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 27, 2022
Q4 2021
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
168+ 1.7% |
$17.4K - $19K
|
10.1K
$1.31M
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
157+ 4.14% |
$16.2K - $17.8K
|
3.95K
$513K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
157+ 4.47% |
$16.2K - $17.8K
|
3.67K
$476K
|
|
|
Feb 14, 2022
Q4 2021
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
144+ 5.93% |
$14.9K - $16.3K
|
2.57K
$334K
|
|
|
Jan 28, 2022
Q4 2021
|
Hbc Financial Services, Pllc
|
BUY
|
- |
143New |
$14.8K - $16.2K
|
143
$18.6K
|
|
|
Oct 26, 2022
Q4 2021
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
136New |
$14.1K - $15.4K
|
136
$17.7K
|
|
|
Mar 11, 2022
Q4 2021
|
City Holding CO
|
BUY
|
- |
135+ 29.67% |
$14K - $15.3K
|
590
$76.6K
|
|
|
Jan 20, 2022
Q4 2021
|
High Mark Wealth Management LLC
|
BUY
|
- |
133+ 1.25% |
$13.7K - $15.1K
|
10.8K
$1.4M
|
|
|
Feb 18, 2022
Q4 2021
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
132New |
$13.6K - $15K
|
132
$17.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
130+ 6.26% |
$13.4K - $14.7K
|
2.21K
$286K
|
|
|
Feb 22, 2022
Q4 2021
|
Sbk Financial, Inc.
Richmond, VA |
BUY
|
- |
128New |
$13.2K - $14.5K
|
128
$16.6K
|
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
117+ 1.61% |
$12.1K - $13.3K
|
7.4K
$961K
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
116+ 0.83% |
$12K - $13.1K
|
14.1K
$1.83M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
104+ 0.8% |
$10.7K - $11.8K
|
13.1K
$1.7M
|
|
|
Feb 10, 2022
Q4 2021
|
Tsfg, LLC
|
BUY
|
- |
100+ 20.08% |
$10.3K - $11.3K
|
598
$77.7K
|
|
|
Feb 15, 2022
Q4 2021
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
97+ 1.68% |
$10K - $11K
|
5.86K
$761K
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
90New |
$9.3K - $10.2K
|
90
$11.7K
|
|
|
Feb 17, 2022
Q4 2021
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
76New |
$7.86K - $8.61K
|
76
$9.87K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
72New |
$7.44K - $8.16K
|
72
$9.35K
|
|
|
Jan 27, 2022
Q4 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
65+ 1.29% |
$6.72K - $7.37K
|
5.12K
$665K
|
|
|
Feb 14, 2022
Q4 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
64+ 21.84% |
$6.62K - $7.25K
|
357
$46.4K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
62New |
$6.41K - $7.03K
|
62
$8.05K
|
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
BUY
|
- |
62New |
$6.41K - $7.03K
|
62
$8.05K
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
62+ 0.48% |
$6.41K - $7.03K
|
13.1K
$1.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
58+ 1.31% |
$5.99K - $6.57K
|
4.49K
$583K
|
|
|
Feb 10, 2022
Q4 2021
|
Citizens Financial Group Inc
|
BUY
|
- |
51+ 0.84% |
$5.27K - $5.78K
|
6.12K
$795K
|
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
51New |
$5.27K - $5.78K
|
51
$6.62K
|
|
|
Feb 01, 2022
Q4 2021
|
Eidelman Virant Capital
|
BUY
|
- |
48+ 1.02% |
$4.96K - $5.44K
|
4.75K
$616K
|
|
|
Jan 18, 2022
Q4 2021
|
Atlas Brown,Inc.
|
BUY
|
- |
45+ 1.32% |
$4.65K - $5.1K
|
3.45K
$448K
|
|
|
Jan 14, 2022
Q4 2021
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
45+ 0.74% |
$4.65K - $5.1K
|
6.1K
$793K
|
|
|
Feb 08, 2022
Q4 2021
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
27+ 0.46% |
$2.79K - $3.06K
|
5.92K
$769K
|
|
|
Jan 24, 2022
Q4 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
26+ 0.59% |
$2.69K - $2.95K
|
4.41K
$572K
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Securities LLC
|
BUY
|
- |
25+ 0.41% |
$2.58K - $2.83K
|
6.19K
$804K
|
|
|
Jan 04, 2022
Q4 2021
|
Fc Advisory LLC
|
BUY
|
- |
25+ 1.06% |
$2.58K - $2.83K
|
2.39K
$310K
|
|
|
Feb 02, 2022
Q4 2021
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
24+ 0.28% |
$2.48K - $2.72K
|
8.54K
$1.11M
|
|
|
Jan 28, 2022
Q4 2021
|
Exane Derivatives
|
BUY
|
- |
22+ 13.33% |
$2.27K - $2.49K
|
187
$24.3K
|
|
|
Feb 10, 2022
Q4 2021
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
19+ 38.78% |
$1.96K - $2.15K
|
68
$8.83K
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
19New |
$1.96K - $2.15K
|
19
$2.47K
|
|
|
Feb 11, 2022
Q4 2021
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
18New |
$1.86K - $2.04K
|
18
$2.34K
|
|
|
Feb 14, 2022
Q4 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
17+ 0.33% |
$1.76K - $1.93K
|
5.23K
$679K
|
|
|
Jan 13, 2022
Q4 2021
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
13+ 0.31% |
$1.34K - $1.47K
|
4.24K
$551K
|
|
|
Feb 11, 2022
Q4 2021
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
13+ 0.02% |
$1.34K - $1.47K
|
56.2K
$7.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
11+ 0.1% |
$1.14K - $1.25K
|
10.6K
$1.37M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
9+ 0.07% |
$930 - $1.02K
|
12.9K
$1.68M
|
|
|
Feb 02, 2022
Q4 2021
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
9+ 0.35% |
$930 - $1.02K
|
2.6K
$338K
|
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
BUY
|
- |
8+ 1.81% |
$827 - $907
|
451
$58.6K
|
|
|
Feb 07, 2022
Q4 2021
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
7+ 0.06% |
$724 - $793
|
12.4K
$1.61M
|
|
|
Jan 24, 2022
Q4 2021
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
6+ 0.45% |
$620 - $680
|
1.33K
$173K
|
|
|
Feb 10, 2022
Q4 2021
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
6+ 0.03% |
$620 - $680
|
19.1K
$2.48M
|
|
|
Jan 06, 2022
Q4 2021
|
Tarbox Family Office, Inc.
|
BUY
|
- |
5+ 0.52% |
$517 - $567
|
964
$125K
|