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 12, 2021 Q3 2021
River Wealth Advisors LLC

Camp Hill, PA
SELL
 -
-75
- 0.19%
$7.49K - $8.13K
39.4K $5.13M
Nov 12, 2021 Q3 2021
Blair William & CO

Chicago, IL
SELL
 -
-78
- 0.55%
$7.79K - $8.46K
14K $1.82M
Oct 21, 2021 Q3 2021
Kestra Private Wealth Services, LLC

SELL
 -
-79
- 2.41%
$7.89K - $8.57K
3.19K $415K
Nov 12, 2021 Q3 2021
Psi Advisors, LLC

SELL
 -
-80
- 2.69%
$7.99K - $8.68K
2.89K $377K
Oct 08, 2021 Q3 2021
Burke & Herbert Bank & Trust CO

SELL
 -
-80
- 1.72%
$7.99K - $8.68K
4.56K $594K
Nov 09, 2021 Q3 2021
Bdo Wealth Advisors, LLC

Jacksonville, FL
SELL
 -
-84
- 0.83%
$8.39K - $9.11K
10.1K $1.31M
Nov 12, 2021 Q3 2021
Ibex Wealth Advisors

Lebanon, NJ
SELL
 -
-92
- 0.66%
$9.19K - $9.98K
13.8K $1.8M
Nov 12, 2021 Q3 2021
Bellwether Advisors, LLC

SELL
 -
-99
- 2.66%
$9.88K - $10.7K
3.62K $471K
Oct 29, 2021 Q3 2021
Motco

SELL
 -
-100
- 3.78%
$9.98K - $10.8K
2.54K $331K
Oct 07, 2021 Q3 2021
Kwmg, LLC

SELL
 -
-105
- 2.56%
$10.5K - $11.4K
4K $521K
Nov 05, 2021 Q3 2021
Valley Forge Investment Consultants Inc Adv

SELL
 -
-119
- 1.61%
$11.9K - $12.9K
7.29K $948K
Oct 07, 2021 Q3 2021
John W. Brooker & Co., Cp As

SELL
 -
-122
Closed
$12.2K - $13.2K
0 $0
Oct 15, 2021 Q3 2021
Bartlett & Co. LLC

SELL
 -
-148
Closed
$14.8K - $16K
0 $0
Feb 13, 2024 Q3 2021
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
SELL
 -
-148
Closed
$14.8K - $16K
0 $0
Oct 08, 2021 Q3 2021
Prosperity Planning, Inc.

SELL
 -
-149
- 0.7%
$14.9K - $16.2K
21.1K $2.74M
Oct 26, 2021 Q3 2021
Financial Counselors Inc

SELL
 -
-150
- 0.55%
$15K - $16.3K
27.3K $3.56M
Oct 07, 2021 Q3 2021
Pure Financial Advisors, LLC

SELL
 -
-152
- 0.65%
$15.2K - $16.5K
23.4K $3.04M
Oct 14, 2021 Q3 2021
Forvis Wealth Advisors, LLC

SELL
 -
-154
- 5.72%
$15.4K - $16.7K
2.54K $330K
Nov 08, 2021 Q3 2021
Sja Financial Advisory, LLC

SELL
 -
-156
- 0.33%
$15.6K - $16.9K
46.6K $6.06M
Oct 12, 2021 Q3 2021
Matthew Goff Investment Advisor, LLC

SELL
 -
-160
- 1.28%
$16K - $17.4K
12.3K $1.6M
Nov 09, 2021 Q3 2021
Private Ocean, LLC

SELL
 -
-160
- 1.48%
$16K - $17.4K
10.7K $1.39M
Nov 16, 2021 Q3 2021
National Asset Management, Inc.

Boca Raton, FL
SELL
 -
-171
- 1.83%
$17.1K - $18.5K
9.18K $1.19M
Nov 12, 2021 Q3 2021
Fiduciary Trust CO

Boston, MA
SELL
 -
-180
- 5.34%
$18K - $19.5K
3.19K $415K
Oct 25, 2021 Q3 2021
Old National Bancorp

SELL
 -
-190
- 6.75%
$19K - $20.6K
2.62K $341K
Nov 05, 2021 Q3 2021
Lindbrook Capital, LLC

SELL
 -
-200
- 50.0%
$20K - $21.7K
200 $26K
Nov 12, 2021 Q3 2021
Boston Financial Mangement LLC

Boston, MA
SELL
 -
-200
- 8.94%
$20K - $21.7K
2.04K $265K
Oct 15, 2021 Q3 2021
Transform Wealth, LLC

SELL
 -
-215
- 5.8%
$21.5K - $23.3K
3.5K $455K
Nov 12, 2021 Q3 2021
One Capital Management, LLC

Westlake Village, CA
SELL
 -
-226
- 0.61%
$22.6K - $24.5K
37K $4.81M
Nov 08, 2021 Q3 2021
Charter Oak Capital Management, LLC

SELL
 -
-235
- 18.64%
$23.5K - $25.5K
1.03K $133K
Nov 17, 2021 Q3 2021
Colony Group LLC

Boston, MA
SELL
 -
-236
- 3.1%
$23.6K - $25.6K
7.38K $960K
Oct 29, 2021 Q3 2021
Opes Wealth Management LLC

Menlo Park, CA
SELL
 -
-245
- 1.3%
$24.5K - $26.6K
18.6K $2.43M
Nov 04, 2021 Q3 2021
Choate Investment Advisors

Boston, MA
SELL
 -
-245
- 15.91%
$24.5K - $26.6K
1.3K $168K
Nov 15, 2021 Q3 2021
Tiemann Investment Advisors, LLC

Menlo Park, CA
SELL
 -
-264
- 1.49%
$26.4K - $28.6K
17.4K $2.27M
Mar 23, 2023 Q3 2021
Prostatis Group LLC

Hanover, MD
SELL
 -
-266
- 2.06%
$26.6K - $28.8K
12.6K $1.64M
Nov 12, 2021 Q3 2021
Weil Company, Inc.

SELL
 -
-267
- 6.61%
$26.7K - $29K
3.77K $491K
Nov 15, 2021 Q3 2021
Bragg Financial Advisors, Inc

Charlotte, NC
SELL
 -
-267
- 1.02%
$26.7K - $29K
25.9K $3.37M
Oct 15, 2021 Q3 2021
Bangor Savings Bank

Bangor, ME
SELL
 -
-270
- 2.06%
$27K - $29.3K
12.8K $1.67M
Nov 08, 2021 Q3 2021
Main Street Investment Advisors LLC

SELL
 -
-270
- 3.94%
$27K - $29.3K
6.59K $857K
Nov 01, 2021 Q3 2021
Whittier Trust CO Of Nevada Inc

SELL
 -
-275
- 1.1%
$27.5K - $29.8K
24.7K $3.22M
Oct 27, 2021 Q3 2021
Avantax Planning Partners, Inc.

SELL
 -
-294
- 3.93%
$29.4K - $31.9K
7.19K $935K
Nov 01, 2021 Q3 2021
Mattern Capital Management, LLC

Lakewood, CO
SELL
 -
-314
- 10.94%
$31.3K - $34.1K
2.56K $333K
Oct 12, 2021 Q3 2021
Moneywise, Inc.

SELL
 -
-371
- 9.1%
$37K - $40.2K
3.71K $482K
Nov 16, 2021 Q3 2021
Cetera Advisor Networks LLC

El Segundo, CA
SELL
 -
-398
- 0.74%
$39.7K - $43.2K
53K $6.9M
Oct 13, 2021 Q3 2021
Financial Planning & Information Services, Inc.

SELL
 -
-409
- 2.41%
$40.8K - $44.4K
16.6K $2.15M
Oct 27, 2021 Q3 2021
Lutz Financial Services LLC

SELL
 -
-431
- 0.32%
$43K - $46.7K
134K $17.4M
Oct 12, 2021 Q3 2021
Soa Wealth Advisors, Llc.

SELL
 -
-440
- 2.95%
$43.9K - $47.7K
14.5K $1.88M
Nov 02, 2021 Q3 2021
Corundum Group, Inc.

SELL
 -
-500
- 12.13%
$49.9K - $54.2K
3.62K $471K
Nov 08, 2021 Q3 2021
Associated Banc Corp

Green Bay, WI
SELL
 -
-507
- 1.69%
$50.6K - $55K
29.4K $3.83M
Oct 08, 2021 Q3 2021
Eidelman Virant Capital

SELL
 -
-508
- 9.76%
$50.7K - $55.1K
4.7K $611K

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