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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
318+ 6.73% |
$33K - $39.3K
|
5.04K
$624K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
306+ 2.45% |
$31.8K - $37.8K
|
12.8K
$1.58M
|
|
|
Jul 28, 2025
Q2 2025
|
Hudson Capital Management LLC
|
BUY
|
- |
304+ 0.7% |
$31.6K - $37.6K
|
43.8K
$5.42M
|
|
|
Jul 30, 2025
Q2 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
290+ 1.71% |
$30.1K - $35.9K
|
17.3K
$2.14M
|
|
|
Jul 10, 2025
Q2 2025
|
Ryan Investment Management, Inc.
Basalt, CO |
BUY
|
- |
252New |
$26.2K - $31.2K
|
252
$31.2K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
241+ 1.48% |
$25K - $29.8K
|
16.5K
$2.04M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
232+ 13.46% |
$24.1K - $28.7K
|
1.96K
$242K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
217New |
$22.5K - $26.8K
|
217
$26.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
213+ 2.95% |
$22.1K - $26.3K
|
7.45K
$922K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
196+ 4.42% |
$20.4K - $24.2K
|
4.63K
$573K
|
|
|
Jul 23, 2025
Q2 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
195+ 11.28% |
$20.3K - $24.1K
|
1.92K
$238K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
190+ 16.75% |
$19.7K - $23.5K
|
1.32K
$164K
|
|
|
Jul 21, 2025
Q2 2025
|
Old Second National Bank Of Aurora
|
BUY
|
- |
172+ 6.35% |
$17.9K - $21.3K
|
2.88K
$357K
|
|
|
Aug 14, 2025
Q2 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
167New |
$17.3K - $20.7K
|
167
$20.7K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
166+ 5.02% |
$17.2K - $20.5K
|
3.47K
$430K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
165+ 36.03% |
$17.1K - $20.4K
|
623
$77.1K
|
|
|
Jul 23, 2025
Q2 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
155+ 8.79% |
$16.1K - $19.2K
|
1.92K
$238K
|
|
|
Jul 29, 2025
Q2 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
148+ 5.93% |
$15.4K - $18.3K
|
2.64K
$327K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
134New |
$13.9K - $16.6K
|
134
$16.6K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
133+ 6.2% |
$13.8K - $16.4K
|
2.28K
$282K
|
|
|
Aug 11, 2025
Q2 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
132+ 6.88% |
$13.7K - $16.3K
|
2.05K
$254K
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
130New |
$13.5K - $16.1K
|
130
$16.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
127+ 1.69% |
$13.2K - $15.7K
|
7.65K
$947K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
126+ 1.93% |
$13.1K - $15.6K
|
6.64K
$823K
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
126+ 6.85% |
$13.1K - $15.6K
|
1.97K
$243K
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
125+ 8.99% |
$13K - $15.5K
|
1.52K
$188K
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
102New |
$10.6K - $12.6K
|
102
$12.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
102New |
$10.6K - $12.6K
|
102
$12.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
100New |
$10.4K - $12.4K
|
100
$12.4K
|
|
|
Aug 06, 2025
Q2 2025
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
94+ 3.62% |
$9.76K - $11.6K
|
2.69K
$333K
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
90New |
$9.35K - $11.1K
|
90
$11.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
86+ 0.99% |
$8.93K - $10.6K
|
8.77K
$1.09M
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
86+ 44.79% |
$8.93K - $10.6K
|
278
$34.4K
|
|
|
Jul 15, 2025
Q2 2025
|
Kwmg, LLC
|
BUY
|
- |
82+ 2.86% |
$8.52K - $10.1K
|
2.95K
$366K
|
|
|
Aug 05, 2025
Q2 2025
|
Ellevest, Inc.
|
BUY
|
- |
75+ 3.8% |
$7.79K - $9.28K
|
2.05K
$254K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
75New |
$7.79K - $9.28K
|
75
$9.29K
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
64+ 5.26% |
$6.65K - $7.92K
|
1.28K
$159K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
51+ 0.64% |
$5.3K - $6.31K
|
7.96K
$986K
|
|
|
Aug 14, 2025
Q2 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
40New |
$4.16K - $4.95K
|
40
$4.95K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
37New |
$3.84K - $4.58K
|
37
$4.58K
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
36+ 0.41% |
$3.74K - $4.45K
|
8.76K
$1.08M
|
|
|
Aug 11, 2025
Q2 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
35+ 0.43% |
$3.64K - $4.33K
|
8.27K
$1.02M
|
|
|
Jul 22, 2025
Q2 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
32New |
$3.32K - $3.96K
|
32
$3.96K
|
|
|
Aug 14, 2025
Q2 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
31+ 0.18% |
$3.22K - $3.83K
|
17.7K
$2.19M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
31+ 1.92% |
$3.22K - $3.83K
|
1.64K
$204K
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
29+ 1.55% |
$3.01K - $3.59K
|
1.9K
$236K
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
28+ 0.09% |
$2.91K - $3.46K
|
30.5K
$3.78M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
27New |
$2.8K - $3.34K
|
27
$3.34K
|
|
|
Jul 24, 2025
Q2 2025
|
Rice Partnership, LLC
|
BUY
|
- |
26+ 7.39% |
$2.7K - $3.22K
|
378
$46.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
26+ 0.35% |
$2.7K - $3.22K
|
7.52K
$931K
|