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 |
|---|---|---|---|---|---|---|---|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-8.59K- 33.44% |
$773K - $925K
|
17.1K
$2.22M
|
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-9.1K- 67.77% |
$819K - $979K
|
4.33K
$561K
|
|
|
Nov 03, 2022
Q3 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-9.24K- 9.07% |
$832K - $995K
|
92.7K
$12M
|
|
|
Nov 14, 2022
Q3 2022
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-9.83K- 11.73% |
$885K - $1.06M
|
74K
$9.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-10.1K- 2.63% |
$907K - $1.09M
|
373K
$48.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-10.5K- 1.2% |
$942K - $1.13M
|
862K
$112M
|
|
|
Oct 26, 2022
Q3 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-11.8K- 13.41% |
$1.06M - $1.27M
|
76.4K
$9.9M
|
|
|
Nov 08, 2022
Q3 2022
|
Accredited Investors Inc.
|
SELL
|
- |
-12.1K- 74.49% |
$1.09M - $1.31M
|
4.16K
$539K
|
|
|
Oct 20, 2022
Q3 2022
|
Jmac Enterprises LLC
|
SELL
|
- |
-12.9K- 8.81% |
$1.16M - $1.39M
|
133K
$17.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-14.9K- 34.94% |
$1.34M - $1.61M
|
27.8K
$3.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-14.9K- 34.94% |
$1.34M - $1.61M
|
27.8K
$3.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-15.1K- 5.21% |
$1.36M - $1.63M
|
275K
$35.7M
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-15.3K- 63.23% |
$1.37M - $1.64M
|
8.87K
$1.15M
|
|
|
Nov 14, 2022
Q3 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-16.7K- 33.4% |
$1.51M - $1.8M
|
33.4K
$4.33M
|
|
|
Nov 14, 2022
Q3 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-20K- 6.51% |
$1.8M - $2.16M
|
287K
$37.3M
|
|
|
Nov 16, 2022
Q3 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-22.6K- 53.39% |
$2.03M - $2.43M
|
19.7K
$2.56M
|
|
|
Nov 14, 2022
Q3 2022
|
Ltg Capital LLC
|
SELL
|
- |
-23.5K- 65.67% |
$2.12M - $2.54M
|
12.3K
$1.6M
|
|
|
Oct 21, 2022
Q3 2022
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-24.3K- 29.16% |
$2.19M - $2.62M
|
59.1K
$7.67M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-31.2K- 33.18% |
$2.81M - $3.36M
|
62.9K
$8.16M
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
SELL
|
- |
-31.5K- 59.41% |
$2.83M - $3.39M
|
21.5K
$2.79M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-32.2K- 4.56% |
$2.9M - $3.47M
|
675K
$87.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-39.1K- 12.23% |
$3.52M - $4.21M
|
281K
$36.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-39.4K- 1.61% |
$3.55M - $4.25M
|
2.41M
$313M
|
|
|
Nov 14, 2022
Q3 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-40K- 66.88% |
$3.6M - $4.31M
|
19.8K
$2.57M
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-42.3K- 52.83% |
$3.81M - $4.55M
|
37.8K
$4.9M
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-42.9K- 97.55% |
$3.86M - $4.62M
|
1.08K
$139K
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-43.9K- 9.63% |
$3.95M - $4.73M
|
413K
$53.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-45.1K- 14.57% |
$4.06M - $4.85M
|
264K
$34.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-46.8K- 47.29% |
$4.21M - $5.04M
|
52.2K
$6.77M
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-49.5K- 23.99% |
$4.46M - $5.34M
|
157K
$20.4M
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-51.4KClosed |
$4.63M - $5.54M
|
0
$0
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-58.1K- 28.78% |
$5.22M - $6.25M
|
144K
$18.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-85K- 1.84% |
$7.65M - $9.16M
|
4.54M
$589M
|
|
|
Oct 13, 2022
Q3 2022
|
Ewg Elevate Inc.
|
SELL
|
- |
-107K- 93.22% |
$9.62M - $11.5M
|
7.78K
$1.01M
|
|
|
Oct 24, 2022
Q3 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-116K- 94.67% |
$10.4M - $12.5M
|
6.53K
$847K
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-148K- 2.99% |
$13.3M - $16M
|
4.82M
$625M
|
|
|
Nov 14, 2022
Q3 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-159K- 78.01% |
$14.4M - $17.2M
|
45K
$5.83M
|
|
|
Oct 13, 2022
Q3 2022
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-164K- 99.81% |
$14.7M - $17.6M
|
316
$41K
|
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
SELL
|
- |
-264K- 39.85% |
$23.7M - $28.4M
|
398K
$51.7M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-413K- 79.95% |
$37.2M - $44.5M
|
104K
$13.4M
|
|
|
Oct 25, 2022
Q3 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-768K- 98.06% |
$69.1M - $82.7M
|
15.2K
$1.97M
|