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 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-15.3K- 20.56% |
$1.8M - $2M
|
59.1K
$7.32M
|
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-17K- 12.41% |
$1.99M - $2.23M
|
120K
$14.8M
|
|
|
May 09, 2025
Q1 2025
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-17.5K- 69.91% |
$2.06M - $2.29M
|
7.54K
$933K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-18K- 2.61% |
$2.11M - $2.36M
|
672K
$83.2M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-20.5K- 5.66% |
$2.4M - $2.68M
|
341K
$42.2M
|
|
|
May 15, 2025
Q1 2025
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-23.6K- 92.96% |
$2.77M - $3.09M
|
1.79K
$221K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-23.8K- 15.23% |
$2.79M - $3.12M
|
132K
$16.4M
|
|
|
May 06, 2025
Q1 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-25.1K- 93.38% |
$2.95M - $3.29M
|
1.78K
$220K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-27.7K- 7.74% |
$3.25M - $3.63M
|
330K
$40.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-32K- 11.91% |
$3.76M - $4.2M
|
237K
$29.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-40.1K- 99.16% |
$4.71M - $5.26M
|
338
$41.8K
|
|
|
May 13, 2025
Q1 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-44.6K- 7.0% |
$5.23M - $5.84M
|
592K
$73.3M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-47.2K- 31.7% |
$5.54M - $6.18M
|
102K
$12.6M
|
|
|
Apr 09, 2025
Q1 2025
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-52.4K- 54.89% |
$6.15M - $6.86M
|
43.1K
$5.33M
|
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-60.5K- 91.73% |
$7.1M - $7.92M
|
5.45K
$675K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-62K- 2.88% |
$7.28M - $8.12M
|
2.09M
$259M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-66.4K- 6.72% |
$7.8M - $8.7M
|
921K
$114M
|
|
|
Apr 22, 2025
Q1 2025
|
Jmac Enterprises LLC
|
SELL
|
- |
-80K- 56.47% |
$9.39M - $10.5M
|
61.6K
$7.63M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-167K- 96.08% |
$19.6M - $21.8M
|
6.8K
$842K
|
|
|
May 12, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-417K- 99.12% |
$49M - $54.6M
|
3.69K
$456K
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-529K- 97.33% |
$62.1M - $69.3M
|
14.5K
$1.79M
|