Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2022
Q4 2021
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
15.5K+ 634.8% |
$1.6M - $1.75M
|
17.9K
$2.25M
|
|
|
Feb 09, 2022
Q4 2021
|
Nuance Investments, LLC
Kansas City, MO |
BUY
|
- |
15.2KNew |
$1.57M - $1.72M
|
15.2K
$1.91M
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
14.9K+ 15.57% |
$1.54M - $1.69M
|
111K
$13.9M
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
12.7K+ 1.79% |
$1.32M - $1.44M
|
723K
$90.8M
|
|
|
Feb 23, 2022
Q4 2021
|
C2 C Wealth Management, LLC
|
BUY
|
- |
12.6KNew |
$1.3M - $1.43M
|
12.6K
$1.58M
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
11.4K+ 1.44% |
$1.18M - $1.3M
|
803K
$101M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
10.7KNew |
$1.1M - $1.21M
|
10.7K
$1.34M
|
|
|
Jan 27, 2022
Q4 2021
|
Mattern Wealth Management LLC
|
BUY
|
- |
10.7K+ 11.95% |
$1.1M - $1.21M
|
100K
$12.6M
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
10.6KNew |
$1.09M - $1.2M
|
10.6K
$1.33M
|
|
|
Jan 31, 2022
Q4 2021
|
Acas, LLC
|
BUY
|
- |
10.3KNew |
$1.06M - $1.17M
|
10.3K
$1.29M
|
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
10.3K+ 12.55% |
$1.06M - $1.16M
|
92.1K
$11.6M
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
10K+ 116.06% |
$1.04M - $1.14M
|
18.7K
$2.35M
|
|
|
Jan 21, 2022
Q4 2021
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
9.65K+ 2.78% |
$998K - $1.09M
|
357K
$44.9M
|
|
|
Jan 25, 2022
Q4 2021
|
First Command Financial Services, Inc.
|
BUY
|
- |
9.09K+ 43.99% |
$939K - $1.03M
|
29.7K
$3.74M
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
8.94K+ 49.93% |
$924K - $1.01M
|
26.9K
$3.38M
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
8.44KNew |
$872K - $956K
|
8.44K
$1.06M
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
8.3K+ 37.77% |
$858K - $941K
|
30.3K
$3.81M
|
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.03KNew |
$830K - $910K
|
8.03K
$1.01M
|
|
|
Apr 19, 2024
Q4 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
7.99KNew |
$826K - $906K
|
7.99K
$1M
|
|
|
Feb 02, 2022
Q4 2021
|
Resource Consulting Group Inc
|
BUY
|
- |
7.79KNew |
$805K - $883K
|
7.79K
$979K
|
|
|
Feb 01, 2022
Q4 2021
|
Tag Stone Capital, Inc.
|
BUY
|
- |
7.75KNew |
$801K - $878K
|
7.75K
$974K
|
|
|
Jan 13, 2022
Q4 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
7.54K+ 205.73% |
$779K - $855K
|
11.2K
$1.41M
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.94K+ 5.14% |
$717K - $787K
|
142K
$17.9M
|
|
|
Feb 03, 2022
Q4 2021
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
6.9KNew |
$713K - $782K
|
6.9K
$867K
|
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
6.84KNew |
$707K - $776K
|
6.84K
$860K
|
|
|
Jan 31, 2022
Q4 2021
|
Regions Financial Corp
|
BUY
|
- |
6.66K+ 14.16% |
$689K - $755K
|
53.7K
$6.75M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.3KNew |
$651K - $714K
|
6.3K
$792K
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6.29K+ 43.91% |
$650K - $713K
|
20.6K
$2.59M
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
6.2KNew |
$641K - $703K
|
6.2K
$779K
|
|
|
Feb 14, 2022
Q4 2021
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
6.16K+ 5.41% |
$636K - $698K
|
120K
$15.1M
|
|
|
Aug 13, 2024
Q4 2021
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
6.09KNew |
$629K - $690K
|
6.09K
$765K
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.02K+ 5.31% |
$622K - $682K
|
119K
$15M
|
|
|
Feb 16, 2022
Q4 2021
|
Evensky & Katz LLC
|
BUY
|
- |
5.78K+ 1.07% |
$598K - $655K
|
547K
$68.8M
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.69K+ 1.91% |
$588K - $645K
|
304K
$38.2M
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.65KNew |
$583K - $640K
|
5.65K
$710K
|
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.54KNew |
$573K - $628K
|
5.54K
$697K
|
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.42K+ 54.71% |
$561K - $615K
|
15.3K
$1.93M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.1KNew |
$527K - $578K
|
5.1K
$641K
|
|
|
Jan 24, 2022
Q4 2021
|
Omega Financial Group, LLC
|
BUY
|
- |
5.03K+ 9.56% |
$520K - $570K
|
57.7K
$7.25M
|
|
|
Feb 11, 2022
Q4 2021
|
Saxon Interests, Inc.
|
BUY
|
- |
4.99KNew |
$516K - $566K
|
4.99K
$627K
|
|
|
Feb 13, 2025
Q4 2021
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
4.86KNew |
$503K - $551K
|
4.86K
$612K
|
|
|
Feb 14, 2022
Q4 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
4.84K+ 13.67% |
$500K - $549K
|
40.3K
$5.06M
|
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
4.76K+ 12200.0% |
$492K - $539K
|
4.8K
$603K
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.74K+ 29.92% |
$490K - $537K
|
20.6K
$2.59M
|
|
|
Feb 11, 2022
Q4 2021
|
Rex Capital Advisors, LLC
Providence, RI |
BUY
|
- |
4.63K+ 1.81% |
$478K - $525K
|
261K
$32.8M
|
|
|
Feb 08, 2022
Q4 2021
|
Norwood Financial Corp
|
BUY
|
- |
4.58KNew |
$473K - $519K
|
4.58K
$576K
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4.58K+ 19.45% |
$473K - $519K
|
28.1K
$3.53M
|
|
|
Feb 10, 2022
Q4 2021
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
4.5KNew |
$465K - $510K
|
4.5K
$566K
|
|
|
Feb 14, 2022
Q4 2021
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
4.45KNew |
$460K - $504K
|
4.45K
$559K
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.35KNew |
$449K - $493K
|
4.35K
$547K
|