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 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
384+ 15.4% |
$38.3K - $41.6K
|
2.88K
$374K
|
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
382+ 8.9% |
$38.1K - $41.4K
|
4.67K
$608K
|
|
|
Nov 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
369+ 0.93% |
$36.8K - $40K
|
40K
$5.2M
|
|
|
Nov 09, 2021
Q3 2021
|
Graypoint LLC
|
BUY
|
- |
355+ 7.84% |
$35.4K - $38.5K
|
4.88K
$635K
|
|
|
Nov 02, 2021
Q3 2021
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
345+ 5.05% |
$34.4K - $37.4K
|
7.17K
$933K
|
|
|
Nov 12, 2021
Q3 2021
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
328+ 0.29% |
$32.7K - $35.6K
|
115K
$14.9M
|
|
|
Nov 02, 2021
Q3 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
327New |
$32.6K - $35.5K
|
327
$42.5K
|
|
|
Oct 26, 2021
Q3 2021
|
Sol Capital Management CO
|
BUY
|
- |
310+ 0.99% |
$31K - $33.6K
|
31.6K
$4.11M
|
|
|
Nov 02, 2021
Q3 2021
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
297+ 1.69% |
$29.7K - $32.2K
|
17.8K
$2.32M
|
|
|
Oct 19, 2021
Q3 2021
|
Acas, LLC
|
BUY
|
- |
286+ 2.83% |
$28.6K - $31K
|
10.4K
$1.35M
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
273+ 2.65% |
$27.3K - $29.6K
|
10.6K
$1.37M
|
|
|
Nov 15, 2021
Q3 2021
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
271+ 602.22% |
$27.1K - $29.4K
|
316
$41.1K
|
|
|
Oct 21, 2021
Q3 2021
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
268+ 12.28% |
$26.8K - $29.1K
|
2.45K
$319K
|
|
|
Nov 05, 2021
Q3 2021
|
Nikulski Financial, Inc.
|
BUY
|
- |
264+ 1.15% |
$26.4K - $28.6K
|
23.2K
$3.02M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
257+ 2.18% |
$25.7K - $27.9K
|
12.1K
$1.57M
|
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
227New |
$22.7K - $24.6K
|
227
$29.5K
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
224+ 12.86% |
$22.4K - $24.3K
|
1.97K
$256K
|
|
|
Oct 29, 2021
Q3 2021
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
218+ 0.39% |
$21.8K - $23.6K
|
56.2K
$7.31M
|
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
BUY
|
- |
215+ 6.01% |
$21.5K - $23.3K
|
3.79K
$493K
|
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
212+ 3.94% |
$21.2K - $23K
|
5.6K
$728K
|
|
|
Oct 21, 2021
Q3 2021
|
Hudson Capital Management LLC
|
BUY
|
- |
208+ 0.23% |
$20.8K - $22.6K
|
89.8K
$11.7M
|
|
|
Nov 02, 2021
Q3 2021
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
199+ 24.33% |
$19.9K - $21.6K
|
1.02K
$132K
|
|
|
Oct 25, 2021
Q3 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
199+ 4.03% |
$19.9K - $21.6K
|
5.14K
$669K
|
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
195+ 10.13% |
$19.5K - $21.1K
|
2.12K
$276K
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
186+ 0.19% |
$18.6K - $20.2K
|
96.5K
$12.6M
|
|
|
Nov 05, 2021
Q3 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
183+ 8.12% |
$18.3K - $19.8K
|
2.44K
$317K
|
|
|
Nov 04, 2021
Q3 2021
|
Brighton Jones LLC
|
BUY
|
- |
174+ 7.97% |
$17.4K - $18.9K
|
2.36K
$307K
|
|
|
Nov 05, 2021
Q3 2021
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
170+ 472.22% |
$17K - $18.4K
|
206
$26.8K
|
|
|
Oct 12, 2021
Q3 2021
|
Wesbanco Bank Inc
|
BUY
|
- |
168+ 4.94% |
$16.8K - $18.2K
|
3.57K
$465K
|
|
|
Nov 10, 2021
Q3 2021
|
Jnba Financial Advisors
|
BUY
|
- |
157+ 0.34% |
$15.7K - $17K
|
46.4K
$6.03M
|
|
|
Nov 04, 2021
Q3 2021
|
Regions Financial Corp
|
BUY
|
- |
154+ 0.33% |
$15.4K - $16.7K
|
47K
$6.12M
|
|
|
Nov 01, 2021
Q3 2021
|
Neumann Capital Management, LLC
|
BUY
|
- |
150+ 0.6% |
$15K - $16.3K
|
25.1K
$3.26M
|
|
|
Nov 15, 2021
Q3 2021
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
136New |
$13.6K - $14.7K
|
136
$17.7K
|
|
|
Nov 05, 2021
Q3 2021
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
119+ 1.63% |
$11.9K - $12.9K
|
7.4K
$963K
|
|
|
Oct 19, 2021
Q3 2021
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
117+ 1.2% |
$11.7K - $12.7K
|
9.9K
$1.29M
|
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
114+ 0.44% |
$11.4K - $12.4K
|
25.8K
$3.36M
|
|
|
Nov 09, 2021
Q3 2021
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
110+ 1.95% |
$11K - $11.9K
|
5.76K
$750K
|
|
|
Oct 28, 2021
Q3 2021
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
110+ 4.61% |
$11K - $11.9K
|
2.5K
$325K
|
|
|
Nov 02, 2021
Q3 2021
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
107+ 0.51% |
$10.7K - $11.6K
|
21.1K
$2.75M
|
|
|
Nov 15, 2021
Q3 2021
|
Rex Capital Advisors, LLC
Providence, RI |
BUY
|
- |
102+ 0.04% |
$10.2K - $11.1K
|
256K
$33.3M
|
|
|
Oct 26, 2021
Q3 2021
|
Cutler Group LP
|
BUY
|
- |
100New |
$9.98K - $10.8K
|
100
$13K
|
|
|
Oct 27, 2021
Q3 2021
|
Hedeker Wealth, LLC
|
BUY
|
- |
100+ 4.55% |
$9.98K - $10.8K
|
2.3K
$299K
|
|
|
Oct 13, 2021
Q3 2021
|
Beacon Capital Management, Inc.
|
BUY
|
- |
97New |
$9.68K - $10.5K
|
97
$12.6K
|
|
|
Nov 15, 2021
Q3 2021
|
Stokes Family Office, LLC
|
BUY
|
- |
96+ 0.36% |
$9.58K - $10.4K
|
26.5K
$3.44M
|
|
|
Oct 20, 2021
Q3 2021
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
93+ 0.31% |
$9.29K - $10.1K
|
30.3K
$3.94M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
90+ 2.44% |
$8.99K - $9.76K
|
3.78K
$492K
|
|
|
Oct 28, 2021
Q3 2021
|
Macroview Investment Management LLC
|
BUY
|
- |
84+ 15.44% |
$8.39K - $9.11K
|
628
$81.7K
|
|
|
Nov 15, 2021
Q3 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
84+ 0.85% |
$8.39K - $9.11K
|
9.94K
$1.29M
|
|
|
Oct 08, 2021
Q3 2021
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
81+ 2.39% |
$8.09K - $8.78K
|
3.47K
$452K
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
77New |
$7.69K - $8.35K
|
77
$10K
|