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 14, 2025
Q2 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
40New |
$4.16K - $4.95K
|
40
$5.17K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
37New |
$3.84K - $4.58K
|
37
$4.79K
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
36+ 0.41% |
$3.74K - $4.45K
|
8.76K
$1.13M
|
|
|
Aug 11, 2025
Q2 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
35+ 0.43% |
$3.64K - $4.33K
|
8.27K
$1.07M
|
|
|
Jul 22, 2025
Q2 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
32New |
$3.32K - $3.96K
|
32
$4.14K
|
|
|
Aug 14, 2025
Q2 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
31+ 0.18% |
$3.22K - $3.83K
|
17.7K
$2.29M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
31+ 1.92% |
$3.22K - $3.83K
|
1.64K
$213K
|
|
|
Sep 09, 2025
Q2 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
30+ 1.73% |
$3.12K - $3.71K
|
1.77K
$228K
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
29+ 1.55% |
$3.01K - $3.59K
|
1.9K
$246K
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
28+ 0.09% |
$2.91K - $3.46K
|
30.5K
$3.95M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
27New |
$2.8K - $3.34K
|
27
$3.49K
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
26+ 0.35% |
$2.7K - $3.22K
|
7.52K
$973K
|
|
|
Jul 24, 2025
Q2 2025
|
Rice Partnership, LLC
|
BUY
|
- |
26+ 7.39% |
$2.7K - $3.22K
|
378
$48.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
25+ 1.4% |
$2.6K - $3.09K
|
1.81K
$234K
|
|
|
Aug 14, 2025
Q2 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
23+ 0.42% |
$2.39K - $2.84K
|
5.55K
$718K
|
|
|
Aug 11, 2025
Q2 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
22+ 0.11% |
$2.29K - $2.72K
|
20K
$2.59M
|
|
|
Aug 14, 2025
Q2 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
21+ 0.89% |
$2.18K - $2.6K
|
2.39K
$309K
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
20+ 0.53% |
$2.08K - $2.47K
|
3.8K
$491K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
18+ 0.15% |
$1.87K - $2.23K
|
12.1K
$1.56M
|
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
16+ 0.34% |
$1.66K - $1.98K
|
4.74K
$614K
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
15+ 0.41% |
$1.56K - $1.86K
|
3.7K
$479K
|
|
|
Aug 14, 2025
Q2 2025
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
15+ 78.95% |
$1.56K - $1.86K
|
34
$4.4K
|
|
|
Jul 10, 2025
Q2 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
12+ 0.21% |
$1.25K - $1.48K
|
5.69K
$736K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
12+ 0.45% |
$1.25K - $1.48K
|
2.7K
$349K
|
|
|
Jul 21, 2025
Q2 2025
|
Willner & Heller, LLC
|
BUY
|
- |
11+ 0.43% |
$1.14K - $1.36K
|
2.59K
$335K
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
10+ 0.42% |
$1.04K - $1.24K
|
2.41K
$312K
|
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
10New |
$1.04K - $1.24K
|
10
$1.29K
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
9+ 0.34% |
$935 - $1.11K
|
2.66K
$344K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
8+ 0.11% |
$831 - $989
|
7.23K
$936K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
8+ 0.38% |
$831 - $989
|
2.11K
$272K
|
|
|
Jul 16, 2025
Q2 2025
|
Holland Advisory Services, Inc.
|
BUY
|
- |
7+ 0.39% |
$727 - $866
|
1.81K
$234K
|
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
6+ 0.32% |
$623 - $742
|
1.89K
$245K
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
6+ 0.42% |
$623 - $742
|
1.42K
$184K
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
5+ 0.29% |
$519 - $618
|
1.76K
$227K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
5+ 0.11% |
$519 - $618
|
4.5K
$583K
|
|
|
Aug 14, 2025
Q2 2025
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
5+ 0.05% |
$519 - $618
|
10.8K
$1.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
4+ 0.24% |
$416 - $495
|
1.68K
$217K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
4+ 0.38% |
$416 - $495
|
1.04K
$135K
|
|
|
Sep 09, 2025
Q2 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
4+ 0.06% |
$416 - $495
|
6.66K
$862K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4+ 0.11% |
$416 - $495
|
3.71K
$480K
|
|
|
Jul 31, 2025
Q2 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
4+ 0.14% |
$416 - $495
|
2.87K
$372K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
3+ 9.38% |
$312 - $371
|
35
$4.53K
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
3+ 0.16% |
$312 - $371
|
1.85K
$240K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3+ 0.16% |
$312 - $371
|
1.93K
$250K
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
3+ 0.17% |
$312 - $371
|
1.74K
$225K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
2+ 0.1% |
$208 - $247
|
2.02K
$262K
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
2+ 0.4% |
$208 - $247
|
504
$65.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
2+ 0.96% |
$208 - $247
|
210
$27.2K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
2New |
$208 - $247
|
2
$259
|
|
|
Aug 12, 2025
Q2 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
2+ 0.06% |
$208 - $247
|
3.17K
$410K
|