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 13, 2025
Q2 2025
|
Independent Family Office, LLC
|
SELL
|
- |
-10- 0.43% |
$1.04K - $1.24K
|
2.34K
$290K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-10- 0.13% |
$1.04K - $1.24K
|
7.67K
$950K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-10- 0.11% |
$1.04K - $1.24K
|
9.47K
$1.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-10- 0.4% |
$1.04K - $1.24K
|
2.48K
$307K
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-12- 0.44% |
$1.25K - $1.48K
|
2.73K
$338K
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-12- 0.8% |
$1.25K - $1.48K
|
1.48K
$184K
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-13- 0.24% |
$1.35K - $1.61K
|
5.42K
$671K
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-14- 0.31% |
$1.45K - $1.73K
|
4.5K
$557K
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-15- 0.45% |
$1.56K - $1.86K
|
3.31K
$410K
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-16- 0.6% |
$1.66K - $1.98K
|
2.66K
$330K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-17- 0.16% |
$1.77K - $2.1K
|
10.7K
$1.32M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-17- 5.15% |
$1.77K - $2.1K
|
313
$38.8K
|
|
|
Jul 21, 2025
Q2 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-20- 0.83% |
$2.08K - $2.47K
|
2.39K
$295K
|
|
|
Aug 14, 2025
Q2 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-20- 0.32% |
$2.08K - $2.47K
|
6.17K
$764K
|
|
|
Jul 29, 2025
Q2 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-21- 0.05% |
$2.18K - $2.6K
|
39.5K
$4.89M
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-21- 0.6% |
$2.18K - $2.6K
|
3.48K
$430K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-23- 0.31% |
$2.39K - $2.84K
|
7.41K
$917K
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-24- 0.78% |
$2.49K - $2.97K
|
3.04K
$377K
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-25- 1.41% |
$2.6K - $3.09K
|
1.75K
$217K
|
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
SELL
|
- |
-26- 0.23% |
$2.7K - $3.22K
|
11.5K
$1.42M
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-28- 1.82% |
$2.91K - $3.46K
|
1.51K
$187K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-30- 13.82% |
$3.12K - $3.71K
|
187
$23.2K
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-32- 0.09% |
$3.32K - $3.96K
|
34.1K
$4.22M
|
|
|
Jul 17, 2025
Q2 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-34- 1.6% |
$3.53K - $4.21K
|
2.09K
$259K
|
|
|
Aug 11, 2025
Q2 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-34- 0.62% |
$3.53K - $4.21K
|
5.42K
$671K
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-37- 0.16% |
$3.84K - $4.58K
|
23.3K
$2.89M
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-39- 0.93% |
$4.05K - $4.82K
|
4.18K
$517K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-39- 1.34% |
$4.05K - $4.82K
|
2.87K
$355K
|
|
|
Jul 31, 2025
Q2 2025
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-39- 1.81% |
$4.05K - $4.82K
|
2.11K
$261K
|
|
|
Aug 11, 2025
Q2 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-40- 0.06% |
$4.16K - $4.95K
|
72.2K
$8.94M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-41- 1.29% |
$4.26K - $5.07K
|
3.14K
$389K
|
|
|
Jul 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-43- 2.16% |
$4.47K - $5.32K
|
1.95K
$241K
|
|
|
Aug 14, 2025
Q2 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-44- 0.22% |
$4.57K - $5.44K
|
19.8K
$2.45M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-46- 0.26% |
$4.78K - $5.69K
|
17.3K
$2.15M
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-48- 2.21% |
$4.99K - $5.94K
|
2.12K
$263K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-50- 1.57% |
$5.19K - $6.18K
|
3.13K
$388K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-50- 0.13% |
$5.19K - $6.18K
|
37.4K
$4.63M
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-50- 32.47% |
$5.19K - $6.18K
|
104
$12.9K
|
|
|
Jul 23, 2025
Q2 2025
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-50- 1.3% |
$5.19K - $6.18K
|
3.8K
$470K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
SELL
|
- |
-58- 0.44% |
$6.03K - $7.17K
|
13K
$1.61M
|
|
|
Aug 12, 2025
Q2 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-58- 2.63% |
$6.03K - $7.17K
|
2.15K
$266K
|
|
|
Jul 31, 2025
Q2 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-60- 2.64% |
$6.23K - $7.42K
|
2.22K
$274K
|
|
|
Jul 29, 2025
Q2 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-64- 1.15% |
$6.65K - $7.92K
|
5.48K
$678K
|
|
|
Aug 05, 2025
Q2 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-64- 0.55% |
$6.65K - $7.92K
|
11.6K
$1.43M
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-65- 0.97% |
$6.75K - $8.04K
|
6.61K
$818K
|
|
|
Aug 06, 2025
Q2 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-66- 0.33% |
$6.86K - $8.16K
|
20K
$2.47M
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
SELL
|
- |
-68- 0.34% |
$7.06K - $8.41K
|
20.1K
$2.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-69- 3.33% |
$7.17K - $8.53K
|
2K
$248K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-71- 0.17% |
$7.38K - $8.78K
|
40.8K
$5.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-71- 65.74% |
$7.38K - $8.78K
|
37
$4.58K
|