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 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
513+ 28.45% |
$60.2K - $67.2K
|
2.32K
$277K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
488New |
$57.3K - $63.9K
|
488
$58.3K
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
469+ 28.99% |
$55.1K - $61.4K
|
2.09K
$249K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
462+ 1.54% |
$54.2K - $60.5K
|
30.5K
$3.64M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
458New |
$53.8K - $60K
|
458
$54.7K
|
|
|
May 13, 2025
Q1 2025
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
433+ 14.2% |
$50.8K - $56.7K
|
3.48K
$416K
|
|
|
May 02, 2025
Q1 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
414+ 0.72% |
$48.6K - $54.2K
|
58.2K
$6.96M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
408New |
$47.9K - $53.5K
|
408
$48.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
398+ 3.91% |
$46.7K - $52.1K
|
10.6K
$1.27M
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
386+ 25.2% |
$45.3K - $50.6K
|
1.92K
$229K
|
|
|
Apr 30, 2025
Q1 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
380+ 1.02% |
$44.6K - $49.8K
|
37.5K
$4.49M
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
374+ 4.35% |
$43.9K - $49K
|
8.96K
$1.07M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
374+ 8.66% |
$43.9K - $49K
|
4.69K
$561K
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
BUY
|
- |
373+ 7.28% |
$43.8K - $48.9K
|
5.5K
$657K
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
364+ 5.77% |
$42.7K - $47.7K
|
6.67K
$797K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
356+ 15.7% |
$41.8K - $46.6K
|
2.62K
$313K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
350+ 6.46% |
$41.1K - $45.9K
|
5.77K
$689K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
345+ 0.39% |
$40.5K - $45.2K
|
87.7K
$10.5M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
343+ 6.1% |
$40.3K - $44.9K
|
5.97K
$713K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
338New |
$39.7K - $44.3K
|
338
$40.4K
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
324+ 3.39% |
$38K - $42.5K
|
9.89K
$1.18M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
312+ 0.75% |
$36.6K - $40.9K
|
42.1K
$5.03M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
309+ 0.86% |
$36.3K - $40.5K
|
36.1K
$4.31M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
308+ 2.0% |
$36.2K - $40.4K
|
15.7K
$1.88M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
305+ 17.06% |
$35.8K - $40K
|
2.09K
$250K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
300+ 100.0% |
$35.2K - $39.3K
|
600
$71.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
300+ 1.14% |
$35.2K - $39.3K
|
26.7K
$3.19M
|
|
|
Apr 15, 2025
Q1 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
300+ 3.0% |
$35.2K - $39.3K
|
10.3K
$1.23M
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
277New |
$32.5K - $36.3K
|
277
$33.1K
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
272+ 1.71% |
$31.9K - $35.6K
|
16.2K
$1.93M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
266+ 0.12% |
$31.2K - $34.9K
|
231K
$27.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
250+ 12.66% |
$29.4K - $32.8K
|
2.23K
$266K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
242+ 7.6% |
$28.4K - $31.7K
|
3.43K
$409K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
241New |
$28.3K - $31.6K
|
241
$28.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
229New |
$26.9K - $30K
|
229
$27.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
226New |
$26.5K - $29.6K
|
226
$27K
|
|
|
Apr 17, 2025
Q1 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
219+ 0.93% |
$25.7K - $28.7K
|
23.8K
$2.84M
|
|
|
May 06, 2025
Q1 2025
|
Anb Bank
Denver, CO |
BUY
|
- |
202+ 0.59% |
$23.7K - $26.5K
|
34.5K
$4.12M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
197+ 2.55% |
$23.1K - $25.8K
|
7.93K
$947K
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
180+ 6.45% |
$21.1K - $23.6K
|
2.97K
$355K
|
|
|
May 14, 2025
Q1 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
179+ 0.9% |
$21K - $23.5K
|
20K
$2.39M
|
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
175+ 14.4% |
$20.5K - $22.9K
|
1.39K
$166K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
174+ 5.3% |
$20.4K - $22.8K
|
3.45K
$413K
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
BUY
|
- |
169+ 5.18% |
$19.8K - $22.1K
|
3.43K
$410K
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
BUY
|
- |
163+ 0.35% |
$19.1K - $21.4K
|
47.4K
$5.66M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
162+ 1.92% |
$19K - $21.2K
|
8.61K
$1.03M
|
|
|
Apr 30, 2025
Q1 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
156+ 1.14% |
$18.3K - $20.4K
|
13.8K
$1.65M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
154+ 5.59% |
$18.1K - $20.2K
|
2.91K
$348K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
153+ 0.95% |
$18K - $20K
|
16.3K
$1.94M
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
150+ 6.77% |
$17.6K - $19.7K
|
2.37K
$283K
|