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
Oct 17, 2022 Q3 2022
North Crest Asset Manangement, LLC

SELL
 -
-266
- 0.55%
$23.9K - $28.6K
48.4K $6.28M
Oct 26, 2022 Q3 2022
Capital Investment Advisory Services, LLC

SELL
 -
-270
- 6.49%
$24.3K - $29.1K
3.89K $505K
Jan 27, 2023 Q3 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
SELL
 -
-275
- 5.37%
$24.8K - $29.6K
4.84K $629K
Oct 20, 2022 Q3 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
SELL
 -
-275
- 5.37%
$24.8K - $29.6K
4.84K $629K
Nov 14, 2022 Q3 2022
Sea Crest Wealth Management, LLC

Purchase, NY
SELL
 -
-277
- 6.26%
$24.9K - $29.8K
4.15K $539K
Nov 14, 2022 Q3 2022
Kayne Anderson Rudnick Investment Management LLC

Los Angeles, CA
SELL
 -
-280
Closed
$25.2K - $30.2K
0 $0
Nov 14, 2022 Q3 2022
Advisory Services Network, LLC

SELL
 -
-302
- 2.09%
$27.2K - $32.5K
14.2K $1.84M
Nov 07, 2022 Q3 2022
South State Corp

SELL
 -
-306
- 7.49%
$27.5K - $33K
3.78K $491K
Nov 14, 2022 Q3 2022
Pensionmark Financial Group, LLC

Santa Barbara, CA
SELL
 -
-309
- 11.77%
$27.8K - $33.3K
2.32K $301K
Nov 10, 2022 Q3 2022
Stokes Family Office, LLC

SELL
 -
-330
- 1.24%
$29.7K - $35.5K
26.3K $3.42M
Nov 14, 2022 Q3 2022
Kingsview Wealth Management, LLC

Grants Pass, OR
SELL
 -
-343
- 1.54%
$30.9K - $36.9K
21.9K $2.84M
Nov 03, 2022 Q3 2022
Moneywise, Inc.

SELL
 -
-345
- 11.48%
$31.1K - $37.1K
2.66K $345K
Nov 08, 2022 Q3 2022
Phillips Financial Management, LLC

SELL
 -
-347
- 0.78%
$31.2K - $37.4K
43.9K $5.7M
Oct 18, 2022 Q3 2022
Mascoma Wealth Management LLC

SELL
 -
-348
- 13.39%
$31.3K - $37.5K
2.25K $292K
Nov 08, 2022 Q3 2022
Apollon Wealth Management, LLC

Mount Pleasant, SC
SELL
 -
-349
- 4.29%
$31.4K - $37.6K
7.79K $1.01M
Aug 13, 2024 Q3 2022
Glen Eagle Advisors, LLC

Kingston, NJ
SELL
 -
-350
- 28.93%
$31.5K - $37.7K
860 $112K
Nov 03, 2022 Q3 2022
Amg National Trust Bank

SELL
 -
-373
- 2.68%
$33.6K - $40.2K
13.6K $1.76M
Nov 14, 2022 Q3 2022
Cibc Private Wealth Group, LLC

SELL
 -
-384
- 5.85%
$34.6K - $41.3K
6.18K $802K
Nov 14, 2022 Q3 2022
Black Rock Inc.

New York, NY
SELL
 -
-392
- 4.73%
$35.3K - $42.2K
7.9K $1.03M
Nov 14, 2022 Q3 2022
Kestra Private Wealth Services, LLC

SELL
 -
-405
- 14.91%
$36.5K - $43.6K
2.31K $300K
Nov 14, 2022 Q3 2022
Baird Financial Group, Inc.

Milwaukee, WI
SELL
 -
-409
- 0.12%
$36.8K - $44K
346K $44.9M
Nov 02, 2022 Q3 2022
Bdo Wealth Advisors, LLC

Jacksonville, FL
SELL
 -
-428
- 4.48%
$38.5K - $46.1K
9.13K $1.19M
Feb 14, 2023 Q3 2022
Sja Financial Advisory, LLC

SELL
 -
-431
- 0.94%
$38.8K - $46.4K
45.3K $5.88M
Nov 16, 2022 Q3 2022
Lwm Advisory Services, LLC

Plantation, FL
SELL
 -
-442
- 12.67%
$39.8K - $47.6K
3.05K $396K
Oct 06, 2022 Q3 2022
Abner Herrman & Brock LLC

SELL
 -
-446
- 15.14%
$40.1K - $48K
2.5K $325K
Nov 14, 2022 Q3 2022
Wealthcare Advisory Partners LLC

West Chester, PA
SELL
 -
-461
- 8.01%
$41.5K - $49.6K
5.3K $688K
Nov 14, 2022 Q3 2022
55 I, LLC

Boston, MA
SELL
 -
-489
- 5.67%
$44K - $52.7K
8.14K $1.06M
Oct 31, 2022 Q3 2022
Gables Capital Management Inc.

SELL
 -
-500
- 25.0%
$45K - $53.8K
1.5K $195K
Nov 14, 2022 Q3 2022
Capital Analysts, LLC

Fort Washington, PA
SELL
 -
-506
- 3.4%
$45.5K - $54.5K
14.4K $1.87M
Mar 23, 2023 Q3 2022
Prostatis Group LLC

Hanover, MD
SELL
 -
-512
- 4.4%
$46.1K - $55.1K
11.1K $1.45M
Oct 28, 2022 Q3 2022
Mechanics Financial Corp

SELL
 -
-536
- 31.87%
$48.2K - $57.7K
1.15K $149K
Nov 09, 2022 Q3 2022
High Tower Advisors, LLC

Chicago, IL
SELL
 -
-546
- 0.39%
$49.1K - $58.8K
141K $18.3M
Nov 14, 2022 Q3 2022
Geneos Wealth Management Inc.

SELL
 -
-556
- 63.11%
$50K - $59.9K
325 $42.2K
Nov 10, 2022 Q3 2022
Kcm Investment Advisors LLC

Greenbrae, CA
SELL
 -
-575
- 18.28%
$51.8K - $61.9K
2.57K $334K
Oct 31, 2022 Q3 2022
First National Bank Of South Miami

SELL
 -
-581
- 4.11%
$52.3K - $62.6K
13.6K $1.76M
Nov 07, 2022 Q3 2022
Beirne Wealth Consulting Services, LLC

SELL
 -
-588
- 5.14%
$52.9K - $63.3K
10.9K $1.41M
Oct 26, 2022 Q3 2022
David J Yvars Group

SELL
 -
-594
- 14.99%
$53.5K - $64K
3.37K $438K
Nov 02, 2022 Q3 2022
Connecticut Wealth Management, LLC

SELL
 -
-613
- 8.51%
$55.2K - $66K
6.59K $856K
Nov 14, 2022 Q3 2022
Stordahl Capital Management, Inc.

SELL
 -
-639
- 3.37%
$57.5K - $68.8K
18.3K $2.38M
Nov 15, 2022 Q3 2022
Family Firm, Inc.

SELL
 -
-659
- 3.01%
$59.3K - $71K
21.2K $2.75M
Oct 21, 2022 Q3 2022
Private Ocean, LLC

SELL
 -
-678
- 7.19%
$61K - $73K
8.76K $1.14M
Oct 25, 2022 Q3 2022
Sonata Capital Group Inc

SELL
 -
-700
- 3.26%
$63K - $75.4K
20.8K $2.7M
Oct 31, 2022 Q3 2022
Raymond James Trust N.A.

SELL
 -
-722
- 6.09%
$65K - $77.7K
11.1K $1.45M
Nov 10, 2022 Q3 2022
Greenleaf Trust

Kalamazoo, MI
SELL
 -
-736
- 1.37%
$66.2K - $79.3K
53.1K $6.89M
Nov 15, 2022 Q3 2022
Blue Edge Capital, LLC

Richmond, VA
SELL
 -
-737
- 0.61%
$66.3K - $79.4K
120K $15.6M
Oct 14, 2022 Q3 2022
Avantax Planning Partners, Inc.

SELL
 -
-770
- 9.46%
$69.3K - $82.9K
7.37K $957K
Nov 14, 2022 Q3 2022
Bradley Foster & Sargent Inc

Hartford, CT
SELL
 -
-774
- 17.72%
$69.7K - $83.3K
3.6K $467K
Nov 03, 2022 Q3 2022
Smith Shellnut Wilson LLC

SELL
 -
-775
- 2.92%
$69.8K - $83.5K
25.8K $3.34M
Oct 13, 2022 Q3 2022
Umb Bank, N.A.

SELL
 -
-776
- 2.92%
$69.8K - $83.6K
25.8K $3.35M

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