Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.59K- 1.2% |
$304K - $340K
|
214K
$26.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-2.69K- 3.68% |
$316K - $352K
|
70.5K
$8.72M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-2.72K- 3.78% |
$319K - $356K
|
69.2K
$8.57M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.73K- 2.5% |
$320K - $357K
|
107K
$13.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.73K- 18.23% |
$320K - $358K
|
12.2K
$1.52M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-2.75K- 29.77% |
$322K - $360K
|
6.48K
$802K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2.8K- 2.27% |
$328K - $366K
|
120K
$14.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-2.82K- 69.82% |
$330K - $369K
|
1.22K
$151K
|
|
|
Apr 23, 2025
Q1 2025
|
Bank Of Stockton
|
SELL
|
- |
-2.94K- 24.1% |
$345K - $385K
|
9.25K
$1.15M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.05K- 62.02% |
$359K - $400K
|
1.87K
$232K
|
|
|
May 12, 2025
Q1 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
SELL
|
- |
-3.3K- 59.39% |
$387K - $432K
|
2.25K
$279K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-3.59K- 82.73% |
$422K - $471K
|
750
$92.9K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-3.62K- 4.49% |
$425K - $475K
|
77.1K
$9.54M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-3.72K- 4.47% |
$437K - $488K
|
79.5K
$9.84M
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-3.89K- 3.47% |
$457K - $510K
|
108K
$13.4M
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-3.93K- 10.18% |
$462K - $515K
|
34.7K
$4.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-3.96K- 20.89% |
$465K - $518K
|
15K
$1.86M
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-4.02K- 6.44% |
$471K - $526K
|
58.3K
$7.22M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.17K- 5.41% |
$490K - $547K
|
72.9K
$9.03M
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-4.19K- 4.3% |
$491K - $548K
|
93K
$11.5M
|
|
|
May 14, 2025
Q1 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-4.25KClosed |
$499K - $557K
|
0
$0
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-4.26K- 5.64% |
$500K - $558K
|
71.2K
$8.82M
|
|
|
May 16, 2025
Q1 2025
|
American Trust
Lexington, KY |
SELL
|
- |
-4.29K- 32.64% |
$504K - $563K
|
8.86K
$1.1M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
SELL
|
- |
-4.33K- 9.8% |
$509K - $568K
|
39.9K
$4.94M
|
|
|
Aug 13, 2025
Q1 2025
|
Stone X Group Inc.
|
SELL
|
- |
-4.34K- 9.81% |
$509K - $568K
|
39.9K
$4.94M
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-4.39K- 7.68% |
$515K - $575K
|
52.7K
$6.53M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-4.46K- 3.64% |
$523K - $584K
|
118K
$14.6M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-4.56K- 68.22% |
$536K - $598K
|
2.13K
$263K
|
|
|
May 15, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-4.81K- 68.64% |
$564K - $630K
|
2.2K
$272K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.86K- 39.04% |
$570K - $637K
|
7.59K
$939K
|
|
|
May 14, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-5.01K- 1.19% |
$588K - $656K
|
414K
$51.3M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.23K- 4.89% |
$614K - $685K
|
102K
$12.6M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-5.76K- 26.05% |
$676K - $755K
|
16.4K
$2.02M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-5.86K- 13.34% |
$688K - $768K
|
38.1K
$4.72M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-5.96K- 14.99% |
$700K - $781K
|
33.8K
$4.18M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-6.82K- 1.14% |
$800K - $893K
|
591K
$73.2M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-6.91K- 6.76% |
$811K - $906K
|
95.4K
$11.8M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.95K- 2.04% |
$816K - $911K
|
334K
$41.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-7.27K- 6.56% |
$853K - $952K
|
104K
$12.8M
|
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-7.34K- 63.52% |
$861K - $961K
|
4.22K
$522K
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-7.38K- 49.29% |
$866K - $966K
|
7.59K
$939K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-7.41K- 3.73% |
$869K - $970K
|
191K
$23.6M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7.62K- 3.14% |
$895K - $999K
|
235K
$29.1M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-8.64K- 73.07% |
$1.01M - $1.13M
|
3.18K
$394K
|
|
|
May 13, 2025
Q1 2025
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-8.79K- 6.88% |
$1.03M - $1.15M
|
119K
$14.7M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-9.15K- 74.89% |
$1.07M - $1.2M
|
3.07K
$380K
|
|
|
Apr 30, 2025
Q1 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-9.94K- 6.11% |
$1.17M - $1.3M
|
153K
$18.9M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-10.2K- 36.87% |
$1.2M - $1.33M
|
17.4K
$2.16M
|
|
|
May 13, 2025
Q1 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-11.1K- 74.83% |
$1.3M - $1.45M
|
3.73K
$462K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-15.2K- 30.34% |
$1.78M - $1.99M
|
34.8K
$4.31M
|