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 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
1.69K+ 15.22% |
$176K - $209K
|
12.8K
$1.65M
|
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
BUY
|
- |
1.65KNew |
$172K - $204K
|
1.65K
$214K
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
1.65KNew |
$172K - $204K
|
1.65K
$214K
|
|
|
Jul 15, 2025
Q2 2025
|
Moneywise, Inc.
|
BUY
|
- |
1.65KNew |
$171K - $204K
|
1.65K
$213K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
1.64K+ 4.56% |
$171K - $203K
|
37.7K
$4.88M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.64K+ 6.37% |
$171K - $203K
|
27.5K
$3.55M
|
|
|
Aug 05, 2025
Q2 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
1.64KNew |
$170K - $203K
|
1.64K
$212K
|
|
|
Jul 28, 2025
Q2 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.64KNew |
$170K - $202K
|
1.64K
$212K
|
|
|
Aug 14, 2025
Q2 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
1.62KNew |
$168K - $200K
|
1.62K
$210K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.56K+ 12.45% |
$162K - $192K
|
14.1K
$1.82M
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
BUY
|
- |
1.49K+ 0.63% |
$155K - $184K
|
239K
$30.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
1.49K+ 70.05% |
$155K - $184K
|
3.62K
$468K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.44K+ 75.34% |
$149K - $178K
|
3.34K
$432K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.35K+ 12.89% |
$140K - $167K
|
11.8K
$1.53M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.33K+ 39.39% |
$138K - $164K
|
4.7K
$608K
|
|
|
Jul 28, 2025
Q2 2025
|
Davidson Trust CO
|
BUY
|
- |
1.29K+ 25.54% |
$133K - $159K
|
6.32K
$817K
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
1.26KNew |
$130K - $155K
|
1.26K
$162K
|
|
|
Jul 30, 2025
Q2 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
1.24K+ 55.13% |
$129K - $154K
|
3.5K
$452K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.09K+ 2.85% |
$113K - $134K
|
39.2K
$5.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.08K+ 7.87% |
$112K - $134K
|
14.8K
$1.92M
|
|
|
Jul 28, 2025
Q2 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
1.07K+ 6.18% |
$111K - $132K
|
18.3K
$2.37M
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
1.06KNew |
$110K - $131K
|
1.06K
$137K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1K+ 17.05% |
$104K - $124K
|
6.87K
$888K
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
998+ 34.57% |
$104K - $123K
|
3.89K
$503K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
993+ 10.91% |
$103K - $123K
|
10.1K
$1.31M
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
972+ 6.58% |
$101K - $120K
|
15.8K
$2.04M
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
971+ 3.13% |
$101K - $120K
|
32K
$4.14M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
968+ 0.45% |
$101K - $120K
|
215K
$27.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
BUY
|
- |
931+ 23.71% |
$96.7K - $115K
|
4.86K
$628K
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
900New |
$93.5K - $111K
|
900
$116K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
893+ 2.12% |
$92.8K - $110K
|
43K
$5.56M
|
|
|
Jul 29, 2025
Q2 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
866+ 1.49% |
$90K - $107K
|
59.1K
$7.65M
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
777+ 18.22% |
$80.7K - $96.1K
|
5.04K
$652K
|
|
|
Aug 14, 2025
Q2 2025
|
Fc Advisory LLC
|
BUY
|
- |
767+ 17.06% |
$79.7K - $94.9K
|
5.26K
$681K
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
762+ 16.31% |
$79.2K - $94.2K
|
5.43K
$703K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
747+ 62.62% |
$77.6K - $92.4K
|
1.94K
$251K
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
724+ 43.04% |
$75.2K - $89.5K
|
2.41K
$311K
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
642+ 24.88% |
$66.7K - $79.4K
|
3.22K
$417K
|
|
|
Jul 21, 2025
Q2 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
640+ 22.02% |
$66.5K - $79.2K
|
3.55K
$459K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
615+ 17.81% |
$63.9K - $76.1K
|
4.07K
$526K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
605+ 7.64% |
$62.8K - $74.8K
|
8.52K
$1.1M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
602+ 85.51% |
$62.5K - $74.5K
|
1.31K
$169K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
593+ 17.01% |
$61.6K - $73.3K
|
4.08K
$528K
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
538New |
$55.9K - $66.5K
|
538
$69.6K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
510+ 20.04% |
$53K - $63.1K
|
3.06K
$395K
|
|
|
Jul 29, 2025
Q2 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
495+ 2.97% |
$51.4K - $61.2K
|
17.2K
$2.22M
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
494+ 4.36% |
$51.3K - $61.1K
|
11.8K
$1.53M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
494New |
$51.3K - $61.1K
|
494
$63.9K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
479+ 7.39% |
$49.8K - $59.2K
|
6.96K
$900K
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
456+ 10.3% |
$47.4K - $56.4K
|
4.88K
$632K
|