Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
178K+ 12258.05% |
$18.5M - $22M
|
180K
$22.2M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
140K+ 3.37% |
$14.5M - $17.3M
|
4.28M
$530M
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
90.2K+ 12.15% |
$9.36M - $11.1M
|
832K
$103M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
44.7K+ 8.23% |
$4.64M - $5.53M
|
588K
$72.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
43.5K+ 127.79% |
$4.52M - $5.38M
|
77.5K
$9.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
42.6KNew |
$4.42M - $5.27M
|
42.6K
$5.27M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
38.5K+ 21.25% |
$4M - $4.76M
|
220K
$27.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
35.3K+ 5.97% |
$3.67M - $4.37M
|
626K
$77.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
35.1K+ 443.79% |
$3.64M - $4.34M
|
43K
$5.32M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
32.4K+ 3.51% |
$3.36M - $4.01M
|
955K
$118M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
31.5KNew |
$3.27M - $3.9M
|
31.5K
$3.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
29.2K+ 821.89% |
$3.04M - $3.62M
|
32.8K
$4.06M
|
|
|
Jul 24, 2025
Q2 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
27.3K+ 1536.99% |
$2.84M - $3.38M
|
29.1K
$3.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
26.4K+ 35.89% |
$2.74M - $3.26M
|
99.8K
$12.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
21.4K+ 3.19% |
$2.23M - $2.65M
|
694K
$85.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
21.2K+ 1979.83% |
$2.2M - $2.62M
|
22.3K
$2.76M
|
|
|
Jul 21, 2025
Q2 2025
|
Sageworth Trust CO
|
BUY
|
- |
19.9KNew |
$2.07M - $2.46M
|
19.9K
$2.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
19.7K+ 0.83% |
$2.04M - $2.43M
|
2.39M
$296M
|
|
|
Aug 07, 2025
Q2 2025
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
19.7KNew |
$2.04M - $2.43M
|
19.7K
$2.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
19.4K+ 943.57% |
$2.02M - $2.41M
|
21.5K
$2.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
19KNew |
$1.98M - $2.35M
|
19K
$2.35M
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
18.5K+ 34.29% |
$1.92M - $2.29M
|
72.4K
$8.97M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
18K+ 68.39% |
$1.87M - $2.23M
|
44.3K
$5.49M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
17.5K+ 6.89% |
$1.81M - $2.16M
|
271K
$33.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
15K+ 12.21% |
$1.56M - $1.86M
|
138K
$17.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
15KNew |
$1.55M - $1.85M
|
15K
$1.85M
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
BUY
|
- |
13.1K+ 39.38% |
$1.36M - $1.62M
|
46.3K
$5.73M
|
|
|
Aug 07, 2025
Q2 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
13K+ 2.22% |
$1.35M - $1.61M
|
599K
$74.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
12.9K+ 12385.58% |
$1.34M - $1.59M
|
13K
$1.61M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
11.9KNew |
$1.23M - $1.47M
|
11.9K
$1.47M
|
|
|
Aug 13, 2025
Q2 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
11.1K+ 2.42% |
$1.15M - $1.37M
|
470K
$58.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
9.71K+ 24.96% |
$1.01M - $1.2M
|
48.6K
$6.02M
|
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
9.48K+ 10.53% |
$985K - $1.17M
|
99.6K
$12.3M
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
9.15K+ 2698.23% |
$950K - $1.13M
|
9.49K
$1.17M
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
7.9KNew |
$821K - $977K
|
7.9K
$978K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
7.83K+ 98.79% |
$814K - $969K
|
15.8K
$1.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.83K+ 10.11% |
$813K - $969K
|
85.3K
$10.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
7.73K+ 4.61% |
$803K - $956K
|
175K
$21.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
7.48K+ 121.01% |
$777K - $925K
|
13.7K
$1.69M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
7.38K+ 34.37% |
$767K - $913K
|
28.9K
$3.57M
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
6.76K+ 1.52% |
$702K - $836K
|
452K
$55.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
6.7K+ 0.94% |
$696K - $829K
|
720K
$89.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
6.63K+ 4.75% |
$689K - $820K
|
146K
$18.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.13K+ 13.94% |
$636K - $758K
|
50.1K
$6.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
5.7K+ 62.93% |
$592K - $705K
|
14.8K
$1.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
5.19K+ 5.48% |
$539K - $642K
|
99.8K
$12.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
5.18K+ 270.55% |
$538K - $641K
|
7.1K
$879K
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.16K+ 13.42% |
$536K - $638K
|
43.6K
$5.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
4.92K+ 9.57% |
$511K - $608K
|
56.3K
$6.97M
|
|
|
Aug 12, 2025
Q2 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
4.76K+ 36.44% |
$495K - $589K
|
17.8K
$2.21M
|