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 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-23.8K- 15.23% |
$2.79M - $3.12M
|
132K
$15.8M
|
|
|
May 06, 2025
Q1 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-25.1K- 93.38% |
$2.95M - $3.29M
|
1.78K
$213K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-27.7K- 7.74% |
$3.25M - $3.63M
|
330K
$39.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-32K- 11.91% |
$3.76M - $4.2M
|
237K
$28.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-40.1K- 99.16% |
$4.71M - $5.26M
|
338
$40.4K
|
|
|
May 13, 2025
Q1 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-44.6K- 7.0% |
$5.23M - $5.84M
|
592K
$70.8M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-47.2K- 31.7% |
$5.54M - $6.18M
|
102K
$12.2M
|
|
|
Apr 09, 2025
Q1 2025
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-52.4K- 54.89% |
$6.15M - $6.86M
|
43.1K
$5.15M
|
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-60.5K- 91.73% |
$7.1M - $7.92M
|
5.45K
$651K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-62K- 2.88% |
$7.28M - $8.12M
|
2.09M
$250M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-66.4K- 6.72% |
$7.8M - $8.7M
|
921K
$110M
|
|
|
Apr 22, 2025
Q1 2025
|
Jmac Enterprises LLC
|
SELL
|
- |
-80K- 56.47% |
$9.39M - $10.5M
|
61.6K
$7.37M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-167K- 96.08% |
$19.6M - $21.8M
|
6.8K
$812K
|
|
|
May 12, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-417K- 99.12% |
$49M - $54.6M
|
3.69K
$440K
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-529K- 97.33% |
$62.1M - $69.3M
|
14.5K
$1.73M
|