Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 08, 2022
Q2 2022
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-1.98KClosed |
$182K - $219K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-1.99KClosed |
$182K - $220K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2KClosed |
$183K - $220K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2KClosed |
$183K - $221K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Tnf LLC
|
SELL
|
- |
-2.02KClosed |
$184K - $222K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.02KClosed |
$185K - $222K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Eclectic Associates Inc
|
SELL
|
- |
-2.05KClosed |
$187K - $225K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-2.06KClosed |
$189K - $227K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-2.09KClosed |
$191K - $230K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-2.1KClosed |
$193K - $232K
|
0
$0
|
|
Oct 03, 2022
Q2 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.12KClosed |
$194K - $233K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-2.13KClosed |
$195K - $235K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Renasant Bank
|
SELL
|
- |
-2.16K- 11.93% |
$198K - $238K
|
15.9K
$2.07M
|
|
Aug 12, 2022
Q2 2022
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-2.2KClosed |
$202K - $243K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-2.26KClosed |
$207K - $249K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.33K- 0.26% |
$213K - $257K
|
894K
$116M
|
|
Jul 11, 2022
Q2 2022
|
Strid Group, LLC
|
SELL
|
- |
-2.34KClosed |
$214K - $258K
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-2.35K- 2.35% |
$215K - $259K
|
97.4K
$12.6M
|
|
Aug 03, 2022
Q2 2022
|
Spc Financial, Inc.
|
SELL
|
- |
-2.39K- 1.48% |
$218K - $263K
|
159K
$20.6M
|
|
Aug 12, 2022
Q2 2022
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-2.42KClosed |
$221K - $266K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Old National Bancorp
|
SELL
|
- |
-2.43KClosed |
$223K - $268K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-2.47K- 2.54% |
$226K - $272K
|
94.8K
$12.3M
|
|
Aug 15, 2022
Q2 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-2.54KClosed |
$232K - $280K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-2.55KClosed |
$234K - $281K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
SELL
|
- |
-2.56K- 9.86% |
$235K - $282K
|
23.4K
$3.04M
|
|
Aug 01, 2022
Q2 2022
|
Wespac Advisors, LLC
|
SELL
|
- |
-2.62KClosed |
$240K - $289K
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-2.63K- 50.27% |
$240K - $289K
|
2.6K
$337K
|
|
Jul 11, 2022
Q2 2022
|
Objective Capital Management, LLC
|
SELL
|
- |
-2.81KClosed |
$257K - $310K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-2.86K- 3.58% |
$261K - $315K
|
77K
$10M
|
|
Jul 11, 2022
Q2 2022
|
Orser Capital Management, LLC
|
SELL
|
- |
-2.94KClosed |
$269K - $323K
|
0
$0
|
|
Aug 16, 2024
Q2 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2.95K- 10.28% |
$270K - $325K
|
25.7K
$3.34M
|
|
Aug 01, 2022
Q2 2022
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-3.02KClosed |
$276K - $333K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-3.08K- 2.39% |
$282K - $340K
|
126K
$16.4M
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-3.1KClosed |
$284K - $342K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-3.33KClosed |
$305K - $367K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-3.38K- 60.72% |
$309K - $372K
|
2.18K
$284K
|
|
Jul 13, 2022
Q2 2022
|
Hudson Capital Management LLC
|
SELL
|
- |
-3.44K- 5.03% |
$315K - $379K
|
65K
$8.44M
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-3.67KClosed |
$336K - $405K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-3.9KClosed |
$357K - $430K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
First Merchants Corp
|
SELL
|
- |
-3.98K- 2.31% |
$364K - $439K
|
168K
$21.9M
|
|
Aug 03, 2022
Q2 2022
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-4.06K- 2.18% |
$371K - $447K
|
182K
$23.7M
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.12K- 4.93% |
$377K - $454K
|
79.5K
$10.3M
|
|
Aug 08, 2022
Q2 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-4.13KClosed |
$378K - $455K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.16K- 41.97% |
$381K - $459K
|
5.76K
$748K
|
|
Aug 03, 2022
Q2 2022
|
Members Trust CO
|
SELL
|
- |
-4.2K- 7.18% |
$385K - $463K
|
54.3K
$7.06M
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-4.55K- 28.36% |
$417K - $502K
|
11.5K
$1.49M
|
|
Jul 22, 2022
Q2 2022
|
Gunderson Capital Management Inc.
|
SELL
|
- |
-4.56KClosed |
$417K - $502K
|
0
$0
|
|
Aug 25, 2022
Q2 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-4.56KClosed |
$417K - $502K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Resource Consulting Group Inc
|
SELL
|
- |
-4.61K- 59.23% |
$422K - $508K
|
3.17K
$412K
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5.11K- 18.47% |
$467K - $563K
|
22.5K
$2.93M
|