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 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
2.17KNew |
$254K - $284K
|
2.17K
$259K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
2.04K+ 15.97% |
$239K - $267K
|
14.8K
$1.77M
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
2.03K+ 63.59% |
$239K - $266K
|
5.23K
$625K
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
2.03KNew |
$239K - $266K
|
2.03K
$243K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.92KNew |
$225K - $251K
|
1.92K
$229K
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
1.75KNew |
$206K - $229K
|
1.75K
$209K
|
|
|
May 08, 2025
Q1 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
1.75K+ 4.24% |
$205K - $229K
|
42.9K
$5.13M
|
|
|
Apr 14, 2025
Q1 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
1.69K+ 18.01% |
$199K - $222K
|
11.1K
$1.33M
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
1.69KNew |
$198K - $221K
|
1.69K
$201K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.68K+ 168000.0% |
$197K - $220K
|
1.68K
$201K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.67K+ 2.86% |
$197K - $219K
|
60.2K
$7.19M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.67KNew |
$196K - $219K
|
1.67K
$200K
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
1.62K+ 27.6% |
$191K - $213K
|
7.5K
$897K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.51K+ 44.62% |
$177K - $198K
|
4.89K
$584K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.47K+ 12.52% |
$173K - $193K
|
13.2K
$1.58M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
1.46K+ 5.86% |
$171K - $191K
|
26.3K
$3.14M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.45K+ 7.11% |
$170K - $190K
|
21.9K
$2.61M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.44K+ 4.42% |
$169K - $189K
|
34K
$4.07M
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
1.39K+ 3.79% |
$163K - $182K
|
38.1K
$4.55M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.27K+ 37.25% |
$149K - $166K
|
4.67K
$558K
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
1.27K+ 8.56% |
$149K - $166K
|
16.1K
$1.92M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.24K+ 15.8% |
$146K - $163K
|
9.1K
$1.09M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
1.23K+ 34.21% |
$145K - $161K
|
4.83K
$577K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.22K+ 6.37% |
$143K - $160K
|
20.4K
$2.43M
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.17K+ 15.06% |
$137K - $153K
|
8.95K
$1.07M
|
|
|
May 01, 2025
Q1 2025
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
1.17K+ 20.89% |
$137K - $153K
|
6.75K
$807K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.12K+ 2.8% |
$131K - $146K
|
41K
$4.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
1.07KNew |
$126K - $140K
|
1.07K
$128K
|
|
|
May 01, 2025
Q1 2025
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
1.04K+ 3.31% |
$122K - $136K
|
32.5K
$3.88M
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.04K+ 5.84% |
$122K - $136K
|
18.8K
$2.25M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
946+ 21.15% |
$111K - $124K
|
5.42K
$647K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
933+ 8.24% |
$110K - $122K
|
12.3K
$1.46M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
830+ 0.5% |
$97.4K - $109K
|
168K
$20M
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
816+ 18.87% |
$95.8K - $107K
|
5.14K
$614K
|
|
|
May 01, 2025
Q1 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
808+ 1.52% |
$94.9K - $106K
|
54.1K
$6.46M
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
800+ 4.95% |
$93.9K - $105K
|
17K
$2.03M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
786+ 45.96% |
$92.3K - $103K
|
2.5K
$298K
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
770+ 27.26% |
$90.4K - $101K
|
3.6K
$430K
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
761+ 3.59% |
$89.3K - $99.7K
|
21.9K
$2.62M
|
|
|
Apr 30, 2025
Q1 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
737+ 4.46% |
$86.5K - $96.6K
|
17.2K
$2.06M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
724+ 56.96% |
$85K - $94.9K
|
2K
$238K
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
706+ 0.43% |
$82.9K - $92.5K
|
165K
$19.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
695+ 40.67% |
$81.6K - $91.1K
|
2.4K
$287K
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Capital Management LLC
|
BUY
|
- |
647+ 1.51% |
$76K - $84.8K
|
43.5K
$5.2M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
616+ 10.27% |
$72.3K - $80.7K
|
6.61K
$790K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
586+ 6.92% |
$68.8K - $76.8K
|
9.06K
$1.08M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
574+ 20.54% |
$67.4K - $75.2K
|
3.37K
$403K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
565+ 18.88% |
$66.3K - $74K
|
3.56K
$425K
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
545+ 0.23% |
$64K - $71.4K
|
238K
$28.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
532+ 6.71% |
$62.5K - $69.7K
|
8.47K
$1.01M
|