Purchases and Sales Made in Q1 2025 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 2025. 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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
417K+ 11352.3% |
$49M - $54.6M
|
421K
$50.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
216K+ 3213.69% |
$25.3M - $28.3M
|
222K
$26.6M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
163K+ 24.96% |
$19.2M - $21.4M
|
817K
$97.7M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
146K+ 123.12% |
$17.2M - $19.2M
|
265K
$31.7M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
143K+ 4.01% |
$16.8M - $18.8M
|
3.72M
$445M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
116K+ 6.24% |
$13.6M - $15.2M
|
1.98M
$236M
|
|
|
May 15, 2025
Q1 2025
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
93.5KNew |
$11M - $12.2M
|
93.5K
$11.2M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
75.6K+ 1.86% |
$8.88M - $9.91M
|
4.14M
$494M
|
|
|
May 05, 2025
Q1 2025
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
68.1KNew |
$8M - $8.92M
|
68.1K
$8.14M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
58.4K+ 54.82% |
$6.85M - $7.65M
|
165K
$19.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
56.6KNew |
$6.64M - $7.41M
|
56.6K
$6.76M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
48.7K+ 36.81% |
$5.72M - $6.38M
|
181K
$21.6M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
47.7K+ 12.21% |
$5.6M - $6.25M
|
438K
$52.4M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
45.6K+ 163.73% |
$5.35M - $5.97M
|
73.4K
$8.77M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
45.2K+ 1953.32% |
$5.31M - $5.93M
|
47.6K
$5.68M
|
|
|
Apr 29, 2025
Q1 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
44.2KNew |
$5.19M - $5.8M
|
44.2K
$5.29M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
40.1K+ 11873.08% |
$4.71M - $5.26M
|
40.5K
$4.84M
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
36.9KNew |
$4.33M - $4.83M
|
36.9K
$4.41M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
36.7K+ 5.21% |
$4.31M - $4.81M
|
742K
$88.6M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
34.4K+ 25.17% |
$4.03M - $4.5M
|
171K
$20.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
32.8KNew |
$3.85M - $4.3M
|
32.8K
$3.92M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
31.8K+ 1449.16% |
$3.73M - $4.16M
|
34K
$4.06M
|
|
|
May 15, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
30.7K+ 7.42% |
$3.61M - $4.03M
|
445K
$53.2M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
29.8KNew |
$3.49M - $3.9M
|
29.8K
$3.56M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
29.5K+ 1.26% |
$3.47M - $3.87M
|
2.37M
$283M
|
|
|
May 14, 2025
Q1 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
29.4K+ 1465.67% |
$3.45M - $3.85M
|
31.4K
$3.75M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
24.7K+ 2.75% |
$2.9M - $3.24M
|
923K
$110M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
23.4K+ 2.74% |
$2.75M - $3.07M
|
877K
$105M
|
|
|
May 12, 2025
Q1 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
22.7KNew |
$2.66M - $2.97M
|
22.7K
$2.71M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
22K+ 39.7% |
$2.58M - $2.88M
|
77.5K
$9.25M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
18.2K+ 3.46% |
$2.13M - $2.38M
|
543K
$64.9M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
18K+ 854.98% |
$2.12M - $2.36M
|
20.1K
$2.41M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
17.1KNew |
$2.01M - $2.25M
|
17.1K
$2.05M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
17K+ 64.06% |
$2M - $2.23M
|
43.6K
$5.21M
|
|
|
May 13, 2025
Q1 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
17K+ 70.41% |
$2M - $2.23M
|
41.1K
$4.92M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
16.3K+ 1549.0% |
$1.91M - $2.14M
|
17.4K
$2.07M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
16.2K+ 18.5% |
$1.91M - $2.13M
|
104K
$12.4M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
15K+ 1519.82% |
$1.76M - $1.97M
|
16K
$1.91M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
14.7KNew |
$1.72M - $1.92M
|
14.7K
$1.76M
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
14.7KNew |
$1.72M - $1.92M
|
14.7K
$1.75M
|
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
14.6K+ 13.41% |
$1.71M - $1.91M
|
123K
$14.7M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
14.5K+ 48.69% |
$1.71M - $1.91M
|
44.4K
$5.31M
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
14.3K+ 219.97% |
$1.68M - $1.87M
|
20.8K
$2.49M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
14.2K+ 268.5% |
$1.67M - $1.86M
|
19.5K
$2.33M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
13.8KNew |
$1.62M - $1.81M
|
13.8K
$1.65M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
13.3K+ 7.53% |
$1.57M - $1.75M
|
191K
$22.8M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.1K+ 76.53% |
$1.54M - $1.72M
|
30.3K
$3.61M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
12.9K+ 444.83% |
$1.51M - $1.69M
|
15.8K
$1.89M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
12.2K+ 374.98% |
$1.43M - $1.59M
|
15.4K
$1.84M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
12.1KNew |
$1.42M - $1.59M
|
12.1K
$1.45M
|