Purchases and Sales Made in Q3 2022 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 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
Nov 16, 2022 Q3 2022
Captrust Financial Advisors

Raleigh, NC
BUY
 -
1.63K
+ 2.74%
$147K - $176K
61.1K $7.93M
Nov 09, 2022 Q3 2022
Ritter Daniher Financial Advisory LLC

Cincinnati, OH
BUY
 -
1.6K
+ 34.5%
$144K - $172K
6.23K $808K
Oct 21, 2022 Q3 2022
Endurance Wealth Management, Inc.

BUY
 -
1.5K
+ 60.19%
$135K - $162K
3.99K $518K
Nov 14, 2022 Q3 2022
Qube Research & Technologies LTD

London, X0
BUY
 -
1.5K
New
$135K - $162K
1.5K $195K
Nov 07, 2022 Q3 2022
Bok Financial Private Wealth, Inc.

Denver, CO
BUY
 -
1.5K
New
$135K - $161K
1.5K $194K
Nov 14, 2022 Q3 2022
Ellis Investment Partners, LLC

BUY
 -
1.47K
+ 1.37%
$132K - $158K
108K $14.1M
Oct 26, 2022 Q3 2022
Cranbrook Wealth Management, LLC

BUY
 -
1.34K
+ 2.91%
$120K - $144K
47.2K $6.13M
Apr 19, 2024 Q3 2022
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
1.3K
+ 8.56%
$117K - $139K
16.4K $2.13M
Oct 11, 2022 Q3 2022
Tiaa, Fsb

St. Louis, MO
BUY
 -
1.29K
+ 19.25%
$116K - $139K
8K $1.04M
Nov 09, 2022 Q3 2022
Capital Advisors, Ltd. LLC

BUY
 -
1.24K
+ 0.98%
$111K - $133K
127K $16.5M
Oct 27, 2022 Q3 2022
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
1.2K
New
$108K - $129K
1.2K $156K
Oct 14, 2022 Q3 2022
Edmonds Duncan Registered Investment Advisors, LLC

BUY
 -
1.17K
+ 11.58%
$106K - $126K
11.3K $1.47M
Nov 09, 2022 Q3 2022
Edge Capital Group, LLC

BUY
 -
1.15K
New
$103K - $124K
1.15K $149K
Nov 14, 2022 Q3 2022
Second Half Financial Partners, LLC

Sebring, FL
BUY
 -
1.15K
+ 16.66%
$103K - $123K
8.02K $1.04M
Nov 14, 2022 Q3 2022
Johnson Investment Counsel Inc

Cincinnati, OH
BUY
 -
1.13K
+ 9.94%
$102K - $122K
12.5K $1.62M
Oct 26, 2022 Q3 2022
Ironwood Financial, LLC

BUY
 -
1.13K
+ 2.42%
$102K - $121K
47.7K $6.18M
Nov 14, 2022 Q3 2022
Commonwealth Equity Services, LLC

BUY
 -
1.13K
+ 0.52%
$101K - $121K
216K $28M
Oct 11, 2022 Q3 2022
Fc Advisory LLC

BUY
 -
1.12K
+ 44.79%
$101K - $120K
3.61K $469K
Dec 05, 2022 Q3 2022
Centaurus Financial, Inc.

BUY
 -
1.12K
New
$100K - $120K
1.12K $145K
Nov 03, 2022 Q3 2022
Vestmark Advisory Solutions, Inc.

BUY
 -
1.1K
+ 24.19%
$98.6K - $118K
5.63K $730K
Nov 02, 2022 Q3 2022
Valmark Advisers, Inc.

BUY
 -
1.06K
+ 12.37%
$95.3K - $114K
9.62K $1.25M
Nov 10, 2022 Q3 2022
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
1.05K
New
$94.9K - $113K
1.05K $137K
Nov 08, 2022 Q3 2022
Old North State Trust, LLC

Greensboro, NC
BUY
 -
1.02K
New
$91.5K - $110K
1.02K $132K
Nov 08, 2022 Q3 2022
Blackston Financial Advisory Group, LLC

The Villages, FL
BUY
 -
995
+ 26.59%
$89.6K - $107K
4.74K $614K
Oct 24, 2022 Q3 2022
Mv Capital Management, Inc.

BUY
 -
956
+ 1274.67%
$86K - $103K
1.03K $134K
Oct 26, 2022 Q3 2022
Wipfli Financial Advisors Llc,

BUY
 -
944
New
$85K - $102K
944 $122K
Oct 24, 2022 Q3 2022
Stratos Wealth Partners, Ltd.

BUY
 -
912
+ 5.2%
$82.1K - $98.2K
18.5K $2.39M
Nov 08, 2022 Q3 2022
Cookson Peirce & CO Inc

BUY
 -
853
+ 22.71%
$76.8K - $91.9K
4.61K $598K
Nov 15, 2022 Q3 2022
Tiemann Investment Advisors, LLC

Menlo Park, CA
BUY
 -
853
+ 4.38%
$76.8K - $91.9K
20.3K $2.63M
Nov 03, 2022 Q3 2022
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
810
+ 0.75%
$72.9K - $87.2K
109K $14.1M
Nov 03, 2022 Q3 2022
Salomon & Ludwin, LLC

BUY
 -
792
+ 0.43%
$71.3K - $85.3K
183K $23.8M
Oct 26, 2022 Q3 2022
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
784
+ 3.54%
$70.6K - $84.4K
22.9K $2.97M
Nov 09, 2022 Q3 2022
Great Lakes Advisors, LLC

Chicago, IL
BUY
 -
770
+ 1.1%
$69.3K - $82.9K
71K $9.21M
Oct 31, 2022 Q3 2022
Patriot Financial Group Insurance Agency, LLC

BUY
 -
749
+ 2.53%
$67.4K - $80.7K
30.4K $3.94M
Oct 04, 2022 Q3 2022
Advisor Net Financial, Inc

BUY
 -
738
+ 5.17%
$66.4K - $79.5K
15K $1.95M
Nov 01, 2022 Q3 2022
Allegheny Financial Group LTD

Pittsburgh, PA
BUY
 -
712
+ 7.89%
$64.1K - $76.7K
9.74K $1.26M
Oct 18, 2022 Q3 2022
Karp Capital Management Corp

BUY
 -
693
+ 1.37%
$62.4K - $74.6K
51.4K $6.67M
Nov 14, 2022 Q3 2022
Oppenheimer & CO Inc

New York, NY
BUY
 -
659
+ 8.39%
$59.3K - $71K
8.52K $1.1M
Nov 14, 2022 Q3 2022
Bragg Financial Advisors, Inc

Charlotte, NC
BUY
 -
652
+ 2.63%
$58.7K - $70.2K
25.4K $3.3M
Nov 01, 2022 Q3 2022
Financial Counselors Inc

BUY
 -
617
+ 2.2%
$55.5K - $66.4K
28.7K $3.72M
Nov 14, 2022 Q3 2022
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
609
+ 0.68%
$54.8K - $65.6K
89.9K $11.7M
Oct 14, 2022 Q3 2022
Cornerstone Wealth Management, LLC

BUY
 -
585
+ 8.92%
$52.7K - $63K
7.14K $926K
Nov 07, 2022 Q3 2022
Ever Source Wealth Advisors, LLC

BUY
 -
555
New
$50K - $59.8K
555 $72K
Nov 08, 2022 Q3 2022
Ifp Advisors, Inc

BUY
 -
552
+ 6.47%
$49.7K - $59.4K
9.08K $1.18M
Nov 15, 2022 Q3 2022
Oxler Private Wealth LLC

New York, NY
BUY
 -
537
+ 1.52%
$48.3K - $57.8K
35.8K $4.64M
Nov 03, 2022 Q3 2022
Spectrum Management Group, LLC

BUY
 -
524
New
$47.2K - $56.4K
524 $68K
Nov 14, 2022 Q3 2022
Haverford Trust CO

Radnor, PA
BUY
 -
522
+ 21.48%
$47K - $56.2K
2.95K $383K
Oct 26, 2022 Q3 2022
Spc Financial, Inc.

BUY
 -
479
+ 0.3%
$43.1K - $51.6K
159K $20.7M
Nov 22, 2022 Q3 2022
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
470
+ 18.65%
$42.3K - $50.6K
2.99K $388K

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