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 |
---|---|---|---|---|---|---|---|
Feb 17, 2023
Q3 2022
|
Old National Bancorp
|
BUY
|
- |
470+ 21.28% |
$42.3K - $50.6K
|
2.68K
$348K
|
|
Oct 14, 2022
Q3 2022
|
Oldfather Financial Services, LLC
|
BUY
|
- |
466+ 1.26% |
$41.9K - $50.2K
|
37.6K
$4.88M
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
440+ 0.86% |
$39.6K - $47.4K
|
51.7K
$6.72M
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
428+ 3.37% |
$38.5K - $46.1K
|
13.1K
$1.7M
|
|
Nov 14, 2022
Q3 2022
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
425+ 0.18% |
$38.3K - $45.8K
|
235K
$30.6M
|
|
Nov 10, 2022
Q3 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
424+ 1.75% |
$38.2K - $45.7K
|
24.6K
$3.19M
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
BUY
|
- |
413+ 60.29% |
$37.2K - $44.5K
|
1.1K
$143K
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
406+ 2.17% |
$36.5K - $43.7K
|
19.1K
$2.48M
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
396+ 7.9% |
$35.6K - $42.6K
|
5.41K
$702K
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
384+ 2.92% |
$34.6K - $41.3K
|
13.5K
$1.76M
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
376New |
$33.8K - $40.5K
|
376
$48.8K
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
369+ 0.52% |
$33.2K - $39.7K
|
71.3K
$9.26M
|
|
Oct 12, 2022
Q3 2022
|
Sol Capital Management CO
|
BUY
|
- |
330+ 0.98% |
$29.7K - $35.5K
|
34.1K
$4.43M
|
|
Oct 21, 2022
Q3 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
324+ 41.43% |
$29.2K - $34.9K
|
1.11K
$144K
|
|
Aug 13, 2024
Q3 2022
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
304+ 4.87% |
$27.4K - $32.7K
|
6.54K
$849K
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
283+ 9.47% |
$25.5K - $30.5K
|
3.27K
$425K
|
|
Nov 14, 2022
Q3 2022
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
281+ 1.93% |
$25.3K - $30.3K
|
14.8K
$1.93M
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
280New |
$25.2K - $30.2K
|
280
$36.4K
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
BUY
|
- |
270+ 13.24% |
$24.3K - $29.1K
|
2.31K
$300K
|
|
Oct 25, 2022
Q3 2022
|
First Merchants Corp
|
BUY
|
- |
247+ 0.15% |
$22.2K - $26.6K
|
169K
$21.9M
|
|
Nov 08, 2022
Q3 2022
|
Davis R M Inc
Portland, ME |
BUY
|
- |
239+ 9.62% |
$21.5K - $25.7K
|
2.72K
$354K
|
|
Nov 15, 2022
Q3 2022
|
Washington Trust Bank
|
BUY
|
- |
234+ 6.12% |
$21.1K - $25.2K
|
4.06K
$527K
|
|
Oct 19, 2022
Q3 2022
|
Griffin Asset Management, Inc.
|
BUY
|
- |
230+ 4.22% |
$20.7K - $24.8K
|
5.68K
$738K
|
|
Nov 14, 2022
Q3 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
228+ 9.75% |
$20.5K - $24.6K
|
2.57K
$333K
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
226New |
$20.3K - $24.3K
|
226
$29.4K
|
|
Oct 18, 2022
Q3 2022
|
Courier Capital LLC
|
BUY
|
- |
197+ 0.16% |
$17.7K - $21.2K
|
123K
$16M
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
195+ 1.7% |
$17.6K - $21K
|
11.7K
$1.52M
|
|
Oct 20, 2022
Q3 2022
|
Country Trust Bank
|
BUY
|
- |
188+ 70.68% |
$16.9K - $20.2K
|
454
$59K
|
|
Oct 12, 2022
Q3 2022
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
180+ 0.19% |
$16.2K - $19.4K
|
95K
$12.3M
|
|
Jul 20, 2023
Q3 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
136+ 5.94% |
$12.2K - $14.6K
|
2.43K
$315K
|
|
Nov 15, 2022
Q3 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
135+ 4.35% |
$12.2K - $14.5K
|
3.24K
$420K
|
|
Oct 25, 2022
Q3 2022
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
130+ 2.22% |
$11.7K - $14K
|
6K
$779K
|
|
Nov 10, 2022
Q3 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
124New |
$11.2K - $13.4K
|
124
$16.1K
|
|
Oct 25, 2022
Q3 2022
|
Friedenthal Financial
|
BUY
|
- |
118+ 0.77% |
$10.6K - $12.7K
|
15.4K
$2M
|
|
Oct 14, 2022
Q3 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
117+ 0.68% |
$10.5K - $12.6K
|
17.3K
$2.24M
|
|
Oct 05, 2022
Q3 2022
|
American National Bank
|
BUY
|
- |
114+ 24.36% |
$10.3K - $12.3K
|
582
$75.6K
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
110+ 2.14% |
$9.9K - $11.8K
|
5.26K
$683K
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
104New |
$9.36K - $11.2K
|
104
$13.5K
|
|
Oct 25, 2022
Q3 2022
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
102+ 0.65% |
$9.18K - $11K
|
15.7K
$2.04M
|
|
Nov 14, 2022
Q3 2022
|
Neumann Capital Management, LLC
|
BUY
|
- |
100+ 0.39% |
$9K - $10.8K
|
25.9K
$3.37M
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
99+ 0.68% |
$8.91K - $10.7K
|
14.7K
$1.91M
|
|
Nov 14, 2022
Q3 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
98+ 0.25% |
$8.82K - $10.6K
|
40K
$5.2M
|
|
Oct 28, 2022
Q3 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
90+ 2.76% |
$8.1K - $9.69K
|
3.35K
$435K
|
|
Oct 12, 2022
Q3 2022
|
C2 C Wealth Management, LLC
|
BUY
|
- |
80+ 0.64% |
$7.2K - $8.61K
|
12.5K
$1.63M
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
77+ 0.34% |
$6.93K - $8.29K
|
22.7K
$2.95M
|
|
Oct 27, 2022
Q3 2022
|
Sage Financial Group Inc
|
BUY
|
- |
77+ 3.13% |
$6.93K - $8.29K
|
2.53K
$329K
|
|
Oct 21, 2022
Q3 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
76+ 0.62% |
$6.84K - $8.18K
|
12.3K
$1.6M
|
|
Oct 12, 2022
Q3 2022
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
68+ 1.6% |
$6.12K - $7.32K
|
4.33K
$562K
|
|
Nov 09, 2022
Q3 2022
|
Weil Company, Inc.
|
BUY
|
- |
65+ 1.73% |
$5.85K - $7K
|
3.82K
$495K
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
BUY
|
- |
59+ 1.27% |
$5.31K - $6.35K
|
4.71K
$612K
|