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 01, 2022
Q4 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
4+ 0.18% |
$413 - $453
|
2.24K
$287K
|
|
|
Jan 19, 2022
Q4 2021
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
4+ 0.02% |
$413 - $453
|
18.1K
$2.32M
|
|
|
Jan 25, 2022
Q4 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
3+ 0.47% |
$310 - $340
|
648
$83.3K
|
|
|
Jan 31, 2022
Q4 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
3+ 0.38% |
$310 - $340
|
788
$101K
|
|
|
Jan 24, 2022
Q4 2021
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
2+ 0.03% |
$207 - $227
|
7.17K
$922K
|
|
|
Jan 12, 2022
Q4 2021
|
Moneywise, Inc.
|
BUY
|
- |
2+ 0.05% |
$207 - $227
|
3.71K
$477K
|
|
|
Jan 31, 2022
Q4 2021
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
2+ 1.36% |
$207 - $227
|
149
$19.1K
|
|
|
Feb 03, 2022
Q4 2021
|
Hms Capital Management, LLC
|
BUY
|
- |
2+ 0.02% |
$207 - $227
|
12.6K
$1.62M
|
|
|
Feb 08, 2022
Q4 2021
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1+ 0.22% |
$103 - $113
|
461
$59.2K
|
|
|
Jan 14, 2022
Q4 2021
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1+ 0.03% |
$103 - $113
|
3.6K
$462K
|
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
1New |
$103 - $113
|
1
$129
|
|
|
Jan 18, 2022
Q4 2021
|
Tnf LLC
|
BUY
|
- |
1+ 0.05% |
$103 - $113
|
2.01K
$259K
|
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
1+ 0.83% |
$103 - $113
|
122
$15.7K
|
|
|
Jan 18, 2022
Q4 2021
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
1+ 0.04% |
$103 - $113
|
2.45K
$315K
|
|
|
Feb 10, 2022
Q4 2021
|
Hardy Reed LLC
|
SELL
|
- |
-2- 0.06% |
$207 - $227
|
3.46K
$444K
|
|
|
Feb 11, 2022
Q4 2021
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-6Closed |
$620 - $680
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-10- 0.4% |
$1.03K - $1.13K
|
2.49K
$320K
|
|
|
Feb 14, 2022
Q4 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-15- 0.47% |
$1.55K - $1.7K
|
3.15K
$404K
|
|
|
Jan 31, 2022
Q4 2021
|
Graypoint LLC
|
SELL
|
- |
-20- 0.41% |
$2.07K - $2.27K
|
4.86K
$625K
|
|
|
Jan 31, 2022
Q4 2021
|
Kanawha Capital Management LLC
|
SELL
|
- |
-25- 0.89% |
$2.58K - $2.83K
|
2.77K
$356K
|
|
|
Feb 11, 2022
Q4 2021
|
Sonata Capital Group Inc
|
SELL
|
- |
-25- 0.11% |
$2.58K - $2.83K
|
21.9K
$2.82M
|
|
|
Feb 02, 2022
Q4 2021
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-28- 0.17% |
$2.89K - $3.17K
|
16.5K
$2.12M
|
|
|
Feb 14, 2022
Q4 2021
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-32- 12.6% |
$3.31K - $3.63K
|
222
$28.5K
|
|
|
Jan 25, 2022
Q4 2021
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-36- 90.0% |
$3.72K - $4.08K
|
4
$514
|
|
|
Jan 25, 2022
Q4 2021
|
Macroview Investment Management LLC
|
SELL
|
- |
-37- 5.89% |
$3.82K - $4.19K
|
591
$75.9K
|
|
|
Jan 25, 2022
Q4 2021
|
Gofen & Glossberg LLC
|
SELL
|
- |
-40- 0.15% |
$4.13K - $4.53K
|
26.7K
$3.44M
|
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-46- 0.46% |
$4.75K - $5.21K
|
10K
$1.29M
|
|
|
Feb 07, 2022
Q4 2021
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-55- 0.72% |
$5.68K - $6.23K
|
7.59K
$975K
|
|
|
Feb 08, 2022
Q4 2021
|
Venture Visionary Partners LLC
|
SELL
|
- |
-55- 0.81% |
$5.68K - $6.23K
|
6.76K
$868K
|
|
|
Jan 27, 2022
Q4 2021
|
Baldrige Asset Management LLC
|
SELL
|
- |
-65- 32.5% |
$6.72K - $7.37K
|
135
$17.3K
|
|
|
Feb 10, 2022
Q4 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-68- 0.06% |
$7.03K - $7.71K
|
116K
$14.9M
|
|
|
Feb 04, 2022
Q4 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-75- 2.43% |
$7.75K - $8.5K
|
3.02K
$388K
|
|
|
Jan 28, 2022
Q4 2021
|
Rodgers & Associates, LTD
|
SELL
|
- |
-76- 1.63% |
$7.86K - $8.61K
|
4.6K
$591K
|
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-78Closed |
$8.06K - $8.84K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
SELL
|
- |
-83- 2.44% |
$8.58K - $9.41K
|
3.32K
$427K
|
|
|
Jan 28, 2022
Q4 2021
|
Argi Investment Services, LLC
|
SELL
|
- |
-91- 1.35% |
$9.41K - $10.3K
|
6.67K
$857K
|
|
|
Feb 10, 2022
Q4 2021
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-93- 1.26% |
$9.61K - $10.5K
|
7.31K
$939K
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
SELL
|
- |
-94- 2.9% |
$9.72K - $10.7K
|
3.15K
$404K
|
|
|
Jan 04, 2022
Q4 2021
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-97Closed |
$10K - $11K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Albion Financial Group
|
SELL
|
- |
-100- 10.0% |
$10.3K - $11.3K
|
900
$116K
|
|
|
Feb 11, 2022
Q4 2021
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-103- 0.19% |
$10.6K - $11.7K
|
54.2K
$6.96M
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
SELL
|
- |
-107- 2.45% |
$11.1K - $12.1K
|
4.26K
$547K
|
|
|
Jan 19, 2022
Q4 2021
|
Cadence Bank Na
|
SELL
|
- |
-107- 1.68% |
$11.1K - $12.1K
|
6.26K
$804K
|
|
|
Jan 28, 2022
Q4 2021
|
Essex LLC
|
SELL
|
- |
-115- 0.6% |
$11.9K - $13K
|
18.9K
$2.43M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-118- 0.72% |
$12.2K - $13.4K
|
16.2K
$2.09M
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-120- 27.78% |
$12.4K - $13.6K
|
312
$40.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-127- 2.59% |
$13.1K - $14.4K
|
4.78K
$614K
|
|
|
Feb 07, 2022
Q4 2021
|
Corundum Group, Inc.
|
SELL
|
- |
-130- 3.59% |
$13.4K - $14.7K
|
3.49K
$449K
|
|
|
Jan 20, 2022
Q4 2021
|
Kwmg, LLC
|
SELL
|
- |
-133- 3.32% |
$13.7K - $15.1K
|
3.87K
$497K
|
|
|
Feb 02, 2022
Q4 2021
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-136Closed |
$14.1K - $15.4K
|
0
$0
|