Purchases and Sales Made in Q2 2025 in Ishares S&P Midcap 400 Value E (IJJ)

IJJ Quotes by TradingView

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 01, 2025 Q2 2025
Zhang Financial LLC

BUY
 -
2
+ 0.07%
$208 - $247
2.69K $349K
Jul 24, 2025 Q2 2025
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
1
+ 0.02%
$104 - $124
5.49K $710K
Jul 29, 2025 Q2 2025
Forvis Wealth Advisors, LLC

BUY
 -
1
+ 0.05%
$104 - $124
1.98K $256K
Aug 08, 2025 Q2 2025
Meridian Wealth Management, LLC

BUY
 -
1
+ 0.05%
$104 - $124
1.9K $246K
Aug 12, 2025 Q2 2025
Archer Investment Corp

BUY
 -
1
+ 0.85%
$104 - $124
119 $15.4K
Aug 13, 2025 Q2 2025
Houlihan Financial Resource Group, Ltd.

Ashburn, VA
BUY
 -
1
+ 0.01%
$104 - $124
7.73K $1M
Aug 12, 2025 Q2 2025
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Jul 14, 2025 Q2 2025
Farmers & Merchants Investments Inc

SELL
 -
-1
- 0.01%
$104 - $124
11.6K $1.51M
Aug 12, 2025 Q2 2025
Creative One Wealth, LLC

Overland Park, KS
SELL
 -
-1
- 0.02%
$104 - $124
5.67K $733K
Aug 14, 2025 Q2 2025
Sunbelt Securities, Inc.

Houston, TX
SELL
 -
-1
- 0.04%
$104 - $124
2.84K $368K
Aug 01, 2025 Q2 2025
Clark Asset Management, LLC

Stratham, NH
SELL
 -
-1
- 0.06%
$104 - $124
1.68K $218K
Jul 11, 2025 Q2 2025
Rockwood Wealth Management, LLC

New Hope, PA
SELL
 -
-4
- 0.17%
$416 - $495
2.33K $302K
Aug 04, 2025 Q2 2025
Hantz Financial Services, Inc.

SELL
 -
-5
- 16.67%
$519 - $618
25 $3.23K
Aug 04, 2025 Q2 2025
Creekmur Asset Management LLC

Morton, IL
SELL
 -
-6
- 4.41%
$623 - $742
130 $16.8K
Aug 12, 2025 Q2 2025
Shakespeare Wealth Management, Inc.

Pewaukee, WI
SELL
 -
-6
- 0.05%
$623 - $742
12.8K $1.66M
Aug 13, 2025 Q2 2025
Independent Family Office, LLC

SELL
 -
-10
- 0.43%
$1.04K - $1.24K
2.34K $303K
Aug 14, 2025 Q2 2025
Wealth Preservation Advisors, LLC

Chattanooga, TN
SELL
 -
-10
- 0.4%
$1.04K - $1.24K
2.48K $321K
Aug 13, 2025 Q2 2025
Congress Wealth Management LLC

Boston, MA
SELL
 -
-10
- 0.11%
$1.04K - $1.24K
9.47K $1.23M
Aug 12, 2025 Q2 2025
Ameritas Investment Partners, Inc.

Lincoln, NE
SELL
 -
-10
- 0.13%
$1.04K - $1.24K
7.67K $992K
Aug 06, 2025 Q2 2025
Founders Financial Securities LLC

SELL
 -
-12
- 0.44%
$1.25K - $1.48K
2.73K $353K
Aug 13, 2025 Q2 2025
Kayne Anderson Rudnick Investment Management LLC

Los Angeles, CA
SELL
 -
-12
- 0.8%
$1.25K - $1.48K
1.48K $192K
Aug 05, 2025 Q2 2025
Mission Wealth Management, LP

SELL
 -
-13
- 0.24%
$1.35K - $1.61K
5.42K $701K
Aug 11, 2025 Q2 2025
Avantax Planning Partners, Inc.

SELL
 -
-14
- 0.31%
$1.45K - $1.73K
4.5K $582K
Jul 22, 2025 Q2 2025
Sage Financial Group Inc

SELL
 -
-15
- 0.45%
$1.56K - $1.86K
3.31K $429K
Jul 18, 2025 Q2 2025
Pb Mares Wealth Management LLC

SELL
 -
-16
- 0.6%
$1.66K - $1.98K
2.66K $345K
Jul 25, 2025 Q2 2025
Concurrent Investment Advisors, LLC

Tampa, FL
SELL
 -
-17
- 0.16%
$1.77K - $2.1K
10.7K $1.38M
Aug 04, 2025 Q2 2025
Creative Financial Designs Inc

SELL
 -
-17
- 5.15%
$1.77K - $2.1K
313 $40.5K
Aug 14, 2025 Q2 2025
Cadence Bank

Tupelo, MS
SELL
 -
-20
- 0.32%
$2.08K - $2.47K
6.17K $798K
Jul 21, 2025 Q2 2025
Romano Brothers And Company

Evanston, IL
SELL
 -
-20
- 0.83%
$2.08K - $2.47K
2.39K $309K
Jul 29, 2025 Q2 2025
Ifrah Financial Services, Inc.

SELL
 -
-21
- 0.05%
$2.18K - $2.6K
39.5K $5.11M
Jul 23, 2025 Q2 2025
Eagle Strategies LLC

New York, NY
SELL
 -
-21
- 0.6%
$2.18K - $2.6K
3.48K $450K
Aug 14, 2025 Q2 2025
Atomi Financial Group, Inc.

Irvine, CA
SELL
 -
-23
- 0.31%
$2.39K - $2.84K
7.41K $958K
Aug 07, 2025 Q2 2025
Nwam LLC

Mercer Island, WA
SELL
 -
-24
- 0.78%
$2.49K - $2.97K
3.04K $394K
Jul 22, 2025 Q2 2025
Mbl Wealth, LLC

Charlotte, NC
SELL
 -
-25
- 1.41%
$2.6K - $3.09K
1.75K $226K
Aug 04, 2025 Q2 2025
Amg National Trust Bank

SELL
 -
-26
- 0.23%
$2.7K - $3.22K
11.5K $1.49M
Aug 13, 2025 Q2 2025
Horizon Investments, LLC

Charlotte, NC
SELL
 -
-28
- 1.82%
$2.91K - $3.46K
1.51K $195K
Jul 15, 2025 Q2 2025
North Star Investment Management Corp.

Chicago, IL
SELL
 -
-30
- 13.82%
$3.12K - $3.71K
187 $24.2K
Jul 30, 2025 Q2 2025
Bleakley Financial Group, LLC

Fairfield, NJ
SELL
 -
-32
- 0.09%
$3.32K - $3.96K
34.1K $4.41M
Aug 11, 2025 Q2 2025
Great Lakes Advisors, LLC

Chicago, IL
SELL
 -
-34
- 0.62%
$3.53K - $4.21K
5.42K $701K
Jul 17, 2025 Q2 2025
First County Bank /Ct/

Stamford, CT
SELL
 -
-34
- 1.6%
$3.53K - $4.21K
2.09K $271K
Jul 11, 2025 Q2 2025
Prosperity Planning, Inc.

SELL
 -
-37
- 0.16%
$3.84K - $4.58K
23.3K $3.02M
Jul 18, 2025 Q2 2025
Naples Global Advisors, LLC

Naples, FL
SELL
 -
-39
- 0.93%
$4.05K - $4.82K
4.18K $540K
Jul 31, 2025 Q2 2025
Cosner Financial Group, LLC

Fort Collins, CO
SELL
 -
-39
- 1.81%
$4.05K - $4.82K
2.11K $273K
Aug 14, 2025 Q2 2025
Integrated Wealth Concepts LLC

SELL
 -
-39
- 1.34%
$4.05K - $4.82K
2.87K $371K
Aug 11, 2025 Q2 2025
Mill Creek Capital Advisors, LLC

Conshohocken, PA
SELL
 -
-40
- 0.06%
$4.16K - $4.95K
72.2K $9.34M
Aug 12, 2025 Q2 2025
Alpha Core Capital LLC

La Jolla, CA
SELL
 -
-41
- 1.29%
$4.26K - $5.07K
3.14K $406K
Jul 14, 2025 Q2 2025
Chapin Davis, Inc.

Baltimore, MD
SELL
 -
-43
- 2.16%
$4.47K - $5.32K
1.95K $252K
Aug 14, 2025 Q2 2025
Bragg Financial Advisors, Inc

Charlotte, NC
SELL
 -
-44
- 0.22%
$4.57K - $5.44K
19.8K $2.56M
Aug 07, 2025 Q2 2025
Allworth Financial LP

SELL
 -
-46
- 0.26%
$4.78K - $5.69K
17.3K $2.24M

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