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 03, 2022
Q1 2022
|
Sandy Spring Bank
|
BUY
|
- |
58+ 9.25% |
$5.95K - $6.55K
|
685
$86.1K
|
|
|
May 10, 2022
Q1 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
57+ 1.09% |
$5.84K - $6.43K
|
5.29K
$665K
|
|
|
Apr 18, 2022
Q1 2022
|
First Citizens Financial Corp
|
BUY
|
- |
56+ 0.12% |
$5.74K - $6.32K
|
45.7K
$5.74M
|
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
BUY
|
- |
56+ 1.78% |
$5.74K - $6.32K
|
3.2K
$402K
|
|
|
Apr 21, 2022
Q1 2022
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
50+ 5.0% |
$5.13K - $5.64K
|
1.05K
$132K
|
|
|
May 13, 2022
Q1 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
49+ 0.61% |
$5.02K - $5.53K
|
8.08K
$1.02M
|
|
|
Apr 13, 2022
Q1 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
48+ 1.24% |
$4.92K - $5.42K
|
3.9K
$491K
|
|
|
Apr 25, 2022
Q1 2022
|
Lutz Financial Services LLC
|
BUY
|
- |
45+ 0.03% |
$4.61K - $5.08K
|
134K
$16.8M
|
|
|
May 09, 2022
Q1 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
45+ 250.0% |
$4.61K - $5.08K
|
63
$7.92K
|
|
|
Apr 15, 2022
Q1 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
41+ 1.42% |
$4.2K - $4.63K
|
2.93K
$368K
|
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
BUY
|
- |
38+ 2.81% |
$3.9K - $4.29K
|
1.39K
$174K
|
|
|
May 02, 2022
Q1 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
36+ 1.61% |
$3.69K - $4.06K
|
2.27K
$286K
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
36New |
$3.69K - $4.06K
|
36
$4.52K
|
|
|
May 13, 2022
Q1 2022
|
Tag Stone Capital, Inc.
|
BUY
|
- |
28+ 0.36% |
$2.87K - $3.16K
|
7.77K
$977K
|
|
|
May 16, 2022
Q1 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
28+ 0.1% |
$2.87K - $3.16K
|
28.9K
$3.64M
|
|
|
May 13, 2022
Q1 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
25+ 33.78% |
$2.56K - $2.82K
|
99
$12.4K
|
|
|
May 09, 2022
Q1 2022
|
Lansing Street Advisors
|
BUY
|
- |
23New |
$2.36K - $2.6K
|
23
$2.89K
|
|
|
May 06, 2022
Q1 2022
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
21+ 0.29% |
$2.15K - $2.37K
|
7.33K
$921K
|
|
|
Apr 18, 2022
Q1 2022
|
Cadence Bank Na
|
BUY
|
- |
20+ 0.32% |
$2.05K - $2.26K
|
6.28K
$789K
|
|
|
Apr 22, 2022
Q1 2022
|
Exane Derivatives
|
BUY
|
- |
20+ 10.7% |
$2.05K - $2.26K
|
207
$26K
|
|
|
May 13, 2022
Q1 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
19+ 6.44% |
$1.95K - $2.14K
|
314
$39.5K
|
|
|
May 12, 2022
Q1 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
18+ 0.29% |
$1.85K - $2.03K
|
6.14K
$771K
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
17+ 0.81% |
$1.74K - $1.92K
|
2.11K
$265K
|
|
|
May 12, 2022
Q1 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
16+ 0.22% |
$1.64K - $1.81K
|
7.42K
$932K
|
|
|
Aug 16, 2022
Q1 2022
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
13+ 19.12% |
$1.33K - $1.47K
|
81
$10.2K
|
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
13+ 0.1% |
$1.33K - $1.47K
|
13.1K
$1.65M
|
|
|
Apr 21, 2022
Q1 2022
|
Ballast Advisors LLC
|
BUY
|
- |
13+ 1.68% |
$1.33K - $1.47K
|
785
$98.7K
|
|
|
Jul 05, 2022
Q1 2022
|
Willner & Heller, LLC
|
BUY
|
- |
12+ 0.49% |
$1.23K - $1.35K
|
2.47K
$310K
|
|
|
May 16, 2022
Q1 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
12+ 0.11% |
$1.23K - $1.35K
|
10.6K
$1.33M
|
|
|
Apr 20, 2022
Q1 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
10+ 0.4% |
$1.03K - $1.13K
|
2.5K
$314K
|
|
|
May 12, 2022
Q1 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
10+ 0.17% |
$1.03K - $1.13K
|
5.94K
$746K
|
|
|
May 10, 2022
Q1 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
8New |
$820 - $903
|
8
$1.01K
|
|
|
Jul 20, 2023
Q1 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
8+ 0.35% |
$820 - $903
|
2.28K
$287K
|
|
|
Apr 14, 2022
Q1 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
7+ 0.17% |
$718 - $790
|
4.25K
$534K
|
|
|
May 02, 2022
Q1 2022
|
Heritage Investors Management Corp
|
BUY
|
- |
5+ 0.21% |
$513 - $564
|
2.39K
$300K
|
|
|
Apr 28, 2022
Q1 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
5+ 0.38% |
$513 - $564
|
1.34K
$168K
|
|
|
May 10, 2022
Q1 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
4+ 0.0% |
$410 - $451
|
116K
$14.6M
|
|
|
May 10, 2022
Q1 2022
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
4+ 0.03% |
$410 - $451
|
12.4K
$1.56M
|
|
|
May 10, 2022
Q1 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
4+ 0.17% |
$410 - $451
|
2.37K
$298K
|
|
|
Apr 27, 2022
Q1 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
4+ 0.06% |
$410 - $451
|
6.68K
$839K
|
|
|
Apr 25, 2022
Q1 2022
|
Tarbox Family Office, Inc.
|
BUY
|
- |
3+ 0.31% |
$308 - $339
|
967
$122K
|
|
|
May 09, 2022
Q1 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
3+ 4.17% |
$308 - $339
|
75
$9.43K
|
|
|
May 11, 2022
Q1 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
3+ 0.46% |
$308 - $339
|
651
$81.8K
|
|
|
Apr 26, 2022
Q1 2022
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
3+ 0.12% |
$308 - $339
|
2.61K
$327K
|
|
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
2+ 0.07% |
$205 - $226
|
3.02K
$379K
|
|
|
Apr 25, 2022
Q1 2022
|
Tnf LLC
|
BUY
|
- |
2+ 0.1% |
$205 - $226
|
2.02K
$253K
|
|
|
May 16, 2022
Q1 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1+ 0.13% |
$103 - $113
|
789
$99.2K
|
|
|
Apr 12, 2022
Q1 2022
|
Eidelman Virant Capital
|
SELL
|
- |
-1- 0.02% |
$103 - $113
|
4.74K
$596K
|
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-1Closed |
$103 - $113
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
South State Corp
|
SELL
|
- |
-2- 0.05% |
$205 - $226
|
4.13K
$519K
|