Purchases and Sales Made in Q1 2022 in Ishares S&P Midcap 400 Value E (IJJ)

IJJ Quotes by TradingView

This table provides information about the institutional ownership of Ishares S&P Midcap 400 Value E (IJJ) during Q1 2022. 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
May 16, 2022 Q1 2022
Alesco Advisors LLC

Pittsford, NY
SELL
 -
-1.36K
- 0.43%
$140K - $154K
319K $41.2M
May 13, 2022 Q1 2022
Outlook Wealth Advisors, LLC

SELL
 -
-1.37K
- 21.28%
$141K - $155K
5.08K $656K
Aug 03, 2022 Q1 2022
Members Trust CO

SELL
 -
-1.46K
- 2.44%
$150K - $165K
58.5K $7.56M
May 11, 2022 Q1 2022
Associated Banc Corp

Green Bay, WI
SELL
 -
-1.66K
- 4.99%
$170K - $187K
31.5K $4.07M
May 10, 2022 Q1 2022
Buckingham Strategic Wealth, LLC

Clayton, MO
SELL
 -
-1.67K
- 6.93%
$171K - $189K
22.4K $2.9M
May 02, 2022 Q1 2022
National Asset Management, Inc.

Boca Raton, FL
SELL
 -
-1.73K
- 21.68%
$177K - $195K
6.25K $807K
May 13, 2022 Q1 2022
Shepherd Financial Partners LLC

Winchester, MA
SELL
 -
-1.81K
Closed
$185K - $204K
0 $0
Apr 15, 2022 Q1 2022
Wealthcare Advisory Partners LLC

West Chester, PA
SELL
 -
-1.82K
- 15.5%
$187K - $205K
9.92K $1.28M
Apr 05, 2022 Q1 2022
Appleton Partners Inc

SELL
 -
-1.82K
Closed
$187K - $205K
0 $0
Apr 21, 2022 Q1 2022
David J Yvars Group

SELL
 -
-1.82K
- 34.52%
$187K - $205K
3.45K $446K
May 23, 2022 Q1 2022
Advisory Services Network, LLC

SELL
 -
-1.88K
- 13.17%
$192K - $212K
12.4K $1.6M
Apr 19, 2022 Q1 2022
Farmers & Merchants Investments Inc

SELL
 -
-1.88K
- 12.84%
$193K - $212K
12.8K $1.65M
Feb 08, 2024 Q1 2022
Kingsview Wealth Management, LLC

Grants Pass, OR
SELL
 -
-2.02K
- 9.05%
$207K - $227K
20.3K $2.62M
Apr 25, 2022 Q1 2022
Cerity Partners LLC

New York, NY
SELL
 -
-2.03K
- 30.46%
$208K - $229K
4.64K $599K
Apr 20, 2022 Q1 2022
Advisor Resource Council

SELL
 -
-2.15K
Closed
$221K - $243K
0 $0
May 09, 2022 Q1 2022
Brown Advisory Inc

SELL
 -
-2.18K
Closed
$224K - $246K
0 $0
May 24, 2022 Q1 2022
Northern Oak Wealth Management Inc

Milwaukee, WI
SELL
 -
-2.21K
- 0.77%
$227K - $250K
286K $36.9M
Apr 13, 2022 Q1 2022
Hedeker Wealth, LLC

SELL
 -
-2.3K
Closed
$236K - $259K
0 $0
May 02, 2022 Q1 2022
Pinnacle Financial Partners Inc

SELL
 -
-2.52K
- 11.23%
$259K - $285K
19.9K $2.58M
May 09, 2022 Q1 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
SELL
 -
-2.58K
- 99.69%
$264K - $291K
8 $1.03K
May 04, 2022 Q1 2022
Lex Aurum Advisors, LLC

SELL
 -
-2.58K
- 58.48%
$264K - $291K
1.83K $236K
Apr 07, 2022 Q1 2022
Holland Advisory Services, Inc.

SELL
 -
-2.6K
- 3.16%
$267K - $294K
79.8K $10.3M
Apr 08, 2022 Q1 2022
Bridges Investment Management Inc

SELL
 -
-2.61K
- 47.45%
$267K - $294K
2.89K $373K
May 11, 2022 Q1 2022
Dean Investment Associates, LLC

Beavercreek, OH
SELL
 -
-2.69K
Closed
$275K - $303K
0 $0
May 13, 2022 Q1 2022
Trexquant Investment LP

Stamford, CT
SELL
 -
-2.78K
Closed
$285K - $314K
0 $0
Apr 13, 2022 Q1 2022
Transparent Wealth Partners LLC

Little Rock, AR
SELL
 -
-2.86K
Closed
$293K - $322K
0 $0
May 05, 2022 Q1 2022
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
SELL
 -
-2.91K
Closed
$299K - $329K
0 $0
May 10, 2022 Q1 2022
Ground Swell Capital, LLC

Folly Beach, SC
SELL
 -
-2.92K
Closed
$299K - $329K
0 $0
May 10, 2022 Q1 2022
Beirne Wealth Consulting Services, LLC

SELL
 -
-3.17K
- 21.67%
$325K - $358K
11.5K $1.48M
May 12, 2022 Q1 2022
Strategic Wealth Partners Group LLC

Deerfield, IL
SELL
 -
-3.33K
- 31.52%
$342K - $376K
7.25K $936K
May 16, 2022 Q1 2022
Geneos Wealth Management Inc.

SELL
 -
-3.34K
- 72.72%
$342K - $377K
1.25K $162K
Apr 12, 2022 Q1 2022
Wealthcare Capital Management LLC

Richmond, VA
SELL
 -
-3.36K
Closed
$345K - $380K
0 $0
Apr 19, 2022 Q1 2022
Matthew Goff Investment Advisor, LLC

SELL
 -
-3.39K
- 32.74%
$348K - $383K
6.96K $899K
Apr 28, 2022 Q1 2022
Hardy Reed LLC

SELL
 -
-3.46K
Closed
$355K - $390K
0 $0
May 16, 2022 Q1 2022
Cary Street Partners Investment Advisory LLC

Richmond, VA
SELL
 -
-3.52K
- 51.36%
$360K - $397K
3.33K $430K
May 13, 2022 Q1 2022
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
SELL
 -
-3.65K
- 13.97%
$374K - $412K
22.5K $2.9M
May 03, 2022 Q1 2022
Mount Yale Investment Advisors, LLC

SELL
 -
-3.72K
Closed
$382K - $420K
0 $0
Apr 20, 2022 Q1 2022
Hms Capital Management, LLC

SELL
 -
-3.79K
- 30.11%
$389K - $428K
8.81K $1.14M
May 16, 2022 Q1 2022
Blue Edge Capital, LLC

Richmond, VA
SELL
 -
-3.85K
- 3.21%
$394K - $434K
116K $15M
Apr 26, 2022 Q1 2022
First Merchants Corp

SELL
 -
-3.85K
- 2.18%
$395K - $434K
172K $22.3M
Apr 25, 2022 Q1 2022
Aevitas Wealth Management, Inc.

SELL
 -
-3.92K
Closed
$402K - $442K
0 $0
May 02, 2022 Q1 2022
Smith Shellnut Wilson LLC

SELL
 -
-4.07K
- 13.1%
$417K - $459K
27K $3.49M
May 03, 2022 Q1 2022
Ellis Investment Partners, LLC

SELL
 -
-4.19K
- 3.75%
$429K - $473K
107K $13.9M
Apr 19, 2022 Q1 2022
Pfg Advisors

SELL
 -
-4.26K
Closed
$436K - $480K
0 $0
May 04, 2022 Q1 2022
Ifg Advisory, LLC

SELL
 -
-4.37K
- 48.75%
$448K - $493K
4.6K $594K
May 16, 2022 Q1 2022
Earnest Partners LLC

Atlanta, GA
SELL
 -
-4.47K
- 98.61%
$458K - $504K
63 $8.14K
Sep 06, 2022 Q1 2022
Ifp Advisors, Inc

SELL
 -
-4.52K
- 34.63%
$463K - $510K
8.53K $1.1M
Apr 25, 2022 Q1 2022
Smithbridge Asset Management Inc

SELL
 -
-4.88K
Closed
$500K - $550K
0 $0
May 13, 2022 Q1 2022
New Edge Advisors, LLC

New Orleans, LA
SELL
 -
-5.1K
Closed
$523K - $576K
0 $0

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