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 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.09K- 2.07% |
$113K - $135K
|
51.7K
$6.58M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-1.12K- 1.58% |
$116K - $138K
|
69.4K
$8.84M
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.26K- 7.49% |
$131K - $156K
|
15.6K
$1.98M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.26K- 32.44% |
$131K - $156K
|
2.62K
$334K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-1.37K- 3.96% |
$143K - $170K
|
33.3K
$4.25M
|
|
|
Jul 22, 2025
Q2 2025
|
Innovative Wealth Building LLC
California, MD |
SELL
|
- |
-1.4K- 10.57% |
$145K - $173K
|
11.8K
$1.51M
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-1.88K- 53.51% |
$195K - $233K
|
1.63K
$208K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-1.92K- 27.33% |
$199K - $237K
|
5.09K
$649K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.97K- 12.49% |
$204K - $243K
|
13.8K
$1.75M
|
|
|
Jul 02, 2025
Q2 2025
|
Inves Trust
Oklahoma City, OK |
SELL
|
- |
-2.1K- 3.4% |
$218K - $260K
|
59.6K
$7.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-2.11K- 3.61% |
$219K - $261K
|
56.2K
$7.16M
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-2.18K- 12.18% |
$227K - $270K
|
15.7K
$2M
|
|
|
Jul 21, 2025
Q2 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-2.45K- 17.74% |
$255K - $303K
|
11.4K
$1.45M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-4.12K- 22.9% |
$428K - $509K
|
13.9K
$1.77M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-4.21K- 1.78% |
$438K - $521K
|
233K
$29.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-4.25K- 30.32% |
$441K - $526K
|
9.77K
$1.24M
|
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-7.95K- 6.63% |
$826K - $983K
|
112K
$14.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-12.2K- 78.95% |
$1.26M - $1.5M
|
3.25K
$414K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-15.8K- 91.18% |
$1.64M - $1.96M
|
1.53K
$195K
|
|
|
Jul 21, 2025
Q2 2025
|
Jmac Enterprises LLC
|
SELL
|
- |
-39.1K- 63.44% |
$4.06M - $4.84M
|
22.5K
$2.87M
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-134K- 87.83% |
$13.9M - $16.6M
|
18.6K
$2.37M
|
|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-139K- 23.52% |
$14.5M - $17.2M
|
453K
$57.7M
|