Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2025
Q3 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
251KNew |
$30.8M - $33.3M
|
251K
$32.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
210K+ 4526.59% |
$25.8M - $27.9M
|
215K
$27.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
80.2K+ 4.25% |
$9.83M - $10.6M
|
1.97M
$255M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
53.3K+ 5.58% |
$6.53M - $7.06M
|
1.01M
$130M
|
|
|
Oct 22, 2025
Q3 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
43.4KNew |
$5.32M - $5.76M
|
43.4K
$5.62M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
34.7K+ 15.8% |
$4.25M - $4.6M
|
254K
$32.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
31.7KNew |
$3.88M - $4.2M
|
31.7K
$4.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Ramiah Investment Group
Brookfield, WI |
BUY
|
- |
26.8KNew |
$3.28M - $3.55M
|
26.8K
$3.47M
|
|
|
Nov 03, 2025
Q3 2025
|
Berman Mc Aleer LLC
Timonium, MD |
BUY
|
- |
13KNew |
$1.6M - $1.73M
|
13K
$1.68M
|
|
|
Nov 05, 2025
Q3 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
12.9K+ 29.96% |
$1.58M - $1.71M
|
56.1K
$7.26M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
6.23K+ 2.8% |
$764K - $826K
|
229K
$29.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
5.85K+ 45.72% |
$717K - $775K
|
18.6K
$2.41M
|
|
|
Nov 04, 2025
Q3 2025
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
5.35KNew |
$655K - $709K
|
5.35K
$691K
|
|
|
Oct 28, 2025
Q3 2025
|
Sol Capital Management CO
|
BUY
|
- |
4.67K+ 10.1% |
$573K - $619K
|
51K
$6.59M
|
|
|
Nov 04, 2025
Q3 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
4.63K+ 4.68% |
$567K - $613K
|
103K
$13.4M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
4.43KNew |
$542K - $587K
|
4.43K
$573K
|
|
|
Oct 20, 2025
Q3 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
3.93K+ 9.16% |
$482K - $522K
|
46.9K
$6.07M
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
3.81K+ 32.88% |
$467K - $505K
|
15.4K
$1.99M
|
|
|
Oct 30, 2025
Q3 2025
|
Anchor Capital Advisors LLC
|
BUY
|
- |
3.75K+ 210.5% |
$460K - $497K
|
5.53K
$715K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.7KNew |
$453K - $490K
|
3.7K
$478K
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
3.62K+ 160.11% |
$444K - $480K
|
5.88K
$761K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.25K+ 175.54% |
$398K - $431K
|
5.1K
$660K
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
3.21KNew |
$394K - $426K
|
3.21K
$415K
|
|
|
Oct 10, 2025
Q3 2025
|
Clarity Financial LLC
|
BUY
|
- |
3.08KNew |
$377K - $408K
|
3.08K
$398K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3.04K+ 159.87% |
$372K - $402K
|
4.94K
$638K
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.97KNew |
$364K - $394K
|
2.97K
$384K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.93K+ 0.35% |
$359K - $389K
|
835K
$108M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.49K+ 6.12% |
$306K - $331K
|
43.3K
$5.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
BUY
|
- |
2.46K+ 16.41% |
$301K - $325K
|
17.4K
$2.25M
|
|
|
Nov 04, 2025
Q3 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
2.37K+ 27.94% |
$290K - $314K
|
10.8K
$1.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.23K+ 5.12% |
$274K - $296K
|
45.8K
$5.93M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.87KNew |
$229K - $248K
|
1.87K
$242K
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
BUY
|
- |
1.84K+ 0.77% |
$225K - $244K
|
241K
$31.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.8KNew |
$221K - $239K
|
1.8K
$233K
|
|
|
Oct 21, 2025
Q3 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
1.73K+ 24.66% |
$212K - $229K
|
8.73K
$1.13M
|
|
|
Oct 16, 2025
Q3 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
1.69K+ 2.99% |
$207K - $224K
|
58.3K
$7.54M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
1.67K+ 33.18% |
$205K - $222K
|
6.72K
$869K
|
|
|
Nov 04, 2025
Q3 2025
|
Elm Partners Management LLC
|
BUY
|
- |
1.64KNew |
$200K - $217K
|
1.64K
$212K
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.63KNew |
$200K - $216K
|
1.63K
$211K
|
|
|
Oct 10, 2025
Q3 2025
|
Hixon Zuercher, LLC
|
BUY
|
- |
1.6KNew |
$196K - $212K
|
1.6K
$207K
|
|
|
Oct 22, 2025
Q3 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
1.46K+ 3.52% |
$179K - $193K
|
42.9K
$5.55M
|
|
|
Oct 23, 2025
Q3 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
1.44K+ 0.99% |
$177K - $191K
|
148K
$19.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.43K+ 2.19% |
$175K - $190K
|
66.9K
$8.65M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.4K+ 11.86% |
$172K - $186K
|
13.2K
$1.71M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
1.34K+ 3.56% |
$164K - $178K
|
39K
$5.05M
|
|
|
Oct 03, 2025
Q3 2025
|
First Citizens Financial Corp
|
BUY
|
- |
1.08K+ 2.15% |
$132K - $143K
|
51.3K
$6.63M
|
|
|
Oct 17, 2025
Q3 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
1.06K+ 6.83% |
$130K - $140K
|
16.6K
$2.14M
|
|
|
Oct 31, 2025
Q3 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
1.01K+ 29.76% |
$123K - $133K
|
4.39K
$567K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
958+ 19.6% |
$117K - $127K
|
5.85K
$756K
|
|
|
Oct 17, 2025
Q3 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
903+ 8.4% |
$111K - $120K
|
11.7K
$1.51M
|