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 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-140- 0.58% |
$14.5K - $15.9K
|
24.1K
$3.1M
|
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
SELL
|
- |
-140- 0.3% |
$14.5K - $15.9K
|
46.2K
$5.94M
|
|
|
Feb 14, 2022
Q4 2021
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-159- 6.17% |
$16.4K - $18K
|
2.42K
$311K
|
|
|
Jan 18, 2022
Q4 2021
|
Enterprise Trust & Investment CO
|
SELL
|
- |
-166- 29.33% |
$17.2K - $18.8K
|
400
$51.4K
|
|
|
Feb 02, 2022
Q4 2021
|
Wesbanco Bank Inc
|
SELL
|
- |
-172- 4.82% |
$17.8K - $19.5K
|
3.4K
$437K
|
|
|
Feb 22, 2022
Q4 2021
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-178Closed |
$18.4K - $20.2K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-187- 0.62% |
$19.3K - $21.2K
|
29.9K
$3.85M
|
|
|
Feb 11, 2022
Q4 2021
|
South State Corp
|
SELL
|
- |
-189- 4.37% |
$19.5K - $21.4K
|
4.14K
$531K
|
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-190- 1.98% |
$19.6K - $21.5K
|
9.42K
$1.21M
|
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-192- 9.06% |
$19.8K - $21.8K
|
1.93K
$248K
|
|
|
Jan 26, 2022
Q4 2021
|
Transform Wealth, LLC
|
SELL
|
- |
-199- 5.69% |
$20.6K - $22.6K
|
3.3K
$424K
|
|
|
Jan 20, 2022
Q4 2021
|
Cra Financial Services, LLC
|
SELL
|
- |
-200- 6.49% |
$20.7K - $22.7K
|
2.88K
$371K
|
|
|
Jan 13, 2022
Q4 2021
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-213- 4.67% |
$22K - $24.1K
|
4.35K
$559K
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-227Closed |
$23.5K - $25.7K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-235- 2.36% |
$24.3K - $26.6K
|
9.71K
$1.25M
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-240- 0.28% |
$24.8K - $27.2K
|
86.1K
$11.1M
|
|
|
Jan 28, 2022
Q4 2021
|
Davidson Trust CO
|
SELL
|
- |
-241- 3.28% |
$24.9K - $27.3K
|
7.12K
$914K
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-248- 1.45% |
$25.6K - $28.1K
|
16.8K
$2.16M
|
|
|
Feb 15, 2022
Q4 2021
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-250Closed |
$25.8K - $28.3K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-265- 1.75% |
$27.4K - $30K
|
14.9K
$1.91M
|
|
|
Feb 02, 2022
Q4 2021
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-266Closed |
$27.5K - $30.2K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-270- 4.82% |
$27.9K - $30.6K
|
5.33K
$684K
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-270Closed |
$27.9K - $30.6K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Phillips Financial Management, LLC
|
SELL
|
- |
-287- 0.64% |
$29.7K - $32.5K
|
44.6K
$5.73M
|
|
|
Feb 15, 2022
Q4 2021
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-298- 2.41% |
$30.8K - $33.8K
|
12.1K
$1.55M
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-308- 2.56% |
$31.8K - $34.9K
|
11.7K
$1.51M
|
|
|
Jan 21, 2022
Q4 2021
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-315- 4.65% |
$32.6K - $35.7K
|
6.45K
$829K
|
|
|
Feb 14, 2022
Q4 2021
|
Sns Financial Group, LLC
|
SELL
|
- |
-321- 0.86% |
$33.2K - $36.4K
|
36.9K
$4.74M
|
|
|
Jan 26, 2022
Q4 2021
|
Signature Securities Group Corporation
|
SELL
|
- |
-327Closed |
$33.8K - $37.1K
|
0
$0
|
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-349- 1.17% |
$36.1K - $39.6K
|
29.5K
$3.79M
|
|
|
Jan 10, 2022
Q4 2021
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-371- 2.42% |
$38.3K - $42.1K
|
15K
$1.92M
|
|
|
Jan 21, 2022
Q4 2021
|
Prosperity Planning, Inc.
|
SELL
|
- |
-372- 1.77% |
$38.4K - $42.2K
|
20.7K
$2.66M
|
|
|
Feb 14, 2022
Q4 2021
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-372- 3.31% |
$38.4K - $42.2K
|
10.9K
$1.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Renasant Bank
|
SELL
|
- |
-377- 2.02% |
$39K - $42.7K
|
18.3K
$2.35M
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-412Closed |
$42.6K - $46.7K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-417- 11.03% |
$43.1K - $47.3K
|
3.36K
$432K
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-447- 0.4% |
$46.2K - $50.7K
|
112K
$14.4M
|
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-450- 1.47% |
$46.5K - $51K
|
30.1K
$3.86M
|
|
|
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-450- 1.47% |
$46.5K - $51K
|
30.1K
$3.86M
|
|
|
Jan 19, 2022
Q4 2021
|
Lutz Financial Services LLC
|
SELL
|
- |
-451- 0.34% |
$46.6K - $51.1K
|
133K
$17.2M
|
|
|
Jan 12, 2022
Q4 2021
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-452- 1.93% |
$46.7K - $51.2K
|
23K
$2.95M
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-453Closed |
$46.8K - $51.3K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-460- 15.19% |
$47.5K - $52.1K
|
2.57K
$330K
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-470- 16.33% |
$48.6K - $53.3K
|
2.41K
$309K
|
|
|
Feb 03, 2022
Q4 2021
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-476- 18.62% |
$49.2K - $54K
|
2.08K
$267K
|
|
|
Feb 08, 2022
Q4 2021
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-500- 10.08% |
$51.7K - $56.7K
|
4.46K
$573K
|
|
|
Feb 14, 2022
Q4 2021
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-504- 0.44% |
$52.1K - $57.1K
|
114K
$14.7M
|
|
|
Feb 04, 2022
Q4 2021
|
Ballast Advisors LLC
|
SELL
|
- |
-524- 40.43% |
$54.2K - $59.4K
|
772
$99.2K
|
|
|
Feb 16, 2022
Q4 2021
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-531- 1.14% |
$54.9K - $60.2K
|
46.1K
$5.92M
|
|
|
Jan 24, 2022
Q4 2021
|
Members Trust CO
|
SELL
|
- |
-550- 0.91% |
$56.8K - $62.3K
|
60K
$7.71M
|