Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-46- 0.57% |
$4.14K - $4.95K
|
8.1K
$1.05M
|
|
|
Oct 11, 2022
Q3 2022
|
Steph & CO
|
SELL
|
- |
-47- 8.95% |
$4.23K - $5.06K
|
478
$62K
|
|
|
Oct 21, 2022
Q3 2022
|
Cra Financial Services, LLC
|
SELL
|
- |
-49- 1.73% |
$4.41K - $5.28K
|
2.79K
$361K
|
|
|
Oct 11, 2022
Q3 2022
|
Norwood Financial Corp
|
SELL
|
- |
-50- 1.31% |
$4.5K - $5.38K
|
3.77K
$489K
|
|
|
Nov 10, 2022
Q3 2022
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-56- 0.76% |
$5.04K - $6.03K
|
7.3K
$946K
|
|
|
Nov 14, 2022
Q3 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-61- 0.49% |
$5.49K - $6.57K
|
12.5K
$1.62M
|
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-62- 1.02% |
$5.58K - $6.68K
|
6.04K
$783K
|
|
|
Oct 26, 2022
Q3 2022
|
Kwmg, LLC
|
SELL
|
- |
-63- 1.64% |
$5.67K - $6.78K
|
3.77K
$489K
|
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-63- 0.38% |
$5.67K - $6.78K
|
16.3K
$2.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-64- 0.69% |
$5.76K - $6.89K
|
9.2K
$1.19M
|
|
|
Oct 31, 2022
Q3 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-65- 0.36% |
$5.85K - $7K
|
18K
$2.33M
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-65- 7.54% |
$5.85K - $7K
|
797
$103K
|
|
|
Nov 02, 2022
Q3 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-70Closed |
$6.3K - $7.54K
|
0
$0
|
|
|
Nov 07, 2022
Q3 2022
|
Essex LLC
|
SELL
|
- |
-70- 0.39% |
$6.3K - $7.54K
|
17.8K
$2.31M
|
|
|
Oct 12, 2022
Q3 2022
|
Bremer Bank National Association
|
SELL
|
- |
-71- 0.99% |
$6.39K - $7.65K
|
7.07K
$916K
|
|
|
Oct 13, 2022
Q3 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-76- 2.41% |
$6.84K - $8.18K
|
3.07K
$399K
|
|
|
Nov 14, 2022
Q3 2022
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-77- 0.93% |
$6.93K - $8.29K
|
8.2K
$1.06M
|
|
|
Oct 31, 2022
Q3 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-80- 1.52% |
$7.2K - $8.61K
|
5.2K
$674K
|
|
|
Oct 12, 2022
Q3 2022
|
First Citizens Financial Corp
|
SELL
|
- |
-80- 0.17% |
$7.2K - $8.61K
|
47K
$6.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-82- 21.58% |
$7.38K - $8.83K
|
298
$38.6K
|
|
|
Oct 19, 2022
Q3 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-90- 1.53% |
$8.1K - $9.69K
|
5.8K
$752K
|
|
|
Oct 13, 2022
Q3 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-92- 3.62% |
$8.28K - $9.91K
|
2.45K
$318K
|
|
|
Nov 14, 2022
Q3 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-92- 3.78% |
$8.28K - $9.91K
|
2.34K
$304K
|
|
|
Nov 08, 2022
Q3 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-93- 1.04% |
$8.37K - $10K
|
8.85K
$1.15M
|
|
|
Oct 24, 2022
Q3 2022
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-97- 88.99% |
$8.73K - $10.4K
|
12
$1.56K
|
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-99- 2.03% |
$8.91K - $10.7K
|
4.77K
$619K
|
|
|
Nov 03, 2022
Q3 2022
|
Motco
|
SELL
|
- |
-100- 4.41% |
$9K - $10.8K
|
2.17K
$281K
|
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-100- 3.24% |
$9K - $10.8K
|
2.99K
$387K
|
|
|
Nov 01, 2022
Q3 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-106- 1.16% |
$9.54K - $11.4K
|
9.02K
$1.17M
|
|
|
Nov 14, 2022
Q3 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-109- 1.69% |
$9.81K - $11.7K
|
6.35K
$823K
|
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-144- 3.21% |
$13K - $15.5K
|
4.35K
$564K
|
|
|
Nov 08, 2022
Q3 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-147- 4.41% |
$13.2K - $15.8K
|
3.19K
$414K
|
|
|
Oct 18, 2022
Q3 2022
|
Bailard, Inc.
|
SELL
|
- |
-150- 3.05% |
$13.5K - $16.2K
|
4.77K
$619K
|
|
|
Oct 25, 2022
Q3 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-157- 2.66% |
$14.1K - $16.9K
|
5.74K
$744K
|
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-165- 5.6% |
$14.9K - $17.8K
|
2.78K
$361K
|
|
|
Oct 24, 2022
Q3 2022
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-167- 0.92% |
$15K - $18K
|
17.9K
$2.33M
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-168- 3.15% |
$15.1K - $18.1K
|
5.16K
$670K
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
SELL
|
- |
-173- 1.97% |
$15.6K - $18.6K
|
8.62K
$1.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-179- 5.0% |
$16.1K - $19.3K
|
3.4K
$441K
|
|
|
Oct 31, 2022
Q3 2022
|
Kanawha Capital Management LLC
|
SELL
|
- |
-180- 4.49% |
$16.2K - $19.4K
|
3.83K
$496K
|
|
|
Nov 02, 2022
Q3 2022
|
Grant
|
SELL
|
- |
-185- 4.63% |
$16.7K - $19.9K
|
3.81K
$494K
|
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-192- 0.85% |
$17.3K - $20.7K
|
22.4K
$2.91M
|
|
|
Oct 11, 2022
Q3 2022
|
Anderson Hoagland & CO
|
SELL
|
- |
-194- 1.94% |
$17.5K - $20.9K
|
9.83K
$1.27M
|
|
|
Nov 08, 2022
Q3 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-195- 2.41% |
$17.6K - $21K
|
7.89K
$1.02M
|
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-218- 0.48% |
$19.6K - $23.5K
|
44.7K
$5.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Total Wealth Planning, LLC
|
SELL
|
- |
-220- 3.53% |
$19.8K - $23.7K
|
6.02K
$780K
|
|
|
Nov 07, 2022
Q3 2022
|
Davidson Trust CO
|
SELL
|
- |
-220- 3.17% |
$19.8K - $23.7K
|
6.72K
$872K
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-249- 20.16% |
$22.4K - $26.8K
|
986
$128K
|
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-252- 4.55% |
$22.7K - $27.1K
|
5.29K
$686K
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-257- 1.98% |
$23.1K - $27.7K
|
12.7K
$1.65M
|