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 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-690- 48.05% |
$66.4K - $77.4K
|
746
$77.6K
|
|
|
Apr 24, 2025
Q1 2025
|
Sims Investment Management, LLC
Cincinnati, OH |
SELL
|
- |
-703- 1.23% |
$67.7K - $78.9K
|
56.3K
$5.86M
|
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-734- 8.8% |
$70.7K - $82.4K
|
7.6K
$790K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-756- 5.74% |
$72.8K - $84.8K
|
12.4K
$1.29M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-786- 2.55% |
$75.7K - $88.2K
|
30.1K
$3.13M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-793- 0.44% |
$76.4K - $89K
|
179K
$18.6M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-848- 12.72% |
$81.7K - $95.2K
|
5.82K
$605K
|
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
SELL
|
- |
-862- 6.56% |
$83K - $96.7K
|
12.3K
$1.28M
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-890- 1.1% |
$85.7K - $99.9K
|
80.1K
$8.33M
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-910- 4.51% |
$87.6K - $102K
|
19.3K
$2.01M
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-912- 3.32% |
$87.8K - $102K
|
26.5K
$2.76M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-930- 13.96% |
$89.6K - $104K
|
5.73K
$596K
|
|
|
May 07, 2025
Q1 2025
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-950- 1.38% |
$91.5K - $107K
|
67.7K
$7.03M
|
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-980- 9.32% |
$94.4K - $110K
|
9.53K
$991K
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-1.01K- 8.55% |
$96.9K - $113K
|
10.8K
$1.12M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.02K- 17.96% |
$97.7K - $114K
|
4.64K
$482K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.03K- 18.66% |
$98.9K - $115K
|
4.48K
$465K
|
|
|
May 13, 2025
Q1 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.05K- 2.25% |
$101K - $118K
|
45.5K
$4.73M
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-1.05K- 1.83% |
$101K - $118K
|
56.3K
$5.85M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-1.07K- 20.11% |
$103K - $120K
|
4.25K
$442K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.1K- 5.26% |
$106K - $123K
|
19.8K
$2.06M
|
|
|
May 14, 2025
Q1 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.18K- 14.58% |
$114K - $133K
|
6.94K
$721K
|
|
|
May 16, 2025
Q1 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-1.27K- 2.4% |
$122K - $142K
|
51.6K
$5.36M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-1.28K- 7.15% |
$123K - $143K
|
16.5K
$1.72M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-1.33K- 36.32% |
$128K - $149K
|
2.33K
$242K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.34K- 3.35% |
$129K - $151K
|
38.7K
$4.02M
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-1.34K- 10.55% |
$129K - $151K
|
11.4K
$1.18M
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-1.35K- 7.92% |
$130K - $151K
|
15.7K
$1.63M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.36K- 0.84% |
$131K - $152K
|
161K
$16.7M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.37K- 3.07% |
$132K - $154K
|
43.3K
$4.5M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.38K- 28.27% |
$133K - $155K
|
3.51K
$365K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.4K- 11.4% |
$135K - $157K
|
10.9K
$1.13M
|
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.46K- 3.77% |
$140K - $163K
|
37.1K
$3.86M
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-1.49K- 26.24% |
$143K - $167K
|
4.18K
$435K
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-1.6K- 9.08% |
$154K - $180K
|
16K
$1.67M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.62K- 10.3% |
$156K - $181K
|
14.1K
$1.46M
|
|
|
Apr 30, 2025
Q1 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
SELL
|
- |
-1.63K- 5.62% |
$157K - $183K
|
27.4K
$2.85M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.66K- 32.3% |
$160K - $186K
|
3.47K
$361K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.67K- 6.0% |
$161K - $188K
|
26.2K
$2.72M
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.67K- 3.46% |
$161K - $188K
|
46.7K
$4.86M
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-1.7K- 27.65% |
$164K - $191K
|
4.44K
$462K
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-1.83K- 13.58% |
$176K - $205K
|
11.6K
$1.21M
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-1.83K- 3.3% |
$176K - $205K
|
53.6K
$5.57M
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-1.87K- 7.58% |
$180K - $210K
|
22.8K
$2.37M
|
|
|
May 15, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-1.88K- 28.36% |
$181K - $211K
|
4.75K
$494K
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-1.96K- 7.92% |
$189K - $220K
|
22.8K
$2.37M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.97K- 2.65% |
$190K - $221K
|
72.4K
$7.53M
|
|
|
Apr 14, 2025
Q1 2025
|
Greenspring Advisors, LLC
|
SELL
|
- |
-1.98K- 44.52% |
$191K - $222K
|
2.47K
$257K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-2K- 40.43% |
$193K - $224K
|
2.95K
$306K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-2.15K- 41.26% |
$207K - $241K
|
3.06K
$318K
|