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 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-43- 0.35% |
$5.27K - $5.7K
|
12.1K
$1.57M
|
|
|
Oct 23, 2025
Q3 2025
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-45- 0.22% |
$5.52K - $5.97K
|
20K
$2.59M
|
|
|
Oct 23, 2025
Q3 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-51- 0.79% |
$6.25K - $6.76K
|
6.44K
$834K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-55- 0.19% |
$6.74K - $7.29K
|
28.8K
$3.73M
|
|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
SELL
|
- |
-58- 12.61% |
$7.11K - $7.69K
|
402
$52K
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-59- 2.99% |
$7.23K - $7.82K
|
1.92K
$248K
|
|
|
Oct 29, 2025
Q3 2025
|
Stenger Family Office, LLC
Naperville, IL |
SELL
|
- |
-61- 0.46% |
$7.48K - $8.09K
|
13.1K
$1.69M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
SELL
|
- |
-62- 0.48% |
$7.6K - $8.22K
|
12.9K
$1.67M
|
|
|
Oct 22, 2025
Q3 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-63- 0.16% |
$7.72K - $8.35K
|
39.4K
$5.1M
|
|
|
Oct 22, 2025
Q3 2025
|
B&L Asset Management LLC
Boston, MA |
SELL
|
- |
-64- 3.4% |
$7.84K - $8.48K
|
1.82K
$236K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-65- 2.14% |
$7.97K - $8.62K
|
2.98K
$385K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
SELL
|
- |
-68- 1.96% |
$8.33K - $9.01K
|
3.4K
$440K
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-74- 0.61% |
$9.07K - $9.81K
|
12K
$1.56M
|
|
|
Nov 03, 2025
Q3 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-80- 3.64% |
$9.81K - $10.6K
|
2.12K
$274K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-85- 1.14% |
$10.4K - $11.3K
|
7.35K
$950K
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-90- 4.75% |
$11K - $11.9K
|
1.8K
$233K
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-98- 4.52% |
$12K - $13K
|
2.07K
$268K
|
|
|
Oct 08, 2025
Q3 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-122- 5.83% |
$15K - $16.2K
|
1.97K
$255K
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-127- 1.07% |
$15.6K - $16.8K
|
11.7K
$1.52M
|
|
|
Nov 03, 2025
Q3 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-128- 5.75% |
$15.7K - $17K
|
2.1K
$271K
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Wealth Management LLC
|
SELL
|
- |
-133- 5.03% |
$16.3K - $17.6K
|
2.51K
$325K
|
|
|
Oct 28, 2025
Q3 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-135- 3.73% |
$16.5K - $17.9K
|
3.48K
$450K
|
|
|
Nov 04, 2025
Q3 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-137- 1.18% |
$16.8K - $18.2K
|
11.4K
$1.48M
|
|
|
Nov 03, 2025
Q3 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-138- 0.35% |
$16.9K - $18.3K
|
39.3K
$5.09M
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-138- 0.12% |
$16.9K - $18.3K
|
113K
$14.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-142- 1.04% |
$17.4K - $18.8K
|
13.5K
$1.75M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-147- 1.05% |
$18K - $19.5K
|
13.9K
$1.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-153- 8.99% |
$18.8K - $20.3K
|
1.55K
$200K
|
|
|
Oct 30, 2025
Q3 2025
|
Jmac Enterprises LLC
|
SELL
|
- |
-156- 0.69% |
$19.1K - $20.7K
|
22.4K
$2.89M
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-160- 1.51% |
$19.6K - $21.2K
|
10.4K
$1.35M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-161- 3.39% |
$19.7K - $21.3K
|
4.59K
$593K
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-180- 2.3% |
$22.1K - $23.9K
|
7.65K
$989K
|
|
|
Oct 14, 2025
Q3 2025
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-184- 10.18% |
$22.6K - $24.4K
|
1.62K
$210K
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
SELL
|
- |
-189- 4.54% |
$23.2K - $25.1K
|
3.98K
$514K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-190- 14.35% |
$23.3K - $25.2K
|
1.13K
$147K
|
|
|
Nov 03, 2025
Q3 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-195- 4.11% |
$23.9K - $25.9K
|
4.55K
$589K
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-199- 2.1% |
$24.4K - $26.4K
|
9.29K
$1.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-200- 3.65% |
$24.5K - $26.5K
|
5.28K
$683K
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-200- 2.51% |
$24.5K - $26.5K
|
7.77K
$1M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-204- 13.32% |
$25K - $27K
|
1.33K
$172K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-214- 1.54% |
$26.2K - $28.4K
|
13.7K
$1.77M
|
|
|
Nov 03, 2025
Q3 2025
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-217- 1.18% |
$26.6K - $28.8K
|
18.1K
$2.34M
|
|
|
Oct 07, 2025
Q3 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-229- 5.8% |
$28.1K - $30.4K
|
3.72K
$481K
|
|
|
Oct 28, 2025
Q3 2025
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-231- 4.73% |
$28.3K - $30.6K
|
4.65K
$602K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-249- 1.34% |
$30.5K - $33K
|
18.3K
$2.37M
|
|
|
Oct 28, 2025
Q3 2025
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-258- 6.79% |
$31.6K - $34.2K
|
3.54K
$458K
|
|
|
Oct 24, 2025
Q3 2025
|
Washington Trust Bank
|
SELL
|
- |
-262- 7.93% |
$32.1K - $34.7K
|
3.04K
$394K
|
|
|
Oct 15, 2025
Q3 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-269- 4.73% |
$33K - $35.7K
|
5.42K
$701K
|
|
|
Oct 14, 2025
Q3 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-279- 0.8% |
$34.2K - $37K
|
34.6K
$4.47M
|
|
|
Oct 03, 2025
Q3 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-280- 4.2% |
$34.3K - $37.1K
|
6.38K
$826K
|