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 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-159- 1.46% |
$16.5K - $19.7K
|
10.8K
$1.39M
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-160- 17.02% |
$16.6K - $19.8K
|
780
$101K
|
|
|
Aug 14, 2025
Q2 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-161- 2.88% |
$16.7K - $19.9K
|
5.43K
$703K
|
|
|
Jul 15, 2025
Q2 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-163- 2.45% |
$16.9K - $20.2K
|
6.49K
$840K
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-166- 5.01% |
$17.2K - $20.5K
|
3.15K
$408K
|
|
|
Aug 13, 2025
Q2 2025
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-166- 3.66% |
$17.2K - $20.5K
|
4.37K
$565K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-174- 1.03% |
$18.1K - $21.5K
|
16.7K
$2.16M
|
|
|
Jul 30, 2025
Q2 2025
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-177- 4.11% |
$18.4K - $21.9K
|
4.13K
$534K
|
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-180- 4.28% |
$18.7K - $22.3K
|
4.03K
$521K
|
|
|
Jul 29, 2025
Q2 2025
|
Rodgers & Associates, LTD
|
SELL
|
- |
-182- 1.32% |
$18.9K - $22.5K
|
13.6K
$1.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Acas, LLC
|
SELL
|
- |
-185- 1.77% |
$19.2K - $22.9K
|
10.3K
$1.33M
|
|
|
Jul 02, 2025
Q2 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-185- 4.47% |
$19.2K - $22.9K
|
3.95K
$511K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-193- 80.08% |
$20K - $23.9K
|
48
$6.21K
|
|
|
Aug 11, 2025
Q2 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
SELL
|
- |
-206- 2.97% |
$21.4K - $25.5K
|
6.74K
$872K
|
|
|
Aug 12, 2025
Q2 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-211- 3.16% |
$21.9K - $26.1K
|
6.47K
$837K
|
|
|
Aug 12, 2025
Q2 2025
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-212- 0.63% |
$22K - $26.2K
|
33.4K
$4.32M
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-220- 20.13% |
$22.9K - $27.2K
|
873
$113K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-224- 6.27% |
$23.3K - $27.7K
|
3.35K
$433K
|
|
|
Jul 29, 2025
Q2 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-226- 1.22% |
$23.5K - $28K
|
18.3K
$2.37M
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
SELL
|
- |
-239- 6.98% |
$24.8K - $29.6K
|
3.19K
$412K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-240- 2.58% |
$24.9K - $29.7K
|
9.07K
$1.17M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-244- 1.57% |
$25.3K - $30.2K
|
15.3K
$1.98M
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-248- 7.81% |
$25.8K - $30.7K
|
2.93K
$379K
|
|
|
Aug 13, 2025
Q2 2025
|
Stenger Family Office, LLC
Naperville, IL |
SELL
|
- |
-251- 1.88% |
$26.1K - $31K
|
13.1K
$1.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-255- 5.22% |
$26.5K - $31.5K
|
4.63K
$599K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-261- 0.77% |
$27.1K - $32.3K
|
33.5K
$4.34M
|
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-265- 5.96% |
$27.5K - $32.8K
|
4.18K
$541K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-266- 3.2% |
$27.6K - $32.9K
|
8.06K
$1.04M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-278- 6.14% |
$28.9K - $34.4K
|
4.25K
$550K
|
|
|
Jul 25, 2025
Q2 2025
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-279- 3.87% |
$29K - $34.5K
|
6.93K
$896K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-281- 11.05% |
$29.2K - $34.8K
|
2.26K
$293K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-283- 5.63% |
$29.4K - $35K
|
4.75K
$614K
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-299- 0.75% |
$31.1K - $37K
|
39.5K
$5.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-300- 11.44% |
$31.2K - $37.1K
|
2.32K
$301K
|
|
|
Aug 07, 2025
Q2 2025
|
Weil Company, Inc.
|
SELL
|
- |
-304- 12.46% |
$31.6K - $37.6K
|
2.14K
$276K
|
|
|
Jul 17, 2025
Q2 2025
|
Campion Asset Management
|
SELL
|
- |
-331- 1.18% |
$34.4K - $40.9K
|
27.6K
$3.58M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-337- 5.65% |
$35K - $41.7K
|
5.63K
$729K
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-360- 6.8% |
$37.4K - $44.5K
|
4.93K
$638K
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-361- 12.12% |
$37.5K - $44.6K
|
2.62K
$339K
|
|
|
Aug 01, 2025
Q2 2025
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-368- 5.45% |
$38.2K - $45.5K
|
6.39K
$826K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-369- 16.93% |
$38.3K - $45.6K
|
1.81K
$234K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-374- 7.97% |
$38.9K - $46.3K
|
4.32K
$558K
|
|
|
Aug 13, 2025
Q2 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-376- 1.26% |
$39.1K - $46.5K
|
29.5K
$3.81M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-382- 15.89% |
$39.7K - $47.2K
|
2.02K
$262K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-384- 0.96% |
$39.9K - $47.5K
|
39.8K
$5.15M
|
|
|
Aug 08, 2025
Q2 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-410- 15.67% |
$42.6K - $50.7K
|
2.21K
$286K
|
|
|
Aug 13, 2025
Q2 2025
|
Royal Fund Management, LLC
|
SELL
|
- |
-419- 13.76% |
$43.5K - $51.8K
|
2.63K
$340K
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
SELL
|
- |
-424- 9.24% |
$44K - $52.4K
|
4.17K
$539K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-434- 2.7% |
$45.1K - $53.7K
|
15.6K
$2.02M
|
|
|
Jul 28, 2025
Q2 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-434- 3.14% |
$45.1K - $53.7K
|
13.4K
$1.73M
|