Purchases and Sales Made in Q3 2022 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 2022. 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 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
3.62M+ 8532.78% |
$326M - $390M
|
3.66M
$476M
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
254K+ 28841.2% |
$22.9M - $27.4M
|
255K
$33.1M
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
158K+ 8.97% |
$14.2M - $17M
|
1.92M
$250M
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
126K+ 92.48% |
$11.3M - $13.6M
|
262K
$34M
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
108K+ 4.58% |
$9.7M - $11.6M
|
2.46M
$320M
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
92.9K+ 14.25% |
$8.36M - $10M
|
745K
$96.7M
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
76.6K+ 5.02% |
$6.89M - $8.25M
|
1.6M
$208M
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
59.8KNew |
$5.38M - $6.44M
|
59.8K
$7.76M
|
|
Oct 20, 2022
Q3 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
54.5K+ 314.72% |
$4.91M - $5.87M
|
71.8K
$9.33M
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
52.3KNew |
$4.71M - $5.64M
|
52.3K
$6.8M
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
45.8K+ 4.48% |
$4.12M - $4.93M
|
1.07M
$139M
|
|
Oct 24, 2022
Q3 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
45.4K+ 25.78% |
$4.08M - $4.89M
|
221K
$28.8M
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
42.2K+ 101.09% |
$3.8M - $4.54M
|
83.9K
$10.9M
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
38.2K+ 11.0% |
$3.44M - $4.11M
|
385K
$50M
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
32K+ 29130.0% |
$2.88M - $3.45M
|
32.2K
$4.18M
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
31.8K+ 3.56% |
$2.86M - $3.42M
|
926K
$120M
|
|
Nov 07, 2022
Q3 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
30.3K+ 14.76% |
$2.73M - $3.26M
|
236K
$30.6M
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
30KNew |
$2.7M - $3.23M
|
30K
$3.89M
|
|
Nov 08, 2022
Q3 2022
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
26.6K+ 2.1% |
$2.39M - $2.87M
|
1.29M
$168M
|
|
Nov 10, 2022
Q3 2022
|
Jsf Financial, LLC
|
BUY
|
- |
26.2K+ 29.27% |
$2.36M - $2.82M
|
116K
$15M
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
25.7KNew |
$2.31M - $2.77M
|
25.7K
$3.34M
|
|
Nov 14, 2022
Q3 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
25.6K+ 84.97% |
$2.31M - $2.76M
|
55.8K
$7.24M
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
21.4K+ 13.51% |
$1.93M - $2.31M
|
180K
$23.4M
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
21.4K+ 2.8% |
$1.92M - $2.3M
|
783K
$102M
|
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
20.4K+ 3.5% |
$1.84M - $2.2M
|
604K
$78.4M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
19.1K+ 2.16% |
$1.72M - $2.06M
|
906K
$118M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
19.1K+ 32.31% |
$1.72M - $2.05M
|
78K
$10.1M
|
|
Nov 04, 2022
Q3 2022
|
Sierra Capital LLC
|
BUY
|
- |
18.6K+ 83.55% |
$1.67M - $2M
|
40.9K
$5.31M
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
16.9K+ 17.15% |
$1.52M - $1.82M
|
116K
$15M
|
|
Oct 19, 2022
Q3 2022
|
Evensky & Katz LLC
|
BUY
|
- |
14.5K+ 2.62% |
$1.3M - $1.56M
|
567K
$73.7M
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
12.5K+ 57.15% |
$1.12M - $1.34M
|
34.3K
$4.45M
|
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
11.1K+ 183.95% |
$1M - $1.2M
|
17.2K
$2.23M
|
|
Oct 25, 2022
Q3 2022
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
10.6KNew |
$957K - $1.15M
|
10.6K
$1.38M
|
|
Jan 25, 2023
Q3 2022
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
10.6K+ 35.1% |
$955K - $1.14M
|
40.9K
$5.31M
|
|
Nov 01, 2022
Q3 2022
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
10.2K+ 10.13% |
$921K - $1.1M
|
111K
$14.5M
|
|
Nov 15, 2022
Q3 2022
|
Mai Capital Management
|
BUY
|
- |
9.71K+ 3.21% |
$874K - $1.05M
|
312K
$40.5M
|
|
Nov 14, 2022
Q3 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
9.2KNew |
$828K - $991K
|
9.2K
$1.19M
|
|
Oct 12, 2022
Q3 2022
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
8.3K+ 2.15% |
$747K - $894K
|
395K
$51.2M
|
|
Nov 14, 2022
Q3 2022
|
Rex Capital Advisors, LLC
Providence, RI |
BUY
|
- |
7.58K+ 2.89% |
$682K - $816K
|
270K
$35M
|
|
Oct 27, 2022
Q3 2022
|
Heron Financial Group, LLC
|
BUY
|
- |
7.52K+ 9.67% |
$677K - $810K
|
85.3K
$11.1M
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.43K+ 32.99% |
$669K - $800K
|
30K
$3.89M
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
BUY
|
- |
7.37K+ 93.2% |
$663K - $794K
|
15.3K
$1.98M
|
|
Oct 31, 2022
Q3 2022
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
7.27K+ 183.74% |
$654K - $783K
|
11.2K
$1.46M
|
|
Oct 12, 2022
Q3 2022
|
Prosperity Planning, Inc.
|
BUY
|
- |
6.78K+ 32.77% |
$610K - $730K
|
27.5K
$3.57M
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.55K+ 7.7% |
$590K - $705K
|
91.6K
$11.9M
|
|
Nov 10, 2022
Q3 2022
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
6.28KNew |
$565K - $676K
|
6.28K
$816K
|
|
Nov 09, 2022
Q3 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
6.04K+ 19.13% |
$543K - $650K
|
37.6K
$4.88M
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
5.88KNew |
$529K - $633K
|
5.88K
$763K
|
|
Nov 14, 2022
Q3 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
5.78K+ 48.39% |
$520K - $622K
|
17.7K
$2.3M
|
|
Nov 08, 2022
Q3 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
5.64KNew |
$508K - $608K
|
5.64K
$733K
|