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
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
1.62KNew |
$168K - $200K
|
1.62K
$201K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.56K+ 12.45% |
$162K - $192K
|
14.1K
$1.74M
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
BUY
|
- |
1.49K+ 0.63% |
$155K - $184K
|
239K
$29.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
1.49K+ 70.05% |
$155K - $184K
|
3.62K
$448K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.44K+ 75.34% |
$149K - $178K
|
3.34K
$414K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.35K+ 12.89% |
$140K - $167K
|
11.8K
$1.46M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.33K+ 39.39% |
$138K - $164K
|
4.7K
$581K
|
|
|
Jul 28, 2025
Q2 2025
|
Davidson Trust CO
|
BUY
|
- |
1.29K+ 25.54% |
$133K - $159K
|
6.32K
$782K
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
1.26KNew |
$130K - $155K
|
1.26K
$156K
|
|
|
Jul 30, 2025
Q2 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
1.24K+ 55.13% |
$129K - $154K
|
3.5K
$433K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.09K+ 2.85% |
$113K - $134K
|
39.2K
$4.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.08K+ 7.87% |
$112K - $134K
|
14.8K
$1.84M
|
|
|
Jul 28, 2025
Q2 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
1.07K+ 6.18% |
$111K - $132K
|
18.3K
$2.27M
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
1.06KNew |
$110K - $131K
|
1.06K
$131K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1K+ 17.05% |
$104K - $124K
|
6.87K
$850K
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
998+ 34.57% |
$104K - $123K
|
3.89K
$481K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
993+ 10.91% |
$103K - $123K
|
10.1K
$1.25M
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
972+ 6.58% |
$101K - $120K
|
15.8K
$1.95M
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
971+ 3.13% |
$101K - $120K
|
32K
$3.96M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
968+ 0.45% |
$101K - $120K
|
215K
$26.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
BUY
|
- |
931+ 23.71% |
$96.7K - $115K
|
4.86K
$601K
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
900New |
$93.5K - $111K
|
900
$111K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
893+ 2.12% |
$92.8K - $110K
|
43K
$5.32M
|
|
|
Jul 29, 2025
Q2 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
866+ 1.49% |
$90K - $107K
|
59.1K
$7.32M
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
777+ 18.22% |
$80.7K - $96.1K
|
5.04K
$624K
|
|
|
Aug 14, 2025
Q2 2025
|
Fc Advisory LLC
|
BUY
|
- |
767+ 17.06% |
$79.7K - $94.9K
|
5.26K
$652K
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
762+ 16.31% |
$79.2K - $94.2K
|
5.43K
$673K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
747+ 62.62% |
$77.6K - $92.4K
|
1.94K
$240K
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
724+ 43.04% |
$75.2K - $89.5K
|
2.41K
$298K
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
642+ 24.88% |
$66.7K - $79.4K
|
3.22K
$399K
|
|
|
Jul 21, 2025
Q2 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
640+ 22.02% |
$66.5K - $79.2K
|
3.55K
$439K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
615+ 17.81% |
$63.9K - $76.1K
|
4.07K
$504K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
605+ 7.64% |
$62.8K - $74.8K
|
8.52K
$1.05M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
593+ 17.01% |
$61.6K - $73.3K
|
4.08K
$505K
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
538New |
$55.9K - $66.5K
|
538
$66.6K
|
|
|
Jul 29, 2025
Q2 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
495+ 2.97% |
$51.4K - $61.2K
|
17.2K
$2.12M
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
494+ 4.36% |
$51.3K - $61.1K
|
11.8K
$1.47M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
494New |
$51.3K - $61.1K
|
494
$61.2K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
479+ 7.39% |
$49.8K - $59.2K
|
6.96K
$861K
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
456+ 10.3% |
$47.4K - $56.4K
|
4.88K
$605K
|
|
|
Jul 24, 2025
Q2 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
451+ 4.38% |
$46.8K - $55.8K
|
10.8K
$1.33M
|
|
|
Jul 25, 2025
Q2 2025
|
Spc Financial, Inc.
|
BUY
|
- |
448+ 0.27% |
$46.5K - $55.4K
|
165K
$20.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
445+ 10.64% |
$46.2K - $55K
|
4.63K
$573K
|
|
|
Aug 12, 2025
Q2 2025
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
430+ 12.35% |
$44.7K - $53.2K
|
3.91K
$484K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
426New |
$44.3K - $52.7K
|
426
$52.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
402+ 3.13% |
$41.8K - $49.7K
|
13.2K
$1.64M
|
|
|
Aug 07, 2025
Q2 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
385+ 2.08% |
$40K - $47.6K
|
18.9K
$2.34M
|
|
|
Jul 16, 2025
Q2 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
380+ 1.42% |
$39.5K - $47K
|
27.1K
$3.36M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
366+ 3.11% |
$38K - $45.3K
|
12.1K
$1.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
360+ 1.04% |
$37.4K - $44.5K
|
34.8K
$4.31M
|