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
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-2K- 33.8% |
$200K - $217K
|
3.92K
$503K
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2K- 22.85% |
$200K - $217K
|
6.76K
$869K
|
|
|
Oct 13, 2021
Q3 2021
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-2.06KClosed |
$205K - $223K
|
0
$0
|
|
|
Nov 19, 2021
Q3 2021
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-2.06KClosed |
$206K - $223K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Hms Capital Management, LLC
|
SELL
|
- |
-2.16K- 14.64% |
$216K - $234K
|
12.6K
$1.62M
|
|
|
Oct 25, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.2KClosed |
$220K - $239K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-2.3K- 51.11% |
$230K - $249K
|
2.2K
$283K
|
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.31K- 0.71% |
$230K - $250K
|
324K
$41.6M
|
|
|
Nov 09, 2021
Q3 2021
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.31K- 3.18% |
$230K - $250K
|
70.2K
$9.02M
|
|
|
Oct 08, 2021
Q3 2021
|
Collective Family Office LLC
|
SELL
|
- |
-2.33K- 36.12% |
$232K - $252K
|
4.12K
$529K
|
|
|
Nov 16, 2021
Q3 2021
|
Advisor Resource Council
|
SELL
|
- |
-2.35KClosed |
$235K - $255K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
First Hawaiian Bank
|
SELL
|
- |
-2.37K- 2.73% |
$236K - $257K
|
84.4K
$10.8M
|
|
|
Nov 08, 2021
Q3 2021
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.38K- 25.17% |
$238K - $258K
|
7.08K
$909K
|
|
|
Oct 26, 2021
Q3 2021
|
First Merchants Corp
|
SELL
|
- |
-2.47K- 1.36% |
$247K - $268K
|
179K
$23M
|
|
|
Oct 29, 2021
Q3 2021
|
Kingfisher Capital LLC
|
SELL
|
- |
-2.52K- 50.8% |
$251K - $273K
|
2.44K
$313K
|
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.67K- 8.74% |
$267K - $290K
|
27.9K
$3.59M
|
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Securities LLC
|
SELL
|
- |
-2.71K- 30.5% |
$270K - $294K
|
6.17K
$792K
|
|
|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.88K- 15.32% |
$288K - $312K
|
15.9K
$2.05M
|
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-3.04K- 3.4% |
$303K - $329K
|
86.3K
$11.1M
|
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
SELL
|
- |
-3.15K- 28.51% |
$315K - $342K
|
7.91K
$1.02M
|
|
|
Oct 20, 2021
Q3 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-3.37KClosed |
$337K - $366K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-3.46KClosed |
$345K - $375K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Courier Capital LLC
|
SELL
|
- |
-3.49K- 2.81% |
$349K - $379K
|
121K
$15.5M
|
|
|
Oct 22, 2021
Q3 2021
|
Legacy Financial Group LLC
|
SELL
|
- |
-3.51K- 17.39% |
$350K - $381K
|
16.7K
$2.14M
|
|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-3.65K- 10.96% |
$365K - $396K
|
29.7K
$3.81M
|
|
|
Nov 12, 2021
Q3 2021
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-3.77KClosed |
$377K - $409K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-3.8K- 3.16% |
$379K - $412K
|
116K
$14.9M
|
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.98KClosed |
$398K - $432K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Wolff Financial Management LLC
|
SELL
|
- |
-4KClosed |
$399K - $434K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-4.07KClosed |
$406K - $441K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.14K- 3.9% |
$413K - $449K
|
102K
$13.1M
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
SELL
|
- |
-4.25K- 5.73% |
$425K - $461K
|
69.9K
$8.99M
|
|
|
Nov 12, 2021
Q3 2021
|
Coldstream Capital Management Inc
|
SELL
|
- |
-4.49K- 9.31% |
$448K - $486K
|
43.7K
$5.62M
|
|
|
Nov 08, 2021
Q3 2021
|
Keybank National Association
|
SELL
|
- |
-4.77K- 2.15% |
$476K - $517K
|
217K
$27.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.83KClosed |
$483K - $524K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Betterment LLC
New York, NY |
SELL
|
- |
-5.12K- 8.11% |
$511K - $555K
|
58K
$7.45M
|
|
|
Jul 17, 2024
Q3 2021
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-5.18K- 99.04% |
$517K - $562K
|
50
$6.43K
|
|
|
Nov 05, 2021
Q3 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-5.47K- 59.88% |
$546K - $593K
|
3.67K
$471K
|
|
|
Oct 20, 2021
Q3 2021
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-5.55K- 4.0% |
$554K - $602K
|
133K
$17.1M
|
|
|
Dec 01, 2022
Q3 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-6.35K- 17.21% |
$633K - $688K
|
30.5K
$3.92M
|
|
|
Nov 05, 2021
Q3 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-6.35K- 17.21% |
$633K - $688K
|
30.5K
$3.92M
|
|
|
Oct 19, 2021
Q3 2021
|
South Shore Capital Advisors
|
SELL
|
- |
-6.5KClosed |
$649K - $705K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-6.79K- 26.49% |
$678K - $736K
|
18.8K
$2.42M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-6.91K- 4.3% |
$690K - $750K
|
154K
$19.8M
|
|
|
Oct 12, 2021
Q3 2021
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-7.07KClosed |
$706K - $767K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-7.3KClosed |
$728K - $791K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.64K- 1.63% |
$763K - $829K
|
462K
$59.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-8.53K- 36.08% |
$851K - $925K
|
15.1K
$1.94M
|
|
|
Oct 27, 2021
Q3 2021
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-8.78K- 31.09% |
$876K - $952K
|
19.5K
$2.5M
|
|
|
Jan 25, 2022
Q3 2021
|
Fulcrum Equity Management
|
SELL
|
- |
-9.48KClosed |
$946K - $1.03M
|
0
$0
|