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 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-14- 0.53% |
$1.64K - $1.83K
|
2.65K
$294K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-15- 0.24% |
$1.76K - $1.97K
|
6.32K
$702K
|
|
|
Apr 16, 2025
Q1 2025
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-16- 0.22% |
$1.88K - $2.1K
|
7.21K
$800K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-29- 26.85% |
$3.4K - $3.8K
|
79
$8.77K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-30- 0.67% |
$3.52K - $3.93K
|
4.46K
$495K
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-32- 1.53% |
$3.76K - $4.19K
|
2.05K
$228K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-40- 1.13% |
$4.7K - $5.24K
|
3.49K
$387K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-48- 1.28% |
$5.64K - $6.29K
|
3.71K
$412K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-50- 9.8% |
$5.87K - $6.55K
|
460
$51.1K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-59- 1.34% |
$6.93K - $7.73K
|
4.33K
$480K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-62- 2.63% |
$7.28K - $8.12K
|
2.3K
$255K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-69- 1.25% |
$8.1K - $9.04K
|
5.43K
$603K
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-94- 4.15% |
$11K - $12.3K
|
2.17K
$241K
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
SELL
|
- |
-100- 2.18% |
$11.7K - $13.1K
|
4.5K
$499K
|
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-150- 8.21% |
$17.6K - $19.7K
|
1.68K
$186K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-154- 0.7% |
$18.1K - $20.2K
|
21.8K
$2.41M
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-172- 0.55% |
$20.2K - $22.5K
|
31.4K
$3.48M
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-187- 2.6% |
$22K - $24.5K
|
7.01K
$778K
|
|
|
Apr 08, 2025
Q1 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-190- 3.24% |
$22.3K - $24.9K
|
5.68K
$630K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-191- 5.1% |
$22.4K - $25K
|
3.55K
$394K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-199- 33.17% |
$23.4K - $26.1K
|
401
$44.5K
|
|
|
Apr 11, 2025
Q1 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-267- 3.86% |
$31.3K - $35K
|
6.66K
$739K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-300- 77.92% |
$35.2K - $39.3K
|
85
$9.43K
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-308- 15.13% |
$36.2K - $40.4K
|
1.73K
$192K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-319- 7.39% |
$37.5K - $41.8K
|
4K
$444K
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-336- 14.96% |
$39.4K - $44K
|
1.91K
$212K
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-365- 1.54% |
$42.9K - $47.8K
|
23.4K
$2.59M
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-632- 1.5% |
$74.2K - $82.8K
|
41.5K
$4.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-828- 24.57% |
$97.2K - $108K
|
2.54K
$282K
|
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-834- 8.43% |
$97.9K - $109K
|
9.06K
$1M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-845- 6.71% |
$99.2K - $111K
|
11.8K
$1.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Inves Trust
Oklahoma City, OK |
SELL
|
- |
-850- 1.36% |
$99.8K - $111K
|
61.7K
$6.85M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.08K- 2.58% |
$127K - $142K
|
40.9K
$4.53M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-1.53K- 26.43% |
$180K - $201K
|
4.27K
$473K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-2.12K- 7.02% |
$249K - $278K
|
28.1K
$3.12M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-2.69K- 3.68% |
$316K - $352K
|
70.5K
$7.82M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-2.75K- 29.77% |
$322K - $360K
|
6.48K
$719K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2.8K- 2.27% |
$328K - $366K
|
120K
$13.4M
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-3.93K- 10.18% |
$462K - $515K
|
34.7K
$3.85M
|
|
|
Apr 10, 2025
Q1 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-3.96K- 20.89% |
$465K - $518K
|
15K
$1.66M
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-4.02K- 6.44% |
$471K - $526K
|
58.3K
$6.47M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-5.86K- 13.34% |
$688K - $768K
|
38.1K
$4.23M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-7.27K- 6.56% |
$853K - $952K
|
104K
$11.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-40.1K- 99.16% |
$4.71M - $5.26M
|
338
$37.5K
|
|
|
Apr 09, 2025
Q1 2025
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-52.4K- 54.89% |
$6.15M - $6.86M
|
43.1K
$4.78M
|