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 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
19+ 0.33% |
$1.83K - $2.13K
|
5.74K
$505K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
9+ 0.28% |
$867 - $1.01K
|
3.24K
$286K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
6+ 0.04% |
$578 - $673
|
14.4K
$1.26M
|
|
|
Apr 14, 2025
Q1 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
3+ 0.06% |
$289 - $337
|
4.68K
$412K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1+ 0.34% |
$96.3 - $112
|
296
$26.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1+ 0.03% |
$96.3 - $112
|
3.59K
$316K
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1+ 0.02% |
$96.3 - $112
|
4.32K
$380K
|
|
|
Apr 16, 2025
Q1 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
SELL
|
- |
-12- 0.54% |
$1.16K - $1.35K
|
2.23K
$196K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-17- 5.74% |
$1.64K - $1.91K
|
279
$24.6K
|
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-21- 0.31% |
$2.02K - $2.36K
|
6.76K
$595K
|
|
|
Apr 16, 2025
Q1 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-35- 0.53% |
$3.37K - $3.93K
|
6.55K
$576K
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-35- 0.42% |
$3.37K - $3.93K
|
8.22K
$724K
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-40- 1.09% |
$3.85K - $4.49K
|
3.63K
$320K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-42- 2.29% |
$4.04K - $4.71K
|
1.8K
$158K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-50- 0.37% |
$4.82K - $5.61K
|
13.4K
$1.18M
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-52- 0.13% |
$5.01K - $5.84K
|
40.6K
$3.57M
|
|
|
Apr 09, 2025
Q1 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-65- 1.32% |
$6.26K - $7.29K
|
4.86K
$428K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-71- 2.85% |
$6.84K - $7.97K
|
2.42K
$213K
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-126- 3.38% |
$12.1K - $14.1K
|
3.61K
$317K
|
|
|
Apr 14, 2025
Q1 2025
|
Dentgroup LLC
|
SELL
|
- |
-131- 1.19% |
$12.6K - $14.7K
|
10.9K
$957K
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-135- 0.34% |
$13K - $15.2K
|
39.6K
$3.48M
|
|
|
Apr 14, 2025
Q1 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-147- 6.47% |
$14.2K - $16.5K
|
2.13K
$187K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-155- 5.49% |
$14.9K - $17.4K
|
2.67K
$235K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-212- 4.78% |
$20.4K - $23.8K
|
4.22K
$372K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-220- 25.46% |
$21.2K - $24.7K
|
644
$56.7K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-220- 7.4% |
$21.2K - $24.7K
|
2.75K
$242K
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-221- 4.77% |
$21.3K - $24.8K
|
4.41K
$389K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-283- 2.87% |
$27.3K - $31.8K
|
9.57K
$842K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-298- 11.22% |
$28.7K - $33.4K
|
2.36K
$208K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-337- 0.78% |
$32.5K - $37.8K
|
42.9K
$3.78M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-375- 12.11% |
$36.1K - $42.1K
|
2.72K
$240K
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-377- 10.63% |
$36.3K - $42.3K
|
3.17K
$279K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-379- 51.99% |
$36.5K - $42.5K
|
350
$30.8K
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-415- 3.78% |
$40K - $46.6K
|
10.6K
$930K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-435- 1.4% |
$41.9K - $48.8K
|
30.7K
$2.71M
|
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
SELL
|
- |
-482- 14.6% |
$46.4K - $54.1K
|
2.82K
$248K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-488- 10.25% |
$47K - $54.8K
|
4.28K
$376K
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-626- 2.22% |
$60.3K - $70.3K
|
27.6K
$2.43M
|
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-734- 8.8% |
$70.7K - $82.4K
|
7.6K
$669K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-786- 2.55% |
$75.7K - $88.2K
|
30.1K
$2.65M
|
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
SELL
|
- |
-862- 6.56% |
$83K - $96.7K
|
12.3K
$1.08M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-930- 13.96% |
$89.6K - $104K
|
5.73K
$505K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.03K- 18.66% |
$98.9K - $115K
|
4.48K
$394K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-1.05K- 1.83% |
$101K - $118K
|
56.3K
$4.95M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-1.28K- 7.15% |
$123K - $143K
|
16.5K
$1.46M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-1.33K- 36.32% |
$128K - $149K
|
2.33K
$205K
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-1.34K- 10.55% |
$129K - $151K
|
11.4K
$1M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.67K- 6.0% |
$161K - $188K
|
26.2K
$2.3M
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-1.83K- 3.3% |
$176K - $205K
|
53.6K
$4.71M
|
|
|
Apr 14, 2025
Q1 2025
|
Greenspring Advisors, LLC
|
SELL
|
- |
-1.98K- 44.52% |
$191K - $222K
|
2.47K
$217K
|