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 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-6.09K- 5.58% |
$633K - $753K
|
103K
$12.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-6.52K- 1.91% |
$678K - $807K
|
335K
$41.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Anb Bank
Denver, CO |
SELL
|
- |
-6.83K- 19.82% |
$710K - $845K
|
27.6K
$3.42M
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-7.19K- 5.97% |
$747K - $889K
|
113K
$14M
|
|
|
Aug 05, 2025
Q2 2025
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-7.29K- 30.63% |
$758K - $902K
|
16.5K
$2.04M
|
|
|
Aug 11, 2025
Q2 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-7.35K- 55.88% |
$764K - $909K
|
5.81K
$719K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-7.75K- 60.03% |
$805K - $959K
|
5.16K
$639K
|
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-7.95K- 6.63% |
$826K - $983K
|
112K
$13.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-8K- 50.63% |
$831K - $989K
|
7.8K
$966K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-8.01K- 45.43% |
$832K - $991K
|
9.62K
$1.19M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-8.07K- 18.17% |
$838K - $998K
|
36.4K
$4.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-8.38K- 3.62% |
$870K - $1.04M
|
223K
$27.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
SELL
|
- |
-8.55K- 22.78% |
$888K - $1.06M
|
29K
$3.59M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-8.88K- 72.74% |
$923K - $1.1M
|
3.33K
$412K
|
|
|
Aug 12, 2025
Q2 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-9.41K- 15.49% |
$978K - $1.16M
|
51.3K
$6.36M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-10.2K- 4.32% |
$1.06M - $1.26M
|
225K
$27.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-10.7K- 10.26% |
$1.11M - $1.32M
|
93.3K
$11.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-11.9K- 60.86% |
$1.23M - $1.47M
|
7.63K
$945K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-12.2K- 78.95% |
$1.26M - $1.5M
|
3.25K
$402K
|
|
|
Aug 14, 2025
Q2 2025
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-12.9K- 99.19% |
$1.34M - $1.59M
|
105
$13K
|
|
|
Aug 11, 2025
Q2 2025
|
Factorial Partners, LLC
|
SELL
|
- |
-13.8K- 42.2% |
$1.43M - $1.71M
|
18.9K
$2.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-14.3K- 89.38% |
$1.49M - $1.77M
|
1.7K
$211K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-14.9K- 44.0% |
$1.55M - $1.85M
|
19K
$2.36M
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-15.1K- 86.67% |
$1.57M - $1.87M
|
2.33K
$288K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-15.8K- 91.18% |
$1.64M - $1.96M
|
1.53K
$190K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-16.8K- 2.06% |
$1.75M - $2.08M
|
801K
$99.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-22.3K- 25.38% |
$2.31M - $2.75M
|
65.5K
$8.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-24.6K- 0.66% |
$2.55M - $3.04M
|
3.7M
$458M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-25.5K- 7.64% |
$2.65M - $3.15M
|
308K
$38.2M
|
|
|
Aug 15, 2025
Q2 2025
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-26.8K- 22.56% |
$2.78M - $3.32M
|
92K
$11.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-27.8K- 3.17% |
$2.88M - $3.43M
|
849K
$105M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-27.8K- 93.3% |
$2.88M - $3.43M
|
2K
$247K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-34.8K- 73.11% |
$3.61M - $4.3M
|
12.8K
$1.58M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-36.4K- 21.3% |
$3.78M - $4.5M
|
135K
$16.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Jmac Enterprises LLC
|
SELL
|
- |
-39.1K- 63.44% |
$4.06M - $4.84M
|
22.5K
$2.79M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-39.2K- 20.51% |
$4.07M - $4.84M
|
152K
$18.8M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-40.1K- 9.15% |
$4.17M - $4.96M
|
398K
$49.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-46.3K- 78.28% |
$4.81M - $5.72M
|
12.8K
$1.59M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-48.6K- 2.32% |
$5.05M - $6.02M
|
2.04M
$253M
|
|
|
Aug 04, 2025
Q2 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
SELL
|
- |
-53.6K- 94.68% |
$5.56M - $6.62M
|
3.01K
$373K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-72.8K- 71.59% |
$7.56M - $9.01M
|
28.9K
$3.58M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-84.2K- 51.04% |
$8.74M - $10.4M
|
80.7K
$9.99M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-88.7K- 9.62% |
$9.21M - $11M
|
833K
$103M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-90.6K- 4.58% |
$9.41M - $11.2M
|
1.89M
$234M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-116K- 8.2% |
$12.1M - $14.4M
|
1.3M
$161M
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-134K- 87.83% |
$13.9M - $16.6M
|
18.6K
$2.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-139K- 23.52% |
$14.5M - $17.2M
|
453K
$56.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-218K- 97.91% |
$22.6M - $26.9M
|
4.65K
$575K
|