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 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-442- 3.59% |
$45.9K - $54.7K
|
11.9K
$1.54M
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-449- 19.39% |
$46.6K - $55.5K
|
1.87K
$242K
|
|
|
Jul 03, 2025
Q2 2025
|
First Hawaiian Bank
|
SELL
|
- |
-455- 1.62% |
$47.3K - $56.3K
|
27.6K
$3.56M
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-460- 1.26% |
$47.8K - $56.9K
|
36K
$4.65M
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-465- 0.58% |
$48.3K - $57.5K
|
79.1K
$10.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-469- 19.56% |
$48.7K - $58K
|
1.93K
$250K
|
|
|
Jul 15, 2025
Q2 2025
|
Ims Capital Management
|
SELL
|
- |
-500- 23.3% |
$51.9K - $61.8K
|
1.65K
$213K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-501- 23.94% |
$52K - $62K
|
1.59K
$206K
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-502- 0.47% |
$52.1K - $62.1K
|
106K
$13.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
SELL
|
- |
-514- 39.39% |
$53.4K - $63.6K
|
791
$102K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-529- 9.76% |
$55K - $65.4K
|
4.89K
$632K
|
|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-531- 8.03% |
$55.2K - $65.7K
|
6.08K
$787K
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-532- 1.7% |
$55.3K - $65.8K
|
30.9K
$3.99M
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-550- 7.43% |
$57.1K - $68K
|
6.86K
$887K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-558- 9.68% |
$58K - $69K
|
5.21K
$674K
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-567- 6.34% |
$58.9K - $70.1K
|
8.38K
$1.08M
|
|
|
Jul 28, 2025
Q2 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-576- 3.58% |
$59.8K - $71.2K
|
15.5K
$2.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-621- 17.27% |
$64.5K - $76.8K
|
2.97K
$385K
|
|
|
Jul 23, 2025
Q2 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-625- 70.78% |
$64.9K - $77.3K
|
258
$33.4K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-643- 3.16% |
$66.8K - $79.5K
|
19.7K
$2.55M
|
|
|
Jul 30, 2025
Q2 2025
|
Members Trust CO
|
SELL
|
- |
-648- 2.44% |
$67.3K - $80.1K
|
25.9K
$3.36M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-652- 26.82% |
$67.7K - $80.6K
|
1.78K
$230K
|
|
|
Jul 29, 2025
Q2 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-671- 0.55% |
$69.7K - $83K
|
121K
$15.6M
|
|
|
Aug 08, 2025
Q2 2025
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-672- 1.86% |
$69.8K - $83.1K
|
35.5K
$4.59M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-695- 7.21% |
$72.2K - $86K
|
8.94K
$1.16M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-715- 16.42% |
$74.3K - $88.4K
|
3.64K
$471K
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-717- 34.89% |
$74.5K - $88.7K
|
1.34K
$173K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-730- 6.84% |
$75.8K - $90.3K
|
9.94K
$1.29M
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-760- 12.02% |
$78.9K - $94K
|
5.56K
$720K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-781- 1.85% |
$81.1K - $96.6K
|
41.5K
$5.36M
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-800- 94.34% |
$83.1K - $98.9K
|
48
$6.21K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-800- 24.52% |
$83.1K - $98.9K
|
2.46K
$319K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-806- 16.68% |
$83.7K - $99.7K
|
4.03K
$521K
|
|
|
Jul 14, 2025
Q2 2025
|
Bank Of Stockton
|
SELL
|
- |
-834- 9.02% |
$86.6K - $103K
|
8.42K
$1.09M
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-848- 26.63% |
$88.1K - $105K
|
2.34K
$302K
|
|
|
Aug 13, 2025
Q2 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-856- 33.29% |
$88.9K - $106K
|
1.72K
$222K
|
|
|
Jul 28, 2025
Q2 2025
|
Equitable Trust CO
|
SELL
|
- |
-869- 24.82% |
$90.3K - $107K
|
2.63K
$341K
|
|
|
Aug 08, 2025
Q2 2025
|
Family Firm, Inc.
|
SELL
|
- |
-900- 4.58% |
$93.5K - $111K
|
18.7K
$2.42M
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
SELL
|
- |
-950- 14.89% |
$98.7K - $117K
|
5.43K
$703K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.02K- 9.4% |
$106K - $126K
|
9.83K
$1.27M
|
|
|
Aug 13, 2025
Q2 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-1.06K- 38.03% |
$110K - $131K
|
1.73K
$223K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.09K- 2.07% |
$113K - $135K
|
51.7K
$6.68M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-1.12K- 1.58% |
$116K - $138K
|
69.4K
$8.97M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-1.14K- 1.16% |
$118K - $140K
|
96.8K
$12.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.25K- 4.12% |
$130K - $154K
|
29K
$3.76M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.26K- 32.44% |
$131K - $156K
|
2.62K
$339K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.26K- 7.49% |
$131K - $156K
|
15.6K
$2.01M
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.33K- 5.05% |
$138K - $165K
|
25K
$3.24M
|
|
|
Aug 04, 2025
Q2 2025
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-1.36K- 4.19% |
$141K - $168K
|
31.1K
$4.03M
|
|
|
Jul 29, 2025
Q2 2025
|
Alexis Investment Partners, LLC
Montgomery, TX |
SELL
|
- |
-1.37K- 21.16% |
$142K - $169K
|
5.09K
$659K
|