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 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.12KNew |
$204K - $237K
|
2.12K
$203K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.1KNew |
$202K - $235K
|
2.1K
$201K
|
|
|
May 06, 2025
Q1 2025
|
Next Capital Management LLC
|
BUY
|
- |
2.1KNew |
$202K - $235K
|
2.1K
$201K
|
|
|
May 13, 2025
Q1 2025
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
2K+ 10.0% |
$193K - $224K
|
22K
$2.11M
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.97K+ 19.85% |
$190K - $221K
|
11.9K
$1.14M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.95K+ 22.43% |
$188K - $219K
|
10.6K
$1.02M
|
|
|
May 02, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
1.88K+ 39.6% |
$181K - $211K
|
6.64K
$635K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.82K+ 39.45% |
$175K - $204K
|
6.43K
$616K
|
|
|
Apr 24, 2025
Q1 2025
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
BUY
|
- |
1.8K+ 5.44% |
$173K - $202K
|
34.8K
$3.34M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.74K+ 4.0% |
$167K - $195K
|
45.1K
$4.32M
|
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
1.74K+ 20.85% |
$167K - $195K
|
10.1K
$963K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
1.65K+ 1.28% |
$159K - $186K
|
131K
$12.5M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.6K+ 400.0% |
$154K - $180K
|
2K
$191K
|
|
|
Apr 11, 2025
Q1 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
1.59K+ 4.25% |
$153K - $178K
|
38.9K
$3.72M
|
|
|
May 16, 2025
Q1 2025
|
Financial Strategies Group, Inc.
|
BUY
|
- |
1.53K+ 30.37% |
$147K - $172K
|
6.57K
$629K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.5K+ 3.03% |
$145K - $168K
|
51.1K
$4.89M
|
|
|
May 09, 2025
Q1 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
1.5KNew |
$144K - $168K
|
1.5K
$144K
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
1.45K+ 2.69% |
$139K - $162K
|
55.1K
$5.28M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.4K+ 1.59% |
$135K - $157K
|
89.4K
$8.56M
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.37K+ 16.59% |
$132K - $153K
|
9.6K
$919K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
1.34K+ 16.6% |
$129K - $151K
|
9.42K
$902K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.34K+ 12.31% |
$129K - $150K
|
12.2K
$1.17M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.33K+ 36.25% |
$128K - $150K
|
5.01K
$480K
|
|
|
Apr 15, 2025
Q1 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
1.3K+ 4.73% |
$125K - $146K
|
28.7K
$2.75M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.27K+ 6.26% |
$123K - $143K
|
21.6K
$2.07M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.27K+ 21.81% |
$123K - $143K
|
7.11K
$681K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.26K+ 43.04% |
$121K - $141K
|
4.17K
$399K
|
|
|
Apr 23, 2025
Q1 2025
|
Life Steps Financial, Inc.
|
BUY
|
- |
1.09K+ 5.57% |
$105K - $122K
|
20.6K
$1.97M
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
1.08K+ 8.48% |
$104K - $121K
|
13.8K
$1.32M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
972New |
$93.6K - $109K
|
972
$93.1K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
957+ 33.05% |
$92.2K - $107K
|
3.85K
$369K
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
920+ 1.8% |
$88.6K - $103K
|
52.1K
$4.99M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
850+ 16.31% |
$81.9K - $95.4K
|
6.06K
$580K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
835+ 130.67% |
$80.4K - $93.7K
|
1.47K
$141K
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
830+ 7.46% |
$79.9K - $93.2K
|
12K
$1.15M
|
|
|
May 12, 2025
Q1 2025
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
816+ 4.15% |
$78.6K - $91.6K
|
20.5K
$1.96M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
812+ 7.25% |
$78.2K - $91.1K
|
12K
$1.15M
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
770+ 8.9% |
$74.2K - $86.4K
|
9.42K
$902K
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
721+ 32.82% |
$69.4K - $80.9K
|
2.92K
$279K
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
698+ 37.29% |
$67.2K - $78.3K
|
2.57K
$246K
|
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
675+ 33.99% |
$65K - $75.8K
|
2.66K
$255K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
667+ 22.09% |
$64.2K - $74.9K
|
3.69K
$353K
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
667+ 0.74% |
$64.2K - $74.9K
|
90.6K
$8.67M
|
|
|
May 05, 2025
Q1 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
638+ 15.51% |
$61.4K - $71.6K
|
4.75K
$455K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
593+ 29650.0% |
$57.1K - $66.6K
|
595
$57K
|
|
|
Apr 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
591+ 3.28% |
$56.9K - $66.3K
|
18.6K
$1.78M
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
585+ 4.24% |
$56.3K - $65.7K
|
14.4K
$1.38M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
568+ 2.78% |
$54.7K - $63.7K
|
21K
$2.01M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
563+ 2.35% |
$54.2K - $63.2K
|
24.5K
$2.35M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
530+ 9.93% |
$51K - $59.5K
|
5.87K
$562K
|