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
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
521+ 60.44% |
$50.2K - $58.5K
|
1.38K
$132K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
489+ 0.59% |
$47.1K - $54.9K
|
83.4K
$7.98M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
476+ 9.65% |
$45.8K - $53.4K
|
5.41K
$518K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
474New |
$45.6K - $53.2K
|
474
$45.4K
|
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
449+ 3.65% |
$43.2K - $50.4K
|
12.8K
$1.22M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
438+ 4.98% |
$42.2K - $49.2K
|
9.23K
$884K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
422New |
$40.6K - $47.4K
|
422
$40.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
418+ 1.96% |
$40.3K - $46.9K
|
21.7K
$2.08M
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
413+ 47.91% |
$39.8K - $46.4K
|
1.28K
$122K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
398+ 15.35% |
$38.3K - $44.7K
|
2.99K
$286K
|
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
388+ 0.74% |
$37.4K - $43.5K
|
52.9K
$5.06M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
381+ 9.34% |
$36.7K - $42.8K
|
4.46K
$427K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
346+ 380.22% |
$33.3K - $38.8K
|
437
$41.8K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
331+ 12.15% |
$31.9K - $37.1K
|
3.06K
$292K
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
326+ 205.03% |
$31.4K - $36.6K
|
485
$46.4K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
324+ 162.81% |
$31.2K - $36.4K
|
523
$50.1K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
324+ 6.58% |
$31.2K - $36.4K
|
5.25K
$503K
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
290+ 20.39% |
$27.9K - $32.5K
|
1.71K
$164K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
282New |
$27.2K - $31.6K
|
282
$27K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
275+ 11.8% |
$26.5K - $30.9K
|
2.61K
$249K
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
265+ 46.65% |
$25.5K - $29.7K
|
833
$79.8K
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
252+ 1.17% |
$24.3K - $28.3K
|
21.9K
$2.09M
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
248+ 8.46% |
$23.9K - $27.8K
|
3.18K
$305K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
248+ 6.69% |
$23.9K - $27.8K
|
3.96K
$379K
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
238+ 11.04% |
$22.9K - $26.7K
|
2.39K
$229K
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
231+ 5.45% |
$22.2K - $25.9K
|
4.47K
$428K
|
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
225+ 7.36% |
$21.7K - $25.3K
|
3.28K
$314K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
223New |
$21.5K - $25K
|
223
$21.4K
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
216+ 4.75% |
$20.8K - $24.2K
|
4.77K
$456K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
213New |
$20.5K - $23.9K
|
213
$20.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
206+ 3.24% |
$19.8K - $23.1K
|
6.56K
$628K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
205+ 2.02% |
$19.7K - $23K
|
10.4K
$992K
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
200New |
$19.3K - $22.4K
|
200
$19.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
200New |
$19.3K - $22.4K
|
200
$19.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
197+ 0.86% |
$19K - $22.1K
|
23.1K
$2.21M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
195+ 3.93% |
$18.8K - $21.9K
|
5.16K
$494K
|
|
|
Apr 17, 2025
Q1 2025
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
192+ 1.08% |
$18.5K - $21.5K
|
18K
$1.72M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
192+ 5.17% |
$18.5K - $21.5K
|
3.91K
$374K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
191New |
$18.4K - $21.4K
|
191
$18.3K
|
|
|
May 05, 2025
Q1 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
188+ 2.96% |
$18.1K - $21.1K
|
6.54K
$626K
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
187+ 0.44% |
$18K - $21K
|
42.4K
$4.06M
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
181+ 2.04% |
$17.4K - $20.3K
|
9.06K
$867K
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
172+ 74.78% |
$16.6K - $19.3K
|
402
$38.5K
|
|
|
Apr 09, 2025
Q1 2025
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
170+ 0.54% |
$16.4K - $19.1K
|
31.4K
$3.01M
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
168+ 8.24% |
$16.2K - $18.9K
|
2.21K
$211K
|
|
|
Apr 15, 2025
Q1 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
162+ 2.07% |
$15.6K - $18.2K
|
7.98K
$764K
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
161+ 7.21% |
$15.5K - $18.1K
|
2.39K
$229K
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
BUY
|
- |
154+ 0.35% |
$14.8K - $17.3K
|
44.2K
$4.23M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
146New |
$14.1K - $16.4K
|
146
$14K
|
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
143+ 1.74% |
$13.8K - $16K
|
8.36K
$800K
|