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
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-224- 6.27% |
$23.3K - $27.7K
|
3.35K
$414K
|
|
|
Jul 29, 2025
Q2 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-226- 1.22% |
$23.5K - $28K
|
18.3K
$2.26M
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
SELL
|
- |
-239- 6.98% |
$24.8K - $29.6K
|
3.19K
$395K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-240- 2.58% |
$24.9K - $29.7K
|
9.07K
$1.12M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-244- 1.57% |
$25.3K - $30.2K
|
15.3K
$1.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-248- 7.81% |
$25.8K - $30.7K
|
2.93K
$363K
|
|
|
Aug 13, 2025
Q2 2025
|
Stenger Family Office, LLC
Naperville, IL |
SELL
|
- |
-251- 1.88% |
$26.1K - $31K
|
13.1K
$1.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-255- 5.22% |
$26.5K - $31.5K
|
4.63K
$574K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-261- 0.77% |
$27.1K - $32.3K
|
33.5K
$4.15M
|
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-265- 5.96% |
$27.5K - $32.8K
|
4.18K
$517K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-266- 3.2% |
$27.6K - $32.9K
|
8.06K
$997K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-278- 6.14% |
$28.9K - $34.4K
|
4.25K
$526K
|
|
|
Jul 25, 2025
Q2 2025
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-279- 3.87% |
$29K - $34.5K
|
6.93K
$858K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-281- 11.05% |
$29.2K - $34.8K
|
2.26K
$280K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-283- 5.63% |
$29.4K - $35K
|
4.75K
$588K
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-299- 0.75% |
$31.1K - $37K
|
39.5K
$4.88M
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-300- 11.44% |
$31.2K - $37.1K
|
2.32K
$288K
|
|
|
Aug 07, 2025
Q2 2025
|
Weil Company, Inc.
|
SELL
|
- |
-304- 12.46% |
$31.6K - $37.6K
|
2.14K
$264K
|
|
|
Jul 17, 2025
Q2 2025
|
Campion Asset Management
|
SELL
|
- |
-331- 1.18% |
$34.4K - $40.9K
|
27.6K
$3.42M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-337- 5.65% |
$35K - $41.7K
|
5.63K
$697K
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-360- 6.8% |
$37.4K - $44.5K
|
4.93K
$611K
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-361- 12.12% |
$37.5K - $44.6K
|
2.62K
$324K
|
|
|
Aug 01, 2025
Q2 2025
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-368- 5.45% |
$38.2K - $45.5K
|
6.39K
$791K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-369- 16.93% |
$38.3K - $45.6K
|
1.81K
$224K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-374- 7.97% |
$38.9K - $46.3K
|
4.32K
$534K
|
|
|
Aug 13, 2025
Q2 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-376- 1.26% |
$39.1K - $46.5K
|
29.5K
$3.65M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-382- 15.89% |
$39.7K - $47.2K
|
2.02K
$250K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-384- 0.96% |
$39.9K - $47.5K
|
39.8K
$4.93M
|
|
|
Aug 08, 2025
Q2 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-410- 15.67% |
$42.6K - $50.7K
|
2.21K
$273K
|
|
|
Aug 13, 2025
Q2 2025
|
Royal Fund Management, LLC
|
SELL
|
- |
-419- 13.76% |
$43.5K - $51.8K
|
2.63K
$325K
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
SELL
|
- |
-424- 9.24% |
$44K - $52.4K
|
4.17K
$516K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-434- 2.7% |
$45.1K - $53.7K
|
15.6K
$1.94M
|
|
|
Jul 28, 2025
Q2 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-434- 3.14% |
$45.1K - $53.7K
|
13.4K
$1.66M
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-442- 3.59% |
$45.9K - $54.7K
|
11.9K
$1.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-449- 19.39% |
$46.6K - $55.5K
|
1.87K
$231K
|
|
|
Jul 03, 2025
Q2 2025
|
First Hawaiian Bank
|
SELL
|
- |
-455- 1.62% |
$47.3K - $56.3K
|
27.6K
$3.41M
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-460- 1.26% |
$47.8K - $56.9K
|
36K
$4.45M
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-465- 0.58% |
$48.3K - $57.5K
|
79.1K
$9.79M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-469- 19.56% |
$48.7K - $58K
|
1.93K
$239K
|
|
|
Jul 15, 2025
Q2 2025
|
Ims Capital Management
|
SELL
|
- |
-500- 23.3% |
$51.9K - $61.8K
|
1.65K
$204K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-501- 23.94% |
$52K - $62K
|
1.59K
$197K
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-502- 0.47% |
$52.1K - $62.1K
|
106K
$13.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
SELL
|
- |
-514- 39.39% |
$53.4K - $63.6K
|
791
$97.9K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-529- 9.76% |
$55K - $65.4K
|
4.89K
$605K
|
|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-531- 8.03% |
$55.2K - $65.7K
|
6.08K
$753K
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-532- 1.7% |
$55.3K - $65.8K
|
30.9K
$3.82M
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-550- 7.43% |
$57.1K - $68K
|
6.86K
$849K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-558- 9.68% |
$58K - $69K
|
5.21K
$645K
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-567- 6.34% |
$58.9K - $70.1K
|
8.38K
$1.04M
|
|
|
Jul 28, 2025
Q2 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-576- 3.58% |
$59.8K - $71.2K
|
15.5K
$1.92M
|