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 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
162+ 1.92% |
$19K - $21.2K
|
8.61K
$1.11M
|
|
|
Apr 30, 2025
Q1 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
156+ 1.14% |
$18.3K - $20.4K
|
13.8K
$1.79M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
154+ 5.59% |
$18.1K - $20.2K
|
2.91K
$376K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
153+ 0.95% |
$18K - $20K
|
16.3K
$2.11M
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
150+ 6.77% |
$17.6K - $19.7K
|
2.37K
$306K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
149+ 0.7% |
$17.5K - $19.5K
|
21.5K
$2.78M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
148+ 0.16% |
$17.4K - $19.4K
|
94.6K
$12.2M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
148+ 8.19% |
$17.4K - $19.4K
|
1.95K
$253K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
148+ 15.01% |
$17.4K - $19.4K
|
1.13K
$147K
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
146+ 1.28% |
$17.1K - $19.1K
|
11.5K
$1.49M
|
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
144New |
$16.9K - $18.9K
|
144
$18.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
144+ 300.0% |
$16.9K - $18.9K
|
192
$24.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
131+ 0.4% |
$15.4K - $17.2K
|
32.9K
$4.26M
|
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
129+ 0.95% |
$15.1K - $16.9K
|
13.8K
$1.78M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
117+ 1.7% |
$13.7K - $15.3K
|
7.01K
$907K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
114+ 0.76% |
$13.4K - $14.9K
|
15K
$1.94M
|
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
110+ 0.14% |
$12.9K - $14.4K
|
80.6K
$10.4M
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
110+ 0.18% |
$12.9K - $14.4K
|
60.8K
$7.86M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
100+ 1.07% |
$11.7K - $13.1K
|
9.48K
$1.23M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
100New |
$11.7K - $13.1K
|
100
$12.9K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
99+ 16.36% |
$11.6K - $13K
|
704
$91.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
98+ 4.38% |
$11.5K - $12.8K
|
2.33K
$302K
|
|
|
Apr 16, 2025
Q1 2025
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
97+ 3.88% |
$11.4K - $12.7K
|
2.59K
$336K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
95+ 4.63% |
$11.2K - $12.4K
|
2.15K
$278K
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
87+ 2.55% |
$10.2K - $11.4K
|
3.5K
$453K
|
|
|
May 13, 2025
Q1 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
75New |
$8.81K - $9.83K
|
75
$9.7K
|
|
|
Sep 09, 2025
Q1 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
72+ 1.09% |
$8.45K - $9.43K
|
6.66K
$862K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
69+ 1.84% |
$8.1K - $9.04K
|
3.82K
$494K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
64+ 8.52% |
$7.51K - $8.39K
|
815
$105K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
64+ 3.96% |
$7.51K - $8.39K
|
1.68K
$218K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
58+ 0.47% |
$6.81K - $7.6K
|
12.5K
$1.62M
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
50+ 1.07% |
$5.87K - $6.55K
|
4.73K
$612K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
48+ 0.51% |
$5.64K - $6.29K
|
9.38K
$1.21M
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
48+ 0.24% |
$5.64K - $6.29K
|
19.9K
$2.57M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
42+ 1.96% |
$4.93K - $5.5K
|
2.18K
$282K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
41+ 2.76% |
$4.81K - $5.37K
|
1.52K
$197K
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
40+ 0.78% |
$4.7K - $5.24K
|
5.2K
$672K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
37+ 0.83% |
$4.34K - $4.85K
|
4.5K
$582K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
35+ 0.23% |
$4.11K - $4.59K
|
15.6K
$2.02M
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
33+ 21.29% |
$3.87K - $4.32K
|
188
$24.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
32New |
$3.76K - $4.19K
|
32
$4.14K
|
|
|
May 05, 2025
Q1 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
31+ 0.38% |
$3.64K - $4.06K
|
8.23K
$1.07M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
31+ 0.36% |
$3.64K - $4.06K
|
8.73K
$1.13M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
30+ 0.4% |
$3.52K - $3.93K
|
7.52K
$973K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
30New |
$3.52K - $3.93K
|
30
$3.88K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
30+ 65.22% |
$3.52K - $3.93K
|
76
$9.83K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
27+ 0.17% |
$3.17K - $3.54K
|
15.7K
$2.03M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
25+ 1.33% |
$2.94K - $3.28K
|
1.9K
$246K
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
24+ 0.28% |
$2.82K - $3.14K
|
8.49K
$1.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
23+ 0.87% |
$2.7K - $3.01K
|
2.68K
$347K
|