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 15, 2025
Q2 2025
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
25+ 1.4% |
$2.6K - $3.09K
|
1.81K
$224K
|
|
|
Aug 14, 2025
Q2 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
23+ 0.42% |
$2.39K - $2.84K
|
5.55K
$687K
|
|
|
Aug 11, 2025
Q2 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
22+ 0.11% |
$2.29K - $2.72K
|
20K
$2.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
21+ 0.89% |
$2.18K - $2.6K
|
2.39K
$295K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
18+ 0.15% |
$1.87K - $2.23K
|
12.1K
$1.49M
|
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
16+ 0.34% |
$1.66K - $1.98K
|
4.74K
$587K
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
15+ 0.41% |
$1.56K - $1.86K
|
3.7K
$458K
|
|
|
Aug 14, 2025
Q2 2025
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
15+ 78.95% |
$1.56K - $1.86K
|
34
$4.21K
|
|
|
Jul 10, 2025
Q2 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
12+ 0.21% |
$1.25K - $1.48K
|
5.69K
$705K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
12+ 0.45% |
$1.25K - $1.48K
|
2.7K
$334K
|
|
|
Jul 21, 2025
Q2 2025
|
Willner & Heller, LLC
|
BUY
|
- |
11+ 0.43% |
$1.14K - $1.36K
|
2.59K
$321K
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
10+ 0.42% |
$1.04K - $1.24K
|
2.41K
$298K
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
9+ 0.34% |
$935 - $1.11K
|
2.66K
$329K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
8+ 0.38% |
$831 - $989
|
2.11K
$261K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
8+ 0.11% |
$831 - $989
|
7.23K
$895K
|
|
|
Jul 16, 2025
Q2 2025
|
Holland Advisory Services, Inc.
|
BUY
|
- |
7+ 0.39% |
$727 - $866
|
1.81K
$224K
|
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
6+ 0.32% |
$623 - $742
|
1.89K
$234K
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
6+ 0.42% |
$623 - $742
|
1.42K
$176K
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
5+ 0.29% |
$519 - $618
|
1.76K
$217K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
5+ 0.11% |
$519 - $618
|
4.5K
$558K
|
|
|
Aug 14, 2025
Q2 2025
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
5+ 0.05% |
$519 - $618
|
10.8K
$1.34M
|
|
|
Jul 14, 2025
Q2 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
4+ 0.24% |
$416 - $495
|
1.68K
$208K
|
|
|
Jul 31, 2025
Q2 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
4+ 0.14% |
$416 - $495
|
2.87K
$356K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4+ 0.11% |
$416 - $495
|
3.71K
$460K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
4+ 0.38% |
$416 - $495
|
1.04K
$129K
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
3+ 0.17% |
$312 - $371
|
1.74K
$215K
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
3+ 0.16% |
$312 - $371
|
1.85K
$229K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
3+ 9.38% |
$312 - $371
|
35
$4.33K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3+ 0.16% |
$312 - $371
|
1.93K
$239K
|
|
|
Aug 08, 2025
Q2 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
2+ 0.96% |
$208 - $247
|
210
$26K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
2+ 0.1% |
$208 - $247
|
2.02K
$251K
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
BUY
|
- |
2+ 0.07% |
$208 - $247
|
2.69K
$334K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
2New |
$208 - $247
|
2
$248
|
|
|
Aug 12, 2025
Q2 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
2+ 0.06% |
$208 - $247
|
3.17K
$392K
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
2+ 0.4% |
$208 - $247
|
504
$62.4K
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1+ 0.05% |
$104 - $124
|
1.9K
$235K
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.85% |
$104 - $124
|
119
$14.7K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.02% |
$104 - $124
|
5.49K
$679K
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.05% |
$104 - $124
|
1.98K
$245K
|
|
|
Aug 13, 2025
Q2 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
1+ 0.01% |
$104 - $124
|
7.73K
$957K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1- 0.02% |
$104 - $124
|
5.67K
$701K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1- 0.04% |
$104 - $124
|
2.84K
$352K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-1- 0.05% |
$104 - $124
|
1.99K
$247K
|
|
|
Aug 01, 2025
Q2 2025
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-1- 0.06% |
$104 - $124
|
1.68K
$208K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1- 0.01% |
$104 - $124
|
11.6K
$1.44M
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-4- 0.17% |
$416 - $495
|
2.33K
$289K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-5- 16.67% |
$519 - $618
|
25
$3.1K
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-6- 4.41% |
$623 - $742
|
130
$16.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-6- 0.05% |
$623 - $742
|
12.8K
$1.59M
|