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 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-321- 6.51% |
$39.3K - $42.6K
|
4.61K
$597K
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-333- 3.8% |
$40.8K - $44.1K
|
8.44K
$1.09M
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-347- 0.67% |
$42.5K - $46K
|
51.3K
$6.64M
|
|
|
Oct 21, 2025
Q3 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-362- 4.17% |
$44.4K - $48K
|
8.31K
$1.08M
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-374- 5.33% |
$45.8K - $49.6K
|
6.64K
$859K
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-380- 2.41% |
$46.6K - $50.4K
|
15.4K
$1.99M
|
|
|
Oct 09, 2025
Q3 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-394- 1.69% |
$48.3K - $52.2K
|
22.9K
$2.97M
|
|
|
Oct 28, 2025
Q3 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-403- 1.44% |
$49.4K - $53.4K
|
27.6K
$3.57M
|
|
|
Oct 16, 2025
Q3 2025
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-414- 5.98% |
$50.7K - $54.9K
|
6.51K
$843K
|
|
|
Nov 05, 2025
Q3 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-448- 0.27% |
$54.9K - $59.4K
|
165K
$21.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-451- 1.46% |
$55.3K - $59.8K
|
30.4K
$3.93M
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-472- 13.87% |
$57.9K - $62.6K
|
2.93K
$379K
|
|
|
Nov 05, 2025
Q3 2025
|
Renasant Bank
|
SELL
|
- |
-489- 6.37% |
$59.9K - $64.8K
|
7.19K
$930K
|
|
|
Oct 29, 2025
Q3 2025
|
Bank Of Stockton
|
SELL
|
- |
-501- 5.95% |
$61.4K - $66.4K
|
7.91K
$1.02M
|
|
|
Nov 04, 2025
Q3 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-534- 3.99% |
$65.5K - $70.8K
|
12.9K
$1.66M
|
|
|
Oct 30, 2025
Q3 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-558- 3.0% |
$68.4K - $74K
|
18K
$2.33M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-573- 1.88% |
$70.2K - $76K
|
29.9K
$3.87M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-603- 22.98% |
$73.9K - $79.9K
|
2.02K
$261K
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-603- 8.78% |
$73.9K - $79.9K
|
6.26K
$810K
|
|
|
Oct 28, 2025
Q3 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-604- 10.86% |
$74K - $80.1K
|
4.96K
$642K
|
|
|
Nov 04, 2025
Q3 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-633- 14.57% |
$77.6K - $83.9K
|
3.71K
$480K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-651- 9.36% |
$79.8K - $86.3K
|
6.31K
$816K
|
|
|
Oct 27, 2025
Q3 2025
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-662- 4.01% |
$81.1K - $87.8K
|
15.9K
$2.05M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-676- 12.48% |
$82.9K - $89.6K
|
4.74K
$613K
|
|
|
Oct 24, 2025
Q3 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-686- 2.71% |
$84.1K - $90.9K
|
24.6K
$3.19M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-696- 18.87% |
$85.3K - $92.3K
|
2.99K
$387K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-707- 19.78% |
$86.7K - $93.7K
|
2.87K
$371K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-717- 4.57% |
$87.9K - $95.1K
|
15K
$1.94M
|
|
|
Oct 07, 2025
Q3 2025
|
Country Club Bank
|
SELL
|
- |
-750- 19.71% |
$91.9K - $99.4K
|
3.06K
$395K
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-808- 21.2% |
$99K - $107K
|
3K
$389K
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-829- 2.31% |
$102K - $110K
|
35.1K
$4.54M
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-854- 14.04% |
$105K - $113K
|
5.23K
$676K
|
|
|
Oct 02, 2025
Q3 2025
|
First Hawaiian Bank
|
SELL
|
- |
-877- 3.18% |
$107K - $116K
|
26.7K
$3.45M
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-877- 6.37% |
$107K - $116K
|
12.9K
$1.67M
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-920- 3.17% |
$113K - $122K
|
28.1K
$3.64M
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-920- 12.28% |
$113K - $122K
|
6.57K
$850K
|
|
|
Nov 03, 2025
Q3 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-939- 7.09% |
$115K - $124K
|
12.3K
$1.59M
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.1K- 33.08% |
$135K - $146K
|
2.23K
$288K
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.1K- 1.04% |
$135K - $146K
|
105K
$13.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-1.15K- 35.75% |
$141K - $153K
|
2.07K
$268K
|
|
|
Oct 22, 2025
Q3 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.2K- 12.28% |
$147K - $159K
|
8.57K
$1.11M
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-1.35K- 6.23% |
$165K - $179K
|
20.3K
$2.63M
|
|
|
Oct 10, 2025
Q3 2025
|
Fortitude Financial, LLC
Spokane, WA |
SELL
|
- |
-1.38K- 2.98% |
$169K - $183K
|
44.9K
$5.81M
|
|
|
Nov 05, 2025
Q3 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-1.4K- 5.28% |
$171K - $185K
|
25K
$3.24M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.42K- 47.81% |
$174K - $188K
|
1.55K
$201K
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.44K- 9.26% |
$177K - $191K
|
14.1K
$1.83M
|
|
|
Oct 21, 2025
Q3 2025
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-1.5K- 3.72% |
$183K - $198K
|
38.7K
$5.01M
|
|
|
Oct 22, 2025
Q3 2025
|
Anb Bank
Denver, CO |
SELL
|
- |
-1.5K- 5.42% |
$184K - $199K
|
26.1K
$3.38M
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.64K- 3.2% |
$201K - $218K
|
49.7K
$6.43M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.65K- 20.73% |
$202K - $219K
|
6.31K
$817K
|