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 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
141+ 18.03% |
$13.6K - $15.8K
|
923
$88.4K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
136+ 8.36% |
$13.1K - $15.3K
|
1.76K
$169K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
129+ 0.82% |
$12.4K - $14.5K
|
15.9K
$1.52M
|
|
|
May 01, 2025
Q1 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
127+ 5.34% |
$12.2K - $14.3K
|
2.5K
$240K
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
BUY
|
- |
126+ 2.5% |
$12.1K - $14.1K
|
5.17K
$495K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
119+ 0.82% |
$11.5K - $13.4K
|
14.5K
$1.39M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
115+ 100.0% |
$11.1K - $12.9K
|
230
$22K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
114New |
$11K - $12.8K
|
114
$10.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
110New |
$10.6K - $12.3K
|
110
$10.5K
|
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
100New |
$9.63K - $11.2K
|
100
$9.57K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
97+ 2.17% |
$9.34K - $10.9K
|
4.56K
$436K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
97+ 4.03% |
$9.34K - $10.9K
|
2.5K
$239K
|
|
|
Apr 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
92+ 3.9% |
$8.86K - $10.3K
|
2.45K
$235K
|
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
90New |
$8.67K - $10.1K
|
90
$8.62K
|
|
|
May 13, 2025
Q1 2025
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
90+ 1.71% |
$8.67K - $10.1K
|
5.34K
$511K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
87+ 1.23% |
$8.38K - $9.76K
|
7.18K
$687K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
86+ 28.48% |
$8.28K - $9.65K
|
388
$37.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
85+ 1.66% |
$8.19K - $9.54K
|
5.19K
$497K
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
82New |
$7.9K - $9.2K
|
82
$7.85K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
82+ 1.22% |
$7.9K - $9.2K
|
6.8K
$651K
|
|
|
Apr 30, 2025
Q1 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
79+ 1.36% |
$7.61K - $8.87K
|
5.89K
$564K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
79+ 2.17% |
$7.61K - $8.87K
|
3.72K
$356K
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
78+ 0.69% |
$7.51K - $8.75K
|
11.4K
$1.09M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
72+ 0.66% |
$6.93K - $8.08K
|
11K
$1.05M
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
72+ 0.09% |
$6.93K - $8.08K
|
77.9K
$7.46M
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
67+ 20.24% |
$6.45K - $7.52K
|
398
$38.1K
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
67+ 0.25% |
$6.45K - $7.52K
|
26.8K
$2.56M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
BUY
|
- |
65+ 1.82% |
$6.26K - $7.29K
|
3.64K
$348K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
62New |
$5.97K - $6.96K
|
62
$5.94K
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
62+ 0.64% |
$5.97K - $6.96K
|
9.8K
$939K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
61New |
$5.87K - $6.85K
|
61
$5.84K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
61New |
$5.87K - $6.85K
|
61
$5.84K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
60New |
$5.78K - $6.73K
|
60
$5.74K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
53+ 0.36% |
$5.1K - $5.95K
|
14.8K
$1.42M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
50+ 0.73% |
$4.82K - $5.61K
|
6.87K
$658K
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
48+ 0.48% |
$4.62K - $5.39K
|
10.2K
$972K
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
42New |
$4.04K - $4.71K
|
42
$4.02K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
40+ 0.36% |
$3.85K - $4.49K
|
11.2K
$1.07M
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
37+ 0.22% |
$3.56K - $4.15K
|
16.7K
$1.6M
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
BUY
|
- |
36+ 0.24% |
$3.47K - $4.04K
|
14.9K
$1.43M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
35+ 0.52% |
$3.37K - $3.93K
|
6.74K
$645K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
33+ 0.43% |
$3.18K - $3.7K
|
7.72K
$739K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
33+ 0.59% |
$3.18K - $3.7K
|
5.61K
$537K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
33+ 3.56% |
$3.18K - $3.7K
|
959
$91.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
31+ 2.53% |
$2.99K - $3.48K
|
1.26K
$120K
|
|
|
May 12, 2025
Q1 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
31New |
$2.99K - $3.48K
|
31
$2.97K
|
|
|
Apr 15, 2025
Q1 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
30+ 0.76% |
$2.89K - $3.37K
|
3.99K
$382K
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
30+ 0.92% |
$2.89K - $3.37K
|
3.31K
$317K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
30+ 0.06% |
$2.89K - $3.37K
|
49.7K
$4.76M
|
|
|
Apr 29, 2025
Q1 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
30+ 0.68% |
$2.89K - $3.37K
|
4.46K
$427K
|