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 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-1.67K- 4.39% |
$204K - $221K
|
36.3K
$4.69M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.76K- 13.75% |
$216K - $233K
|
11K
$1.43M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.81K- 47.75% |
$222K - $240K
|
1.98K
$257K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-2.02K- 1.92% |
$247K - $267K
|
103K
$13.4M
|
|
|
Oct 29, 2025
Q3 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-2.05K- 6.14% |
$251K - $271K
|
31.3K
$4.05M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-2.33K- 8.11% |
$285K - $309K
|
26.4K
$3.41M
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
SELL
|
- |
-2.85K- 41.53% |
$349K - $377K
|
4.01K
$519K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-3.03K- 19.21% |
$371K - $401K
|
12.7K
$1.65M
|
|
|
Oct 17, 2025
Q3 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-3.18K- 5.65% |
$389K - $421K
|
53K
$6.86M
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-3.38K- 3.69% |
$414K - $448K
|
88.3K
$11.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.42K- 3.18% |
$419K - $453K
|
104K
$13.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-4.03K- 1.73% |
$494K - $534K
|
229K
$29.6M
|
|
|
Oct 28, 2025
Q3 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-4.28K- 55.39% |
$525K - $567K
|
3.45K
$446K
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
SELL
|
- |
-4.3K- 2.29% |
$527K - $570K
|
183K
$23.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-7.76K- 6.93% |
$951K - $1.03M
|
104K
$13.5M
|
|
|
Oct 22, 2025
Q3 2025
|
First Merchants Corp
|
SELL
|
- |
-9.27K- 8.05% |
$1.14M - $1.23M
|
106K
$13.7M
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-11.6K- 3.63% |
$1.43M - $1.54M
|
309K
$40M
|
|
|
Oct 14, 2025
Q3 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-28.9K- 88.08% |
$3.54M - $3.83M
|
3.91K
$506K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-45.9K- 14.88% |
$5.62M - $6.08M
|
262K
$34M
|
|
|
Oct 16, 2025
Q3 2025
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-131K- 94.73% |
$16M - $17.3M
|
7.28K
$941K
|