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 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
11KNew |
$1.29M - $1.44M
|
11K
$1.31M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
10.5KNew |
$1.23M - $1.37M
|
10.5K
$1.25M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
9.36KNew |
$1.1M - $1.23M
|
9.36K
$1.12M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
9.29K+ 255.91% |
$1.09M - $1.22M
|
12.9K
$1.54M
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
8.98KNew |
$1.05M - $1.18M
|
8.98K
$1.07M
|
|
|
May 02, 2025
Q1 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
8.83KNew |
$1.04M - $1.16M
|
8.83K
$1.05M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
8.7K+ 248.03% |
$1.02M - $1.14M
|
12.2K
$1.46M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
8.45K+ 1.2% |
$992K - $1.11M
|
713K
$85.3M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
8.24K+ 87.73% |
$967K - $1.08M
|
17.6K
$2.11M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
8.05K+ 0.57% |
$945K - $1.05M
|
1.42M
$169M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
7.97KNew |
$935K - $1.04M
|
7.97K
$952K
|
|
|
Apr 21, 2025
Q1 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
7.9KNew |
$928K - $1.04M
|
7.9K
$944K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
7.84KNew |
$920K - $1.03M
|
7.84K
$936K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
7.56K+ 53.75% |
$888K - $991K
|
21.6K
$2.59M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
7.49KNew |
$880K - $982K
|
7.49K
$895K
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
7.41K+ 1.28% |
$869K - $970K
|
586K
$70M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
7.21K+ 110.11% |
$846K - $944K
|
13.8K
$1.64M
|
|
|
May 09, 2025
Q1 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
6.95KNew |
$815K - $910K
|
6.95K
$830K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
6.83K+ 22.24% |
$801K - $894K
|
37.5K
$4.48M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
6.18KNew |
$725K - $810K
|
6.18K
$738K
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
BUY
|
- |
5.49K+ 11.96% |
$645K - $719K
|
51.4K
$6.14M
|
|
|
Apr 29, 2025
Q1 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
5.3KNew |
$622K - $694K
|
5.3K
$633K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.93K+ 19.25% |
$579K - $646K
|
30.6K
$3.65M
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
4.65K+ 3.44% |
$546K - $609K
|
140K
$16.7M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
4.48K+ 10.52% |
$526K - $587K
|
47.1K
$5.62M
|
|
|
May 02, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
4.43K+ 172.37% |
$520K - $580K
|
7K
$836K
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
4.28KNew |
$502K - $561K
|
4.28K
$511K
|
|
|
Apr 08, 2025
Q1 2025
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
4.14KNew |
$485K - $542K
|
4.14K
$494K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
4.12K+ 125.45% |
$484K - $540K
|
7.41K
$885K
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
3.97K+ 0.87% |
$467K - $521K
|
459K
$54.8M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.92K+ 0.92% |
$460K - $514K
|
429K
$51.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
3.88KNew |
$456K - $509K
|
3.88K
$464K
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
3.4K+ 3.93% |
$400K - $446K
|
90.1K
$10.8M
|
|
|
May 14, 2025
Q1 2025
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
3.09K+ 63.67% |
$363K - $405K
|
7.95K
$950K
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
2.98KNew |
$350K - $390K
|
2.98K
$356K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
2.85K+ 3.0% |
$335K - $374K
|
98K
$11.7M
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
2.79KNew |
$327K - $365K
|
2.79K
$333K
|
|
|
May 07, 2025
Q1 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
2.78KNew |
$326K - $364K
|
2.78K
$332K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.67K+ 55.92% |
$313K - $349K
|
7.43K
$888K
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
2.62KNew |
$307K - $343K
|
2.62K
$313K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
2.58K+ 227.69% |
$303K - $338K
|
3.72K
$444K
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.52K+ 80.17% |
$296K - $330K
|
5.66K
$676K
|
|
|
May 12, 2025
Q1 2025
|
Nuance Investments, LLC
Kansas City, MO |
BUY
|
- |
2.51K+ 91.85% |
$295K - $329K
|
5.25K
$627K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.5K+ 1.48% |
$293K - $327K
|
172K
$20.5M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2.5K+ 10.7% |
$293K - $327K
|
25.8K
$3.09M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2.49KNew |
$292K - $326K
|
2.49K
$297K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
2.41K+ 1771.32% |
$283K - $316K
|
2.55K
$304K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.37K+ 6.27% |
$279K - $311K
|
40.2K
$4.8M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.23KNew |
$262K - $292K
|
2.23K
$266K
|
|
|
May 09, 2025
Q1 2025
|
Factorial Partners, LLC
|
BUY
|
- |
2.2K+ 7.21% |
$258K - $288K
|
32.7K
$3.91M
|