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 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
149+ 0.7% |
$17.5K - $19.5K
|
21.5K
$2.57M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
148+ 15.01% |
$17.4K - $19.4K
|
1.13K
$136K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
148+ 0.16% |
$17.4K - $19.4K
|
94.6K
$11.3M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
148+ 8.19% |
$17.4K - $19.4K
|
1.95K
$233K
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
146+ 1.28% |
$17.1K - $19.1K
|
11.5K
$1.38M
|
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
144New |
$16.9K - $18.9K
|
144
$17.2K
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
144+ 300.0% |
$16.9K - $18.9K
|
192
$22.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
131+ 0.4% |
$15.4K - $17.2K
|
32.9K
$3.94M
|
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
129+ 0.95% |
$15.1K - $16.9K
|
13.8K
$1.65M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
117+ 1.7% |
$13.7K - $15.3K
|
7.01K
$838K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
114+ 0.76% |
$13.4K - $14.9K
|
15K
$1.8M
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
110+ 0.18% |
$12.9K - $14.4K
|
60.8K
$7.26M
|
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
110+ 0.14% |
$12.9K - $14.4K
|
80.6K
$9.63M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
100+ 1.07% |
$11.7K - $13.1K
|
9.48K
$1.13M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
100New |
$11.7K - $13.1K
|
100
$11.9K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
99+ 16.36% |
$11.6K - $13K
|
704
$84.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
98+ 4.38% |
$11.5K - $12.8K
|
2.33K
$279K
|
|
|
Apr 16, 2025
Q1 2025
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
97+ 3.88% |
$11.4K - $12.7K
|
2.59K
$310K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
95+ 4.63% |
$11.2K - $12.4K
|
2.15K
$256K
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
87+ 2.55% |
$10.2K - $11.4K
|
3.5K
$418K
|
|
|
May 13, 2025
Q1 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
75New |
$8.81K - $9.83K
|
75
$8.96K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
69+ 1.84% |
$8.1K - $9.04K
|
3.82K
$457K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
64+ 8.52% |
$7.51K - $8.39K
|
815
$97.4K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
64+ 3.96% |
$7.51K - $8.39K
|
1.68K
$201K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
58+ 0.47% |
$6.81K - $7.6K
|
12.5K
$1.49M
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
50+ 1.07% |
$5.87K - $6.55K
|
4.73K
$565K
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
48+ 0.24% |
$5.64K - $6.29K
|
19.9K
$2.37M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
48+ 0.51% |
$5.64K - $6.29K
|
9.38K
$1.12M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
42+ 1.96% |
$4.93K - $5.5K
|
2.18K
$260K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
41+ 2.76% |
$4.81K - $5.37K
|
1.52K
$182K
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
40+ 0.78% |
$4.7K - $5.24K
|
5.2K
$621K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
37+ 0.83% |
$4.34K - $4.85K
|
4.5K
$537K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
35+ 0.23% |
$4.11K - $4.59K
|
15.6K
$1.86M
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
33+ 21.29% |
$3.87K - $4.32K
|
188
$22.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
32New |
$3.76K - $4.19K
|
32
$3.82K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
31+ 0.36% |
$3.64K - $4.06K
|
8.73K
$1.04M
|
|
|
May 05, 2025
Q1 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
31+ 0.38% |
$3.64K - $4.06K
|
8.23K
$984K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
30+ 0.4% |
$3.52K - $3.93K
|
7.52K
$899K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
30New |
$3.52K - $3.93K
|
30
$3.58K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
30+ 65.22% |
$3.52K - $3.93K
|
76
$9.08K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
27+ 0.17% |
$3.17K - $3.54K
|
15.7K
$1.88M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
25+ 1.33% |
$2.94K - $3.28K
|
1.9K
$227K
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
24+ 0.28% |
$2.82K - $3.14K
|
8.49K
$1.01M
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
23+ 0.87% |
$2.7K - $3.01K
|
2.68K
$320K
|
|
|
May 08, 2025
Q1 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
21+ 0.38% |
$2.47K - $2.75K
|
5.52K
$660K
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
19+ 0.1% |
$2.23K - $2.49K
|
18.5K
$2.21M
|
|
|
Apr 30, 2025
Q1 2025
|
Sierra Capital LLC
|
BUY
|
- |
17+ 0.05% |
$2K - $2.23K
|
35.5K
$4.25M
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
17New |
$2K - $2.23K
|
17
$2.03K
|
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
BUY
|
- |
17+ 0.61% |
$2K - $2.23K
|
2.82K
$336K
|
|
|
May 05, 2025
Q1 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
15+ 8.2% |
$1.76K - $1.97K
|
198
$23.7K
|