Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2025
Q3 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
251KNew |
$30.8M - $33.3M
|
251K
$32M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
210K+ 4526.59% |
$25.8M - $27.9M
|
215K
$27.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
132KNew |
$16.1M - $17.4M
|
132K
$16.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
111K+ 5.41% |
$13.6M - $14.7M
|
2.15M
$275M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
80.2K+ 4.25% |
$9.83M - $10.6M
|
1.97M
$251M
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
78KNew |
$9.56M - $10.3M
|
78K
$9.94M
|
|
|
Nov 06, 2025
Q3 2025
|
Leeward Investments, LLC Ma
|
BUY
|
- |
54.2KNew |
$6.64M - $7.18M
|
54.2K
$6.91M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
53.3K+ 5.58% |
$6.53M - $7.06M
|
1.01M
$129M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
49.2K+ 170.16% |
$6.03M - $6.52M
|
78.1K
$9.95M
|
|
|
Oct 22, 2025
Q3 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
43.4KNew |
$5.32M - $5.76M
|
43.4K
$5.54M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
41.1K+ 579.31% |
$5.04M - $5.45M
|
48.2K
$6.15M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
37.4K+ 291.03% |
$4.58M - $4.95M
|
50.2K
$6.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
34.7K+ 15.8% |
$4.25M - $4.6M
|
254K
$32.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
34.4K+ 1722.61% |
$4.21M - $4.56M
|
36.4K
$4.64M
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
32.2K+ 44.94% |
$3.94M - $4.26M
|
104K
$13.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
31.7KNew |
$3.88M - $4.2M
|
31.7K
$4.04M
|
|
|
Oct 23, 2025
Q3 2025
|
Ramiah Investment Group
Brookfield, WI |
BUY
|
- |
26.8KNew |
$3.28M - $3.55M
|
26.8K
$3.42M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
18.8K+ 1.45% |
$2.3M - $2.49M
|
1.32M
$168M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
18K+ 2.12% |
$2.21M - $2.39M
|
867K
$111M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
17.7K+ 4.46% |
$2.17M - $2.35M
|
416K
$53M
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
15.7KNew |
$1.93M - $2.09M
|
15.7K
$2.01M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15.2K+ 18.79% |
$1.86M - $2.01M
|
95.9K
$12.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
13.4K+ 4.01% |
$1.65M - $1.78M
|
348K
$44.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Berman Mc Aleer LLC
Timonium, MD |
BUY
|
- |
13KNew |
$1.6M - $1.73M
|
13K
$1.66M
|
|
|
Nov 05, 2025
Q3 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
12.9K+ 29.96% |
$1.58M - $1.71M
|
56.1K
$7.15M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
12.5K+ 129.79% |
$1.53M - $1.66M
|
22.1K
$2.82M
|
|
|
Nov 14, 2025
Q3 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
7.62K+ 131.34% |
$934K - $1.01M
|
13.4K
$1.71M
|
|
|
Nov 14, 2025
Q3 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
7.25K+ 207.55% |
$889K - $962K
|
10.7K
$1.37M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
6.23K+ 2.8% |
$764K - $826K
|
229K
$29.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5.99K+ 13.94% |
$734K - $794K
|
49K
$6.24M
|
|
|
Oct 15, 2025
Q3 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
5.85K+ 45.72% |
$717K - $775K
|
18.6K
$2.38M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
5.74KNew |
$704K - $761K
|
5.74K
$732K
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.66K+ 3.73% |
$693K - $750K
|
157K
$20.1M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
5.45K+ 115.97% |
$668K - $722K
|
10.1K
$1.29M
|
|
|
Nov 04, 2025
Q3 2025
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
5.35KNew |
$655K - $709K
|
5.35K
$682K
|
|
|
Oct 28, 2025
Q3 2025
|
Sol Capital Management CO
|
BUY
|
- |
4.67K+ 10.1% |
$573K - $619K
|
51K
$6.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
4.63K+ 4.68% |
$567K - $613K
|
103K
$13.2M
|
|
|
Nov 12, 2025
Q3 2025
|
American Wealth Advisors, LLC
Johns Creek, GA |
BUY
|
- |
4.6KNew |
$564K - $610K
|
4.6K
$587K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
4.43KNew |
$542K - $587K
|
4.43K
$564K
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
4.37KNew |
$536K - $580K
|
4.37K
$557K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
4.22K+ 1.62% |
$517K - $560K
|
266K
$33.9M
|
|
|
Nov 05, 2025
Q3 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
4.04KNew |
$495K - $535K
|
4.04K
$515K
|
|
|
Oct 20, 2025
Q3 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
3.93K+ 9.16% |
$482K - $522K
|
46.9K
$5.98M
|
|
|
Nov 12, 2025
Q3 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
3.92K+ 4.7% |
$481K - $520K
|
87.4K
$11.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
3.81K+ 32.88% |
$467K - $505K
|
15.4K
$1.97M
|
|
|
Oct 30, 2025
Q3 2025
|
Anchor Capital Advisors LLC
|
BUY
|
- |
3.75K+ 210.5% |
$460K - $497K
|
5.53K
$705K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.7KNew |
$453K - $490K
|
3.7K
$472K
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
3.62K+ 160.11% |
$444K - $480K
|
5.88K
$750K
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
3.52K+ 77.27% |
$431K - $467K
|
8.07K
$1.03M
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
3.48KNew |
$426K - $461K
|
3.48K
$443K
|
|