Purchases and Sales Made in Q4 2025 in Ishares S&P Midcap 400 Value E (IJJ)

IJJ Quotes by TradingView

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 29, 2026 Q4 2025
D.A. Davidson & Co.

BUY
 -
44.8K
+ 4.45%
$5.62M - $5.88M
1.05M $134M
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 20, 2026 Q4 2025
Cooke Wealth Management, LLC

Irvine, CA
BUY
 -
20.9K
New
$2.63M - $2.75M
20.9K $2.67M
Jan 23, 2026 Q4 2025
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
12.4K
+ 936.02%
$1.56M - $1.63M
13.7K $1.75M
Jan 23, 2026 Q4 2025
Hudson Oak Wealth Advisory LLC

Hoboken, NJ
BUY
 -
12.1K
New
$1.52M - $1.59M
12.1K $1.54M
Jan 08, 2026 Q4 2025
Genesis Private Wealth, LLC

Ashburn, VA
BUY
 -
9.34K
New
$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 29, 2026 Q4 2025
Concurrent Investment Advisors, LLC

Tampa, FL
BUY
 -
7.52K
+ 70.58%
$944K - $986K
18.2K $2.32M
Jan 07, 2026 Q4 2025
Harbor Investment Advisory, LLC

BUY
 -
6.4K
+ 102.14%
$802K - $839K
12.7K $1.61M
Jan 27, 2026 Q4 2025
Sterling Financial Planning, Inc.

BUY
 -
5.11K
+ 3.45%
$641K - $670K
153K $19.5M
Jan 16, 2026 Q4 2025
Oldfather Financial Services, LLC

BUY
 -
4.93K
+ 8.46%
$618K - $646K
63.2K $8.06M
Jan 29, 2026 Q4 2025
Sanctuary Advisors, LLC

Indianapolis, IN
BUY
 -
4.86K
+ 18.1%
$610K - $638K
31.7K $4.05M
Jan 20, 2026 Q4 2025
Park Capital Management, LLC / Wi

Madison, WI
BUY
 -
4.86K
New
$610K - $637K
4.86K $620K
Jan 26, 2026 Q4 2025
Cwm, LLC

BUY
 -
4.42K
+ 34.68%
$554K - $579K
17.1K $2.19M
Jan 29, 2026 Q4 2025
Courier Capital LLC

BUY
 -
2.87K
+ 1.19%
$360K - $376K
244K $31.1M
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
 -
2.57K
New
$323K - $337K
2.57K $328K
Jan 26, 2026 Q4 2025
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
2.39K
+ 3.0%
$300K - $313K
82K $10.5M
Jan 23, 2026 Q4 2025
Valley National Advisers Inc

BUY
 -
2.32K
New
$291K - $304K
2.32K $296K
Jan 14, 2026 Q4 2025
Guardian Financial Partners, LLC

BUY
 -
2.26K
New
$284K - $297K
2.26K $288K
Jan 27, 2026 Q4 2025
Breachway Investments LLC

Charlestown, RI
BUY
 -
2.23K
New
$280K - $292K
2.23K $284K
Jan 15, 2026 Q4 2025
Apricus Wealth, LLC

Beaufort, SC
BUY
 -
2.19K
+ 74.9%
$275K - $287K
5.11K $652K
Jan 20, 2026 Q4 2025
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
2.11K
+ 15.94%
$264K - $276K
15.3K $1.96M
Jan 07, 2026 Q4 2025
Henrickson Nauta Wealth Advisors, Inc.

Belmont, MI
BUY
 -
2.09K
New
$262K - $273K
2.09K $266K
Jan 27, 2026 Q4 2025
Summit Financial Strategies, Inc.

BUY
 -
1.89K
New
$237K - $248K
1.89K $241K
Jan 23, 2026 Q4 2025
Destiny Capital Corp/Co

Golden, CO
BUY
 -
1.71K
+ 60.23%
$215K - $224K
4.55K $580K
Jan 28, 2026 Q4 2025
Omega Financial Group, LLC

BUY
 -
1.65K
+ 1.89%
$207K - $217K
89K $11.4M
Jan 26, 2026 Q4 2025
Dynamic Financial Group

Cedar Falls, IA
BUY
 -
1.54K
New
$193K - $202K
1.54K $196K
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 28, 2026 Q4 2025
Trail Ridge Investment Advisors, LLC

BUY
 -
1.03K
+ 3.26%
$129K - $135K
32.6K $4.16M
Jan 29, 2026 Q4 2025
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
972
+ 3.68%
$122K - $127K
27.4K $3.49M
Jan 14, 2026 Q4 2025
Prosperity Planning, Inc.

BUY
 -
912
+ 3.98%
$114K - $120K
23.8K $3.04M
Jan 21, 2026 Q4 2025
Flagship Harbor Advisors, LLC

BUY
 -
895
New
$112K - $117K
895 $114K
Jan 14, 2026 Q4 2025
Thompson Investment Management, Inc.

BUY
 -
759
+ 6.51%
$95.2K - $99.5K
12.4K $1.58M
Jan 21, 2026 Q4 2025
Clayton Financial Group LLC

St. Louis, MO
BUY
 -
751
+ 96.78%
$94.2K - $98.5K
1.53K $195K
Jan 08, 2026 Q4 2025
Fulton Bank, N.A.

BUY
 -
750
+ 8.6%
$94.1K - $98.3K
9.48K $1.21M
Jan 27, 2026 Q4 2025
Novem Group

Rochester, NY
BUY
 -
721
+ 1.82%
$90.4K - $94.5K
40.4K $5.15M
Jan 13, 2026 Q4 2025
Romano Brothers And Company

Evanston, IL
BUY
 -
580
+ 24.32%
$72.8K - $76K
2.97K $378K
Jan 28, 2026 Q4 2025
Calamos Wealth Management LLC

BUY
 -
567
+ 22.58%
$71.1K - $74.3K
3.08K $392K
Jan 29, 2026 Q4 2025
Bkm Wealth Management, LLC

Brookfield, WI
BUY
 -
535
+ 1.29%
$67.1K - $70.1K
42K $5.35M
Jan 21, 2026 Q4 2025
Hudson Capital Management LLC

BUY
 -
521
+ 1.18%
$65.4K - $68.3K
44.8K $5.71M
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 23, 2026 Q4 2025
Capital Investment Counsel, Inc

BUY
 -
266
New
$33.4K - $34.9K
266 $33.9K
Jan 26, 2026 Q4 2025
Jnba Financial Advisors

BUY
 -
244
+ 0.69%
$30.6K - $32K
35.4K $4.51M
Jan 20, 2026 Q4 2025
Toth Financial Advisory Corp

BUY
 -
221
New
$27.7K - $29K
221 $28.2K

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