Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
35.1K+ 443.79% |
$3.64M - $4.34M
|
43K
$5.48M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
11.9KNew |
$1.23M - $1.47M
|
11.9K
$1.51M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
7.38K+ 34.37% |
$767K - $913K
|
28.9K
$3.68M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
4.92K+ 9.57% |
$511K - $608K
|
56.3K
$7.18M
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
4.09K+ 54.56% |
$425K - $506K
|
11.6K
$1.48M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
4.02KNew |
$417K - $497K
|
4.02K
$512K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.87K+ 3.74% |
$402K - $479K
|
107K
$13.7M
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
BUY
|
- |
2.82K+ 5.95% |
$293K - $349K
|
50.2K
$6.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
2.75KNew |
$286K - $340K
|
2.75K
$350K
|
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
2.48K+ 4.59% |
$258K - $307K
|
56.6K
$7.21M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
1.78K+ 4.66% |
$184K - $220K
|
39.9K
$5.08M
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
1.77K+ 33.84% |
$184K - $219K
|
7K
$892K
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
1.69K+ 15.22% |
$176K - $209K
|
12.8K
$1.63M
|
|
|
Jul 15, 2025
Q2 2025
|
Moneywise, Inc.
|
BUY
|
- |
1.65KNew |
$171K - $204K
|
1.65K
$210K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.56K+ 12.45% |
$162K - $192K
|
14.1K
$1.79M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.35K+ 12.89% |
$140K - $167K
|
11.8K
$1.51M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1K+ 17.05% |
$104K - $124K
|
6.87K
$875K
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
998+ 34.57% |
$104K - $123K
|
3.89K
$495K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
593+ 17.01% |
$61.6K - $73.3K
|
4.08K
$520K
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
456+ 10.3% |
$47.4K - $56.4K
|
4.88K
$622K
|
|
|
Jul 16, 2025
Q2 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
380+ 1.42% |
$39.5K - $47K
|
27.1K
$3.46M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
366+ 3.11% |
$38K - $45.3K
|
12.1K
$1.54M
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
360+ 1.04% |
$37.4K - $44.5K
|
34.8K
$4.44M
|
|
|
Jul 10, 2025
Q2 2025
|
Ryan Investment Management, Inc.
Basalt, CO |
BUY
|
- |
252New |
$26.2K - $31.2K
|
252
$32.1K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
241+ 1.48% |
$25K - $29.8K
|
16.5K
$2.11M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
196+ 4.42% |
$20.4K - $24.2K
|
4.63K
$590K
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
125+ 8.99% |
$13K - $15.5K
|
1.52K
$193K
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
90New |
$9.35K - $11.1K
|
90
$11.5K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
86+ 44.79% |
$8.93K - $10.6K
|
278
$35.4K
|
|
|
Jul 15, 2025
Q2 2025
|
Kwmg, LLC
|
BUY
|
- |
82+ 2.86% |
$8.52K - $10.1K
|
2.95K
$376K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
51+ 0.64% |
$5.3K - $6.31K
|
7.96K
$1.02M
|
|
|
Jul 15, 2025
Q2 2025
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
25+ 1.4% |
$2.6K - $3.09K
|
1.81K
$231K
|
|
|
Jul 10, 2025
Q2 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
12+ 0.21% |
$1.25K - $1.48K
|
5.69K
$725K
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
9+ 0.34% |
$935 - $1.11K
|
2.66K
$339K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
8+ 0.38% |
$831 - $989
|
2.11K
$268K
|
|
|
Jul 16, 2025
Q2 2025
|
Holland Advisory Services, Inc.
|
BUY
|
- |
7+ 0.39% |
$727 - $866
|
1.81K
$230K
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
6+ 0.42% |
$623 - $742
|
1.42K
$181K
|
|
|
Jul 14, 2025
Q2 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
4+ 0.24% |
$416 - $495
|
1.68K
$214K
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
3+ 0.17% |
$312 - $371
|
1.74K
$222K
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
3+ 0.16% |
$312 - $371
|
1.85K
$236K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
2New |
$208 - $247
|
2
$255
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
2+ 0.4% |
$208 - $247
|
504
$64.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1- 0.01% |
$104 - $124
|
11.6K
$1.48M
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-4- 0.17% |
$416 - $495
|
2.33K
$297K
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-16- 0.6% |
$1.66K - $1.98K
|
2.66K
$339K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-30- 13.82% |
$3.12K - $3.71K
|
187
$23.8K
|
|
|
Jul 17, 2025
Q2 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-34- 1.6% |
$3.53K - $4.21K
|
2.09K
$266K
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-37- 0.16% |
$3.84K - $4.58K
|
23.3K
$2.97M
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-39- 0.93% |
$4.05K - $4.82K
|
4.18K
$532K
|
|
|
Jul 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-43- 2.16% |
$4.47K - $5.32K
|
1.95K
$248K
|