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 |
|---|---|---|---|---|---|---|---|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
40.1K+ 11873.08% |
$4.71M - $5.26M
|
40.5K
$4.49M
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
36.9KNew |
$4.33M - $4.83M
|
36.9K
$4.09M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
17K+ 64.06% |
$2M - $2.23M
|
43.6K
$4.84M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
16.3K+ 1549.0% |
$1.91M - $2.14M
|
17.4K
$1.93M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
10.5KNew |
$1.23M - $1.37M
|
10.5K
$1.16M
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
7.41K+ 1.28% |
$869K - $970K
|
586K
$65.1M
|
|
|
Apr 08, 2025
Q1 2025
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
4.14KNew |
$485K - $542K
|
4.14K
$459K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
3.88KNew |
$456K - $509K
|
3.88K
$431K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
2.04K+ 15.97% |
$239K - $267K
|
14.8K
$1.64M
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
2.03K+ 63.59% |
$239K - $266K
|
5.23K
$580K
|
|
|
Apr 14, 2025
Q1 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
1.69K+ 18.01% |
$199K - $222K
|
11.1K
$1.23M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.68K+ 168000.0% |
$197K - $220K
|
1.68K
$187K
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
1.27K+ 8.56% |
$149K - $166K
|
16.1K
$1.78M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
1.23K+ 34.21% |
$145K - $161K
|
4.83K
$536K
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Capital Management LLC
|
BUY
|
- |
647+ 1.51% |
$76K - $84.8K
|
43.5K
$4.83M
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
565+ 18.88% |
$66.3K - $74K
|
3.56K
$395K
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
545+ 0.23% |
$64K - $71.4K
|
238K
$26.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
532+ 6.71% |
$62.5K - $69.7K
|
8.47K
$939K
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
374+ 4.35% |
$43.9K - $49K
|
8.96K
$995K
|
|
|
Apr 15, 2025
Q1 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
300+ 3.0% |
$35.2K - $39.3K
|
10.3K
$1.14M
|
|
|
Apr 15, 2025
Q1 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
300+ 1.14% |
$35.2K - $39.3K
|
26.7K
$2.97M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
229New |
$26.9K - $30K
|
229
$25.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
219+ 0.93% |
$25.7K - $28.7K
|
23.8K
$2.64M
|
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
175+ 14.4% |
$20.5K - $22.9K
|
1.39K
$154K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
174+ 5.3% |
$20.4K - $22.8K
|
3.45K
$383K
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
BUY
|
- |
163+ 0.35% |
$19.1K - $21.4K
|
47.4K
$5.26M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
153+ 0.95% |
$18K - $20K
|
16.3K
$1.81M
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
144+ 300.0% |
$16.9K - $18.9K
|
192
$21.3K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
100New |
$11.7K - $13.1K
|
100
$11.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
98+ 4.38% |
$11.5K - $12.8K
|
2.33K
$259K
|
|
|
Apr 16, 2025
Q1 2025
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
97+ 3.88% |
$11.4K - $12.7K
|
2.59K
$288K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
64+ 3.96% |
$7.51K - $8.39K
|
1.68K
$187K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
42+ 1.96% |
$4.93K - $5.5K
|
2.18K
$242K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
33+ 21.29% |
$3.87K - $4.32K
|
188
$20.9K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
31+ 0.36% |
$3.64K - $4.06K
|
8.73K
$968K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
27+ 0.17% |
$3.17K - $3.54K
|
15.7K
$1.75M
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
24+ 0.28% |
$2.82K - $3.14K
|
8.49K
$942K
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
19+ 0.1% |
$2.23K - $2.49K
|
18.5K
$2.06M
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
13+ 0.37% |
$1.53K - $1.7K
|
3.52K
$390K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
10+ 0.48% |
$1.17K - $1.31K
|
2.1K
$233K
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
8+ 0.36% |
$939 - $1.05K
|
2.24K
$248K
|
|
|
Apr 11, 2025
Q1 2025
|
Holland Advisory Services, Inc.
|
BUY
|
- |
7+ 0.39% |
$822 - $917
|
1.8K
$200K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
7+ 0.16% |
$822 - $917
|
4.43K
$492K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
5+ 0.77% |
$587 - $655
|
655
$72.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
2+ 0.07% |
$235 - $262
|
2.69K
$299K
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
2+ 0.4% |
$235 - $262
|
502
$55.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 0.21% |
$117 - $131
|
469
$52K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
1+ 0.05% |
$117 - $131
|
2.14K
$237K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.13% |
$117 - $131
|
745
$82.7K
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-7- 0.24% |
$822 - $917
|
2.89K
$320K
|