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
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-621- 17.27% |
$64.5K - $76.8K
|
2.97K
$368K
|
|
|
Jul 23, 2025
Q2 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-625- 70.78% |
$64.9K - $77.3K
|
258
$31.9K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-643- 3.16% |
$66.8K - $79.5K
|
19.7K
$2.44M
|
|
|
Jul 30, 2025
Q2 2025
|
Members Trust CO
|
SELL
|
- |
-648- 2.44% |
$67.3K - $80.1K
|
25.9K
$3.21M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-652- 26.82% |
$67.7K - $80.6K
|
1.78K
$220K
|
|
|
Jul 29, 2025
Q2 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-671- 0.55% |
$69.7K - $83K
|
121K
$14.9M
|
|
|
Aug 08, 2025
Q2 2025
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-672- 1.86% |
$69.8K - $83.1K
|
35.5K
$4.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-695- 7.21% |
$72.2K - $86K
|
8.94K
$1.11M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-715- 16.42% |
$74.3K - $88.4K
|
3.64K
$451K
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-717- 34.89% |
$74.5K - $88.7K
|
1.34K
$166K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-730- 6.84% |
$75.8K - $90.3K
|
9.94K
$1.23M
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-760- 12.02% |
$78.9K - $94K
|
5.56K
$689K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-781- 1.85% |
$81.1K - $96.6K
|
41.5K
$5.13M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-800- 24.52% |
$83.1K - $98.9K
|
2.46K
$305K
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-800- 94.34% |
$83.1K - $98.9K
|
48
$5.94K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-806- 16.68% |
$83.7K - $99.7K
|
4.03K
$499K
|
|
|
Jul 14, 2025
Q2 2025
|
Bank Of Stockton
|
SELL
|
- |
-834- 9.02% |
$86.6K - $103K
|
8.42K
$1.04M
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-848- 26.63% |
$88.1K - $105K
|
2.34K
$289K
|
|
|
Aug 13, 2025
Q2 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-856- 33.29% |
$88.9K - $106K
|
1.72K
$212K
|
|
|
Jul 28, 2025
Q2 2025
|
Equitable Trust CO
|
SELL
|
- |
-869- 24.82% |
$90.3K - $107K
|
2.63K
$326K
|
|
|
Aug 08, 2025
Q2 2025
|
Family Firm, Inc.
|
SELL
|
- |
-900- 4.58% |
$93.5K - $111K
|
18.7K
$2.32M
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
SELL
|
- |
-950- 14.89% |
$98.7K - $117K
|
5.43K
$672K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.02K- 9.4% |
$106K - $126K
|
9.83K
$1.22M
|
|
|
Aug 13, 2025
Q2 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-1.06K- 38.03% |
$110K - $131K
|
1.73K
$214K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.09K- 2.07% |
$113K - $135K
|
51.7K
$6.39M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-1.12K- 1.58% |
$116K - $138K
|
69.4K
$8.59M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-1.14K- 1.16% |
$118K - $140K
|
96.8K
$12M
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.25K- 4.12% |
$130K - $154K
|
29K
$3.59M
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.26K- 7.49% |
$131K - $156K
|
15.6K
$1.93M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.26K- 32.44% |
$131K - $156K
|
2.62K
$325K
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.33K- 5.05% |
$138K - $165K
|
25K
$3.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-1.36K- 4.19% |
$141K - $168K
|
31.1K
$3.85M
|
|
|
Jul 29, 2025
Q2 2025
|
Alexis Investment Partners, LLC
Montgomery, TX |
SELL
|
- |
-1.37K- 21.16% |
$142K - $169K
|
5.09K
$631K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-1.37K- 3.96% |
$143K - $170K
|
33.3K
$4.13M
|
|
|
Jul 22, 2025
Q2 2025
|
Innovative Wealth Building LLC
California, MD |
SELL
|
- |
-1.4K- 10.57% |
$145K - $173K
|
11.8K
$1.46M
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-1.4K- 1.5% |
$145K - $173K
|
91.6K
$11.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.4K- 4.62% |
$145K - $173K
|
28.9K
$3.57M
|
|
|
Jul 30, 2025
Q2 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-1.41K- 33.43% |
$146K - $174K
|
2.81K
$347K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.42K- 9.07% |
$148K - $176K
|
14.3K
$1.77M
|
|
|
Aug 13, 2025
Q2 2025
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-1.45K- 7.35% |
$151K - $180K
|
18.3K
$2.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-1.46K- 26.6% |
$152K - $181K
|
4.04K
$500K
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.47K- 9.04% |
$152K - $181K
|
14.8K
$1.83M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.47K- 21.59% |
$152K - $182K
|
5.33K
$660K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.54K- 1.42% |
$160K - $190K
|
106K
$13.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Ltg Capital LLC
|
SELL
|
- |
-1.65K- 5.35% |
$171K - $204K
|
29.2K
$3.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.66K- 0.97% |
$172K - $205K
|
170K
$21.1M
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
SELL
|
- |
-1.68K- 2.36% |
$175K - $208K
|
69.6K
$8.61M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.84K- 6.02% |
$191K - $227K
|
28.7K
$3.56M
|
|
|
Aug 01, 2025
Q2 2025
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-1.85K- 5.43% |
$192K - $228K
|
32.1K
$3.98M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.85K- 19.09% |
$192K - $228K
|
7.83K
$969K
|