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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2022
Q3 2022
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-775- 2.92% |
$69.8K - $83.5K
|
25.8K
$2.86M
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-776- 2.92% |
$69.8K - $83.6K
|
25.8K
$2.86M
|
|
|
Oct 28, 2022
Q3 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-832- 0.72% |
$74.9K - $89.6K
|
114K
$12.7M
|
|
|
Oct 21, 2022
Q3 2022
|
Lutz Financial Services LLC
|
SELL
|
- |
-841- 0.63% |
$75.7K - $90.6K
|
133K
$14.7M
|
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
SELL
|
- |
-937- 1.72% |
$84.3K - $101K
|
53.6K
$5.95M
|
|
|
Nov 14, 2022
Q3 2022
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-990- 49.43% |
$89.1K - $107K
|
1.01K
$112K
|
|
|
Oct 12, 2022
Q3 2022
|
Hms Capital Management, LLC
|
SELL
|
- |
-993- 10.58% |
$89.4K - $107K
|
8.39K
$931K
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-1.02K- 1.17% |
$92.1K - $110K
|
86.4K
$9.59M
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.13K- 4.1% |
$102K - $122K
|
26.5K
$2.94M
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.19K- 21.32% |
$107K - $128K
|
4.39K
$488K
|
|
|
Nov 15, 2022
Q3 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-1.27K- 27.85% |
$114K - $137K
|
3.29K
$365K
|
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1.34K- 32.8% |
$120K - $144K
|
2.74K
$304K
|
|
|
Nov 14, 2022
Q3 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-1.39K- 4.7% |
$125K - $149K
|
28.1K
$3.12M
|
|
|
Nov 07, 2022
Q3 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-1.44K- 3.11% |
$130K - $155K
|
45K
$4.99M
|
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-1.62K- 57.16% |
$146K - $174K
|
1.21K
$135K
|
|
|
Nov 08, 2022
Q3 2022
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-1.64K- 27.02% |
$148K - $177K
|
4.44K
$492K
|
|
|
Oct 11, 2022
Q3 2022
|
Pacific Financial Group Inc
|
SELL
|
- |
-1.75K- 10.99% |
$157K - $188K
|
14.2K
$1.57M
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.83K- 12.46% |
$165K - $197K
|
12.8K
$1.43M
|
|
|
Nov 14, 2022
Q3 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-1.91K- 5.03% |
$171K - $205K
|
36K
$3.99M
|
|
|
Oct 19, 2022
Q3 2022
|
Security Financial Services, Inc.
|
SELL
|
- |
-1.92K- 11.82% |
$173K - $207K
|
14.3K
$1.59M
|
|
|
Nov 14, 2022
Q3 2022
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-1.99K- 2.15% |
$179K - $215K
|
90.6K
$10.1M
|
|
|
Oct 18, 2022
Q3 2022
|
Norway Savings Bank
|
SELL
|
- |
-2.02K- 7.06% |
$182K - $217K
|
26.6K
$2.95M
|
|
|
Oct 12, 2022
Q3 2022
|
Hudson Capital Management LLC
|
SELL
|
- |
-2.03K- 3.13% |
$183K - $219K
|
62.9K
$6.99M
|
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-2.05K- 65.32% |
$184K - $220K
|
1.09K
$121K
|
|
|
Nov 16, 2022
Q3 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-2.09K- 11.39% |
$188K - $225K
|
16.2K
$1.8M
|
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
SELL
|
- |
-2.2K- 38.88% |
$198K - $237K
|
3.46K
$384K
|
|
|
Oct 19, 2022
Q3 2022
|
Saxon Interests, Inc.
|
SELL
|
- |
-2.22K- 28.15% |
$199K - $239K
|
5.65K
$627K
|
|
|
Oct 25, 2022
Q3 2022
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-2.32K- 69.76% |
$209K - $250K
|
1.01K
$112K
|
|
|
Nov 07, 2022
Q3 2022
|
Members Trust CO
|
SELL
|
- |
-2.47K- 4.54% |
$222K - $266K
|
51.9K
$5.75M
|
|
|
Nov 14, 2022
Q3 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-2.66K- 6.2% |
$239K - $286K
|
40.2K
$4.46M
|
|
|
Nov 22, 2022
Q3 2022
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-2.74K- 5.13% |
$247K - $295K
|
50.7K
$5.62M
|
|
|
Oct 05, 2022
Q3 2022
|
First Hawaiian Bank
|
SELL
|
- |
-2.79K- 3.45% |
$251K - $300K
|
78K
$8.66M
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-2.89K- 14.88% |
$260K - $311K
|
16.5K
$1.83M
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
SELL
|
- |
-2.91K- 12.4% |
$261K - $313K
|
20.5K
$2.28M
|
|
|
Oct 24, 2022
Q3 2022
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-3KClosed |
$270K - $323K
|
0
$0
|
|
|
Oct 13, 2022
Q3 2022
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-3.2K- 31.48% |
$288K - $344K
|
6.96K
$773K
|
|
|
Nov 08, 2022
Q3 2022
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-3.47K- 25.91% |
$312K - $373K
|
9.92K
$1.1M
|
|
|
Oct 06, 2022
Q3 2022
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-3.55K- 12.67% |
$320K - $382K
|
24.5K
$2.72M
|
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
SELL
|
- |
-3.63K- 47.04% |
$327K - $391K
|
4.08K
$453K
|
|
|
Oct 11, 2022
Q3 2022
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-4.35K- 5.65% |
$392K - $468K
|
72.6K
$8.06M
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
SELL
|
- |
-4.46K- 1.88% |
$401K - $480K
|
233K
$25.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-4.63K- 43.51% |
$417K - $498K
|
6.01K
$667K
|
|
|
Nov 07, 2022
Q3 2022
|
Windsor Group LTD
|
SELL
|
- |
-4.75K- 24.39% |
$428K - $512K
|
14.7K
$1.64M
|
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-4.89K- 1.05% |
$440K - $526K
|
460K
$51M
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-4.9K- 22.1% |
$441K - $527K
|
17.3K
$1.92M
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Bank
|
SELL
|
- |
-4.9K- 22.1% |
$441K - $527K
|
17.3K
$1.92M
|
|
|
Nov 14, 2022
Q3 2022
|
Waldron Private Wealth LLC
|
SELL
|
- |
-5.86K- 49.14% |
$527K - $631K
|
6.07K
$673K
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-6.3K- 10.18% |
$567K - $679K
|
55.6K
$6.17M
|
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
SELL
|
- |
-7.21K- 19.7% |
$649K - $776K
|
29.4K
$3.26M
|
|
|
Oct 27, 2022
Q3 2022
|
Keybank National Association
|
SELL
|
- |
-7.28K- 3.48% |
$655K - $784K
|
202K
$22.4M
|