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
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.55KNew |
$473K - $563K
|
4.55K
$564K
|
|
|
Aug 06, 2025
Q2 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
4.31KNew |
$448K - $533K
|
4.31K
$534K
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
4.09K+ 54.56% |
$425K - $506K
|
11.6K
$1.44M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
4.02KNew |
$417K - $497K
|
4.02K
$498K
|
|
|
Jul 31, 2025
Q2 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
3.92K+ 102.27% |
$407K - $484K
|
7.74K
$959K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.91K+ 23.89% |
$406K - $483K
|
20.3K
$2.51M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.87K+ 3.74% |
$402K - $479K
|
107K
$13.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
3.83KNew |
$398K - $474K
|
3.83K
$474K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.59K+ 5.97% |
$373K - $444K
|
63.7K
$7.89M
|
|
|
Aug 08, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
3.46K+ 3.63% |
$360K - $428K
|
98.8K
$12.2M
|
|
|
Aug 01, 2025
Q2 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
3.38KNew |
$351K - $418K
|
3.38K
$418K
|
|
|
Aug 14, 2025
Q2 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
3.22K+ 32.58% |
$335K - $399K
|
13.1K
$1.62M
|
|
|
Aug 04, 2025
Q2 2025
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
3.17KNew |
$330K - $393K
|
3.17K
$393K
|
|
|
Aug 06, 2025
Q2 2025
|
Sja Financial Advisory, LLC
|
BUY
|
- |
3.02K+ 7.02% |
$314K - $374K
|
46.1K
$5.71M
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
BUY
|
- |
2.92KNew |
$303K - $361K
|
2.92K
$361K
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
2.91K+ 15.47% |
$302K - $360K
|
21.7K
$2.69M
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
2.88KNew |
$299K - $356K
|
2.88K
$356K
|
|
|
Aug 08, 2025
Q2 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
2.85K+ 3.53% |
$296K - $352K
|
83.5K
$10.3M
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
BUY
|
- |
2.82K+ 5.95% |
$293K - $349K
|
50.2K
$6.22M
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
2.75KNew |
$286K - $340K
|
2.75K
$340K
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
2.66K+ 6.27% |
$276K - $329K
|
45.1K
$5.58M
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
2.65K+ 11.72% |
$276K - $328K
|
25.3K
$3.13M
|
|
|
Aug 13, 2025
Q2 2025
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
2.6K+ 6.59% |
$270K - $322K
|
42.1K
$5.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
2.51K+ 15.5% |
$260K - $310K
|
18.7K
$2.31M
|
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
2.48K+ 4.59% |
$258K - $307K
|
56.6K
$7M
|
|
|
Aug 07, 2025
Q2 2025
|
Vera Bank, N.A.
|
BUY
|
- |
2.42KNew |
$251K - $299K
|
2.42K
$299K
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.33K+ 3.37% |
$242K - $289K
|
71.5K
$8.86M
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
2.32KNew |
$241K - $287K
|
2.32K
$288K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.24K+ 66.48% |
$232K - $276K
|
5.6K
$693K
|
|
|
Aug 08, 2025
Q2 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
2.12KNew |
$221K - $263K
|
2.12K
$263K
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.12KNew |
$220K - $262K
|
2.12K
$262K
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Advisory Team LLC
Bellevue, KY |
BUY
|
- |
2.06KNew |
$214K - $254K
|
2.06K
$255K
|
|
|
Aug 12, 2025
Q2 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
2.02KNew |
$210K - $250K
|
2.02K
$250K
|
|
|
Aug 06, 2025
Q2 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
2.01K+ 4.9% |
$209K - $249K
|
43.2K
$5.34M
|
|
|
Aug 13, 2025
Q2 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
1.94KNew |
$202K - $240K
|
1.94K
$241K
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
BUY
|
- |
1.89KNew |
$197K - $234K
|
1.89K
$234K
|
|
|
Aug 04, 2025
Q2 2025
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
1.89KNew |
$196K - $233K
|
1.89K
$233K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.84K+ 109.98% |
$191K - $228K
|
3.52K
$435K
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.8K+ 8.2% |
$187K - $223K
|
23.7K
$2.94M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
1.78K+ 4.66% |
$184K - $220K
|
39.9K
$4.94M
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
1.77K+ 33.84% |
$184K - $219K
|
7K
$867K
|
|
|
Aug 14, 2025
Q2 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
1.72KNew |
$178K - $212K
|
1.72K
$212K
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
1.69K+ 15.22% |
$176K - $209K
|
12.8K
$1.58M
|
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
BUY
|
- |
1.65KNew |
$172K - $204K
|
1.65K
$205K
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
1.65KNew |
$172K - $204K
|
1.65K
$205K
|
|
|
Jul 15, 2025
Q2 2025
|
Moneywise, Inc.
|
BUY
|
- |
1.65KNew |
$171K - $204K
|
1.65K
$204K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.64K+ 6.37% |
$171K - $203K
|
27.5K
$3.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
1.64K+ 4.56% |
$171K - $203K
|
37.7K
$4.67M
|
|
|
Aug 05, 2025
Q2 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
1.64KNew |
$170K - $203K
|
1.64K
$203K
|
|
|
Jul 28, 2025
Q2 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.64KNew |
$170K - $202K
|
1.64K
$203K
|