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 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
27+ 0.32% |
$3.31K - $3.58K
|
8.53K
$1.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
24+ 0.76% |
$2.94K - $3.18K
|
3.2K
$414K
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
23+ 1.18% |
$2.82K - $3.05K
|
1.98K
$256K
|
|
|
Oct 10, 2025
Q3 2025
|
Thomasville National Bank
|
BUY
|
- |
23+ 0.42% |
$2.82K - $3.05K
|
5.45K
$706K
|
|
|
Oct 07, 2025
Q3 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
20+ 0.89% |
$2.45K - $2.65K
|
2.26K
$292K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
18+ 0.15% |
$2.21K - $2.39K
|
12.1K
$1.56M
|
|
|
Oct 10, 2025
Q3 2025
|
Fc Advisory LLC
|
BUY
|
- |
16+ 0.3% |
$1.96K - $2.12K
|
5.28K
$683K
|
|
|
Oct 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
15+ 0.41% |
$1.84K - $1.99K
|
3.72K
$481K
|
|
|
Oct 15, 2025
Q3 2025
|
Busey Wealth Management
|
BUY
|
- |
15+ 0.59% |
$1.84K - $1.99K
|
2.56K
$332K
|
|
|
Oct 27, 2025
Q3 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
11+ 0.46% |
$1.35K - $1.46K
|
2.42K
$313K
|
|
|
Oct 16, 2025
Q3 2025
|
Willner & Heller, LLC
|
BUY
|
- |
11+ 0.42% |
$1.35K - $1.46K
|
2.6K
$337K
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
10New |
$1.23K - $1.33K
|
10
$1.29K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9+ 0.08% |
$1.1K - $1.19K
|
10.7K
$1.38M
|
|
|
Oct 17, 2025
Q3 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
9+ 0.34% |
$1.1K - $1.19K
|
2.67K
$345K
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
7+ 0.15% |
$858 - $928
|
4.63K
$600K
|
|
|
Oct 21, 2025
Q3 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
7+ 0.43% |
$858 - $928
|
1.64K
$212K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
7New |
$858 - $928
|
7
$906
|
|
|
Oct 23, 2025
Q3 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
6+ 0.35% |
$735 - $795
|
1.72K
$223K
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
BUY
|
- |
5+ 0.48% |
$613 - $663
|
1.05K
$136K
|
|
|
Oct 23, 2025
Q3 2025
|
Moneywise, Inc.
|
BUY
|
- |
5+ 0.3% |
$613 - $663
|
1.65K
$214K
|
|
|
Oct 21, 2025
Q3 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
5+ 0.3% |
$613 - $663
|
1.69K
$218K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
4+ 0.62% |
$490 - $530
|
649
$84K
|
|
|
Nov 05, 2025
Q3 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
3+ 0.13% |
$368 - $398
|
2.33K
$301K
|
|
|
Oct 14, 2025
Q3 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
3+ 0.16% |
$368 - $398
|
1.86K
$240K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 0.03% |
$245 - $265
|
6.65K
$860K
|
|
|
Oct 06, 2025
Q3 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
1+ 0.75% |
$123 - $133
|
135
$17.5K
|
|
|
Nov 05, 2025
Q3 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
1+ 0.46% |
$123 - $133
|
218
$28.2K
|
|
|
Nov 05, 2025
Q3 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1+ 0.03% |
$123 - $133
|
3.17K
$410K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 0.25% |
$123 - $133
|
409
$52.9K
|
|
|
Oct 28, 2025
Q3 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-1- 0.06% |
$123 - $133
|
1.69K
$218K
|
|
|
Oct 09, 2025
Q3 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-1- 0.03% |
$123 - $133
|
3.43K
$444K
|
|
|
Oct 20, 2025
Q3 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
SELL
|
- |
-2- 0.09% |
$245 - $265
|
2.16K
$280K
|
|
|
Oct 06, 2025
Q3 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-4- 0.14% |
$490 - $530
|
2.87K
$371K
|
|
|
Oct 23, 2025
Q3 2025
|
Essex LLC
|
SELL
|
- |
-4- 0.05% |
$490 - $530
|
8.57K
$1.11M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-5- 0.8% |
$613 - $663
|
618
$80K
|
|
|
Nov 03, 2025
Q3 2025
|
Saxon Interests, Inc.
|
SELL
|
- |
-6- 0.12% |
$735 - $795
|
5.19K
$671K
|
|
|
Oct 02, 2025
Q3 2025
|
Inves Trust
Oklahoma City, OK |
SELL
|
- |
-7- 0.01% |
$858 - $928
|
59.6K
$7.71M
|
|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
SELL
|
- |
-11- 1.59% |
$1.35K - $1.46K
|
679
$87.8K
|
|
|
Nov 03, 2025
Q3 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-11- 0.51% |
$1.35K - $1.46K
|
2.14K
$277K
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-12- 0.13% |
$1.47K - $1.59K
|
9.06K
$1.17M
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-13- 0.03% |
$1.59K - $1.72K
|
44K
$5.69M
|
|
|
Oct 14, 2025
Q3 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-16- 0.98% |
$1.96K - $2.12K
|
1.62K
$210K
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-18- 0.4% |
$2.21K - $2.39K
|
4.48K
$579K
|
|
|
Nov 04, 2025
Q3 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
SELL
|
- |
-18- 0.49% |
$2.21K - $2.39K
|
3.66K
$473K
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-19- 38.78% |
$2.33K - $2.52K
|
30
$3.88K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-22- 1.21% |
$2.7K - $2.92K
|
1.79K
$231K
|
|
|
Oct 21, 2025
Q3 2025
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-27- 1.49% |
$3.31K - $3.58K
|
1.79K
$231K
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-30- 1.1% |
$3.68K - $3.98K
|
2.7K
$349K
|
|
|
Oct 15, 2025
Q3 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-32- 0.62% |
$3.92K - $4.24K
|
5.15K
$666K
|
|
|
Oct 09, 2025
Q3 2025
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-40- 0.65% |
$4.9K - $5.3K
|
6.08K
$787K
|