Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 11, 2022
Q4 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
211K+ 1843.59% |
$21.8M - $23.9M
|
222K
$28.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
148K+ 13.69% |
$15.3M - $16.8M
|
1.23M
$160M
|
|
|
Feb 14, 2022
Q4 2021
|
Jmac Enterprises LLC
|
BUY
|
- |
147KNew |
$15.2M - $16.6M
|
147K
$19.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
130K+ 5.89% |
$13.4M - $14.7M
|
2.33M
$303M
|
|
|
Jan 21, 2022
Q4 2021
|
Piershale Financial Group, Inc.
|
BUY
|
- |
101K+ 64.08% |
$10.4M - $11.4M
|
258K
$33.5M
|
|
|
Jan 28, 2022
Q4 2021
|
Holland Advisory Services, Inc.
|
BUY
|
- |
82.4KNew |
$8.52M - $9.35M
|
82.4K
$10.7M
|
|
|
Mar 11, 2022
Q4 2021
|
First Citizens Bank & Trust CO
|
BUY
|
- |
67.1K+ 435.35% |
$6.93M - $7.6M
|
82.5K
$10.7M
|
|
|
Jan 31, 2022
Q4 2021
|
Accredited Investors Inc.
|
BUY
|
- |
66.5K+ 20.38% |
$6.88M - $7.54M
|
393K
$51M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
65.2K+ 29.14% |
$6.74M - $7.39M
|
289K
$37.5M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
64.7K+ 4.6% |
$6.69M - $7.34M
|
1.47M
$191M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
62.5K+ 13.53% |
$6.46M - $7.09M
|
525K
$68.2M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
48.4K+ 95.31% |
$5.01M - $5.49M
|
99.3K
$12.9M
|
|
|
Feb 08, 2022
Q4 2021
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
48.4K+ 5.75% |
$5.01M - $5.49M
|
890K
$116M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
47.7K+ 5.88% |
$4.93M - $5.4M
|
858K
$111M
|
|
|
Feb 09, 2022
Q4 2021
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
46.9KNew |
$4.85M - $5.31M
|
46.9K
$6.09M
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
40.2K+ 134.2% |
$4.16M - $4.56M
|
70.2K
$9.11M
|
|
|
Feb 07, 2022
Q4 2021
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
39.3K+ 3.66% |
$4.07M - $4.46M
|
1.11M
$145M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
38.6K+ 37.9% |
$3.99M - $4.38M
|
141K
$18.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
38.6K+ 4.18% |
$3.99M - $4.38M
|
963K
$125M
|
|
|
Feb 10, 2022
Q4 2021
|
Anchor Capital Advisors LLC
|
BUY
|
- |
38.1KNew |
$3.94M - $4.32M
|
38.1K
$4.95M
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
38KNew |
$3.93M - $4.31M
|
38K
$4.94M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
37.8K+ 5.71% |
$3.9M - $4.28M
|
699K
$90.7M
|
|
|
Jul 22, 2022
Q4 2021
|
Ltg Capital LLC
|
BUY
|
- |
37.3KNew |
$3.86M - $4.23M
|
37.3K
$4.85M
|
|
|
Jan 21, 2022
Q4 2021
|
Ewg Elevate Inc.
|
BUY
|
- |
33.6K+ 80.92% |
$3.47M - $3.81M
|
75.1K
$9.75M
|
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
33.4K+ 9.35% |
$3.45M - $3.79M
|
391K
$50.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
BUY
|
- |
31.9KNew |
$3.3M - $3.61M
|
31.9K
$4.14M
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
31.5K+ 20.21% |
$3.26M - $3.57M
|
188K
$24.4M
|
|
|
Jan 25, 2023
Q4 2021
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
30.2KNew |
$3.12M - $3.42M
|
30.2K
$3.92M
|
|
|
Jan 24, 2022
Q4 2021
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
30K+ 26.83% |
$3.1M - $3.4M
|
142K
$18.4M
|
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
27.9K+ 27.32% |
$2.88M - $3.16M
|
130K
$16.9M
|
|
|
Feb 09, 2022
Q4 2021
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
27.1KNew |
$2.8M - $3.07M
|
27.1K
$3.52M
|
|
|
Feb 07, 2022
Q4 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
26.4K+ 27.31% |
$2.73M - $3M
|
123K
$16M
|
|
|
Feb 08, 2022
Q4 2021
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
26.1K+ 52.09% |
$2.7M - $2.96M
|
76.2K
$9.9M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
26K+ 9.43% |
$2.69M - $2.95M
|
302K
$39.2M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
25.7K+ 42.72% |
$2.65M - $2.91M
|
85.7K
$11.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
25.3K+ 233.0% |
$2.61M - $2.86M
|
36.1K
$4.69M
|
|
|
Jan 21, 2022
Q4 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
24.5K+ 40.89% |
$2.53M - $2.78M
|
84.4K
$11M
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
24.2K+ 21818.02% |
$2.5M - $2.75M
|
24.3K
$3.16M
|
|
|
Jan 31, 2022
Q4 2021
|
Smith Anglin Financial, LLC
|
BUY
|
- |
23.4K+ 17.58% |
$2.42M - $2.66M
|
157K
$20.4M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
23.4K+ 1.05% |
$2.42M - $2.65M
|
2.26M
$293M
|
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
23.4K+ 675.12% |
$2.41M - $2.65M
|
26.8K
$3.48M
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
23.1K+ 280.78% |
$2.39M - $2.62M
|
31.3K
$4.06M
|
|
|
Feb 14, 2022
Q4 2021
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
22.9KNew |
$2.37M - $2.6M
|
22.9K
$2.98M
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
22.1K+ 41.85% |
$2.28M - $2.5M
|
74.8K
$9.72M
|
|
|
Feb 10, 2022
Q4 2021
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
19.6K+ 2.32% |
$2.03M - $2.22M
|
866K
$112M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
19.3K+ 7.17% |
$1.99M - $2.19M
|
288K
$37.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
17.4K+ 0.41% |
$1.8M - $1.97M
|
4.31M
$560M
|
|
|
Feb 09, 2022
Q4 2021
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
16.6K+ 138550.0% |
$1.72M - $1.88M
|
16.6K
$2.16M
|
|
|
Mar 17, 2022
Q4 2021
|
American Trust
Lexington, KY |
BUY
|
- |
16.2KNew |
$1.68M - $1.84M
|
16.2K
$2.11M
|
|
|
Feb 11, 2022
Q4 2021
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
15.8K+ 66.49% |
$1.63M - $1.79M
|
39.5K
$5.13M
|