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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
BUY
|
- |
2K+ 5.51% |
$206K - $226K
|
38.2K
$4.97M
|
|
|
Jan 21, 2022
Q4 2021
|
Financial Council Asset Management Inc
|
BUY
|
- |
1.96KNew |
$203K - $223K
|
1.96K
$255K
|
|
|
Feb 15, 2022
Q4 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.96KNew |
$203K - $222K
|
1.96K
$255K
|
|
|
Jan 31, 2022
Q4 2021
|
Relaxing Retirement Coach
|
BUY
|
- |
1.94KNew |
$201K - $220K
|
1.94K
$252K
|
|
|
Feb 10, 2022
Q4 2021
|
Portland Global Advisors LLC
|
BUY
|
- |
1.93KNew |
$200K - $219K
|
1.93K
$251K
|
|
|
Jan 31, 2022
Q4 2021
|
Bowman & CO S.C.
|
BUY
|
- |
1.89KNew |
$195K - $214K
|
1.89K
$245K
|
|
|
May 13, 2022
Q4 2021
|
Mechanics Financial Corp
|
BUY
|
- |
1.89KNew |
$195K - $214K
|
1.89K
$245K
|
|
|
Jan 31, 2022
Q4 2021
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
1.88KNew |
$194K - $213K
|
1.88K
$244K
|
|
|
Feb 07, 2022
Q4 2021
|
Neirg Wealth Management, LLC
|
BUY
|
- |
1.87KNew |
$193K - $212K
|
1.87K
$243K
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.87K+ 3.71% |
$193K - $212K
|
52.2K
$6.77M
|
|
|
Feb 03, 2022
Q4 2021
|
Appleton Partners Inc
|
BUY
|
- |
1.82KNew |
$188K - $206K
|
1.82K
$236K
|
|
|
Feb 14, 2022
Q4 2021
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1.81KNew |
$187K - $205K
|
1.81K
$235K
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
1.71K+ 1.83% |
$177K - $194K
|
95.2K
$12.4M
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.68K+ 18.88% |
$174K - $190K
|
10.6K
$1.37M
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
1.68K+ 13.37% |
$174K - $190K
|
14.2K
$1.85M
|
|
|
Jan 24, 2022
Q4 2021
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
1.65K+ 47.51% |
$171K - $187K
|
5.12K
$665K
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.63K+ 40.29% |
$168K - $185K
|
5.68K
$737K
|
|
|
Jan 20, 2022
Q4 2021
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.62K+ 5.84% |
$167K - $183K
|
29.2K
$3.8M
|
|
|
Jan 18, 2022
Q4 2021
|
First National Bank Of South Miami
|
BUY
|
- |
1.6K+ 18.52% |
$165K - $181K
|
10.2K
$1.33M
|
|
|
Jan 27, 2022
Q4 2021
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
1.6K+ 5.84% |
$165K - $181K
|
28.9K
$3.75M
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
1.56KNew |
$161K - $177K
|
1.56K
$203K
|
|
|
Jan 19, 2022
Q4 2021
|
Sol Capital Management CO
|
BUY
|
- |
1.56K+ 4.92% |
$161K - $176K
|
33.2K
$4.31M
|
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.53K+ 29.69% |
$158K - $173K
|
6.67K
$866K
|
|
|
Nov 30, 2023
Q4 2021
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1.52KNew |
$157K - $172K
|
1.52K
$198K
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.52K+ 1.2% |
$157K - $172K
|
128K
$16.6M
|
|
|
Jan 10, 2022
Q4 2021
|
Bremer Bank National Association
|
BUY
|
- |
1.4K+ 41.53% |
$145K - $159K
|
4.79K
$621K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
1.34KNew |
$138K - $151K
|
1.34K
$174K
|
|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1.32K+ 9.1% |
$136K - $149K
|
15.8K
$2.05M
|
|
|
Jan 18, 2022
Q4 2021
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
1.31K+ 7.12% |
$135K - $148K
|
19.7K
$2.55M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.21K+ 1.25% |
$125K - $137K
|
97.7K
$12.7M
|
|
|
Jan 27, 2022
Q4 2021
|
Paragon Capital Management LTD
|
BUY
|
- |
1.15KNew |
$119K - $130K
|
1.15K
$149K
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.14K+ 0.36% |
$117K - $129K
|
320K
$41.6M
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.12KNew |
$115K - $126K
|
1.12K
$145K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.12K+ 0.96% |
$115K - $126K
|
117K
$15.3M
|
|
|
Feb 07, 2022
Q4 2021
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
1.1K+ 0.47% |
$114K - $125K
|
234K
$30.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1KNew |
$103K - $113K
|
1K
$130K
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
BUY
|
- |
963+ 2.17% |
$99.5K - $109K
|
45.4K
$5.89M
|
|
|
Feb 14, 2022
Q4 2021
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
957+ 5.49% |
$98.9K - $108K
|
18.4K
$2.39M
|
|
|
Feb 03, 2022
Q4 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
952+ 4.0% |
$98.4K - $108K
|
24.8K
$3.22M
|
|
|
Jan 18, 2022
Q4 2021
|
Courier Capital LLC
|
BUY
|
- |
916+ 0.76% |
$94.7K - $104K
|
122K
$15.8M
|
|
|
Feb 15, 2022
Q4 2021
|
Flaharty Asset Management, LLC
|
BUY
|
- |
913+ 0.54% |
$94.4K - $103K
|
169K
$21.9M
|
|
|
Feb 09, 2022
Q4 2021
|
Factorial Partners, LLC
|
BUY
|
- |
900+ 3.32% |
$93K - $102K
|
28K
$3.64M
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
899New |
$92.9K - $102K
|
899
$117K
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
898+ 1.49% |
$92.8K - $102K
|
61.4K
$7.97M
|
|
|
Mar 23, 2023
Q4 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
886+ 7.01% |
$91.6K - $100K
|
13.5K
$1.76M
|
|
|
Feb 01, 2022
Q4 2021
|
Nikulski Financial, Inc.
|
BUY
|
- |
810+ 3.49% |
$83.7K - $91.8K
|
24K
$3.12M
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
752New |
$77.7K - $85.2K
|
752
$97.7K
|
|
|
Jan 19, 2022
Q4 2021
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
719+ 17.09% |
$74.3K - $81.5K
|
4.93K
$640K
|
|
|
Feb 11, 2022
Q4 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
670+ 9.1% |
$69.3K - $75.9K
|
8.04K
$1.04M
|
|
|
Feb 11, 2022
Q4 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
632+ 10.54% |
$65.3K - $71.6K
|
6.63K
$861K
|