Purchases and Sales Made in Q3 2021 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 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.29MNew |
$429M - $465M
|
4.29M
$539M
|
|
Nov 12, 2021
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.85M+ 852.71% |
$185M - $201M
|
2.07M
$260M
|
|
Nov 12, 2021
Q3 2021
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
1.07MNew |
$107M - $116M
|
1.07M
$135M
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
BUY
|
- |
835K+ 1324885.75% |
$83.3M - $90.5M
|
835K
$105M
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
321K+ 42.11% |
$32M - $34.8M
|
1.08M
$136M
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
298KNew |
$29.8M - $32.3M
|
298K
$37.5M
|
|
Nov 12, 2021
Q3 2021
|
First Command Advisory Services, Inc.
|
BUY
|
- |
161K+ 1.96% |
$16M - $17.4M
|
8.35M
$1.05B
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
142K+ 11.26% |
$14.2M - $15.4M
|
1.41M
$177M
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
BUY
|
- |
127K+ 47.69% |
$12.7M - $13.8M
|
393K
$49.4M
|
|
Nov 05, 2021
Q3 2021
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
89.7KNew |
$8.96M - $9.73M
|
89.7K
$11.3M
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
79.9KNew |
$7.98M - $8.67M
|
79.9K
$10M
|
|
Nov 15, 2021
Q3 2021
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
69.1K+ 8.94% |
$6.9M - $7.49M
|
842K
$106M
|
|
Nov 12, 2021
Q3 2021
|
Accredited Investors Inc.
|
BUY
|
- |
68.6K+ 26.59% |
$6.85M - $7.44M
|
326K
$41M
|
|
Nov 09, 2021
Q3 2021
|
Members Trust CO
|
BUY
|
- |
59.9K+ 97.94% |
$5.98M - $6.5M
|
121K
$15.2M
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
52.2K+ 2.43% |
$5.21M - $5.66M
|
2.2M
$277M
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
45KNew |
$4.49M - $4.88M
|
45K
$5.66M
|
|
Nov 19, 2021
Q3 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
41.1KNew |
$4.11M - $4.46M
|
41.1K
$5.17M
|
|
Oct 26, 2021
Q3 2021
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
39.2K+ 4.85% |
$3.91M - $4.25M
|
846K
$106M
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
38.4K+ 8.63% |
$3.84M - $4.17M
|
484K
$60.8M
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
38.2K+ 50.83% |
$3.81M - $4.14M
|
113K
$14.2M
|
|
Nov 10, 2021
Q3 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
30.9K+ 9.47% |
$3.09M - $3.35M
|
357K
$44.9M
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
29.6K+ 15.93% |
$2.96M - $3.21M
|
216K
$27.1M
|
|
Oct 08, 2021
Q3 2021
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
27.9K+ 18.64% |
$2.78M - $3.02M
|
178K
$22.3M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
27.2K+ 3.47% |
$2.72M - $2.95M
|
810K
$102M
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
26.9K+ 89.81% |
$2.69M - $2.92M
|
56.9K
$7.15M
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
23.7K+ 3.71% |
$2.36M - $2.57M
|
661K
$83.1M
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
23.5KNew |
$2.35M - $2.55M
|
23.5K
$2.96M
|
|
Nov 12, 2021
Q3 2021
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
23.4K+ 117.42% |
$2.33M - $2.54M
|
43.3K
$5.44M
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
21.9K+ 831.85% |
$2.18M - $2.37M
|
24.5K
$3.08M
|
|
Oct 21, 2021
Q3 2021
|
Essex LLC
|
BUY
|
- |
19KNew |
$1.9M - $2.06M
|
19K
$2.39M
|
|
Oct 28, 2021
Q3 2021
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
18.4KNew |
$1.83M - $1.99M
|
18.4K
$2.31M
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
17.3K+ 6.85% |
$1.72M - $1.87M
|
269K
$33.8M
|
|
Oct 20, 2021
Q3 2021
|
Csenge Advisory Group
|
BUY
|
- |
16.9K+ 51.75% |
$1.69M - $1.83M
|
49.6K
$6.23M
|
|
Nov 12, 2021
Q3 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
14.4K+ 21.3% |
$1.44M - $1.56M
|
81.9K
$10.3M
|
|
Oct 21, 2021
Q3 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
13.9K+ 5578.4% |
$1.39M - $1.51M
|
14.2K
$1.78M
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
12.4K+ 4.05% |
$1.24M - $1.35M
|
319K
$40.1M
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12.4K+ 3.68% |
$1.24M - $1.34M
|
350K
$43.9M
|
|
Nov 10, 2021
Q3 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
12.1K+ 103.79% |
$1.21M - $1.31M
|
23.8K
$2.99M
|
|
Oct 15, 2021
Q3 2021
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
11.9K+ 3.56% |
$1.19M - $1.3M
|
347K
$43.7M
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
11.2K+ 22.86% |
$1.12M - $1.22M
|
60.5K
$7.6M
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
10.7K+ 94.62% |
$1.07M - $1.16M
|
22K
$2.76M
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
10.5KNew |
$1.04M - $1.13M
|
10.5K
$1.32M
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
10.4K+ 1.49% |
$1.04M - $1.13M
|
710K
$89.2M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.4K+ 9.77% |
$1.03M - $1.12M
|
116K
$14.6M
|
|
Nov 01, 2021
Q3 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
10.1KNew |
$1.01M - $1.09M
|
10.1K
$1.27M
|
|
Nov 02, 2021
Q3 2021
|
Waldron Private Wealth LLC
|
BUY
|
- |
9.64KNew |
$962K - $1.04M
|
9.64K
$1.21M
|
|
Nov 02, 2021
Q3 2021
|
Sather Financial Group Inc
|
BUY
|
- |
9.44KNew |
$942K - $1.02M
|
9.44K
$1.19M
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
9.13K+ 6.66% |
$911K - $990K
|
146K
$18.4M
|
|
Oct 13, 2021
Q3 2021
|
Omega Financial Group, LLC
|
BUY
|
- |
9K+ 20.62% |
$898K - $976K
|
52.6K
$6.61M
|
|
Nov 04, 2021
Q3 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
8.71K+ 9.89% |
$869K - $944K
|
96.8K
$12.2M
|