Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2026
Q4 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
30.1K+ 769.45% |
$3.78M - $3.95M
|
34K
$4.34M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
22K+ 37.56% |
$2.76M - $2.89M
|
80.7K
$10.3M
|
|
|
Jan 08, 2026
Q4 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
9.34KNew |
$1.17M - $1.22M
|
9.34K
$1.19M
|
|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
BUY
|
- |
7.68K+ 177.9% |
$963K - $1.01M
|
12K
$1.53M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
6.4K+ 102.14% |
$802K - $839K
|
12.7K
$1.61M
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
5.17K+ 394.43% |
$649K - $678K
|
6.48K
$827K
|
|
|
Jan 16, 2026
Q4 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
4.93K+ 8.46% |
$618K - $646K
|
63.2K
$8.06M
|
|
|
Jan 20, 2026
Q4 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
4.86KNew |
$610K - $637K
|
4.86K
$620K
|
|
|
Jan 14, 2026
Q4 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
2.64K+ 5.64% |
$332K - $347K
|
49.5K
$6.32M
|
|
|
Jan 15, 2026
Q4 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
2.57KNew |
$323K - $337K
|
2.57K
$328K
|
|
|
Jan 14, 2026
Q4 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
2.26KNew |
$284K - $297K
|
2.26K
$288K
|
|
|
Jan 15, 2026
Q4 2025
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
2.19K+ 74.9% |
$275K - $287K
|
5.11K
$652K
|
|
|
Jan 07, 2026
Q4 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
2.09KNew |
$262K - $273K
|
2.09K
$266K
|
|
|
Jan 20, 2026
Q4 2025
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
1.52K+ 3.93% |
$191K - $200K
|
40.2K
$5.13M
|
|
|
Jan 08, 2026
Q4 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
1.12K+ 2.0% |
$140K - $147K
|
57.2K
$7.29M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.06K+ 93.3% |
$133K - $139K
|
2.19K
$280K
|
|
|
Jan 14, 2026
Q4 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
912+ 3.98% |
$114K - $120K
|
23.8K
$3.04M
|
|
|
Jan 14, 2026
Q4 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
759+ 6.51% |
$95.2K - $99.5K
|
12.4K
$1.58M
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
750+ 8.6% |
$94.1K - $98.3K
|
9.48K
$1.21M
|
|
|
Jan 13, 2026
Q4 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
580+ 24.32% |
$72.8K - $76K
|
2.97K
$378K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
442+ 0.42% |
$55.4K - $57.9K
|
104K
$13.3M
|
|
|
Jan 09, 2026
Q4 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
350+ 5.48% |
$43.9K - $45.9K
|
6.73K
$859K
|
|
|
Jan 20, 2026
Q4 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
221New |
$27.7K - $29K
|
221
$28.2K
|
|
|
Jan 13, 2026
Q4 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
215+ 2.11% |
$27K - $28.2K
|
10.4K
$1.33M
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
141+ 6.86% |
$17.7K - $18.5K
|
2.2K
$280K
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
133+ 0.82% |
$16.7K - $17.4K
|
16.4K
$2.09M
|
|
|
Jan 13, 2026
Q4 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
115+ 2.78% |
$14.4K - $15.1K
|
4.26K
$543K
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
112New |
$14.1K - $14.7K
|
112
$14.3K
|
|
|
Jan 12, 2026
Q4 2025
|
Beacon Financial Strategies Corp
Raleigh, NC |
BUY
|
- |
98New |
$12.3K - $12.8K
|
98
$12.5K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
71+ 2.48% |
$8.91K - $9.31K
|
2.94K
$375K
|
|
|
Jan 13, 2026
Q4 2025
|
Fc Advisory LLC
|
BUY
|
- |
23+ 0.44% |
$2.89K - $3.02K
|
5.3K
$676K
|
|
|
Jan 20, 2026
Q4 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
21+ 0.43% |
$2.63K - $2.75K
|
4.91K
$626K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
16+ 0.18% |
$2.01K - $2.1K
|
9.05K
$1.15M
|
|
|
Jan 12, 2026
Q4 2025
|
Willner & Heller, LLC
|
BUY
|
- |
16+ 0.61% |
$2.01K - $2.1K
|
2.62K
$334K
|
|
|
Jan 12, 2026
Q4 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
14+ 0.62% |
$1.76K - $1.84K
|
2.27K
$290K
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
13+ 0.08% |
$1.63K - $1.7K
|
16.5K
$2.1M
|
|
|
Jan 09, 2026
Q4 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
13+ 0.49% |
$1.63K - $1.7K
|
2.68K
$342K
|
|
|
Jan 15, 2026
Q4 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
12+ 0.79% |
$1.51K - $1.57K
|
1.53K
$195K
|
|
|
Jan 20, 2026
Q4 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
10+ 0.61% |
$1.25K - $1.31K
|
1.65K
$211K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
8+ 0.22% |
$1K - $1.05K
|
3.71K
$473K
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
8+ 0.2% |
$1K - $1.05K
|
4.08K
$520K
|
|
|
Jan 12, 2026
Q4 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
4+ 0.22% |
$502 - $524
|
1.86K
$237K
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
3New |
$376 - $393
|
3
$383
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 0.11% |
$251 - $262
|
1.79K
$228K
|
|
|
Jan 05, 2026
Q4 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
2+ 0.39% |
$251 - $262
|
509
$64.9K
|
|
|
Jan 13, 2026
Q4 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
1+ 0.74% |
$125 - $131
|
136
$17.3K
|
|
|
Jan 13, 2026
Q4 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$125 - $131
|
4.01K
$511K
|
|
|
Jan 12, 2026
Q4 2025
|
Holland Advisory Services, Inc.
|
BUY
|
- |
1+ 0.06% |
$125 - $131
|
1.63K
$207K
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-8- 0.07% |
$1K - $1.05K
|
11.9K
$1.51M
|
|
|
Jan 20, 2026
Q4 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-27- 1.67% |
$3.39K - $3.54K
|
1.59K
$203K
|
|