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 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-1.37K- 3.96% |
$143K - $170K
|
33.3K
$4.31M
|
|
|
Jul 22, 2025
Q2 2025
|
Innovative Wealth Building LLC
California, MD |
SELL
|
- |
-1.4K- 10.57% |
$145K - $173K
|
11.8K
$1.53M
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-1.4K- 1.5% |
$145K - $173K
|
91.6K
$11.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.4K- 4.62% |
$145K - $173K
|
28.9K
$3.73M
|
|
|
Jul 30, 2025
Q2 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-1.41K- 33.43% |
$146K - $174K
|
2.81K
$363K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.42K- 9.07% |
$148K - $176K
|
14.3K
$1.85M
|
|
|
Aug 13, 2025
Q2 2025
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-1.45K- 7.35% |
$151K - $180K
|
18.3K
$2.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-1.46K- 26.6% |
$152K - $181K
|
4.04K
$522K
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.47K- 9.04% |
$152K - $181K
|
14.8K
$1.91M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.47K- 21.59% |
$152K - $182K
|
5.33K
$690K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.54K- 1.42% |
$160K - $190K
|
106K
$13.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Ltg Capital LLC
|
SELL
|
- |
-1.65K- 5.35% |
$171K - $204K
|
29.2K
$3.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.66K- 0.97% |
$172K - $205K
|
170K
$22M
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
SELL
|
- |
-1.68K- 2.36% |
$175K - $208K
|
69.6K
$9M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.84K- 6.02% |
$191K - $227K
|
28.7K
$3.71M
|
|
|
Aug 01, 2025
Q2 2025
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-1.85K- 5.43% |
$192K - $228K
|
32.1K
$4.15M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.85K- 19.09% |
$192K - $228K
|
7.83K
$1.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-1.88K- 50.87% |
$195K - $232K
|
1.81K
$234K
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-1.88K- 53.51% |
$195K - $233K
|
1.63K
$211K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-1.92K- 27.33% |
$199K - $237K
|
5.09K
$659K
|
|
|
Aug 06, 2025
Q2 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-1.92K- 1.68% |
$199K - $237K
|
112K
$14.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-1.95K- 52.29% |
$203K - $241K
|
1.78K
$230K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.97K- 12.49% |
$204K - $243K
|
13.8K
$1.78M
|
|
|
Aug 11, 2025
Q2 2025
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-2K- 50.0% |
$208K - $247K
|
2K
$259K
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-2.08K- 14.14% |
$216K - $257K
|
12.6K
$1.63M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-2.08K- 56.08% |
$216K - $258K
|
1.63K
$211K
|
|
|
Jul 02, 2025
Q2 2025
|
Inves Trust
Oklahoma City, OK |
SELL
|
- |
-2.1K- 3.4% |
$218K - $260K
|
59.6K
$7.72M
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-2.11K- 3.61% |
$219K - $261K
|
56.2K
$7.27M
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-2.13K- 30.43% |
$222K - $264K
|
4.88K
$631K
|
|
|
Aug 13, 2025
Q2 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.13K- 17.9% |
$222K - $264K
|
9.79K
$1.27M
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-2.18K- 12.18% |
$227K - $270K
|
15.7K
$2.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-2.22K- 7.75% |
$231K - $275K
|
26.4K
$3.42M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.25K- 18.39% |
$234K - $279K
|
9.99K
$1.29M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-2.26K- 0.7% |
$235K - $280K
|
321K
$41.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.41K- 15.98% |
$250K - $298K
|
12.7K
$1.64M
|
|
|
Jul 21, 2025
Q2 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-2.45K- 17.74% |
$255K - $303K
|
11.4K
$1.47M
|
|
|
Aug 07, 2025
Q2 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-2.47K- 27.22% |
$256K - $305K
|
6.59K
$853K
|
|
|
Aug 11, 2025
Q2 2025
|
Sierra Capital LLC
|
SELL
|
- |
-2.59K- 7.29% |
$269K - $320K
|
33K
$4.26M
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-2.78K- 1.29% |
$288K - $343K
|
212K
$27.5M
|
|
|
Jul 23, 2025
Q2 2025
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-2.84K- 6.6% |
$295K - $352K
|
40.2K
$5.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.94K- 11.53% |
$305K - $364K
|
22.6K
$2.92M
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
SELL
|
- |
-2.97K- 1.56% |
$308K - $367K
|
188K
$24.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-3.04K- 51.14% |
$315K - $375K
|
2.9K
$375K
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-3.16K- 2.92% |
$329K - $391K
|
105K
$13.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-3.16K- 9.09% |
$329K - $391K
|
31.6K
$4.09M
|
|
|
Jul 23, 2025
Q2 2025
|
First Merchants Corp
|
SELL
|
- |
-3.36K- 2.83% |
$349K - $416K
|
115K
$14.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-3.74K- 16.77% |
$389K - $463K
|
18.6K
$2.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-3.77K- 1.42% |
$392K - $466K
|
261K
$33.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-3.83K- 36.16% |
$398K - $474K
|
6.77K
$875K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-3.91K- 5.08% |
$407K - $484K
|
73.1K
$9.46M
|