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 13, 2025
Q2 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-1.88K- 50.87% |
$195K - $232K
|
1.81K
$224K
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-1.88K- 53.51% |
$195K - $233K
|
1.63K
$202K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-1.92K- 27.33% |
$199K - $237K
|
5.09K
$631K
|
|
|
Aug 06, 2025
Q2 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-1.92K- 1.68% |
$199K - $237K
|
112K
$13.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-1.95K- 52.29% |
$203K - $241K
|
1.78K
$221K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.97K- 12.49% |
$204K - $243K
|
13.8K
$1.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-2K- 50.0% |
$208K - $247K
|
2K
$248K
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-2.08K- 14.14% |
$216K - $257K
|
12.6K
$1.56M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-2.08K- 56.08% |
$216K - $258K
|
1.63K
$202K
|
|
|
Jul 02, 2025
Q2 2025
|
Inves Trust
Oklahoma City, OK |
SELL
|
- |
-2.1K- 3.4% |
$218K - $260K
|
59.6K
$7.38M
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-2.11K- 3.61% |
$219K - $261K
|
56.2K
$6.96M
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-2.13K- 30.43% |
$222K - $264K
|
4.88K
$604K
|
|
|
Aug 13, 2025
Q2 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.13K- 17.9% |
$222K - $264K
|
9.79K
$1.21M
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-2.18K- 12.18% |
$227K - $270K
|
15.7K
$1.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-2.22K- 7.75% |
$231K - $275K
|
26.4K
$3.27M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.25K- 18.39% |
$234K - $279K
|
9.99K
$1.24M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-2.26K- 0.7% |
$235K - $280K
|
321K
$39.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.41K- 15.98% |
$250K - $298K
|
12.7K
$1.57M
|
|
|
Jul 21, 2025
Q2 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-2.45K- 17.74% |
$255K - $303K
|
11.4K
$1.41M
|
|
|
Aug 07, 2025
Q2 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-2.47K- 27.22% |
$256K - $305K
|
6.59K
$816K
|
|
|
Aug 11, 2025
Q2 2025
|
Sierra Capital LLC
|
SELL
|
- |
-2.59K- 7.29% |
$269K - $320K
|
33K
$4.08M
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-2.78K- 1.29% |
$288K - $343K
|
212K
$26.3M
|
|
|
Jul 23, 2025
Q2 2025
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-2.84K- 6.6% |
$295K - $352K
|
40.2K
$4.98M
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.94K- 11.53% |
$305K - $364K
|
22.6K
$2.79M
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
SELL
|
- |
-2.97K- 1.56% |
$308K - $367K
|
188K
$23.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-3.04K- 51.14% |
$315K - $375K
|
2.9K
$359K
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-3.16K- 2.92% |
$329K - $391K
|
105K
$13M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-3.16K- 9.09% |
$329K - $391K
|
31.6K
$3.92M
|
|
|
Jul 23, 2025
Q2 2025
|
First Merchants Corp
|
SELL
|
- |
-3.36K- 2.83% |
$349K - $416K
|
115K
$14.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-3.74K- 16.77% |
$389K - $463K
|
18.6K
$2.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-3.77K- 1.42% |
$392K - $466K
|
261K
$32.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-3.83K- 36.16% |
$398K - $474K
|
6.77K
$838K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-3.91K- 5.08% |
$407K - $484K
|
73.1K
$9.06M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.92K- 3.32% |
$408K - $485K
|
114K
$14.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-3.98K- 17.6% |
$413K - $492K
|
18.6K
$2.31M
|
|
|
Aug 08, 2025
Q2 2025
|
Renasant Bank
|
SELL
|
- |
-4K- 34.22% |
$415K - $494K
|
7.68K
$951K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.06K- 18.57% |
$422K - $502K
|
17.8K
$2.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-4.12K- 22.9% |
$428K - $509K
|
13.9K
$1.72M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-4.21K- 1.78% |
$438K - $521K
|
233K
$28.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-4.25K- 30.32% |
$441K - $526K
|
9.77K
$1.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-4.33K- 20.8% |
$449K - $535K
|
16.5K
$2.04M
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-4.42K- 1.37% |
$459K - $547K
|
317K
$39.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-5.08K- 33.86% |
$527K - $628K
|
9.91K
$1.23M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.13K- 12.5% |
$532K - $634K
|
35.9K
$4.44M
|
|
|
Aug 06, 2025
Q2 2025
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-5.23K- 69.46% |
$544K - $647K
|
2.3K
$285K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.41K- 5.32% |
$562K - $669K
|
96.3K
$11.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-5.57K- 59.37% |
$579K - $689K
|
3.81K
$472K
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-5.71K- 13.07% |
$593K - $706K
|
37.9K
$4.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-5.73K- 75.59% |
$596K - $709K
|
1.85K
$229K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-5.94K- 27.46% |
$617K - $735K
|
15.7K
$1.94M
|