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 15, 2025
Q3 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
776New |
$95.1K - $103K
|
776
$100K
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
644+ 1.77% |
$78.9K - $85.4K
|
37K
$4.79M
|
|
|
Oct 21, 2025
Q3 2025
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
590+ 25.28% |
$72.3K - $78.2K
|
2.92K
$378K
|
|
|
Oct 20, 2025
Q3 2025
|
Davidson Trust CO
|
BUY
|
- |
583+ 9.23% |
$71.5K - $77.3K
|
6.9K
$893K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
580+ 0.73% |
$71.1K - $76.9K
|
79.6K
$10.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
567New |
$69.5K - $75.2K
|
567
$73.4K
|
|
|
Oct 28, 2025
Q3 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
502+ 1.03% |
$61.5K - $66.6K
|
49.1K
$6.35M
|
|
|
Oct 20, 2025
Q3 2025
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
482+ 1.55% |
$59.1K - $63.9K
|
31.6K
$4.09M
|
|
|
Oct 21, 2025
Q3 2025
|
Hudson Capital Management LLC
|
BUY
|
- |
457+ 1.04% |
$56K - $60.6K
|
44.3K
$5.73M
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
401New |
$49.2K - $53.2K
|
401
$51.9K
|
|
|
Nov 05, 2025
Q3 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
375+ 2.05% |
$46K - $49.7K
|
18.7K
$2.42M
|
|
|
Oct 27, 2025
Q3 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
349+ 2.96% |
$42.8K - $46.3K
|
12.1K
$1.57M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
305+ 12.68% |
$37.4K - $40.4K
|
2.71K
$351K
|
|
|
Oct 21, 2025
Q3 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
288+ 2.91% |
$35.3K - $38.2K
|
10.2K
$1.32M
|
|
|
Oct 23, 2025
Q3 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
282+ 0.69% |
$34.6K - $37.4K
|
41.4K
$5.36M
|
|
|
Oct 22, 2025
Q3 2025
|
Absher Wealth Management, LLC
|
BUY
|
- |
280New |
$34.3K - $37.1K
|
280
$36.2K
|
|
|
Oct 15, 2025
Q3 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
255+ 6.56% |
$31.3K - $33.8K
|
4.14K
$536K
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
253+ 3.02% |
$31K - $33.5K
|
8.63K
$1.12M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
238+ 11.77% |
$29.2K - $31.6K
|
2.26K
$292K
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
230+ 1.98% |
$28.2K - $30.5K
|
11.9K
$1.54M
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
226+ 6.5% |
$27.7K - $30K
|
3.7K
$479K
|
|
|
Nov 05, 2025
Q3 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
208+ 1.53% |
$25.5K - $27.6K
|
13.8K
$1.78M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
194+ 776.0% |
$23.8K - $25.7K
|
219
$28.3K
|
|
|
Oct 06, 2025
Q3 2025
|
Grove Bank & Trust
|
BUY
|
- |
162+ 20.48% |
$19.9K - $21.5K
|
953
$123K
|
|
|
Nov 03, 2025
Q3 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
159+ 2.14% |
$19.5K - $21.1K
|
7.6K
$984K
|
|
|
Oct 31, 2025
Q3 2025
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
151+ 5.62% |
$18.5K - $20K
|
2.84K
$367K
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
140+ 5.13% |
$17.2K - $18.6K
|
2.87K
$371K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
134+ 58.52% |
$16.4K - $17.8K
|
363
$47K
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
131+ 6.19% |
$16.1K - $17.4K
|
2.25K
$291K
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
121+ 281.4% |
$14.8K - $16K
|
164
$21.2K
|
|
|
Oct 24, 2025
Q3 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
109+ 5.68% |
$13.4K - $14.5K
|
2.03K
$262K
|
|
|
Oct 22, 2025
Q3 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
106+ 2.99% |
$13K - $14.1K
|
3.65K
$473K
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
106New |
$13K - $14.1K
|
106
$13.7K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
106+ 1.47% |
$13K - $14.1K
|
7.34K
$949K
|
|
|
Oct 27, 2025
Q3 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
90+ 3.38% |
$11K - $11.9K
|
2.75K
$356K
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
90+ 1.79% |
$11K - $11.9K
|
5.13K
$664K
|
|
|
Oct 29, 2025
Q3 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
89+ 2.12% |
$10.9K - $11.8K
|
4.29K
$556K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
78+ 2.22% |
$9.56K - $10.3K
|
3.59K
$465K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
75+ 3.29% |
$9.19K - $9.94K
|
2.35K
$305K
|
|
|
Nov 05, 2025
Q3 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
72+ 0.42% |
$8.83K - $9.55K
|
17.2K
$2.23M
|
|
|
Oct 27, 2025
Q3 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
70+ 3.72% |
$8.58K - $9.28K
|
1.95K
$252K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
66+ 1.18% |
$8.09K - $8.75K
|
5.66K
$733K
|
|
|
Oct 07, 2025
Q3 2025
|
Montecito Bank & Trust
|
BUY
|
- |
60+ 1.35% |
$7.35K - $7.95K
|
4.52K
$585K
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
57+ 0.65% |
$6.99K - $7.56K
|
8.82K
$1.14M
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
53+ 1.32% |
$6.5K - $7.03K
|
4.07K
$527K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
47New |
$5.76K - $6.23K
|
47
$6.08K
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
44+ 13.02% |
$5.39K - $5.83K
|
382
$49.4K
|
|
|
Nov 05, 2025
Q3 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
36+ 0.44% |
$4.41K - $4.77K
|
8.3K
$1.07M
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
30+ 2.34% |
$3.68K - $3.98K
|
1.31K
$170K
|
|
|
Oct 17, 2025
Q3 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
28+ 0.15% |
$3.43K - $3.71K
|
18.3K
$2.37M
|