Purchases and Sales Made in Q1 2022 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 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 05, 2022
Q1 2022
|
National Bank Of Canada
|
SELL
|
- |
-5- 0.32% |
$513 - $564
|
1.56K
$201K
|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-6- 4.11% |
$615 - $677
|
140
$18.1K
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
SELL
|
- |
-8- 1.77% |
$820 - $903
|
443
$57.2K
|
|
Apr 15, 2022
Q1 2022
|
Steph & CO
|
SELL
|
- |
-12- 2.18% |
$1.23K - $1.35K
|
539
$69.6K
|
|
May 13, 2022
Q1 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-12- 0.31% |
$1.23K - $1.35K
|
3.82K
$493K
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-16Closed |
$1.64K - $1.81K
|
0
$0
|
|
Nov 30, 2023
Q1 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-23- 1.51% |
$2.36K - $2.6K
|
1.5K
$193K
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-25- 1.04% |
$2.56K - $2.82K
|
2.38K
$308K
|
|
Apr 19, 2022
Q1 2022
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-26- 0.44% |
$2.67K - $2.93K
|
5.84K
$754K
|
|
Apr 20, 2022
Q1 2022
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-31- 0.41% |
$3.18K - $3.5K
|
7.56K
$976K
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-31- 0.12% |
$3.18K - $3.5K
|
26.8K
$3.46M
|
|
May 16, 2022
Q1 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-32- 14.41% |
$3.28K - $3.61K
|
190
$24.5K
|
|
Apr 19, 2022
Q1 2022
|
Kwmg, LLC
|
SELL
|
- |
-36- 0.93% |
$3.69K - $4.06K
|
3.83K
$495K
|
|
Apr 26, 2022
Q1 2022
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-36- 17.48% |
$3.69K - $4.06K
|
170
$22K
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-39- 0.04% |
$4K - $4.4K
|
100K
$13M
|
|
Apr 28, 2022
Q1 2022
|
Financial Counselors Inc
|
SELL
|
- |
-41- 0.15% |
$4.2K - $4.63K
|
27.6K
$3.56M
|
|
Apr 12, 2022
Q1 2022
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-42- 0.18% |
$4.31K - $4.74K
|
22.9K
$2.96M
|
|
Apr 12, 2022
Q1 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-46- 0.7% |
$4.72K - $5.19K
|
6.54K
$845K
|
|
Apr 28, 2022
Q1 2022
|
Pittenger & Anderson Inc
|
SELL
|
- |
-46- 0.1% |
$4.72K - $5.19K
|
44.4K
$5.73M
|
|
May 25, 2022
Q1 2022
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-46- 1.26% |
$4.72K - $5.19K
|
3.61K
$467K
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-48Closed |
$4.92K - $5.42K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
West Bancorporation Inc
|
SELL
|
- |
-59- 4.02% |
$6.05K - $6.66K
|
1.41K
$182K
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-59- 0.37% |
$6.05K - $6.66K
|
15.7K
$2.03M
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-62Closed |
$6.36K - $7K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-70- 5.77% |
$7.18K - $7.9K
|
1.14K
$148K
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-72Closed |
$7.38K - $8.13K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-74- 0.59% |
$7.59K - $8.35K
|
12.5K
$1.62M
|
|
May 12, 2022
Q1 2022
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-86- 0.16% |
$8.82K - $9.71K
|
54.6K
$7.05M
|
|
May 04, 2022
Q1 2022
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-89- 14.83% |
$9.12K - $10K
|
511
$66K
|
|
May 17, 2022
Q1 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-91- 0.76% |
$9.33K - $10.3K
|
12K
$1.54M
|
|
Apr 19, 2022
Q1 2022
|
Graypoint LLC
|
SELL
|
- |
-92- 1.89% |
$9.43K - $10.4K
|
4.77K
$616K
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-93- 1.1% |
$9.53K - $10.5K
|
8.35K
$1.08M
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-95- 3.68% |
$9.74K - $10.7K
|
2.49K
$321K
|
|
May 03, 2022
Q1 2022
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-97- 4.66% |
$9.94K - $10.9K
|
1.98K
$256K
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
SELL
|
- |
-99- 0.91% |
$10.1K - $11.2K
|
10.8K
$1.39M
|
|
May 03, 2022
Q1 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-100- 3.97% |
$10.3K - $11.3K
|
2.42K
$313K
|
|
May 12, 2022
Q1 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-100- 3.14% |
$10.3K - $11.3K
|
3.09K
$399K
|
|
May 13, 2022
Q1 2022
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-100- 4.91% |
$10.3K - $11.3K
|
1.94K
$250K
|
|
Apr 14, 2022
Q1 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-105- 3.94% |
$10.8K - $11.9K
|
2.56K
$331K
|
|
Apr 21, 2022
Q1 2022
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-108- 1.91% |
$11.1K - $12.2K
|
5.56K
$718K
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-112- 0.84% |
$11.5K - $12.6K
|
13.2K
$1.7M
|
|
May 05, 2022
Q1 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-114- 0.6% |
$11.7K - $12.9K
|
18.8K
$2.43M
|
|
Apr 25, 2022
Q1 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-117- 3.55% |
$12K - $13.2K
|
3.18K
$411K
|
|
Apr 21, 2022
Q1 2022
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-118- 0.26% |
$12.1K - $13.3K
|
46K
$5.93M
|
|
Mar 23, 2023
Q1 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-121- 0.89% |
$12.4K - $13.7K
|
13.4K
$1.73M
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-122- 2.93% |
$12.5K - $13.8K
|
4.05K
$523K
|
|
Apr 12, 2022
Q1 2022
|
Hya Advisors, Inc
|
SELL
|
- |
-123- 1.82% |
$12.6K - $13.9K
|
6.64K
$857K
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
SELL
|
- |
-125- 9.36% |
$12.8K - $14.1K
|
1.21K
$156K
|
|
May 13, 2022
Q1 2022
|
Sbk Financial, Inc.
Richmond, VA |
SELL
|
- |
-128Closed |
$13.1K - $14.4K
|
0
$0
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-130- 3.85% |
$13.3K - $14.7K
|
3.25K
$419K
|