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 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-130- 3.85% |
$13.3K - $14.7K
|
3.25K
$408K
|
|
|
May 02, 2022
Q1 2022
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-132- 4.0% |
$13.5K - $14.9K
|
3.17K
$398K
|
|
|
May 03, 2022
Q1 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-132- 1.95% |
$13.5K - $14.9K
|
6.63K
$833K
|
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-132Closed |
$13.5K - $14.9K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-143- 6.67% |
$14.7K - $16.1K
|
2K
$251K
|
|
|
May 05, 2022
Q1 2022
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-144- 5.59% |
$14.8K - $16.3K
|
2.43K
$305K
|
|
|
May 06, 2022
Q1 2022
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-144- 0.75% |
$14.8K - $16.3K
|
19K
$2.39M
|
|
|
May 13, 2022
Q1 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-145- 1.54% |
$14.9K - $16.4K
|
9.27K
$1.16M
|
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-146- 1.5% |
$15K - $16.5K
|
9.56K
$1.2M
|
|
|
Apr 25, 2022
Q1 2022
|
Hudson Capital Management LLC
|
SELL
|
- |
-169- 0.25% |
$17.3K - $19.1K
|
68.4K
$8.6M
|
|
|
May 10, 2022
Q1 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-174- 0.72% |
$17.8K - $19.6K
|
24.1K
$3.03M
|
|
|
May 16, 2022
Q1 2022
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-174- 1.16% |
$17.8K - $19.6K
|
14.8K
$1.86M
|
|
|
Apr 19, 2022
Q1 2022
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-179- 5.73% |
$18.4K - $20.2K
|
2.94K
$370K
|
|
|
May 16, 2022
Q1 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-180- 5.42% |
$18.5K - $20.3K
|
3.14K
$395K
|
|
|
May 13, 2022
Q1 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-180- 2.71% |
$18.5K - $20.3K
|
6.45K
$811K
|
|
|
Apr 25, 2022
Q1 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-185- 5.44% |
$19K - $20.9K
|
3.21K
$404K
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-189Closed |
$19.4K - $21.3K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Old National Bancorp
|
SELL
|
- |
-190- 7.24% |
$19.5K - $21.4K
|
2.43K
$306K
|
|
|
Apr 28, 2022
Q1 2022
|
Element Wealth, LLC
|
SELL
|
- |
-200Closed |
$20.5K - $22.6K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-204- 65.18% |
$20.9K - $23K
|
109
$13.7K
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
SELL
|
- |
-211- 0.81% |
$21.6K - $23.8K
|
26K
$3.27M
|
|
|
Apr 29, 2022
Q1 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-215- 5.93% |
$22K - $24.3K
|
3.41K
$428K
|
|
|
May 03, 2022
Q1 2022
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-216- 3.49% |
$22.1K - $24.4K
|
5.97K
$751K
|
|
|
May 12, 2022
Q1 2022
|
Renasant Bank
|
SELL
|
- |
-217- 1.18% |
$22.2K - $24.5K
|
18.1K
$2.27M
|
|
|
May 16, 2022
Q1 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-219- 0.81% |
$22.5K - $24.7K
|
26.8K
$3.36M
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-226Closed |
$23.2K - $25.5K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-227- 1.75% |
$23.3K - $25.6K
|
12.7K
$1.6M
|
|
|
May 10, 2022
Q1 2022
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-227- 2.66% |
$23.3K - $25.6K
|
8.31K
$1.04M
|
|
|
Apr 28, 2022
Q1 2022
|
Acas, LLC
|
SELL
|
- |
-227- 2.21% |
$23.3K - $25.6K
|
10.1K
$1.26M
|
|
|
May 12, 2022
Q1 2022
|
Davidson Trust CO
|
SELL
|
- |
-234- 3.29% |
$24K - $26.4K
|
6.88K
$865K
|
|
|
Apr 19, 2022
Q1 2022
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-235- 0.83% |
$24.1K - $26.5K
|
28K
$3.52M
|
|
|
Apr 22, 2022
Q1 2022
|
Sonata Capital Group Inc
|
SELL
|
- |
-235- 1.07% |
$24.1K - $26.5K
|
21.7K
$2.73M
|
|
|
May 09, 2022
Q1 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-237- 6.23% |
$24.3K - $26.7K
|
3.57K
$448K
|
|
|
Feb 13, 2025
Q1 2022
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-254- 5.22% |
$26K - $28.7K
|
4.61K
$579K
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-261- 0.41% |
$26.8K - $29.5K
|
62.8K
$7.9M
|
|
|
May 06, 2022
Q1 2022
|
Motco
|
SELL
|
- |
-274- 10.77% |
$28.1K - $30.9K
|
2.27K
$285K
|
|
|
May 06, 2022
Q1 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-279- 2.79% |
$28.6K - $31.5K
|
9.73K
$1.22M
|
|
|
Apr 25, 2022
Q1 2022
|
Norwood Financial Corp
|
SELL
|
- |
-280- 6.11% |
$28.7K - $31.6K
|
4.3K
$541K
|
|
|
Apr 22, 2022
Q1 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-280- 4.46% |
$28.7K - $31.6K
|
6K
$754K
|
|
|
Apr 20, 2022
Q1 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-282Closed |
$28.9K - $31.8K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-283- 50.54% |
$29K - $31.9K
|
277
$34.8K
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-289- 1.78% |
$29.6K - $32.6K
|
16K
$2.01M
|
|
|
May 10, 2022
Q1 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-289- 10.21% |
$29.6K - $32.6K
|
2.54K
$319K
|
|
|
May 12, 2022
Q1 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-310- 3.28% |
$31.8K - $35K
|
9.13K
$1.15M
|
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-310Closed |
$31.8K - $35K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-310- 1.88% |
$31.8K - $35K
|
16.2K
$2.04M
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-315- 22.66% |
$32.3K - $35.6K
|
1.08K
$135K
|
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-315- 3.4% |
$32.3K - $35.6K
|
8.96K
$1.13M
|
|
|
May 12, 2022
Q1 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-326- 6.34% |
$33.4K - $36.8K
|
4.82K
$605K
|
|
|
May 10, 2022
Q1 2022
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-331- 13.44% |
$33.9K - $37.4K
|
2.13K
$268K
|