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 17, 2025
Q1 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
28+ 0.36% |
$2.7K - $3.14K
|
7.83K
$749K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
26+ 0.11% |
$2.5K - $2.92K
|
24K
$2.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
26New |
$2.5K - $2.92K
|
26
$2.49K
|
|
|
May 09, 2025
Q1 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
25+ 10.55% |
$2.41K - $2.81K
|
262
$25.1K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
24+ 0.06% |
$2.31K - $2.69K
|
40.1K
$3.84M
|
|
|
Apr 18, 2025
Q1 2025
|
Newton One Investments LLC
|
BUY
|
- |
23+ 0.38% |
$2.21K - $2.58K
|
6.06K
$581K
|
|
|
May 01, 2025
Q1 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
21+ 0.09% |
$2.02K - $2.36K
|
23K
$2.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
19+ 0.33% |
$1.83K - $2.13K
|
5.74K
$549K
|
|
|
Apr 21, 2025
Q1 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
18+ 0.33% |
$1.73K - $2.02K
|
5.4K
$517K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
18New |
$1.73K - $2.02K
|
18
$1.72K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
18+ 0.26% |
$1.73K - $2.02K
|
6.9K
$661K
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
14+ 0.18% |
$1.35K - $1.57K
|
7.63K
$731K
|
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
14+ 0.3% |
$1.35K - $1.57K
|
4.73K
$453K
|
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
13+ 0.31% |
$1.25K - $1.46K
|
4.14K
$396K
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
13+ 0.32% |
$1.25K - $1.46K
|
4.1K
$393K
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
13+ 0.24% |
$1.25K - $1.46K
|
5.43K
$520K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
12New |
$1.16K - $1.35K
|
12
$1.15K
|
|
|
May 15, 2025
Q1 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
10+ 0.28% |
$963 - $1.12K
|
3.57K
$342K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
9+ 0.28% |
$867 - $1.01K
|
3.24K
$311K
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
9+ 0.12% |
$867 - $1.01K
|
7.29K
$698K
|
|
|
May 14, 2025
Q1 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
7+ 0.33% |
$674 - $786
|
2.13K
$204K
|
|
|
May 06, 2025
Q1 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
7+ 0.38% |
$674 - $786
|
1.86K
$178K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
6+ 0.04% |
$578 - $673
|
14.4K
$1.37M
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
6+ 0.11% |
$578 - $673
|
5.33K
$511K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
5+ 0.37% |
$482 - $561
|
1.36K
$130K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
5+ 0.22% |
$482 - $561
|
2.31K
$221K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
4+ 0.03% |
$385 - $449
|
11.9K
$1.14M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4+ 2.34% |
$385 - $449
|
175
$16.8K
|
|
|
May 05, 2025
Q1 2025
|
St. Louis Trust CO
|
BUY
|
- |
3+ 0.01% |
$289 - $337
|
35.6K
$3.41M
|
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
3+ 0.11% |
$289 - $337
|
2.7K
$258K
|
|
|
May 14, 2025
Q1 2025
|
Systematic Financial Management LP
Teaneck, NJ |
BUY
|
- |
3+ 300.0% |
$289 - $337
|
4
$383
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
3+ 0.09% |
$289 - $337
|
3.21K
$308K
|
|
|
Apr 14, 2025
Q1 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
3+ 0.06% |
$289 - $337
|
4.68K
$448K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
3+ 0.45% |
$289 - $337
|
664
$63.6K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
2+ 0.21% |
$193 - $224
|
966
$92.5K
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
2+ 0.03% |
$193 - $224
|
7.71K
$738K
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
2+ 0.13% |
$193 - $224
|
1.53K
$146K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1+ 0.15% |
$96.3 - $112
|
668
$64K
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
1+ 0.24% |
$96.3 - $112
|
414
$39.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1+ 0.02% |
$96.3 - $112
|
4.32K
$414K
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
1+ 1.16% |
$96.3 - $112
|
87
$8.33K
|
|
|
Apr 25, 2025
Q1 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
1+ 0.04% |
$96.3 - $112
|
2.43K
$233K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1+ 0.34% |
$96.3 - $112
|
296
$28.3K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1+ 1.96% |
$96.3 - $112
|
52
$4.98K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
1+ 0.08% |
$96.3 - $112
|
1.28K
$123K
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1+ 0.04% |
$96.3 - $112
|
2.82K
$270K
|
|
|
Apr 22, 2025
Q1 2025
|
Mayport, LLC
|
BUY
|
- |
1+ 0.03% |
$96.3 - $112
|
3.57K
$342K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1+ 0.03% |
$96.3 - $112
|
3.59K
$344K
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1+ 0.28% |
$96.3 - $112
|
356
$34.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1- 0.05% |
$96.3 - $112
|
2.13K
$204K
|