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 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-48- 2.21% |
$4.99K - $5.94K
|
2.12K
$275K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-50- 1.57% |
$5.19K - $6.18K
|
3.13K
$405K
|
|
|
Jul 23, 2025
Q2 2025
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-50- 1.3% |
$5.19K - $6.18K
|
3.8K
$491K
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-50- 32.47% |
$5.19K - $6.18K
|
104
$13.5K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-50- 0.13% |
$5.19K - $6.18K
|
37.4K
$4.84M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
SELL
|
- |
-58- 0.44% |
$6.03K - $7.17K
|
13K
$1.68M
|
|
|
Aug 12, 2025
Q2 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-58- 2.63% |
$6.03K - $7.17K
|
2.15K
$278K
|
|
|
Jul 31, 2025
Q2 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-60- 2.64% |
$6.23K - $7.42K
|
2.22K
$287K
|
|
|
Aug 05, 2025
Q2 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-64- 0.55% |
$6.65K - $7.92K
|
11.6K
$1.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-64- 1.15% |
$6.65K - $7.92K
|
5.48K
$709K
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-65- 0.97% |
$6.75K - $8.04K
|
6.61K
$855K
|
|
|
Aug 06, 2025
Q2 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-66- 0.33% |
$6.86K - $8.16K
|
20K
$2.58M
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
SELL
|
- |
-68- 0.34% |
$7.06K - $8.41K
|
20.1K
$2.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-69- 3.33% |
$7.17K - $8.53K
|
2K
$259K
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-71- 65.74% |
$7.38K - $8.78K
|
37
$4.79K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-71- 0.17% |
$7.38K - $8.78K
|
40.8K
$5.28M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-78- 2.24% |
$8.1K - $9.65K
|
3.4K
$439K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-78- 1.31% |
$8.1K - $9.65K
|
5.9K
$763K
|
|
|
Aug 05, 2025
Q2 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-80- 0.33% |
$8.31K - $9.89K
|
23.9K
$3.09M
|
|
|
Jul 17, 2025
Q2 2025
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-82- 0.58% |
$8.52K - $10.1K
|
14K
$1.81M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-85- 4.55% |
$8.83K - $10.5K
|
1.79K
$231K
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-87- 3.3% |
$9.04K - $10.8K
|
2.55K
$330K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-88- 0.4% |
$9.14K - $10.9K
|
21.7K
$2.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-90- 0.84% |
$9.35K - $11.1K
|
10.7K
$1.38M
|
|
|
Jul 21, 2025
Q2 2025
|
Mechanics Financial Corp
|
SELL
|
- |
-90- 8.2% |
$9.35K - $11.1K
|
1.01K
$130K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-93- 0.76% |
$9.66K - $11.5K
|
12.1K
$1.57M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-96- 1.27% |
$9.97K - $11.9K
|
7.49K
$969K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-100- 13.42% |
$10.4K - $12.4K
|
645
$83.4K
|
|
|
Jul 28, 2025
Q2 2025
|
Essex LLC
|
SELL
|
- |
-102- 1.18% |
$10.6K - $12.6K
|
8.58K
$1.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-102- 1.8% |
$10.6K - $12.6K
|
5.56K
$719K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-103- 14.19% |
$10.7K - $12.7K
|
623
$80.6K
|
|
|
Aug 05, 2025
Q2 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-103- 17.82% |
$10.7K - $12.7K
|
475
$61.5K
|
|
|
Jul 29, 2025
Q2 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-113- 0.27% |
$11.7K - $14K
|
41.2K
$5.32M
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-114- 1.32% |
$11.8K - $14.1K
|
8.5K
$1.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-115- 0.41% |
$11.9K - $14.2K
|
28K
$3.62M
|
|
|
Aug 12, 2025
Q2 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
SELL
|
- |
-118- 5.17% |
$12.3K - $14.6K
|
2.16K
$280K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-119- 4.43% |
$12.4K - $14.7K
|
2.57K
$332K
|
|
|
Jul 31, 2025
Q2 2025
|
Allied Investment Advisors, LLC
|
SELL
|
- |
-125- 6.55% |
$13K - $15.5K
|
1.78K
$231K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-125- 1.17% |
$13K - $15.5K
|
10.6K
$1.37M
|
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-128- 1.79% |
$13.3K - $15.8K
|
7.01K
$907K
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-128- 0.11% |
$13.3K - $15.8K
|
114K
$14.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Washington Trust Bank
|
SELL
|
- |
-129- 3.76% |
$13.4K - $16K
|
3.3K
$427K
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-136- 24.95% |
$14.1K - $16.8K
|
409
$52.9K
|
|
|
Jul 30, 2025
Q2 2025
|
Sonata Capital Group Inc
|
SELL
|
- |
-140- 0.81% |
$14.5K - $17.3K
|
17.1K
$2.22M
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-142- 6.64% |
$14.8K - $17.6K
|
2K
$258K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-144- 0.97% |
$15K - $17.8K
|
14.6K
$1.89M
|
|
|
Aug 05, 2025
Q2 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-147- 1.39% |
$15.3K - $18.2K
|
10.4K
$1.35M
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-149- 1.63% |
$15.5K - $18.4K
|
8.98K
$1.16M
|
|
|
Jul 25, 2025
Q2 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-149- 75.25% |
$15.5K - $18.4K
|
49
$6.34K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-150- 4.22% |
$15.6K - $18.6K
|
3.4K
$440K
|