q3 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
930New |
$92.9K - $101K
|
930
$121K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
886+ 33.77% |
$88.5K - $96.1K
|
3.51K
$457K
|
|
|
Oct 14, 2021
Q3 2021
|
First Citizens Financial Corp
|
BUY
|
- |
866+ 1.9% |
$86.5K - $93.9K
|
46.5K
$6.05M
|
|
|
Nov 05, 2021
Q3 2021
|
Spc Financial, Inc.
|
BUY
|
- |
862+ 0.51% |
$86.1K - $93.5K
|
170K
$22.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
852+ 52.17% |
$85.1K - $92.4K
|
2.49K
$323K
|
|
|
Nov 04, 2021
Q3 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
764+ 28.34% |
$76.3K - $82.8K
|
3.46K
$450K
|
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
737+ 5.99% |
$73.6K - $79.9K
|
13K
$1.7M
|
|
|
Oct 21, 2021
Q3 2021
|
Townsend Asset Management Corp
|
BUY
|
- |
725New |
$72.4K - $78.6K
|
725
$94.3K
|
|
|
Oct 13, 2021
Q3 2021
|
Friedenthal Financial
|
BUY
|
- |
704+ 5.66% |
$70.3K - $76.3K
|
13.1K
$1.71M
|
|
|
Nov 04, 2021
Q3 2021
|
Hancock Whitney Corp
|
BUY
|
- |
687+ 16.05% |
$68.6K - $74.5K
|
4.97K
$646K
|
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
662+ 1.86% |
$66.1K - $71.8K
|
36.2K
$4.72M
|
|
|
Nov 03, 2021
Q3 2021
|
Davidson Trust CO
|
BUY
|
- |
657+ 9.81% |
$65.6K - $71.2K
|
7.36K
$957K
|
|
|
Oct 20, 2021
Q3 2021
|
Venture Visionary Partners LLC
|
BUY
|
- |
656+ 10.65% |
$65.5K - $71.1K
|
6.81K
$886K
|
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
BUY
|
- |
643+ 0.67% |
$64.2K - $69.7K
|
96.9K
$12.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
621+ 2.07% |
$62K - $67.3K
|
30.6K
$3.99M
|
|
|
Nov 01, 2021
Q3 2021
|
High Mark Wealth Management LLC
|
BUY
|
- |
608+ 6.07% |
$60.7K - $65.9K
|
10.6K
$1.38M
|
|
|
Nov 12, 2021
Q3 2021
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
600New |
$59.9K - $65.1K
|
600
$78.1K
|
|
|
Nov 12, 2021
Q3 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
595+ 21.05% |
$59.4K - $64.5K
|
3.42K
$445K
|
|
|
Nov 12, 2021
Q3 2021
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
568+ 66.51% |
$56.7K - $61.6K
|
1.42K
$185K
|
|
|
Oct 14, 2021
Q3 2021
|
Enterprise Trust & Investment CO
|
BUY
|
- |
566New |
$56.5K - $61.4K
|
566
$73.6K
|
|
|
Nov 01, 2021
Q3 2021
|
Salomon & Ludwin, LLC
|
BUY
|
- |
561+ 0.3% |
$56K - $60.8K
|
190K
$24.7M
|
|
|
Oct 07, 2021
Q3 2021
|
First National Bank Of South Miami
|
BUY
|
- |
559+ 6.94% |
$55.8K - $60.6K
|
8.61K
$1.12M
|
|
|
Nov 12, 2021
Q3 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
557+ 19.56% |
$55.6K - $60.4K
|
3.4K
$443K
|
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
553+ 5.93% |
$55.2K - $60K
|
9.89K
$1.29M
|
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
BUY
|
- |
482+ 482.0% |
$48.1K - $52.3K
|
582
$75.7K
|
|
|
Oct 28, 2021
Q3 2021
|
Amg National Trust Bank
|
BUY
|
- |
475+ 3.81% |
$47.4K - $51.5K
|
12.9K
$1.68M
|
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
460+ 3.68% |
$45.9K - $49.9K
|
13K
$1.69M
|
|
|
Oct 14, 2021
Q3 2021
|
Davenport & CO LLC
|
BUY
|
- |
455+ 16.34% |
$45.4K - $49.3K
|
3.24K
$422K
|
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
453New |
$45.2K - $49.1K
|
453
$58.9K
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
443+ 20.69% |
$44.2K - $48K
|
2.58K
$336K
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
432New |
$43.1K - $46.8K
|
432
$56.2K
|