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 07, 2022
Q4 2021
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
4.21K+ 1333.23% |
$435K - $478K
|
4.53K
$582K
|
|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
4.16K+ 20.38% |
$430K - $471K
|
24.6K
$3.16M
|
|
|
Feb 11, 2022
Q4 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
4.14KNew |
$428K - $470K
|
4.14K
$532K
|
|
|
Feb 11, 2022
Q4 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
4.08K+ 9.33% |
$421K - $462K
|
47.8K
$6.14M
|
|
|
Feb 23, 2022
Q4 2021
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
4KNew |
$413K - $453K
|
4K
$514K
|
|
|
Feb 08, 2022
Q4 2021
|
Wolff Financial Management LLC
|
BUY
|
- |
4KNew |
$413K - $453K
|
4K
$514K
|
|
|
Feb 18, 2022
Q4 2021
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
3.81KNew |
$393K - $431K
|
3.81K
$489K
|
|
|
Feb 10, 2022
Q4 2021
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
3.71K+ 12.62% |
$384K - $421K
|
33.1K
$4.26M
|
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.7KNew |
$382K - $419K
|
3.7K
$475K
|
|
|
Feb 14, 2022
Q4 2021
|
Aspiriant, LLC
|
BUY
|
- |
3.58KNew |
$370K - $406K
|
3.58K
$460K
|
|
|
Feb 14, 2022
Q4 2021
|
Campion Asset Management
|
BUY
|
- |
3.56K+ 13.15% |
$368K - $403K
|
30.6K
$3.93M
|
|
|
Feb 14, 2022
Q4 2021
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
3.49KNew |
$361K - $396K
|
3.49K
$449K
|
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
3.46K+ 1.18% |
$358K - $392K
|
296K
$38M
|
|
|
Jan 28, 2022
Q4 2021
|
Wespac Advisors, LLC
|
BUY
|
- |
3.44KNew |
$355K - $390K
|
3.44K
$442K
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
3.36K+ 39.9% |
$347K - $381K
|
11.8K
$1.51M
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.33K+ 4.16% |
$344K - $377K
|
83.3K
$10.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
3.3KNew |
$341K - $374K
|
3.3K
$424K
|
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.25KNew |
$336K - $368K
|
3.25K
$417K
|
|
|
Feb 04, 2022
Q4 2021
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
3.12KNew |
$323K - $354K
|
3.12K
$401K
|
|
|
Feb 17, 2022
Q4 2021
|
Oldfather Financial Services, LLC
|
BUY
|
- |
3.09K+ 9.94% |
$319K - $350K
|
34.1K
$4.38M
|
|
|
Jan 26, 2022
Q4 2021
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
3.01K+ 3.57% |
$312K - $342K
|
87.3K
$11.2M
|
|
|
Jan 13, 2022
Q4 2021
|
Abner Herrman & Brock LLC
|
BUY
|
- |
2.95KNew |
$304K - $334K
|
2.95K
$379K
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
2.92K+ 3.01% |
$302K - $331K
|
100K
$12.8M
|
|
|
Feb 09, 2022
Q4 2021
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
2.92KNew |
$302K - $331K
|
2.92K
$375K
|
|
|
Feb 02, 2022
Q4 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.91KNew |
$301K - $330K
|
2.91K
$374K
|
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.88K+ 0.54% |
$298K - $326K
|
533K
$68.5M
|
|
|
Feb 15, 2022
Q4 2021
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
2.86KNew |
$295K - $324K
|
2.86K
$367K
|
|
|
Feb 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.85K+ 15.11% |
$294K - $323K
|
21.7K
$2.79M
|
|
|
Jan 24, 2022
Q4 2021
|
David J Yvars Group
|
BUY
|
- |
2.79K+ 112.19% |
$288K - $316K
|
5.27K
$678K
|
|
|
Feb 14, 2022
Q4 2021
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
2.78KNew |
$288K - $315K
|
2.78K
$357K
|
|
|
Jan 21, 2022
Q4 2021
|
Windsor Group LTD
|
BUY
|
- |
2.78K+ 3.17% |
$287K - $315K
|
90.4K
$11.6M
|
|
|
Feb 10, 2022
Q4 2021
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
2.69KNew |
$278K - $304K
|
2.69K
$345K
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
2.68KNew |
$277K - $304K
|
2.68K
$344K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.65K+ 5.0% |
$274K - $300K
|
55.7K
$7.16M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.63K+ 4.35% |
$272K - $298K
|
63.1K
$8.11M
|
|
|
Feb 11, 2022
Q4 2021
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
2.6KNew |
$269K - $295K
|
2.6K
$334K
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
2.59KNew |
$267K - $293K
|
2.59K
$332K
|
|
|
Mar 10, 2022
Q4 2021
|
Friedenthal Financial
|
BUY
|
- |
2.54K+ 19.33% |
$262K - $288K
|
15.7K
$2.01M
|
|
|
Apr 20, 2022
Q4 2021
|
Objective Capital Management, LLC
|
BUY
|
- |
2.52KNew |
$260K - $285K
|
2.52K
$323K
|
|
|
Feb 09, 2022
Q4 2021
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
2.46KNew |
$254K - $279K
|
2.46K
$316K
|
|
|
Jun 06, 2022
Q4 2021
|
Willner & Heller, LLC
|
BUY
|
- |
2.46KNew |
$254K - $278K
|
2.46K
$315K
|
|
|
Jan 28, 2022
Q4 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
2.39K+ 33.25% |
$247K - $271K
|
9.58K
$1.23M
|
|
|
Feb 02, 2022
Q4 2021
|
Waldron Private Wealth LLC
|
BUY
|
- |
2.29K+ 23.77% |
$237K - $260K
|
11.9K
$1.53M
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.28K+ 2.32% |
$236K - $258K
|
100K
$12.9M
|
|
|
Jul 20, 2023
Q4 2021
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
2.27KNew |
$235K - $258K
|
2.27K
$292K
|
|
|
Apr 01, 2022
Q4 2021
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
BUY
|
- |
2.26KNew |
$233K - $256K
|
2.26K
$290K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.19K+ 25.37% |
$226K - $248K
|
10.8K
$1.39M
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Inc
|
BUY
|
- |
2.18KNew |
$225K - $247K
|
2.18K
$280K
|
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
2.15KNew |
$222K - $244K
|
2.15K
$277K
|
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
BUY
|
- |
2.02K+ 27.63% |
$209K - $229K
|
9.34K
$1.2M
|