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 07, 2022
Q4 2021
|
Bank Of Stockton
|
SELL
|
- |
-575- 3.1% |
$59.4K - $65.2K
|
18K
$2.34M
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
SELL
|
- |
-583- 17.79% |
$60.3K - $66.1K
|
2.69K
$350K
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-600- 22.08% |
$62K - $68K
|
2.12K
$275K
|
|
Feb 11, 2022
Q4 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-608- 1.54% |
$62.8K - $68.9K
|
38.8K
$5.04M
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-636- 9.4% |
$65.7K - $72.1K
|
6.13K
$796K
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-655- 6.49% |
$67.7K - $74.2K
|
9.44K
$1.23M
|
|
Feb 07, 2022
Q4 2021
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-668- 1.21% |
$69K - $75.7K
|
54.6K
$7.1M
|
|
Jan 26, 2022
Q4 2021
|
Hya Advisors, Inc
|
SELL
|
- |
-677- 9.1% |
$70K - $76.7K
|
6.76K
$878K
|
|
Jan 14, 2022
Q4 2021
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-744- 1.53% |
$76.9K - $84.3K
|
48K
$6.23M
|
|
Feb 14, 2022
Q4 2021
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-780- 5.67% |
$80.6K - $88.4K
|
13K
$1.69M
|
|
Feb 09, 2022
Q4 2021
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-781- 8.84% |
$80.7K - $88.5K
|
8.05K
$1.05M
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-805- 6.2% |
$83.2K - $91.2K
|
12.2K
$1.58M
|
|
Feb 07, 2022
Q4 2021
|
Keybank National Association
|
SELL
|
- |
-829- 0.38% |
$85.7K - $94K
|
216K
$28M
|
|
Jan 13, 2022
Q4 2021
|
First Citizens Financial Corp
|
SELL
|
- |
-830- 1.79% |
$85.8K - $94.1K
|
45.7K
$5.93M
|
|
Feb 14, 2022
Q4 2021
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-920- 1.95% |
$95.1K - $104K
|
46.3K
$6.01M
|
|
Feb 09, 2022
Q4 2021
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.08K- 1.54% |
$112K - $122K
|
69.1K
$8.98M
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.15K- 16.22% |
$119K - $130K
|
5.93K
$770K
|
|
Feb 09, 2022
Q4 2021
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-1.19K- 8.35% |
$123K - $135K
|
13K
$1.69M
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.21K- 13.14% |
$125K - $137K
|
7.98K
$1.04M
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-1.31K- 9.46% |
$135K - $148K
|
12.5K
$1.62M
|
|
Feb 10, 2022
Q4 2021
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.31KClosed |
$136K - $149K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.32K- 0.41% |
$137K - $150K
|
323K
$41.9M
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.34K- 67.96% |
$138K - $151K
|
630
$81.8K
|
|
Jan 18, 2022
Q4 2021
|
Norway Savings Bank
|
SELL
|
- |
-1.39K- 4.42% |
$144K - $158K
|
30.1K
$3.9M
|
|
Feb 10, 2022
Q4 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-1.43K- 15.24% |
$148K - $162K
|
7.94K
$1.03M
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1.5KClosed |
$155K - $170K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-1.6KClosed |
$165K - $181K
|
0
$0
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.64K- 16.6% |
$170K - $186K
|
8.25K
$1.07M
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-1.69K- 16.18% |
$175K - $192K
|
8.77K
$1.14M
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.79K- 6.42% |
$185K - $203K
|
26.1K
$3.39M
|
|
Feb 02, 2022
Q4 2021
|
Family Firm, Inc.
|
SELL
|
- |
-1.87K- 7.86% |
$193K - $211K
|
21.9K
$2.84M
|
|
Jan 18, 2022
Q4 2021
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-1.97K- 16.0% |
$204K - $224K
|
10.4K
$1.34M
|
|
Feb 08, 2022
Q4 2021
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-1.98KClosed |
$205K - $225K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
North Rock Partners, LLC
|
SELL
|
- |
-2.06KClosed |
$213K - $233K
|
0
$0
|
|
Jan 12, 2022
Q4 2021
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-2.06K- 6.8% |
$213K - $234K
|
28.2K
$3.66M
|
|
Feb 01, 2022
Q4 2021
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-2.14KClosed |
$221K - $242K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.17K- 18.99% |
$225K - $246K
|
9.27K
$1.2M
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-2.2KClosed |
$227K - $249K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-2.23KClosed |
$231K - $253K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-2.24KClosed |
$231K - $254K
|
0
$0
|
|
Jan 12, 2022
Q4 2021
|
First Hawaiian Bank
|
SELL
|
- |
-2.3K- 2.73% |
$238K - $261K
|
82K
$10.7M
|
|
Jan 25, 2022
Q4 2021
|
Kingfisher Capital LLC
|
SELL
|
- |
-2.44KClosed |
$252K - $276K
|
0
$0
|
|
Mar 24, 2023
Q4 2021
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-2.48K- 41.02% |
$256K - $281K
|
3.56K
$462K
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.49KClosed |
$257K - $282K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.53KClosed |
$262K - $287K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.57K- 8.66% |
$266K - $291K
|
27.1K
$3.52M
|
|
Feb 03, 2022
Q4 2021
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-2.69K- 15.53% |
$278K - $305K
|
14.6K
$1.9M
|
|
Feb 14, 2022
Q4 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-2.71KClosed |
$280K - $307K
|
0
$0
|
|
Jan 13, 2022
Q4 2021
|
Diversified Trust CO
|
SELL
|
- |
-3.02KClosed |
$312K - $342K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-3.09K- 1.63% |
$320K - $351K
|
187K
$24.3M
|