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 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
621+ 4.11% |
$64.2K - $70.4K
|
15.7K
$2.04M
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
615+ 2.51% |
$63.6K - $69.7K
|
25.1K
$3.26M
|
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
BUY
|
- |
613+ 26.01% |
$63.4K - $69.5K
|
2.97K
$385K
|
|
|
Jan 14, 2022
Q4 2021
|
Freedman Financial Associates, Inc.
Peabody, MA |
BUY
|
- |
600+ 26.09% |
$62K - $68K
|
2.9K
$376K
|
|
|
Feb 17, 2022
Q4 2021
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
590New |
$61K - $66.9K
|
590
$76.5K
|
|
|
Feb 01, 2022
Q4 2021
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
578+ 1.24% |
$59.7K - $65.5K
|
47.2K
$6.12M
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
573+ 4.5% |
$59.2K - $64.9K
|
13.3K
$1.73M
|
|
|
Feb 11, 2022
Q4 2021
|
Life Planning Partners, Inc
|
BUY
|
- |
564New |
$58.3K - $63.9K
|
564
$73.1K
|
|
|
Feb 04, 2022
Q4 2021
|
Heron Financial Group, LLC
|
BUY
|
- |
562+ 0.78% |
$58.1K - $63.7K
|
73K
$9.47M
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
556+ 278.0% |
$57.5K - $63K
|
756
$98K
|
|
|
Jan 28, 2022
Q4 2021
|
Griffin Asset Management, Inc.
|
BUY
|
- |
546+ 12.08% |
$56.4K - $61.9K
|
5.06K
$657K
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
528+ 24.0% |
$54.6K - $59.8K
|
2.73K
$354K
|
|
|
Jan 18, 2022
Q4 2021
|
Pacific Financial Group Inc
|
BUY
|
- |
524+ 3.44% |
$54.2K - $59.4K
|
15.8K
$2.04M
|
|
|
Feb 15, 2022
Q4 2021
|
Stokes Family Office, LLC
|
BUY
|
- |
517+ 1.95% |
$53.4K - $58.6K
|
27K
$3.5M
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
516+ 25.0% |
$53.3K - $58.5K
|
2.58K
$335K
|
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
513+ 14.57% |
$53K - $58.1K
|
4.03K
$523K
|
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
494New |
$51.1K - $56K
|
494
$64.1K
|
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
491+ 0.5% |
$50.7K - $55.7K
|
97.9K
$12.7M
|
|
|
Feb 16, 2022
Q4 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
479+ 0.17% |
$49.5K - $54.3K
|
288K
$37.3M
|
|
|
Jan 26, 2022
Q4 2021
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
454New |
$46.9K - $51.5K
|
454
$58.9K
|
|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
451+ 3.18% |
$46.6K - $51.1K
|
14.6K
$1.9M
|
|
|
Feb 03, 2022
Q4 2021
|
Neumann Capital Management, LLC
|
BUY
|
- |
450+ 1.79% |
$46.5K - $51K
|
25.5K
$3.31M
|
|
|
Feb 03, 2022
Q4 2021
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
427+ 1.39% |
$44.1K - $48.4K
|
31.1K
$4.03M
|
|
|
Feb 14, 2022
Q4 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
418+ 1.02% |
$43.2K - $47.4K
|
41.5K
$5.39M
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
394New |
$40.7K - $44.7K
|
394
$51.1K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
390New |
$40.3K - $44.2K
|
390
$50.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
374+ 8.0% |
$38.7K - $42.4K
|
5.05K
$655K
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
370+ 1.43% |
$38.2K - $41.9K
|
26.2K
$3.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
360+ 10.52% |
$37.2K - $40.8K
|
3.78K
$490K
|
|
|
Feb 08, 2022
Q4 2021
|
West Bancorporation Inc
|
BUY
|
- |
354+ 31.78% |
$36.6K - $40.1K
|
1.47K
$190K
|
|
|
Feb 14, 2022
Q4 2021
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
316+ 0.34% |
$32.7K - $35.8K
|
92.6K
$12M
|
|
|
Jan 28, 2022
Q4 2021
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
313New |
$32.4K - $35.5K
|
313
$40.6K
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Counselors Inc
|
BUY
|
- |
303+ 1.11% |
$31.3K - $34.3K
|
27.6K
$3.58M
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
300New |
$31K - $34K
|
300
$38.9K
|
|
|
Feb 10, 2022
Q4 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
295New |
$30.5K - $33.4K
|
295
$38.3K
|
|
|
Jan 14, 2022
Q4 2021
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
291+ 11.46% |
$30.1K - $33K
|
2.83K
$367K
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
283+ 102.17% |
$29.3K - $32.1K
|
560
$72.6K
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
282New |
$29.1K - $32K
|
282
$36.6K
|
|
|
Jan 18, 2022
Q4 2021
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
265+ 0.27% |
$27.4K - $30K
|
97.2K
$12.6M
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
256+ 5.65% |
$26.5K - $29K
|
4.79K
$621K
|
|
|
Jan 31, 2022
Q4 2021
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
250+ 1.34% |
$25.8K - $28.3K
|
18.9K
$2.45M
|
|
|
Jan 31, 2022
Q4 2021
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
241+ 1.35% |
$24.9K - $27.3K
|
18.1K
$2.35M
|
|
|
Jan 25, 2022
Q4 2021
|
Private Ocean, LLC
|
BUY
|
- |
232+ 2.18% |
$24K - $26.3K
|
10.9K
$1.41M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
226New |
$23.4K - $25.6K
|
226
$29.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
216+ 52.55% |
$22.3K - $24.5K
|
627
$81.3K
|
|
|
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
201+ 162.1% |
$20.8K - $22.8K
|
325
$42.1K
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
182+ 5.7% |
$18.8K - $20.6K
|
3.38K
$438K
|
|
|
Jan 31, 2022
Q4 2021
|
Spc Financial, Inc.
|
BUY
|
- |
180+ 0.11% |
$18.6K - $20.4K
|
170K
$22.1M
|
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
180+ 56.78% |
$18.6K - $20.4K
|
497
$64.5K
|
|
|
Jan 25, 2022
Q4 2021
|
Hancock Whitney Corp
|
BUY
|
- |
177+ 3.56% |
$18.3K - $20.1K
|
5.14K
$667K
|