Purchases and Sales Made in Q1 2025 in Ishares S&P Smallcap 600 Value (IJS)
This table provides information about the institutional ownership of Ishares S&P Smallcap 600 Value (IJS) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES S&P SMALLCAP 600 VALUE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
369K+ 690.92% |
$35.5M - $41.4M
|
422K
$40.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
187K+ 2763.84% |
$18M - $21M
|
194K
$18.5M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
134K+ 18.26% |
$12.9M - $15M
|
865K
$82.8M
|
|
|
May 15, 2025
Q1 2025
|
Michelson Medical Research Foundation, Inc.
Los Angeles, CA |
BUY
|
- |
130KNew |
$12.5M - $14.6M
|
130K
$12.4M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
121K+ 15.15% |
$11.7M - $13.6M
|
922K
$88.3M
|
|
|
May 15, 2025
Q1 2025
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
108K+ 1553.52% |
$10.4M - $12.1M
|
115K
$11M
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
99.1KNew |
$9.54M - $11.1M
|
99.1K
$9.49M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
94.1KNew |
$9.06M - $10.6M
|
94.1K
$9.01M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
85.1K+ 90.5% |
$8.19M - $9.55M
|
179K
$17.1M
|
|
|
May 05, 2025
Q1 2025
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
78.2KNew |
$7.53M - $8.78M
|
78.2K
$7.49M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
74.7K+ 52.57% |
$7.19M - $8.38M
|
217K
$20.7M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
67.6K+ 31.98% |
$6.51M - $7.59M
|
279K
$26.7M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
59K+ 2089.83% |
$5.68M - $6.62M
|
61.8K
$5.92M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
58.7KNew |
$5.66M - $6.59M
|
58.7K
$5.62M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
57.3K+ 11438.12% |
$5.52M - $6.43M
|
57.8K
$5.53M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
54.9K+ 33.64% |
$5.28M - $6.16M
|
218K
$20.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
51.6KNew |
$4.97M - $5.79M
|
51.6K
$4.94M
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
44.6KNew |
$4.29M - $5M
|
44.6K
$4.27M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
43.7K+ 11.47% |
$4.21M - $4.91M
|
425K
$40.7M
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
36.1KNew |
$3.47M - $4.05M
|
36.1K
$3.45M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
35K+ 483.31% |
$3.37M - $3.92M
|
42.2K
$4.04M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
32.9K+ 1963.34% |
$3.17M - $3.69M
|
34.6K
$3.31M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
28.3K+ 8.12% |
$2.73M - $3.18M
|
377K
$36.1M
|
|
|
May 15, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
27.5K+ 8.97% |
$2.65M - $3.08M
|
334K
$32M
|
|
|
May 12, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
26.7K+ 26.52% |
$2.57M - $3M
|
128K
$12.2M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
26.4KNew |
$2.54M - $2.96M
|
26.4K
$2.53M
|
|
|
May 01, 2025
Q1 2025
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
25.2K+ 96.42% |
$2.42M - $2.82M
|
51.2K
$4.91M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
23.8K+ 10.73% |
$2.29M - $2.67M
|
246K
$23.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
21.1K+ 84.3% |
$2.03M - $2.36M
|
46K
$4.41M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
18.9K+ 20.89% |
$1.82M - $2.12M
|
109K
$10.5M
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
17.8KNew |
$1.72M - $2M
|
17.8K
$1.71M
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
17.4KNew |
$1.68M - $1.96M
|
17.4K
$1.67M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
17.1KNew |
$1.64M - $1.92M
|
17.1K
$1.63M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
16.7KNew |
$1.6M - $1.87M
|
16.7K
$1.59M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
16.2K+ 2.63% |
$1.56M - $1.82M
|
632K
$60.5M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
15.9KNew |
$1.53M - $1.78M
|
15.9K
$1.52M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
15.7K+ 9.08% |
$1.51M - $1.76M
|
188K
$18M
|
|
|
Apr 30, 2025
Q1 2025
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
13.8KNew |
$1.33M - $1.55M
|
13.8K
$1.33M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
13.6K+ 136.0% |
$1.31M - $1.53M
|
23.6K
$2.26M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
12.4K+ 57.3% |
$1.19M - $1.39M
|
34K
$3.25M
|
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
12.2KNew |
$1.17M - $1.37M
|
12.2K
$1.17M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
11K+ 7.99% |
$1.06M - $1.23M
|
149K
$14.2M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
10.3K+ 11.04% |
$996K - $1.16M
|
104K
$9.96M
|
|
|
Apr 16, 2025
Q1 2025
|
Polianta LTD
|
BUY
|
- |
9K+ 13.68% |
$867K - $1.01M
|
74.8K
$7.16M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
8.84K+ 16.73% |
$851K - $992K
|
61.7K
$5.9M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
8.75KNew |
$843K - $982K
|
8.75K
$838K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.12KNew |
$782K - $911K
|
8.12K
$777K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
7.34K+ 15.98% |
$707K - $823K
|
53.2K
$5.1M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6.81K+ 68.37% |
$655K - $764K
|
16.8K
$1.6M
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
6.38KNew |
$614K - $715K
|
6.38K
$610K
|