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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.92K- 3.32% |
$408K - $485K
|
114K
$14.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-3.98K- 17.6% |
$413K - $492K
|
18.6K
$2.41M
|
|
|
Aug 08, 2025
Q2 2025
|
Renasant Bank
|
SELL
|
- |
-4K- 34.22% |
$415K - $494K
|
7.68K
$993K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.06K- 18.57% |
$422K - $502K
|
17.8K
$2.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-4.12K- 22.9% |
$428K - $509K
|
13.9K
$1.79M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-4.21K- 1.78% |
$438K - $521K
|
233K
$30.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-4.25K- 30.32% |
$441K - $526K
|
9.77K
$1.26M
|
|
|
Aug 13, 2025
Q2 2025
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-4.33K- 20.8% |
$449K - $535K
|
16.5K
$2.13M
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-4.42K- 1.37% |
$459K - $547K
|
317K
$41.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-5.08K- 33.86% |
$527K - $628K
|
9.91K
$1.28M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.13K- 12.5% |
$532K - $634K
|
35.9K
$4.64M
|
|
|
Aug 06, 2025
Q2 2025
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-5.23K- 69.46% |
$544K - $647K
|
2.3K
$298K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.41K- 5.32% |
$562K - $669K
|
96.3K
$12.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-5.57K- 59.37% |
$579K - $689K
|
3.81K
$493K
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-5.71K- 13.07% |
$593K - $706K
|
37.9K
$4.91M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-5.73K- 75.59% |
$596K - $709K
|
1.85K
$240K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-5.94K- 27.46% |
$617K - $735K
|
15.7K
$2.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-6.09K- 5.58% |
$633K - $753K
|
103K
$13.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-6.52K- 1.91% |
$678K - $807K
|
335K
$43.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Anb Bank
Denver, CO |
SELL
|
- |
-6.83K- 19.82% |
$710K - $845K
|
27.6K
$3.58M
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-7.19K- 5.97% |
$747K - $889K
|
113K
$14.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-7.29K- 30.63% |
$758K - $902K
|
16.5K
$2.14M
|
|
|
Aug 11, 2025
Q2 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-7.35K- 55.88% |
$764K - $909K
|
5.81K
$751K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-7.75K- 60.03% |
$805K - $959K
|
5.16K
$668K
|
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-7.95K- 6.63% |
$826K - $983K
|
112K
$14.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-8K- 50.63% |
$831K - $989K
|
7.8K
$1.01M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-8.01K- 45.43% |
$832K - $991K
|
9.62K
$1.24M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-8.07K- 18.17% |
$838K - $998K
|
36.4K
$4.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-8.38K- 3.62% |
$870K - $1.04M
|
223K
$28.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
SELL
|
- |
-8.55K- 22.78% |
$888K - $1.06M
|
29K
$3.75M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-8.88K- 72.74% |
$923K - $1.1M
|
3.33K
$431K
|
|
|
Aug 12, 2025
Q2 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-9.41K- 15.49% |
$978K - $1.16M
|
51.3K
$6.64M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-10.2K- 4.32% |
$1.06M - $1.26M
|
225K
$29.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-10.7K- 10.26% |
$1.11M - $1.32M
|
93.3K
$12.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-11.9K- 60.86% |
$1.23M - $1.47M
|
7.63K
$987K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-12.2K- 78.95% |
$1.26M - $1.5M
|
3.25K
$420K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-12.9K- 9.58% |
$1.34M - $1.59M
|
122K
$15.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-12.9K- 99.19% |
$1.34M - $1.59M
|
105
$13.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Factorial Partners, LLC
|
SELL
|
- |
-13.8K- 42.2% |
$1.43M - $1.71M
|
18.9K
$2.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-14.3K- 89.38% |
$1.49M - $1.77M
|
1.7K
$220K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-14.9K- 44.0% |
$1.55M - $1.85M
|
19K
$2.46M
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-15.1K- 86.67% |
$1.57M - $1.87M
|
2.33K
$301K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-15.8K- 91.18% |
$1.64M - $1.96M
|
1.53K
$198K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-16.8K- 2.06% |
$1.75M - $2.08M
|
801K
$104M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-22.3K- 25.38% |
$2.31M - $2.75M
|
65.5K
$8.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-24.6K- 0.66% |
$2.55M - $3.04M
|
3.7M
$478M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-25.5K- 7.64% |
$2.65M - $3.15M
|
308K
$39.9M
|
|
|
Aug 15, 2025
Q2 2025
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-26.8K- 22.56% |
$2.78M - $3.32M
|
92K
$11.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-27.8K- 3.17% |
$2.88M - $3.43M
|
849K
$110M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-27.8K- 93.3% |
$2.88M - $3.43M
|
2K
$258K
|