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 11, 2022
Q3 2022
|
Columbia Trust CO 01012016
|
BUY
|
- |
58+ 2.6% |
$5.22K - $6.25K
|
2.29K
$297K
|
|
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
50+ 1.85% |
$4.5K - $5.38K
|
2.76K
$357K
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
48+ 34.04% |
$4.32K - $5.17K
|
189
$24.5K
|
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
46+ 1.9% |
$4.14K - $4.95K
|
2.47K
$320K
|
|
|
Nov 14, 2022
Q3 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
46+ 0.99% |
$4.14K - $4.95K
|
4.67K
$606K
|
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
BUY
|
- |
44+ 3.16% |
$3.96K - $4.74K
|
1.44K
$186K
|
|
|
Nov 07, 2022
Q3 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
41+ 0.22% |
$3.69K - $4.41K
|
18.6K
$2.41M
|
|
|
Nov 01, 2022
Q3 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
41+ 0.69% |
$3.69K - $4.41K
|
5.99K
$776K
|
|
|
Oct 20, 2022
Q3 2022
|
Nikulski Financial, Inc.
|
BUY
|
- |
41+ 0.16% |
$3.69K - $4.41K
|
25.5K
$3.31M
|
|
|
Oct 17, 2022
Q3 2022
|
Rodgers & Associates, LTD
|
BUY
|
- |
32+ 0.63% |
$2.88K - $3.45K
|
5.08K
$658K
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
30+ 5.15% |
$2.7K - $3.23K
|
612
$79.4K
|
|
|
Oct 17, 2022
Q3 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
27+ 0.74% |
$2.43K - $2.91K
|
3.68K
$478K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
24+ 0.35% |
$2.16K - $2.58K
|
6.86K
$890K
|
|
|
Oct 24, 2022
Q3 2022
|
Great Diamond Partners, LLC
|
BUY
|
- |
24+ 0.05% |
$2.16K - $2.58K
|
53.3K
$6.92M
|
|
|
Oct 17, 2022
Q3 2022
|
Thompson Investment Management, Inc.
|
BUY
|
- |
23+ 0.31% |
$2.07K - $2.48K
|
7.54K
$978K
|
|
|
Nov 10, 2022
Q3 2022
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
21+ 0.73% |
$1.89K - $2.26K
|
2.9K
$376K
|
|
|
Oct 24, 2022
Q3 2022
|
Willner & Heller, LLC
|
BUY
|
- |
18+ 0.72% |
$1.62K - $1.94K
|
2.5K
$325K
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
18+ 0.19% |
$1.62K - $1.94K
|
9.62K
$1.25M
|
|
|
Nov 04, 2022
Q3 2022
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
16+ 0.35% |
$1.44K - $1.72K
|
4.6K
$597K
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
15+ 0.71% |
$1.35K - $1.62K
|
2.14K
$277K
|
|
|
Nov 08, 2022
Q3 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
12+ 0.11% |
$1.08K - $1.29K
|
10.6K
$1.38M
|
|
|
Nov 14, 2022
Q3 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
10+ 0.74% |
$900 - $1.08K
|
1.35K
$175K
|
|
|
Nov 07, 2022
Q3 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
9+ 0.18% |
$810 - $969
|
5.04K
$653K
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
9+ 0.26% |
$810 - $969
|
3.5K
$454K
|
|
|
Oct 07, 2022
Q3 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
8+ 0.19% |
$720 - $861
|
4.26K
$553K
|
|
|
Nov 10, 2022
Q3 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
7+ 0.3% |
$630 - $754
|
2.35K
$305K
|
|
|
Oct 20, 2022
Q3 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
7+ 0.11% |
$630 - $754
|
6.43K
$833K
|
|
|
Oct 24, 2022
Q3 2022
|
Trust CO Of Vermont
|
BUY
|
- |
5+ 0.15% |
$450 - $538
|
3.42K
$444K
|
|
|
Nov 08, 2022
Q3 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
5+ 0.04% |
$450 - $538
|
14.1K
$1.83M
|
|
|
Nov 14, 2022
Q3 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
5+ 0.15% |
$450 - $538
|
3.38K
$438K
|
|
|
Nov 09, 2022
Q3 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
5+ 0.77% |
$450 - $538
|
658
$85.3K
|
|
|
Dec 12, 2022
Q3 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
4+ 0.16% |
$360 - $431
|
2.56K
$332K
|
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
BUY
|
- |
2+ 0.06% |
$180 - $215
|
3.17K
$411K
|
|
|
Nov 07, 2022
Q3 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
2+ 0.04% |
$180 - $215
|
5.28K
$684K
|
|
|
Oct 21, 2022
Q3 2022
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
1+ 0.01% |
$90 - $108
|
11.3K
$1.47M
|
|
|
Oct 11, 2022
Q3 2022
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 1.2% |
$90 - $108
|
84
$10.9K
|
|
|
Nov 14, 2022
Q3 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 02, 2022
Q3 2022
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-1- 0.02% |
$90 - $108
|
5.97K
$774K
|
|
|
Oct 27, 2022
Q3 2022
|
Heritage Investors Management Corp
|
SELL
|
- |
-5- 0.21% |
$450 - $538
|
2.4K
$311K
|
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-10- 0.88% |
$900 - $1.08K
|
1.13K
$146K
|
|
|
Oct 12, 2022
Q3 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-12- 0.48% |
$1.08K - $1.29K
|
2.46K
$320K
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-16- 0.35% |
$1.44K - $1.72K
|
4.61K
$598K
|
|
|
Oct 24, 2022
Q3 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-16- 0.65% |
$1.44K - $1.72K
|
2.45K
$318K
|
|
|
Nov 14, 2022
Q3 2022
|
Ballast Advisors LLC
|
SELL
|
- |
-22- 2.85% |
$1.98K - $2.37K
|
750
$97.3K
|
|
|
Nov 03, 2022
Q3 2022
|
Renasant Bank
|
SELL
|
- |
-22- 0.14% |
$1.98K - $2.37K
|
15.9K
$2.06M
|
|
|
Oct 21, 2022
Q3 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-34- 1.07% |
$3.06K - $3.66K
|
3.15K
$408K
|
|
|
Nov 21, 2022
Q3 2022
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-35- 0.34% |
$3.15K - $3.77K
|
10.2K
$1.32M
|
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-40- 14.29% |
$3.6K - $4.31K
|
240
$31.1K
|
|
|
Oct 25, 2022
Q3 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-40- 2.84% |
$3.6K - $4.31K
|
1.37K
$177K
|
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-46- 0.57% |
$4.14K - $4.95K
|
8.1K
$1.05M
|