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 03, 2022
Q2 2022
|
Assetmark, Inc
|
SELL
|
- |
-34- 53.97% |
$3.11K - $3.75K
|
29
$3.65K
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-36Closed |
$3.29K - $3.97K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-38- 0.5% |
$3.48K - $4.19K
|
7.52K
$945K
|
|
|
Aug 05, 2022
Q2 2022
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-40- 0.48% |
$3.66K - $4.41K
|
8.27K
$1.04M
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-42- 1.39% |
$3.84K - $4.63K
|
2.98K
$374K
|
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-43- 1.24% |
$3.93K - $4.74K
|
3.42K
$430K
|
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
SELL
|
- |
-44- 8.91% |
$4.03K - $4.85K
|
450
$56.6K
|
|
|
Aug 10, 2022
Q2 2022
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-45- 71.43% |
$4.12K - $4.96K
|
18
$2.26K
|
|
|
Aug 05, 2022
Q2 2022
|
South State Corp
|
SELL
|
- |
-46- 1.11% |
$4.21K - $5.07K
|
4.09K
$514K
|
|
|
Jul 25, 2022
Q2 2022
|
Aspiriant, LLC
|
SELL
|
- |
-46- 0.92% |
$4.21K - $5.07K
|
4.98K
$626K
|
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-46- 0.4% |
$4.21K - $5.07K
|
11.6K
$1.45M
|
|
|
Aug 01, 2022
Q2 2022
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-50- 4.76% |
$4.58K - $5.51K
|
1K
$126K
|
|
|
Aug 11, 2022
Q2 2022
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-50- 29.41% |
$4.58K - $5.51K
|
120
$15.1K
|
|
|
Aug 04, 2022
Q2 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-51- 14.53% |
$4.67K - $5.62K
|
300
$37.7K
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-51Closed |
$4.67K - $5.62K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-54- 0.3% |
$4.94K - $5.95K
|
18.1K
$2.28M
|
|
|
Jul 15, 2022
Q2 2022
|
Atlas Brown,Inc.
|
SELL
|
- |
-54- 2.33% |
$4.94K - $5.95K
|
2.27K
$285K
|
|
|
Jul 27, 2022
Q2 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-59- 0.22% |
$5.4K - $6.5K
|
26.3K
$3.3M
|
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-60- 2.07% |
$5.49K - $6.61K
|
2.83K
$356K
|
|
|
Jul 18, 2022
Q2 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-65- 2.02% |
$5.95K - $7.16K
|
3.15K
$396K
|
|
|
Jul 12, 2022
Q2 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-71- 0.39% |
$6.5K - $7.82K
|
18.1K
$2.27M
|
|
|
Jul 28, 2022
Q2 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-75- 0.59% |
$6.86K - $8.27K
|
12.7K
$1.6M
|
|
|
Aug 11, 2022
Q2 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-75- 0.06% |
$6.86K - $8.27K
|
116K
$14.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-76Closed |
$6.95K - $8.38K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
SELL
|
- |
-79- 1.19% |
$7.23K - $8.71K
|
6.56K
$824K
|
|
|
Aug 15, 2022
Q2 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-79- 2.21% |
$7.23K - $8.71K
|
3.49K
$439K
|
|
|
Jul 22, 2022
Q2 2022
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-80- 0.64% |
$7.32K - $8.82K
|
12.5K
$1.57M
|
|
|
Jul 27, 2022
Q2 2022
|
Sunesis Advisors, LLC
|
SELL
|
- |
-80- 0.55% |
$7.32K - $8.82K
|
14.4K
$1.81M
|
|
|
Jul 08, 2022
Q2 2022
|
Anderson Hoagland & CO
|
SELL
|
- |
-86- 0.85% |
$7.87K - $9.48K
|
10K
$1.26M
|
|
|
Jul 08, 2022
Q2 2022
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-90- 2.07% |
$8.24K - $9.92K
|
4.26K
$536K
|
|
|
Jul 21, 2022
Q2 2022
|
Cra Financial Services, LLC
|
SELL
|
- |
-91- 3.11% |
$8.33K - $10K
|
2.83K
$356K
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
SELL
|
- |
-95- 2.72% |
$8.69K - $10.5K
|
3.39K
$426K
|
|
|
Aug 15, 2022
Q2 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-98- 51.58% |
$8.97K - $10.8K
|
92
$11.6K
|
|
|
Aug 12, 2022
Q2 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-98- 3.82% |
$8.97K - $10.8K
|
2.47K
$310K
|
|
|
Jul 12, 2022
Q2 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-98Closed |
$8.97K - $10.8K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-100- 0.4% |
$9.15K - $11K
|
24.9K
$3.13M
|
|
|
Aug 03, 2022
Q2 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-100- 1.86% |
$9.15K - $11K
|
5.28K
$663K
|
|
|
Jul 26, 2022
Q2 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-108- 60.67% |
$9.88K - $11.9K
|
70
$8.8K
|
|
|
Jul 25, 2022
Q2 2022
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-109Closed |
$9.97K - $12K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Weil Company, Inc.
|
SELL
|
- |
-110- 2.85% |
$10.1K - $12.1K
|
3.75K
$471K
|
|
|
Aug 09, 2022
Q2 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-116- 3.36% |
$10.6K - $12.8K
|
3.34K
$419K
|
|
|
Aug 05, 2022
Q2 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-124- 0.46% |
$11.3K - $13.7K
|
26.6K
$3.35M
|
|
|
Jul 22, 2022
Q2 2022
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-143Closed |
$13.1K - $15.8K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Acas, LLC
|
SELL
|
- |
-167- 1.66% |
$15.3K - $18.4K
|
9.89K
$1.24M
|
|
|
Aug 01, 2022
Q2 2022
|
Essex LLC
|
SELL
|
- |
-169- 0.94% |
$15.5K - $18.6K
|
17.9K
$2.25M
|
|
|
Aug 25, 2022
Q2 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-173- 1.78% |
$15.8K - $19.1K
|
9.56K
$1.2M
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-181- 31.21% |
$16.6K - $19.9K
|
399
$50.2K
|
|
|
Aug 03, 2022
Q2 2022
|
Sonata Capital Group Inc
|
SELL
|
- |
-200- 0.92% |
$18.3K - $22K
|
21.5K
$2.7M
|
|
|
Aug 02, 2022
Q2 2022
|
Mechanics Financial Corp
|
SELL
|
- |
-206- 10.91% |
$18.9K - $22.7K
|
1.68K
$211K
|
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-209- 2.5% |
$19.1K - $23K
|
8.14K
$1.02M
|