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 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-300- 50.0% |
$35.2K - $39.3K
|
300
$35.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-305- 1.78% |
$35.8K - $40K
|
16.8K
$2.01M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-305- 2.43% |
$35.8K - $40K
|
12.2K
$1.46M
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-308- 15.13% |
$36.2K - $40.4K
|
1.73K
$206K
|
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-310- 1.09% |
$36.4K - $40.6K
|
28.1K
$3.36M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-310- 6.43% |
$36.4K - $40.6K
|
4.51K
$539K
|
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-314- 0.86% |
$36.9K - $41.1K
|
36.2K
$4.32M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-319- 7.39% |
$37.5K - $41.8K
|
4K
$478K
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
SELL
|
- |
-324- 1.62% |
$38K - $42.5K
|
19.6K
$2.35M
|
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
SELL
|
- |
-325- 10.95% |
$38.2K - $42.6K
|
2.64K
$316K
|
|
|
May 14, 2025
Q1 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-330- 1.75% |
$38.7K - $43.2K
|
18.5K
$2.22M
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-336- 14.96% |
$39.4K - $44K
|
1.91K
$228K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-353- 13.43% |
$41.4K - $46.3K
|
2.28K
$272K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-357- 1.04% |
$41.9K - $46.8K
|
34.1K
$4.08M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-362- 3.3% |
$42.5K - $47.4K
|
10.6K
$1.27M
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-365- 1.54% |
$42.9K - $47.8K
|
23.4K
$2.79M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-373- 2.25% |
$43.8K - $48.9K
|
16.2K
$1.94M
|
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-374- 0.9% |
$43.9K - $49K
|
41.3K
$4.93M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-381- 7.76% |
$44.7K - $49.9K
|
4.53K
$541K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-390- 50.72% |
$45.8K - $51.1K
|
379
$45.3K
|
|
|
May 14, 2025
Q1 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-401- 1.33% |
$47.1K - $52.5K
|
29.8K
$3.56M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-407- 3.67% |
$47.8K - $53.3K
|
10.7K
$1.27M
|
|
|
May 15, 2025
Q1 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-426- 3.21% |
$50K - $55.8K
|
12.8K
$1.53M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-429- 1.37% |
$50.4K - $56.2K
|
31K
$3.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-429- 7.86% |
$50.4K - $56.2K
|
5.03K
$601K
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-460- 1.88% |
$54K - $60.3K
|
24K
$2.87M
|
|
|
May 14, 2025
Q1 2025
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-479- 1.1% |
$56.2K - $62.8K
|
43.1K
$5.15M
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-482- 24.38% |
$56.6K - $63.2K
|
1.5K
$179K
|
|
|
May 02, 2025
Q1 2025
|
Acas, LLC
|
SELL
|
- |
-509- 4.63% |
$59.8K - $66.7K
|
10.5K
$1.25M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-510- 1.31% |
$59.9K - $66.8K
|
38.4K
$4.59M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-537- 1.33% |
$63K - $70.4K
|
39.8K
$4.75M
|
|
|
Apr 25, 2025
Q1 2025
|
Innovative Wealth Building LLC
California, MD |
SELL
|
- |
-543- 3.95% |
$63.7K - $71.1K
|
13.2K
$1.58M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-548- 4.88% |
$64.3K - $71.8K
|
10.7K
$1.28M
|
|
|
May 07, 2025
Q1 2025
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-551- 2.71% |
$64.7K - $72.2K
|
19.8K
$2.36M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-557- 6.57% |
$65.4K - $73K
|
7.92K
$946K
|
|
|
May 09, 2025
Q1 2025
|
Renasant Bank
|
SELL
|
- |
-565- 4.62% |
$66.3K - $74K
|
11.7K
$1.39M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-577- 13.91% |
$67.7K - $75.6K
|
3.57K
$427K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-580- 12.87% |
$68.1K - $76K
|
3.93K
$469K
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
SELL
|
- |
-587- 22.23% |
$68.9K - $76.9K
|
2.05K
$245K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-599- 24.56% |
$70.3K - $78.5K
|
1.84K
$220K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-600- 91.46% |
$70.4K - $78.6K
|
56
$6.69K
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-600- 6.47% |
$70.4K - $78.6K
|
8.67K
$1.04M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-610- 3.39% |
$71.6K - $79.9K
|
17.4K
$2.08M
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-632- 1.5% |
$74.2K - $82.8K
|
41.5K
$4.96M
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-637- 9.66% |
$74.8K - $83.5K
|
5.96K
$712K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-649- 5.41% |
$76.2K - $85K
|
11.3K
$1.36M
|
|
|
May 15, 2025
Q1 2025
|
Alexis Investment Partners, LLC
Montgomery, TX |
SELL
|
- |
-668- 9.37% |
$78.4K - $87.5K
|
6.46K
$772K
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-679- 0.75% |
$79.7K - $89K
|
90.3K
$10.8M
|
|
|
May 07, 2025
Q1 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-685- 28.85% |
$80.4K - $89.7K
|
1.69K
$202K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-695- 6.73% |
$81.6K - $91.1K
|
9.64K
$1.15M
|