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 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-34.8K- 73.11% |
$3.61M - $4.3M
|
12.8K
$1.65M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-36.4K- 21.3% |
$3.78M - $4.5M
|
135K
$17.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Jmac Enterprises LLC
|
SELL
|
- |
-39.1K- 63.44% |
$4.06M - $4.84M
|
22.5K
$2.92M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-39.2K- 20.51% |
$4.07M - $4.84M
|
152K
$19.6M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-40.1K- 9.15% |
$4.17M - $4.96M
|
398K
$51.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-46.3K- 78.28% |
$4.81M - $5.72M
|
12.8K
$1.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-48.6K- 2.32% |
$5.05M - $6.02M
|
2.04M
$264M
|
|
|
Aug 04, 2025
Q2 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
SELL
|
- |
-53.6K- 94.68% |
$5.56M - $6.62M
|
3.01K
$390K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-72.8K- 71.59% |
$7.56M - $9.01M
|
28.9K
$3.74M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-84.2K- 51.04% |
$8.74M - $10.4M
|
80.7K
$10.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-88.7K- 9.62% |
$9.21M - $11M
|
833K
$108M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-90.6K- 4.58% |
$9.41M - $11.2M
|
1.89M
$244M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-116K- 8.2% |
$12.1M - $14.4M
|
1.3M
$168M
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-134K- 87.83% |
$13.9M - $16.6M
|
18.6K
$2.41M
|
|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-139K- 23.52% |
$14.5M - $17.2M
|
453K
$58.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-218K- 97.91% |
$22.6M - $26.9M
|
4.65K
$601K
|