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
$317K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-15- 0.24% |
$1.76K - $1.97K
|
6.32K
$756K
|
|
|
Apr 16, 2025
Q1 2025
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-16- 0.22% |
$1.88K - $2.1K
|
7.21K
$861K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-17- 0.3% |
$2K - $2.23K
|
5.67K
$677K
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-19- 0.57% |
$2.23K - $2.49K
|
3.33K
$398K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-22- 0.66% |
$2.58K - $2.88K
|
3.31K
$395K
|
|
|
May 14, 2025
Q1 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
SELL
|
- |
-26- 0.36% |
$3.05K - $3.41K
|
7.23K
$864K
|
|
|
Apr 23, 2025
Q1 2025
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-28- 0.2% |
$3.29K - $3.67K
|
14.1K
$1.68M
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-29- 26.85% |
$3.4K - $3.8K
|
79
$9.44K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-30- 0.67% |
$3.52K - $3.93K
|
4.46K
$533K
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-30- 10.0% |
$3.52K - $3.93K
|
270
$32.3K
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-30- 0.17% |
$3.52K - $3.93K
|
17.7K
$2.11M
|
|
|
May 12, 2025
Q1 2025
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-31- 0.09% |
$3.64K - $4.06K
|
33.6K
$4.02M
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-32- 1.53% |
$3.76K - $4.19K
|
2.05K
$245K
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-35- 0.48% |
$4.11K - $4.59K
|
7.3K
$872K
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Life Planners
Tempe, AZ |
SELL
|
- |
-39- 3.98% |
$4.58K - $5.11K
|
941
$112K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-40- 1.13% |
$4.7K - $5.24K
|
3.49K
$417K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-40- 2.03% |
$4.7K - $5.24K
|
1.93K
$231K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-45- 0.58% |
$5.28K - $5.9K
|
7.68K
$918K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-45- 0.04% |
$5.28K - $5.9K
|
109K
$13M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-46- 2.9% |
$5.4K - $6.03K
|
1.54K
$184K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-48- 1.28% |
$5.64K - $6.29K
|
3.71K
$443K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-48- 0.44% |
$5.64K - $6.29K
|
10.7K
$1.28M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-50- 9.8% |
$5.87K - $6.55K
|
460
$55K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-55- 2.84% |
$6.46K - $7.21K
|
1.88K
$225K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-59- 0.64% |
$6.93K - $7.73K
|
9.12K
$1.09M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-59- 1.34% |
$6.93K - $7.73K
|
4.33K
$517K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-60- 2.15% |
$7.04K - $7.86K
|
2.73K
$326K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
SELL
|
- |
-61- 5.09% |
$7.16K - $7.99K
|
1.14K
$136K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-61- 2.18% |
$7.16K - $7.99K
|
2.74K
$327K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-62- 2.63% |
$7.28K - $8.12K
|
2.3K
$275K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-66- 0.53% |
$7.75K - $8.65K
|
12.5K
$1.49M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-69- 1.25% |
$8.1K - $9.04K
|
5.43K
$649K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-71- 3.47% |
$8.34K - $9.3K
|
1.97K
$236K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
SELL
|
- |
-75- 1.61% |
$8.81K - $9.83K
|
4.59K
$548K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-77- 0.3% |
$9.04K - $10.1K
|
25.5K
$3.05M
|
|
|
Apr 30, 2025
Q1 2025
|
Weil Company, Inc.
|
SELL
|
- |
-78- 3.1% |
$9.16K - $10.2K
|
2.44K
$291K
|
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-78- 0.6% |
$9.16K - $10.2K
|
12.8K
$1.53M
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-78- 27.27% |
$9.16K - $10.2K
|
208
$24.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-80- 0.54% |
$9.39K - $10.5K
|
14.8K
$1.77M
|
|
|
May 01, 2025
Q1 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-81- 11.38% |
$9.51K - $10.6K
|
631
$75.4K
|
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
SELL
|
- |
-82- 2.62% |
$9.63K - $10.7K
|
3.04K
$364K
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-86- 1.94% |
$10.1K - $11.3K
|
4.34K
$519K
|
|
|
Jun 04, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-90- 0.32% |
$10.6K - $11.8K
|
28K
$3.35M
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-93- 2.0% |
$10.9K - $12.2K
|
4.57K
$546K
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-94- 4.15% |
$11K - $12.3K
|
2.17K
$259K
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-97- 14.37% |
$11.4K - $12.7K
|
578
$69.1K
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
SELL
|
- |
-100- 2.18% |
$11.7K - $13.1K
|
4.5K
$537K
|
|
|
Apr 22, 2025
Q1 2025
|
Veridan Wealth LLC
West Linn, OR |
SELL
|
- |
-102- 2.93% |
$12K - $13.4K
|
3.39K
$404K
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-102- 1.5% |
$12K - $13.4K
|
6.68K
$798K
|