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 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-78- 2.24% |
$8.1K - $9.65K
|
3.4K
$421K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-78- 1.31% |
$8.1K - $9.65K
|
5.9K
$730K
|
|
|
Aug 05, 2025
Q2 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-80- 0.33% |
$8.31K - $9.89K
|
23.9K
$2.96M
|
|
|
Jul 17, 2025
Q2 2025
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-82- 0.58% |
$8.52K - $10.1K
|
14K
$1.73M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-85- 4.55% |
$8.83K - $10.5K
|
1.79K
$221K
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-87- 3.3% |
$9.04K - $10.8K
|
2.55K
$316K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-88- 0.4% |
$9.14K - $10.9K
|
21.7K
$2.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-90- 0.84% |
$9.35K - $11.1K
|
10.7K
$1.32M
|
|
|
Jul 21, 2025
Q2 2025
|
Mechanics Financial Corp
|
SELL
|
- |
-90- 8.2% |
$9.35K - $11.1K
|
1.01K
$125K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-93- 0.76% |
$9.66K - $11.5K
|
12.1K
$1.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-96- 1.27% |
$9.97K - $11.9K
|
7.49K
$928K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-100- 13.42% |
$10.4K - $12.4K
|
645
$79.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-102- 1.8% |
$10.6K - $12.6K
|
5.56K
$688K
|
|
|
Jul 28, 2025
Q2 2025
|
Essex LLC
|
SELL
|
- |
-102- 1.18% |
$10.6K - $12.6K
|
8.58K
$1.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-103- 14.19% |
$10.7K - $12.7K
|
623
$77.1K
|
|
|
Aug 05, 2025
Q2 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-103- 17.82% |
$10.7K - $12.7K
|
475
$58.8K
|
|
|
Jul 29, 2025
Q2 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-113- 0.27% |
$11.7K - $14K
|
41.2K
$5.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-114- 1.32% |
$11.8K - $14.1K
|
8.5K
$1.05M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-115- 0.41% |
$11.9K - $14.2K
|
28K
$3.47M
|
|
|
Aug 12, 2025
Q2 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
SELL
|
- |
-118- 5.17% |
$12.3K - $14.6K
|
2.16K
$268K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-119- 4.43% |
$12.4K - $14.7K
|
2.57K
$318K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-125- 1.17% |
$13K - $15.5K
|
10.6K
$1.31M
|
|
|
Jul 31, 2025
Q2 2025
|
Allied Investment Advisors, LLC
|
SELL
|
- |
-125- 6.55% |
$13K - $15.5K
|
1.78K
$221K
|
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-128- 1.79% |
$13.3K - $15.8K
|
7.01K
$868K
|
|
|
Aug 06, 2025
Q2 2025
|
Washington Trust Bank
|
SELL
|
- |
-129- 3.76% |
$13.4K - $16K
|
3.3K
$409K
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-136- 24.95% |
$14.1K - $16.8K
|
409
$50.6K
|
|
|
Jul 30, 2025
Q2 2025
|
Sonata Capital Group Inc
|
SELL
|
- |
-140- 0.81% |
$14.5K - $17.3K
|
17.1K
$2.12M
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-142- 6.64% |
$14.8K - $17.6K
|
2K
$247K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-144- 0.97% |
$15K - $17.8K
|
14.6K
$1.81M
|
|
|
Aug 05, 2025
Q2 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-147- 1.39% |
$15.3K - $18.2K
|
10.4K
$1.29M
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-149- 1.63% |
$15.5K - $18.4K
|
8.98K
$1.11M
|
|
|
Jul 25, 2025
Q2 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-149- 75.25% |
$15.5K - $18.4K
|
49
$6.07K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-150- 4.22% |
$15.6K - $18.6K
|
3.4K
$421K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-159- 1.46% |
$16.5K - $19.7K
|
10.8K
$1.33M
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-160- 17.02% |
$16.6K - $19.8K
|
780
$96.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-161- 2.88% |
$16.7K - $19.9K
|
5.43K
$673K
|
|
|
Jul 15, 2025
Q2 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-163- 2.45% |
$16.9K - $20.2K
|
6.49K
$804K
|
|
|
Aug 13, 2025
Q2 2025
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-166- 3.66% |
$17.2K - $20.5K
|
4.37K
$541K
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-166- 5.01% |
$17.2K - $20.5K
|
3.15K
$390K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-174- 1.03% |
$18.1K - $21.5K
|
16.7K
$2.06M
|
|
|
Jul 30, 2025
Q2 2025
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-177- 4.11% |
$18.4K - $21.9K
|
4.13K
$511K
|
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-180- 4.28% |
$18.7K - $22.3K
|
4.03K
$499K
|
|
|
Jul 29, 2025
Q2 2025
|
Rodgers & Associates, LTD
|
SELL
|
- |
-182- 1.32% |
$18.9K - $22.5K
|
13.6K
$1.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Acas, LLC
|
SELL
|
- |
-185- 1.77% |
$19.2K - $22.9K
|
10.3K
$1.27M
|
|
|
Jul 02, 2025
Q2 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-185- 4.47% |
$19.2K - $22.9K
|
3.95K
$489K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-193- 80.08% |
$20K - $23.9K
|
48
$5.94K
|
|
|
Aug 11, 2025
Q2 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
SELL
|
- |
-206- 2.97% |
$21.4K - $25.5K
|
6.74K
$834K
|
|
|
Aug 12, 2025
Q2 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-211- 3.16% |
$21.9K - $26.1K
|
6.47K
$801K
|
|
|
Aug 12, 2025
Q2 2025
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-212- 0.63% |
$22K - $26.2K
|
33.4K
$4.14M
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-220- 20.13% |
$22.9K - $27.2K
|
873
$108K
|