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
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
6.16K+ 32.3% |
$593K - $692K
|
25.2K
$2.42M
|
|
|
May 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
5.71K+ 11.82% |
$550K - $641K
|
54K
$5.17M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
5.53K+ 24.02% |
$532K - $620K
|
28.5K
$2.73M
|
|
|
May 13, 2025
Q1 2025
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
5.26KNew |
$506K - $590K
|
5.26K
$503K
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
5.06K+ 8.7% |
$487K - $568K
|
63.2K
$6.05M
|
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
4.99K+ 17.13% |
$481K - $560K
|
34.1K
$3.27M
|
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
BUY
|
- |
4.93K+ 7.39% |
$475K - $553K
|
71.6K
$6.86M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
4.75K+ 189.88% |
$457K - $533K
|
7.25K
$694K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.69K+ 1.16% |
$451K - $526K
|
409K
$39.1M
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
4.66KNew |
$448K - $522K
|
4.66K
$446K
|
|
|
May 08, 2025
Q1 2025
|
Tarbox Family Office, Inc.
|
BUY
|
- |
4.28KNew |
$412K - $480K
|
4.28K
$410K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.14K+ 8.07% |
$398K - $464K
|
55.4K
$5.3M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
4.14K+ 30.33% |
$398K - $464K
|
17.8K
$1.7M
|
|
|
Apr 04, 2025
Q1 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
4.11K+ 24.71% |
$396K - $461K
|
20.8K
$1.99M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
4.04K+ 5.37% |
$389K - $454K
|
79.3K
$7.59M
|
|
|
May 13, 2025
Q1 2025
|
Financial Advisors Network, Inc.
|
BUY
|
- |
3.97K+ 3.62% |
$382K - $446K
|
114K
$10.9M
|
|
|
May 02, 2025
Q1 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
3.95K+ 70.26% |
$381K - $444K
|
9.58K
$917K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.94K+ 6.53% |
$380K - $442K
|
64.3K
$6.16M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.87K+ 4.14% |
$373K - $435K
|
97.4K
$9.33M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3.76KNew |
$362K - $422K
|
3.76K
$360K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
3.71K+ 87.08% |
$358K - $417K
|
7.98K
$764K
|
|
|
Apr 15, 2025
Q1 2025
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
3.69K+ 4.59% |
$355K - $414K
|
84K
$8.04M
|
|
|
May 13, 2025
Q1 2025
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
3.63K+ 9.72% |
$350K - $407K
|
41K
$3.92M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
3.47K+ 7.31% |
$334K - $390K
|
51K
$4.88M
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
3.46KNew |
$333K - $388K
|
3.46K
$331K
|
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
3.44K+ 9.35% |
$331K - $386K
|
40.2K
$3.85M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
3.41K+ 9.37% |
$328K - $383K
|
39.8K
$3.81M
|
|
|
Apr 30, 2025
Q1 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
3.4K+ 6.9% |
$327K - $381K
|
52.6K
$5.04M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.28K+ 8.13% |
$316K - $368K
|
43.6K
$4.17M
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
3.26KNew |
$314K - $366K
|
3.26K
$312K
|
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
BUY
|
- |
3.2K+ 3.43% |
$308K - $359K
|
96.6K
$9.24M
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
2.98K+ 1.24% |
$287K - $335K
|
243K
$23.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
2.86K+ 1.36% |
$276K - $321K
|
214K
$20.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
2.83KNew |
$273K - $318K
|
2.83K
$271K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
2.79K+ 3.25% |
$268K - $313K
|
88.6K
$8.48M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
2.77KNew |
$267K - $311K
|
2.77K
$265K
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
2.76KNew |
$265K - $309K
|
2.76K
$264K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
2.72K+ 1.39% |
$262K - $305K
|
199K
$19M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.71K+ 21.2% |
$261K - $304K
|
15.5K
$1.48M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
2.57KNew |
$247K - $288K
|
2.57K
$246K
|
|
|
Apr 29, 2025
Q1 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
2.46K+ 5.6% |
$237K - $276K
|
46.4K
$4.45M
|
|
|
May 15, 2025
Q1 2025
|
Blkbrd Asset Management, LP
Old Greenwich, CT |
BUY
|
- |
2.4KNew |
$231K - $270K
|
2.4K
$230K
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.27K+ 7.41% |
$219K - $255K
|
32.9K
$3.15M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.25K+ 25.84% |
$217K - $253K
|
11K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
BUY
|
- |
2.24K+ 58.65% |
$216K - $252K
|
6.07K
$581K
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
2.21K+ 4.24% |
$213K - $248K
|
54.3K
$5.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.2KNew |
$212K - $247K
|
2.2K
$211K
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
2.18KNew |
$210K - $245K
|
2.18K
$209K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
2.16KNew |
$208K - $242K
|
2.16K
$206K
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
2.12KNew |
$204K - $238K
|
2.12K
$203K
|