Purchases and Sales Made in Q4 2021 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 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
Jan 27, 2022 Q4 2021
First Merchants Corp

SELL
 -
-3.13K
- 1.74%
$323K - $354K
176K $22.6M
Feb 08, 2022 Q4 2021
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-3.14K
- 2.04%
$324K - $356K
151K $19.4M
Jan 28, 2022 Q4 2021
Vickerman Investment Advisors, Inc.

Spokane, WA
SELL
 -
-3.2K
- 44.46%
$331K - $363K
4K $514K
Jan 31, 2022 Q4 2021
Mcdonald Partners LLC

SELL
 -
-3.23K
Closed
$334K - $367K
0 $0
Feb 09, 2022 Q4 2021
Total Wealth Planning, LLC

SELL
 -
-3.37K
- 52.67%
$348K - $382K
3.03K $389K
Jan 31, 2022 Q4 2021
One Capital Management, LLC

Westlake Village, CA
SELL
 -
-3.58K
- 9.67%
$370K - $406K
33.4K $4.29M
Feb 11, 2022 Q4 2021
Wealthpoint, LLC

SELL
 -
-3.63K
Closed
$376K - $412K
0 $0
Feb 01, 2022 Q4 2021
Centaurus Financial, Inc.

SELL
 -
-4.28K
- 54.83%
$442K - $485K
3.53K $453K
Feb 07, 2022 Q4 2021
M&T Bank Corp

SELL
 -
-4.32K
- 6.78%
$447K - $490K
59.4K $7.63M
Feb 11, 2022 Q4 2021
Us Bancorp \De\

SELL
 -
-4.49K
- 6.42%
$464K - $509K
65.4K $8.41M
Feb 02, 2022 Q4 2021
Sigma Planning Corp

Ann Arbor, MI
SELL
 -
-5.41K
- 9.11%
$559K - $613K
54K $6.93M
Jan 18, 2022 Q4 2021
Soundmark Wealth Management, LLC

SELL
 -
-5.71K
Closed
$590K - $647K
0 $0
Mar 11, 2022 Q4 2021
Evergreen Capital Management LLC

Bellevue, WA
SELL
 -
-5.71K
Closed
$590K - $648K
0 $0
Feb 09, 2022 Q4 2021
Beaumont Capital Management, LLC

Boston, MA
SELL
 -
-5.89K
Closed
$608K - $667K
0 $0
Jan 27, 2022 Q4 2021
Janney Montgomery Scott LLC

SELL
 -
-6.12K
- 14.0%
$633K - $694K
37.6K $4.83M
Feb 14, 2022 Q4 2021
Ifg Advisory, LLC

SELL
 -
-6.96K
- 43.69%
$719K - $788K
8.97K $1.15M
Jan 18, 2022 Q4 2021
David J Yvars Group

SELL
 -
-7.08K
- 74.03%
$732K - $803K
2.49K $319K
Feb 11, 2022 Q4 2021
Bank Of Montreal

Toronto, A6
SELL
 -
-7.22K
- 4.94%
$746K - $818K
139K $17.9M
Jan 21, 2022 Q4 2021
Global Retirement Partners, LLC

SELL
 -
-7.78K
Closed
$804K - $882K
0 $0
Feb 09, 2022 Q4 2021
Wade G W & Inc

Wellesley, MA
SELL
 -
-10.3K
- 29.72%
$1.06M - $1.16M
24.3K $3.12M
Jan 19, 2022 Q4 2021
Acas, LLC

SELL
 -
-10.4K
Closed
$1.07M - $1.18M
0 $0
Jan 12, 2022 Q4 2021
Ifp Advisors, Inc

SELL
 -
-13.4K
- 18.52%
$1.39M - $1.52M
59.1K $7.6M
Feb 14, 2022 Q4 2021
Alesco Advisors LLC

Pittsford, NY
SELL
 -
-13.5K
- 4.05%
$1.4M - $1.53M
320K $41.1M
Feb 14, 2022 Q4 2021
Flow Traders U.S. LLC

New York, NY
SELL
 -
-14.4K
Closed
$1.49M - $1.63M
0 $0
Feb 01, 2022 Q4 2021
Mma Asset Management LLC

New York, NY
SELL
 -
-14.7K
- 69.35%
$1.51M - $1.66M
6.48K $832K
Feb 09, 2022 Q4 2021
Soltis Investment Advisors LLC

St. George, UT
SELL
 -
-15.4K
- 24.07%
$1.59M - $1.74M
48.5K $6.23M
Feb 04, 2022 Q4 2021
Alpha Star Capital Management, LLC

SELL
 -
-16.1K
Closed
$1.66M - $1.82M
0 $0
Jan 20, 2022 Q4 2021
Legacy Financial Group LLC

SELL
 -
-16.7K
Closed
$1.72M - $1.89M
0 $0
Feb 10, 2022 Q4 2021
Csenge Advisory Group

SELL
 -
-16.9K
- 34.1%
$1.75M - $1.92M
32.7K $4.2M
Feb 15, 2022 Q4 2021
Betterment LLC

New York, NY
SELL
 -
-18.1K
- 31.19%
$1.87M - $2.05M
39.9K $5.13M
Feb 14, 2022 Q4 2021
Truist Financial Corp

SELL
 -
-18.2K
- 3.94%
$1.88M - $2.07M
445K $57.1M
Jan 28, 2022 Q4 2021
Moloney Securities Asset Management, LLC

SELL
 -
-19.5K
Closed
$2.01M - $2.21M
0 $0
Feb 11, 2022 Q4 2021
Royal Fund Management, LLC

SELL
 -
-20.3K
- 26.2%
$2.1M - $2.3M
57.2K $7.35M
Feb 10, 2022 Q4 2021
Financial Engines Advisors L.L.C.

Santa Clara, CA
SELL
 -
-21K
- 1.98%
$2.17M - $2.38M
1.04M $134M
Jan 19, 2022 Q4 2021
Hudson Capital Management LLC

SELL
 -
-21.2K
- 23.63%
$2.19M - $2.41M
68.6K $8.81M
Feb 09, 2022 Q4 2021
Geneos Wealth Management Inc.

SELL
 -
-22.7K
- 83.21%
$2.35M - $2.58M
4.59K $590K
Feb 14, 2022 Q4 2021
Goldman Sachs Group Inc

New York, NY
SELL
 -
-28.7K
- 35.95%
$2.97M - $3.26M
51.2K $6.58M
Feb 01, 2022 Q4 2021
Merriman Wealth Management, LLC

SELL
 -
-30.1K
- 23.19%
$3.12M - $3.42M
99.8K $12.8M
Mar 07, 2022 Q4 2021
Stephens Inc

SELL
 -
-32.9K
- 33.9%
$3.4M - $3.72M
64.1K $8.23M
Feb 16, 2022 Q4 2021
Strategic Wealth Advisors Group, LLC

Sacramento, CA
SELL
 -
-40K
Closed
$4.13M - $4.53M
0 $0
Feb 09, 2022 Q4 2021
Wealthstar Advisors, LLC

Plano, TX
SELL
 -
-43.3K
Closed
$4.48M - $4.91M
0 $0
Feb 14, 2022 Q4 2021
Pinnacle Family Advisors, LLC

Springfield, MO
SELL
 -
-107K
- 89.59%
$11M - $12.1M
12.4K $1.6M
Feb 10, 2022 Q4 2021
Private Advisor Group, LLC

SELL
 -
-109K
- 50.47%
$11.2M - $12.3M
107K $13.7M
Feb 14, 2022 Q4 2021
Wells Fargo & Company

San Francisco, CA
SELL
 -
-166K
- 3.04%
$17.1M - $18.8M
5.3M $681M
Feb 07, 2022 Q4 2021
Barber Financial Group, Inc.

SELL
 -
-172K
- 45.86%
$17.8M - $19.5M
203K $26.1M
Jan 26, 2022 Q4 2021
Johnson Midwest Financial, LLC

SELL
 -
-177K
- 99.98%
$18.3M - $20.1M
32 $4.11K
Jan 11, 2022 Q4 2021
Brookstone Capital Management

SELL
 -
-363K
- 92.41%
$37.5M - $41.1M
29.8K $3.83M
Jan 25, 2022 Q4 2021
First Command Advisory Services, Inc.

SELL
 -
-384K
- 4.59%
$39.7M - $43.5M
7.97M $1.02B
Jan 21, 2022 Q4 2021
Allworth Financial LP

SELL
 -
-415K
- 85.77%
$42.9M - $47M
68.8K $8.84M

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