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 07, 2025
Q1 2025
|
Equitable Trust CO
|
BUY
|
- |
15+ 0.43% |
$1.76K - $1.97K
|
3.5K
$446K
|
|
|
Apr 25, 2025
Q1 2025
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
15+ 0.85% |
$1.76K - $1.97K
|
1.79K
$228K
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
14+ 14.89% |
$1.64K - $1.83K
|
108
$13.8K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
14+ 0.09% |
$1.64K - $1.83K
|
15.1K
$1.92M
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
13+ 0.37% |
$1.53K - $1.7K
|
3.52K
$448K
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
13+ 0.28% |
$1.53K - $1.7K
|
4.72K
$602K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
10+ 0.48% |
$1.17K - $1.31K
|
2.1K
$267K
|
|
|
May 05, 2025
Q1 2025
|
Willner & Heller, LLC
|
BUY
|
- |
10+ 0.39% |
$1.17K - $1.31K
|
2.58K
$329K
|
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
9+ 0.38% |
$1.06K - $1.18K
|
2.4K
$306K
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
8+ 0.36% |
$939 - $1.05K
|
2.24K
$285K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
7+ 0.16% |
$822 - $917
|
4.43K
$565K
|
|
|
Apr 11, 2025
Q1 2025
|
Holland Advisory Services, Inc.
|
BUY
|
- |
7+ 0.39% |
$822 - $917
|
1.8K
$230K
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
7+ 0.13% |
$822 - $917
|
5.54K
$706K
|
|
|
May 06, 2025
Q1 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
5+ 0.35% |
$587 - $655
|
1.42K
$181K
|
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
5+ 0.28% |
$587 - $655
|
1.76K
$225K
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
5+ 0.05% |
$587 - $655
|
10.8K
$1.38M
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
5+ 0.27% |
$587 - $655
|
1.89K
$240K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
5+ 0.77% |
$587 - $655
|
655
$83.5K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
4+ 0.39% |
$470 - $524
|
1.04K
$132K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
4+ 0.55% |
$470 - $524
|
726
$92.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
3+ 0.16% |
$352 - $393
|
1.85K
$236K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
2+ 0.08% |
$235 - $262
|
2.4K
$306K
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
2+ 0.4% |
$235 - $262
|
502
$64K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2+ 0.1% |
$235 - $262
|
1.93K
$246K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2+ 0.07% |
$235 - $262
|
2.68K
$342K
|
|
|
May 09, 2025
Q1 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
2+ 0.09% |
$235 - $262
|
2.28K
$291K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
2+ 0.07% |
$235 - $262
|
2.69K
$343K
|
|
|
Apr 25, 2025
Q1 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
1+ 0.01% |
$117 - $131
|
7.14K
$910K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
1+ 0.3% |
$117 - $131
|
337
$43K
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
1+ 0.0% |
$117 - $131
|
20K
$2.55M
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1+ 0.05% |
$117 - $131
|
2.07K
$264K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1+ 0.27% |
$117 - $131
|
373
$47.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.03% |
$117 - $131
|
3.58K
$456K
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1+ 0.03% |
$117 - $131
|
3.17K
$403K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
1+ 0.05% |
$117 - $131
|
2.14K
$273K
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1+ 0.03% |
$117 - $131
|
3.18K
$405K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 0.21% |
$117 - $131
|
469
$59.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1+ 0.55% |
$117 - $131
|
184
$23.5K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.13% |
$117 - $131
|
745
$95K
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
BUY
|
- |
1+ 0.05% |
$117 - $131
|
1.98K
$252K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.04% |
$117 - $131
|
2.84K
$362K
|
|
|
May 15, 2025
Q1 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
1+ 0.06% |
$117 - $131
|
1.74K
$221K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-2- 0.04% |
$235 - $262
|
4.91K
$626K
|
|
|
May 05, 2025
Q1 2025
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-3- 0.02% |
$352 - $393
|
16.7K
$2.12M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-3- 0.15% |
$352 - $393
|
2.02K
$258K
|
|
|
Apr 21, 2025
Q1 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-4- 0.13% |
$470 - $524
|
3.18K
$405K
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-7- 0.24% |
$822 - $917
|
2.89K
$368K
|
|
|
Apr 22, 2025
Q1 2025
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-8- 0.18% |
$939 - $1.05K
|
4.43K
$564K
|
|
|
Apr 28, 2025
Q1 2025
|
Davidson Trust CO
|
SELL
|
- |
-10- 0.2% |
$1.17K - $1.31K
|
5.03K
$641K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-10- 0.17% |
$1.17K - $1.31K
|
5.97K
$761K
|