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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-14.9K- 14.14% |
$1.44M - $1.68M
|
90.8K
$8.69M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-15.3K- 52.5% |
$1.47M - $1.72M
|
13.8K
$1.32M
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-15.9K- 44.55% |
$1.53M - $1.79M
|
19.8K
$1.9M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-17.9K- 5.86% |
$1.72M - $2.01M
|
288K
$27.6M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-18.4K- 9.95% |
$1.78M - $2.07M
|
167K
$16M
|
|
|
May 13, 2025
Q1 2025
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-19K- 31.92% |
$1.83M - $2.13M
|
40.5K
$3.88M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-20.1K- 10.45% |
$1.93M - $2.25M
|
172K
$16.5M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-26K- 7.35% |
$2.5M - $2.91M
|
327K
$31.4M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-26.2K- 1.75% |
$2.53M - $2.94M
|
1.47M
$141M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-26.4K- 20.73% |
$2.55M - $2.97M
|
101K
$9.68M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-27.1K- 6.5% |
$2.61M - $3.04M
|
389K
$37.3M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-27.3K- 5.62% |
$2.63M - $3.07M
|
459K
$44M
|
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-28.3K- 14.0% |
$2.72M - $3.17M
|
174K
$16.6M
|
|
|
May 02, 2025
Q1 2025
|
Ndwm LLC
La Jolla, CA |
SELL
|
- |
-28.3K- 93.14% |
$2.72M - $3.17M
|
2.08K
$199K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-35.5K- 7.84% |
$3.42M - $3.98M
|
417K
$39.9M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-41.5K- 32.09% |
$4M - $4.66M
|
87.8K
$8.41M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-41.6K- 5.53% |
$4.01M - $4.67M
|
711K
$68M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-43.8K- 13.11% |
$4.22M - $4.92M
|
290K
$27.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-44.6K- 88.12% |
$4.3M - $5.01M
|
6.02K
$576K
|
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-48.8K- 92.52% |
$4.7M - $5.48M
|
3.94K
$378K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-55.5K- 20.79% |
$5.34M - $6.23M
|
211K
$20.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-57.2K- 98.97% |
$5.51M - $6.42M
|
593
$56.8K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-58.2K- 7.81% |
$5.61M - $6.54M
|
688K
$65.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
SELL
|
- |
-58.8K- 78.54% |
$5.66M - $6.6M
|
16.1K
$1.54M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-61.9K- 59.57% |
$5.96M - $6.94M
|
42K
$4.02M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-66K- 91.95% |
$6.35M - $7.4M
|
5.78K
$553K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-74.3K- 84.85% |
$7.16M - $8.34M
|
13.3K
$1.27M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-84.6K- 2.39% |
$8.14M - $9.49M
|
3.46M
$331M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-93.9K- 7.94% |
$9.05M - $10.5M
|
1.09M
$104M
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
SELL
|
- |
-99.9K- 57.7% |
$9.62M - $11.2M
|
73.2K
$7.01M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-278K- 7.95% |
$26.8M - $31.2M
|
3.22M
$309M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-355K- 88.71% |
$34.2M - $39.9M
|
45.2K
$4.33M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-564K- 46.39% |
$54.3M - $63.3M
|
652K
$62.4M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-612K- 96.82% |
$58.9M - $68.6M
|
20.1K
$1.93M
|