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 12, 2025
Q1 2025
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-750- 17.54% |
$88.1K - $98.3K
|
3.53K
$421K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-827- 1.51% |
$97.1K - $108K
|
53.9K
$6.44M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-828- 24.57% |
$97.2K - $108K
|
2.54K
$304K
|
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-834- 8.43% |
$97.9K - $109K
|
9.06K
$1.08M
|
|
|
Apr 21, 2025
Q1 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-840- 2.11% |
$98.6K - $110K
|
38.9K
$4.65M
|
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-840- 16.64% |
$98.6K - $110K
|
4.21K
$503K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-845- 6.71% |
$99.2K - $111K
|
11.8K
$1.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Inves Trust
Oklahoma City, OK |
SELL
|
- |
-850- 1.36% |
$99.8K - $111K
|
61.7K
$7.38M
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-854- 5.74% |
$100K - $112K
|
14K
$1.67M
|
|
|
May 13, 2025
Q1 2025
|
Umpqua Bank
Lake Oswego, OR |
SELL
|
- |
-858- 6.16% |
$101K - $112K
|
13.1K
$1.56M
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-907- 2.43% |
$106K - $119K
|
36.4K
$4.35M
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-907- 0.74% |
$106K - $119K
|
121K
$14.5M
|
|
|
May 12, 2025
Q1 2025
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-940- 2.69% |
$110K - $123K
|
34K
$4.06M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-945- 5.56% |
$111K - $124K
|
16.1K
$1.92M
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-966- 2.9% |
$113K - $127K
|
32.4K
$3.87M
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-1.02K- 2.52% |
$120K - $134K
|
39.5K
$4.72M
|
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-1.04K- 3.51% |
$122K - $136K
|
28.6K
$3.42M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.05K- 2.42% |
$124K - $138K
|
42.4K
$5.07M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.08K- 2.58% |
$127K - $142K
|
40.9K
$4.88M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.09K- 11.16% |
$128K - $143K
|
8.68K
$1.04M
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.17K- 2.68% |
$137K - $153K
|
42.2K
$5.05M
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-1.17K- 18.13% |
$138K - $154K
|
5.29K
$632K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.19K- 26.06% |
$139K - $155K
|
3.36K
$402K
|
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-1.25K- 21.64% |
$147K - $164K
|
4.54K
$542K
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-1.36K- 1.13% |
$159K - $178K
|
119K
$14.2M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.41K- 10.48% |
$166K - $185K
|
12.1K
$1.44M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.44K- 7.43% |
$169K - $189K
|
18K
$2.15M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-1.53K- 26.43% |
$180K - $201K
|
4.27K
$510K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.55K- 16.41% |
$182K - $203K
|
7.91K
$946K
|
|
|
May 14, 2025
Q1 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.56K- 10.62% |
$184K - $205K
|
13.2K
$1.57M
|
|
|
May 08, 2025
Q1 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-1.57K- 4.03% |
$185K - $206K
|
37.5K
$4.48M
|
|
|
May 15, 2025
Q1 2025
|
Alamar Capital Management, LLC
|
SELL
|
- |
-1.64KClosed |
$193K - $215K
|
0
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-1.71K- 44.59% |
$201K - $224K
|
2.13K
$254K
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.73K- 4.91% |
$203K - $226K
|
33.4K
$3.99M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.78KClosed |
$209K - $233K
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.79K- 0.55% |
$210K - $235K
|
322K
$38.4M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-1.84K- 0.85% |
$216K - $241K
|
215K
$25.7M
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-1.96K- 1.69% |
$230K - $256K
|
114K
$13.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Ltg Capital LLC
|
SELL
|
- |
-2.01K- 6.11% |
$236K - $263K
|
30.8K
$3.69M
|
|
|
May 14, 2025
Q1 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-2.01K- 8.17% |
$236K - $263K
|
22.6K
$2.7M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.02K- 1.83% |
$237K - $264K
|
108K
$12.9M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-2.12K- 7.02% |
$249K - $278K
|
28.1K
$3.36M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-2.19K- 0.86% |
$257K - $287K
|
253K
$30.3M
|
|
|
May 14, 2025
Q1 2025
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-2.22K- 5.32% |
$260K - $290K
|
39.5K
$4.72M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-2.27K- 0.7% |
$267K - $298K
|
323K
$38.6M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.59K- 1.2% |
$304K - $340K
|
214K
$25.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-2.69K- 3.68% |
$316K - $352K
|
70.5K
$8.42M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-2.72K- 3.78% |
$319K - $356K
|
69.2K
$8.27M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.73K- 2.5% |
$320K - $357K
|
107K
$12.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.73K- 18.23% |
$320K - $358K
|
12.2K
$1.46M
|