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 10, 2025
Q1 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-2.23K- 30.46% |
$215K - $250K
|
5.09K
$448K
|
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-2.54K- 3.19% |
$244K - $285K
|
77K
$6.77M
|
|
|
Apr 10, 2025
Q1 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-2.64K- 32.06% |
$254K - $296K
|
5.58K
$491K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2.66K- 3.5% |
$256K - $298K
|
73.2K
$6.44M
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-2.78K- 4.25% |
$268K - $312K
|
62.6K
$5.51M
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-3.09K- 7.66% |
$298K - $347K
|
37.3K
$3.28M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-4.07K- 5.98% |
$392K - $457K
|
64.1K
$5.64M
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-6.54K- 60.12% |
$630K - $734K
|
4.34K
$382K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-9.82K- 18.3% |
$945K - $1.1M
|
43.8K
$3.86M
|
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-10.2K- 15.12% |
$978K - $1.14M
|
57K
$5.02M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-57.2K- 98.97% |
$5.51M - $6.42M
|
593
$52.2K
|