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
$37.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
58.7KNew |
$5.66M - $6.59M
|
58.7K
$5.17M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
57.3K+ 11438.12% |
$5.52M - $6.43M
|
57.8K
$5.09M
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
44.6KNew |
$4.29M - $5M
|
44.6K
$3.92M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
21.1K+ 84.3% |
$2.03M - $2.36M
|
46K
$4.05M
|
|
|
Apr 16, 2025
Q1 2025
|
Polianta LTD
|
BUY
|
- |
9K+ 13.68% |
$867K - $1.01M
|
74.8K
$6.58M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
5.53K+ 24.02% |
$532K - $620K
|
28.5K
$2.51M
|
|
|
Apr 04, 2025
Q1 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
4.11K+ 24.71% |
$396K - $461K
|
20.8K
$1.83M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3.76KNew |
$362K - $422K
|
3.76K
$331K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
3.71K+ 87.08% |
$358K - $417K
|
7.98K
$702K
|
|
|
Apr 15, 2025
Q1 2025
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
3.69K+ 4.59% |
$355K - $414K
|
84K
$7.4M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
3.47K+ 7.31% |
$334K - $390K
|
51K
$4.49M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.28K+ 8.13% |
$316K - $368K
|
43.6K
$3.84M
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
2.79K+ 3.25% |
$268K - $313K
|
88.6K
$7.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.1KNew |
$202K - $235K
|
2.1K
$185K
|
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
1.74K+ 20.85% |
$167K - $195K
|
10.1K
$886K
|
|
|
Apr 11, 2025
Q1 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
1.59K+ 4.25% |
$153K - $178K
|
38.9K
$3.42M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.5K+ 3.03% |
$145K - $168K
|
51.1K
$4.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
1.45K+ 2.69% |
$139K - $162K
|
55.1K
$4.85M
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
1.34K+ 16.6% |
$129K - $151K
|
9.42K
$830K
|
|
|
Apr 15, 2025
Q1 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
1.3K+ 4.73% |
$125K - $146K
|
28.7K
$2.53M
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
830+ 7.46% |
$79.9K - $93.2K
|
12K
$1.05M
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
770+ 8.9% |
$74.2K - $86.4K
|
9.42K
$829K
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
667+ 0.74% |
$64.2K - $74.9K
|
90.6K
$7.97M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
530+ 9.93% |
$51K - $59.5K
|
5.87K
$517K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
418+ 1.96% |
$40.3K - $46.9K
|
21.7K
$1.91M
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
413+ 47.91% |
$39.8K - $46.4K
|
1.28K
$112K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
331+ 12.15% |
$31.9K - $37.1K
|
3.06K
$269K
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
252+ 1.17% |
$24.3K - $28.3K
|
21.9K
$1.92M
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
248+ 8.46% |
$23.9K - $27.8K
|
3.18K
$280K
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
231+ 5.45% |
$22.2K - $25.9K
|
4.47K
$393K
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
197+ 0.86% |
$19K - $22.1K
|
23.1K
$2.03M
|
|
|
Apr 17, 2025
Q1 2025
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
192+ 1.08% |
$18.5K - $21.5K
|
18K
$1.58M
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
187+ 0.44% |
$18K - $21K
|
42.4K
$3.73M
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
181+ 2.04% |
$17.4K - $20.3K
|
9.06K
$797K
|
|
|
Apr 09, 2025
Q1 2025
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
170+ 0.54% |
$16.4K - $19.1K
|
31.4K
$2.77M
|
|
|
Apr 15, 2025
Q1 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
162+ 2.07% |
$15.6K - $18.2K
|
7.98K
$703K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
146New |
$14.1K - $16.4K
|
146
$12.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
143+ 1.74% |
$13.8K - $16K
|
8.36K
$736K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
97+ 2.17% |
$9.34K - $10.9K
|
4.56K
$401K
|
|
|
Apr 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
92+ 3.9% |
$8.86K - $10.3K
|
2.45K
$216K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
87+ 1.23% |
$8.38K - $9.76K
|
7.18K
$632K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
62New |
$5.97K - $6.96K
|
62
$5.46K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
40+ 0.36% |
$3.85K - $4.49K
|
11.2K
$985K
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
37+ 0.22% |
$3.56K - $4.15K
|
16.7K
$1.47M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
33+ 0.43% |
$3.18K - $3.7K
|
7.72K
$680K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
31+ 2.53% |
$2.99K - $3.48K
|
1.26K
$110K
|
|
|
Apr 15, 2025
Q1 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
30+ 0.76% |
$2.89K - $3.37K
|
3.99K
$351K
|
|
|
Apr 17, 2025
Q1 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
28+ 0.36% |
$2.7K - $3.14K
|
7.83K
$689K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
26New |
$2.5K - $2.92K
|
26
$2.29K
|