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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2022
Q1 2022
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
3.02KNew |
$310K - $341K
|
3.02K
$393K
|
|
|
May 10, 2022
Q1 2022
|
Campion Asset Management
|
BUY
|
- |
2.97K+ 9.69% |
$304K - $335K
|
33.6K
$4.37M
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.95K+ 1.57% |
$302K - $333K
|
191K
$24.8M
|
|
|
Apr 11, 2022
Q1 2022
|
Orser Capital Management, LLC
|
BUY
|
- |
2.94KNew |
$301K - $331K
|
2.94K
$382K
|
|
|
May 10, 2022
Q1 2022
|
Country Club Bank
|
BUY
|
- |
2.94KNew |
$301K - $331K
|
2.94K
$382K
|
|
|
May 12, 2022
Q1 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.88K+ 1.3% |
$295K - $325K
|
225K
$29.3M
|
|
|
May 16, 2022
Q1 2022
|
Saxon Interests, Inc.
|
BUY
|
- |
2.86K+ 57.39% |
$294K - $323K
|
7.85K
$1.02M
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.73K+ 2.79% |
$279K - $308K
|
100K
$13.1M
|
|
|
Apr 07, 2022
Q1 2022
|
Bremer Bank National Association
|
BUY
|
- |
2.71K+ 56.57% |
$278K - $306K
|
7.49K
$975K
|
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2.71KNew |
$277K - $305K
|
2.71K
$352K
|
|
|
May 16, 2022
Q1 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.69K+ 0.31% |
$276K - $304K
|
869K
$113M
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
2.68K+ 2.51% |
$274K - $302K
|
109K
$14.2M
|
|
|
May 13, 2022
Q1 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
BUY
|
- |
2.66K+ 8.35% |
$273K - $300K
|
34.6K
$4.5M
|
|
|
Apr 08, 2022
Q1 2022
|
First National Bank Of South Miami
|
BUY
|
- |
2.65K+ 26.0% |
$272K - $300K
|
12.9K
$1.67M
|
|
|
May 13, 2022
Q1 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
2.54KNew |
$260K - $286K
|
2.54K
$330K
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.54KNew |
$260K - $286K
|
2.54K
$330K
|
|
|
May 05, 2022
Q1 2022
|
Davis R M Inc
Portland, ME |
BUY
|
- |
2.48KNew |
$255K - $280K
|
2.48K
$323K
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
BUY
|
- |
2.47K+ 3.78% |
$254K - $279K
|
67.9K
$8.84M
|
|
|
May 06, 2022
Q1 2022
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.47KNew |
$253K - $279K
|
2.47K
$322K
|
|
|
Apr 12, 2022
Q1 2022
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
2.46K+ 2.53% |
$252K - $278K
|
99.7K
$13M
|
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
2.41KNew |
$247K - $272K
|
2.41K
$314K
|
|
|
Apr 21, 2022
Q1 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.35K+ 10.85% |
$241K - $266K
|
24K
$3.13M
|
|
|
Apr 11, 2022
Q1 2022
|
Strid Group, LLC
|
BUY
|
- |
2.34KNew |
$240K - $265K
|
2.34K
$305K
|
|
|
Apr 20, 2022
Q1 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.26KNew |
$232K - $255K
|
2.26K
$294K
|
|
|
Apr 12, 2022
Q1 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
2.21KNew |
$227K - $250K
|
2.21K
$288K
|
|
|
May 13, 2022
Q1 2022
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
2.2KNew |
$226K - $249K
|
2.2K
$287K
|
|
|
May 12, 2022
Q1 2022
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
2.2K+ 5.56% |
$225K - $248K
|
41.7K
$5.43M
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.18K+ 20.41% |
$223K - $246K
|
12.9K
$1.67M
|
|
|
May 06, 2022
Q1 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
2.08K+ 4.29% |
$213K - $235K
|
50.5K
$6.58M
|
|
|
Apr 15, 2022
Q1 2022
|
Columbia Trust CO 01012016
|
BUY
|
- |
2.08KNew |
$213K - $235K
|
2.08K
$271K
|
|
|
Nov 14, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
2.04KNew |
$209K - $230K
|
2.04K
$266K
|
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2KNew |
$205K - $226K
|
2K
$260K
|
|
|
May 12, 2022
Q1 2022
|
Heron Financial Group, LLC
|
BUY
|
- |
1.98K+ 2.72% |
$203K - $224K
|
75K
$9.76M
|
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
BUY
|
- |
1.98K+ 5.16% |
$202K - $223K
|
40.2K
$5.23M
|
|
|
Apr 27, 2022
Q1 2022
|
Comerica Bank
|
BUY
|
- |
1.92KNew |
$197K - $217K
|
1.92K
$250K
|
|
|
May 03, 2022
Q1 2022
|
Factorial Partners, LLC
|
BUY
|
- |
1.9K+ 6.79% |
$195K - $214K
|
29.9K
$3.89M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
1.89K+ 629.67% |
$194K - $213K
|
2.19K
$285K
|
|
|
May 04, 2022
Q1 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.89KNew |
$193K - $213K
|
1.89K
$246K
|
|
|
May 16, 2022
Q1 2022
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
1.85KNew |
$190K - $209K
|
1.85K
$241K
|
|
|
Apr 29, 2022
Q1 2022
|
Oldfather Financial Services, LLC
|
BUY
|
- |
1.72K+ 5.04% |
$176K - $194K
|
35.8K
$4.67M
|
|
|
May 09, 2022
Q1 2022
|
M&T Bank Corp
|
BUY
|
- |
1.7K+ 2.86% |
$174K - $192K
|
61.1K
$7.95M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.68K+ 3.01% |
$172K - $189K
|
57.4K
$7.47M
|
|
|
May 12, 2022
Q1 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.64K+ 4.08% |
$168K - $185K
|
41.9K
$5.45M
|
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.62K+ 49.95% |
$166K - $183K
|
4.87K
$634K
|
|
|
May 10, 2022
Q1 2022
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
1.61K+ 1.7% |
$165K - $182K
|
96.8K
$12.6M
|
|
|
May 10, 2022
Q1 2022
|
Mai Capital Management
|
BUY
|
- |
1.6K+ 0.54% |
$164K - $181K
|
297K
$38.7M
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.48K+ 12.12% |
$151K - $167K
|
13.7K
$1.78M
|
|
|
May 16, 2022
Q1 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
1.46K+ 3.67% |
$150K - $165K
|
41.4K
$5.38M
|
|
|
Apr 22, 2022
Q1 2022
|
Pacific Financial Group Inc
|
BUY
|
- |
1.46K+ 9.25% |
$149K - $165K
|
17.2K
$2.24M
|
|
|
May 06, 2022
Q1 2022
|
Aspiriant, LLC
|
BUY
|
- |
1.44K+ 40.2% |
$148K - $163K
|
5.02K
$654K
|