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
Oct 12, 2021 Q3 2021
Smith Chas P & Associates Pa Cpas

SELL
 -
-518
- 0.93%
$51.7K - $56.2K
55.3K $7.11M
Nov 15, 2021 Q3 2021
First Trust Advisors LP

Wheaton, IL
SELL
 -
-526
- 1.72%
$52.5K - $57K
30.1K $3.87M
Oct 22, 2021 Q3 2021
Family Firm, Inc.

SELL
 -
-529
- 2.18%
$52.8K - $57.4K
23.7K $3.05M
Nov 15, 2021 Q3 2021
Alesco Advisors LLC

Pittsford, NY
SELL
 -
-539
- 0.16%
$53.8K - $58.4K
334K $42.9M
Oct 25, 2021 Q3 2021
Centerpoint Advisors, LLC

SELL
 -
-541
- 1.1%
$54K - $58.7K
48.7K $6.26M
Oct 12, 2021 Q3 2021
Renasant Bank

SELL
 -
-547
- 2.84%
$54.6K - $59.3K
18.7K $2.4M
Oct 28, 2021 Q3 2021
Huntington National Bank

Columbus, OH
SELL
 -
-608
- 1.19%
$60.7K - $65.9K
50.3K $6.46M
Nov 15, 2021 Q3 2021
Enterprise Financial Services Corp

Clayton, MO
SELL
 -
-608
Closed
$60.7K - $65.9K
0 $0
Nov 03, 2021 Q3 2021
Wade G W & Inc

Wellesley, MA
SELL
 -
-615
- 1.75%
$61.4K - $66.7K
34.5K $4.43M
Oct 19, 2021 Q3 2021
Gemmer Asset Management LLC

SELL
 -
-652
- 47.11%
$65.1K - $70.7K
732 $94.1K
Nov 15, 2021 Q3 2021
Shakespeare Wealth Management, Inc.

Pewaukee, WI
SELL
 -
-669
- 4.18%
$66.8K - $72.5K
15.3K $1.97M
Nov 05, 2021 Q3 2021
Klaas Financial Asset Advisors, LLC

Loves Park, IL
SELL
 -
-683
- 7.18%
$68.2K - $74.1K
8.83K $1.13M
Oct 22, 2021 Q3 2021
Outlook Wealth Advisors, LLC

SELL
 -
-697
- 9.34%
$69.6K - $75.6K
6.77K $870K
Oct 13, 2021 Q3 2021
Mattern Wealth Management LLC

SELL
 -
-701
- 0.78%
$70K - $76K
89.3K $11.5M
Nov 12, 2021 Q3 2021
Financial Insights, Inc.

SELL
 -
-710
Closed
$70.9K - $77K
0 $0
Nov 12, 2021 Q3 2021
Cranbrook Wealth Management, LLC

SELL
 -
-730
- 1.52%
$72.9K - $79.2K
47.2K $6.07M
Nov 08, 2021 Q3 2021
Capital Directions Investment Advisors, LLC

SELL
 -
-742
- 80.65%
$74.1K - $80.5K
178 $22.9K
Nov 03, 2021 Q3 2021
Moneco Advisors, LLC

Fairfield, CT
SELL
 -
-813
- 12.13%
$81.2K - $88.2K
5.89K $757K
Nov 12, 2021 Q3 2021
Steward Partners Investment Advisory, LLC

SELL
 -
-835
- 0.84%
$83.4K - $90.5K
98.1K $12.6M
Nov 09, 2021 Q3 2021
Disciplined Investments, LLC

Tulsa, OK
SELL
 -
-838
- 40.84%
$83.7K - $90.9K
1.21K $156K
Oct 12, 2021 Q3 2021
Hya Advisors, Inc

SELL
 -
-839
- 10.14%
$83.8K - $91K
7.44K $956K
Nov 02, 2021 Q3 2021
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
SELL
 -
-849
- 37.92%
$84.8K - $92.1K
1.39K $179K
Nov 18, 2021 Q3 2021
Wealthsource Partners, LLC

SELL
 -
-930
- 18.24%
$92.9K - $101K
4.17K $536K
Oct 15, 2021 Q3 2021
Advisor Net Financial, Inc

SELL
 -
-951
- 6.82%
$94.9K - $103K
13K $1.67M
Oct 13, 2021 Q3 2021
Gofen & Glossberg LLC

SELL
 -
-990
- 3.56%
$98.8K - $107K
26.8K $3.44M
Nov 15, 2021 Q3 2021
Reynders Mc Veigh Capital Management, LLC

SELL
 -
-1K
- 17.86%
$99.8K - $108K
4.6K $591K
Nov 12, 2021 Q3 2021
Greenleaf Trust

Kalamazoo, MI
SELL
 -
-1.02K
- 1.84%
$101K - $110K
54.3K $6.97M
Nov 12, 2021 Q3 2021
Frontier Wealth Management LLC

Kansas City, MO
SELL
 -
-1.08K
- 25.8%
$107K - $117K
3.09K $397K
Oct 21, 2021 Q3 2021
Avantax Advisory Services, Inc.

SELL
 -
-1.08K
- 10.79%
$107K - $117K
8.89K $1.14M
Nov 15, 2021 Q3 2021
Wealthspire Advisors, LLC

New York, NY
SELL
 -
-1.11K
- 18.45%
$111K - $120K
4.9K $630K
Nov 15, 2021 Q3 2021
United Capital Financial Advisers, LLC

Newport Beach, CA
SELL
 -
-1.15K
- 8.27%
$115K - $124K
12.7K $1.64M
Nov 09, 2021 Q3 2021
Beirne Wealth Consulting Services, LLC

SELL
 -
-1.16K
- 6.26%
$116K - $125K
17.3K $2.22M
Nov 10, 2021 Q3 2021
Buckingham Strategic Wealth, LLC

Clayton, MO
SELL
 -
-1.28K
- 5.02%
$128K - $139K
24.3K $3.12M
Nov 15, 2021 Q3 2021
Asset Management Group, Inc.

Stamford, CT
SELL
 -
-1.31K
- 1.4%
$131K - $142K
92.3K $11.9M
Oct 28, 2021 Q3 2021
M&T Bank Corp

SELL
 -
-1.38K
- 2.11%
$137K - $149K
63.7K $8.19M
Nov 12, 2021 Q3 2021
Moneta Group Investment Advisors LLC

St Louis, MO
SELL
 -
-1.44K
- 6.61%
$144K - $157K
20.4K $2.62M
Nov 03, 2021 Q3 2021
Bison Wealth, LLC

SELL
 -
-1.5K
- 48.32%
$149K - $162K
1.6K $206K
Oct 22, 2021 Q3 2021
Cadence Bank Na

SELL
 -
-1.52K
- 19.27%
$152K - $165K
6.37K $818K
Oct 26, 2021 Q3 2021
Pinnacle Financial Partners Inc

SELL
 -
-1.67K
- 6.92%
$167K - $181K
22.5K $2.89M
Oct 15, 2021 Q3 2021
Meridian Wealth Management, LLC

SELL
 -
-1.68K
- 24.93%
$168K - $182K
5.05K $649K
Nov 09, 2021 Q3 2021
First Horizon Advisors, Inc.

SELL
 -
-1.69K
- 11.12%
$168K - $183K
13.5K $1.73M
Oct 22, 2021 Q3 2021
Global Retirement Partners, LLC

SELL
 -
-1.71K
- 18.03%
$171K - $186K
7.78K $1M
Oct 14, 2021 Q3 2021
Norway Savings Bank

SELL
 -
-1.74K
- 5.23%
$173K - $188K
31.5K $4.04M
Nov 12, 2021 Q3 2021
Cibc World Market Inc.

Toronto, A6
SELL
 -
-1.75K
- 4.72%
$175K - $190K
35.4K $4.55M
Nov 10, 2021 Q3 2021
Creative Planning

Overland Park, KS
SELL
 -
-1.76K
- 2.82%
$175K - $190K
60.5K $7.77M
Nov 12, 2021 Q3 2021
Centaurus Financial, Inc.

SELL
 -
-1.79K
- 18.67%
$179K - $194K
7.8K $1M
Oct 13, 2021 Q3 2021
Portland Global Advisors LLC

SELL
 -
-1.93K
Closed
$193K - $210K
0 $0
Oct 22, 2021 Q3 2021
Relaxing Retirement Coach

SELL
 -
-1.94K
Closed
$194K - $210K
0 $0
Nov 12, 2021 Q3 2021
Brown Advisory Inc

SELL
 -
-1.95K
Closed
$195K - $212K
0 $0

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