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 01, 2021
Q3 2021
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
76+ 0.16% |
$7.59K - $8.24K
|
46.6K
$6.07M
|
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
BUY
|
- |
69+ 18.45% |
$6.89K - $7.48K
|
443
$57.6K
|
|
|
Nov 09, 2021
Q3 2021
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
66+ 0.78% |
$6.59K - $7.16K
|
8.52K
$1.11M
|
|
|
Nov 09, 2021
Q3 2021
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
65+ 0.34% |
$6.49K - $7.05K
|
19.1K
$2.49M
|
|
|
Nov 09, 2021
Q3 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
54+ 2.09% |
$5.39K - $5.86K
|
2.63K
$342K
|
|
|
Nov 02, 2021
Q3 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
53New |
$5.29K - $5.75K
|
53
$6.9K
|
|
|
Nov 15, 2021
Q3 2021
|
Oldfather Financial Services, LLC
|
BUY
|
- |
50+ 0.16% |
$4.99K - $5.42K
|
31K
$4.04M
|
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
48New |
$4.79K - $5.21K
|
48
$6.24K
|
|
|
Nov 09, 2021
Q3 2021
|
Dubuque Bank & Trust CO
|
BUY
|
- |
45+ 0.73% |
$4.49K - $4.88K
|
6.19K
$805K
|
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
39New |
$3.89K - $4.23K
|
39
$5.07K
|
|
|
Oct 26, 2021
Q3 2021
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
36+ 900.0% |
$3.59K - $3.9K
|
40
$5.2K
|
|
|
Nov 10, 2021
Q3 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
31+ 0.46% |
$3.1K - $3.36K
|
6.76K
$880K
|
|
|
Oct 20, 2021
Q3 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
30+ 16.04% |
$3K - $3.25K
|
217
$28.2K
|
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
24+ 0.17% |
$2.4K - $2.6K
|
14.3K
$1.86M
|
|
|
Nov 05, 2021
Q3 2021
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
24+ 1.0% |
$2.4K - $2.6K
|
2.43K
$317K
|
|
|
Oct 13, 2021
Q3 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
20+ 0.52% |
$2K - $2.17K
|
3.86K
$502K
|
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
19+ 0.37% |
$1.9K - $2.06K
|
5.21K
$678K
|
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
17+ 0.38% |
$1.7K - $1.84K
|
4.43K
$577K
|
|
|
Oct 18, 2021
Q3 2021
|
Bank Of Stockton
|
BUY
|
- |
15+ 0.08% |
$1.5K - $1.63K
|
18.6K
$2.41M
|
|
|
Nov 12, 2021
Q3 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
13+ 4.64% |
$1.3K - $1.41K
|
293
$38.1K
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
12+ 0.07% |
$1.2K - $1.3K
|
16.4K
$2.13M
|
|
|
Oct 20, 2021
Q3 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
12+ 0.07% |
$1.2K - $1.3K
|
17.1K
$2.22M
|
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
11+ 0.53% |
$1.1K - $1.19K
|
2.1K
$273K
|
|
|
Nov 05, 2021
Q3 2021
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
10+ 500.0% |
$998 - $1.08K
|
12
$1.56K
|
|
|
Oct 26, 2021
Q3 2021
|
Country Trust Bank
|
BUY
|
- |
10+ 3.91% |
$998 - $1.08K
|
266
$34.6K
|
|
|
Oct 13, 2021
Q3 2021
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
7+ 0.53% |
$699 - $759
|
1.33K
$173K
|
|
|
Oct 07, 2021
Q3 2021
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
6+ 0.14% |
$599 - $651
|
4.23K
$550K
|
|
|
Oct 12, 2021
Q3 2021
|
Tarbox Family Office, Inc.
|
BUY
|
- |
5+ 0.52% |
$499 - $542
|
959
$125K
|
|
|
Nov 10, 2021
Q3 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
3+ 0.47% |
$300 - $325
|
645
$83.9K
|
|
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1+ 0.01% |
$99.8 - $108
|
7.28K
$948K
|
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
BUY
|
- |
1+ 0.04% |
$99.8 - $108
|
2.71K
$352K
|
|
|
Nov 12, 2021
Q3 2021
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-7- 0.27% |
$699 - $759
|
2.58K
$335K
|
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-8Closed |
$799 - $868
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-10- 0.37% |
$998 - $1.08K
|
2.67K
$347K
|
|
|
Oct 13, 2021
Q3 2021
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-14- 0.18% |
$1.4K - $1.52K
|
7.64K
$994K
|
|
|
Oct 18, 2021
Q3 2021
|
Umb Bank, N.A.
|
SELL
|
- |
-14- 0.08% |
$1.4K - $1.52K
|
17.9K
$2.33M
|
|
|
Nov 12, 2021
Q3 2021
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-15- 1.88% |
$1.5K - $1.63K
|
785
$102K
|
|
|
Oct 14, 2021
Q3 2021
|
Atlas Brown,Inc.
|
SELL
|
- |
-18- 0.53% |
$1.8K - $1.95K
|
3.4K
$443K
|
|
|
Oct 13, 2021
Q3 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-21- 0.21% |
$2.1K - $2.28K
|
9.94K
$1.29M
|
|
|
Nov 08, 2021
Q3 2021
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-24- 32.88% |
$2.4K - $2.6K
|
49
$6.37K
|
|
|
Oct 22, 2021
Q3 2021
|
Trust CO Of Vermont
|
SELL
|
- |
-28- 0.8% |
$2.8K - $3.04K
|
3.46K
$450K
|
|
|
Nov 12, 2021
Q3 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-29- 1.14% |
$2.9K - $3.14K
|
2.52K
$328K
|
|
|
Nov 15, 2021
Q3 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-31- 1.43% |
$3.1K - $3.36K
|
2.14K
$279K
|
|
|
Nov 05, 2021
Q3 2021
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-35- 0.77% |
$3.49K - $3.8K
|
4.52K
$588K
|
|
|
Nov 12, 2021
Q3 2021
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-37- 1.0% |
$3.69K - $4.01K
|
3.66K
$476K
|
|
|
Nov 08, 2021
Q3 2021
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-40- 1.28% |
$3.99K - $4.34K
|
3.08K
$401K
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-47- 7.9% |
$4.69K - $5.1K
|
548
$71.3K
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-48- 2.27% |
$4.79K - $5.21K
|
2.06K
$269K
|
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
SELL
|
- |
-49- 25.13% |
$4.89K - $5.31K
|
146
$19K
|
|
|
Aug 10, 2023
Q3 2021
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-59Closed |
$5.89K - $6.4K
|
0
$0
|