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 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-105- 2.31% |
$12.3K - $13.8K
|
4.44K
$566K
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-107- 2.39% |
$12.6K - $14K
|
4.36K
$556K
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-109- 24.33% |
$12.8K - $14.3K
|
339
$43.2K
|
|
|
May 13, 2025
Q1 2025
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-112- 85.5% |
$13.1K - $14.7K
|
19
$2.42K
|
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
SELL
|
- |
-120- 0.45% |
$14.1K - $15.7K
|
26.6K
$3.39M
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
SELL
|
- |
-125- 0.38% |
$14.7K - $16.4K
|
33.2K
$4.23M
|
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-125- 2.63% |
$14.7K - $16.4K
|
4.62K
$589K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-144- 1.3% |
$16.9K - $18.9K
|
10.9K
$1.39M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
SELL
|
- |
-145- 1.64% |
$17K - $19K
|
8.68K
$1.11M
|
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-150- 8.21% |
$17.6K - $19.7K
|
1.68K
$214K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-151- 2.63% |
$17.7K - $19.8K
|
5.59K
$713K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-151- 1.78% |
$17.7K - $19.8K
|
8.32K
$1.06M
|
|
|
May 14, 2025
Q1 2025
|
Integras Partners LLC
Alpharetta, GA |
SELL
|
- |
-151- 3.09% |
$17.7K - $19.8K
|
4.74K
$604K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-154- 0.7% |
$18.1K - $20.2K
|
21.8K
$2.77M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-172- 6.61% |
$20.2K - $22.5K
|
2.43K
$310K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-172- 0.55% |
$20.2K - $22.5K
|
31.4K
$4M
|
|
|
May 13, 2025
Q1 2025
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-175- 3.91% |
$20.5K - $22.9K
|
4.31K
$549K
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-178- 1.88% |
$20.9K - $23.3K
|
9.31K
$1.19M
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-187- 2.6% |
$22K - $24.5K
|
7.01K
$893K
|
|
|
Apr 08, 2025
Q1 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-190- 3.24% |
$22.3K - $24.9K
|
5.68K
$724K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-191- 5.1% |
$22.4K - $25K
|
3.55K
$453K
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-194- 6.99% |
$22.8K - $25.4K
|
2.58K
$329K
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-197- 9.0% |
$23.1K - $25.8K
|
1.99K
$254K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-199- 33.17% |
$23.4K - $26.1K
|
401
$51.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-200- 15.47% |
$23.5K - $26.2K
|
1.09K
$139K
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-200- 10.13% |
$23.5K - $26.2K
|
1.78K
$226K
|
|
|
Apr 29, 2025
Q1 2025
|
Sonata Capital Group Inc
|
SELL
|
- |
-200- 1.14% |
$23.5K - $26.2K
|
17.3K
$2.2M
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-200- 9.07% |
$23.5K - $26.2K
|
2K
$255K
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-203- 24.97% |
$23.8K - $26.6K
|
610
$77.7K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-204- 2.75% |
$23.9K - $26.7K
|
7.22K
$921K
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-205- 3.21% |
$24.1K - $26.9K
|
6.19K
$789K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-206- 9.75% |
$24.2K - $27K
|
1.91K
$243K
|
|
|
Apr 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-210- 0.61% |
$24.7K - $27.5K
|
34.5K
$4.4M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-211- 0.79% |
$24.8K - $27.6K
|
26.4K
$3.36M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-212- 0.48% |
$24.9K - $27.8K
|
43.9K
$5.6M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-218- 5.9% |
$25.6K - $28.6K
|
3.48K
$443K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-219- 4.79% |
$25.7K - $28.7K
|
4.35K
$555K
|
|
|
May 12, 2025
Q1 2025
|
Campion Asset Management
|
SELL
|
- |
-228- 0.81% |
$26.8K - $29.9K
|
28K
$3.56M
|
|
|
May 12, 2025
Q1 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-229- 2.88% |
$26.9K - $30K
|
7.73K
$985K
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-256- 1.41% |
$30.1K - $33.5K
|
17.9K
$2.28M
|
|
|
May 15, 2025
Q1 2025
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-257- 4.97% |
$30.2K - $33.7K
|
4.91K
$626K
|
|
|
Apr 23, 2025
Q1 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-260- 1.85% |
$30.5K - $34.1K
|
13.8K
$1.76M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-260- 6.58% |
$30.5K - $34.1K
|
3.69K
$470K
|
|
|
Apr 21, 2025
Q1 2025
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-265- 8.35% |
$31.1K - $34.7K
|
2.91K
$370K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-267- 2.4% |
$31.3K - $35K
|
10.8K
$1.38M
|
|
|
Apr 11, 2025
Q1 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-267- 3.86% |
$31.3K - $35K
|
6.66K
$848K
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-282- 2.35% |
$33.1K - $36.9K
|
11.7K
$1.49M
|
|
|
May 05, 2025
Q1 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-293- 2.45% |
$34.4K - $38.4K
|
11.7K
$1.48M
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-296- 1.73% |
$34.8K - $38.8K
|
16.8K
$2.14M
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-300- 77.92% |
$35.2K - $39.3K
|
85
$10.8K
|