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 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-10- 1.14% |
$963 - $1.12K
|
865
$82.8K
|
|
|
Apr 16, 2025
Q1 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
SELL
|
- |
-12- 0.54% |
$1.16K - $1.35K
|
2.23K
$214K
|
|
|
May 01, 2025
Q1 2025
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-13- 0.3% |
$1.25K - $1.46K
|
4.36K
$418K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-13- 8.97% |
$1.25K - $1.46K
|
132
$12.6K
|
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-14- 0.1% |
$1.35K - $1.57K
|
14K
$1.34M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-17- -0.0% |
$1.64K - $1.91K
|
1.39M
$133M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-17- 5.74% |
$1.64K - $1.91K
|
279
$26.7K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-20- 18.18% |
$1.93K - $2.24K
|
90
$8.62K
|
|
|
May 07, 2025
Q1 2025
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-20- 0.89% |
$1.93K - $2.24K
|
2.22K
$213K
|
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-21- 0.31% |
$2.02K - $2.36K
|
6.76K
$647K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-21- 0.4% |
$2.02K - $2.36K
|
5.3K
$507K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-21- 4.52% |
$2.02K - $2.36K
|
444
$42.5K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-23- 0.67% |
$2.21K - $2.58K
|
3.43K
$329K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-24- 1.8% |
$2.31K - $2.69K
|
1.31K
$125K
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-24- 0.4% |
$2.31K - $2.69K
|
5.94K
$569K
|
|
|
May 08, 2025
Q1 2025
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-30- 1.03% |
$2.89K - $3.37K
|
2.88K
$275K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-31- 0.39% |
$2.99K - $3.48K
|
7.97K
$763K
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-35- 0.42% |
$3.37K - $3.93K
|
8.22K
$787K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-35- 0.56% |
$3.37K - $3.93K
|
6.18K
$592K
|
|
|
Apr 16, 2025
Q1 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-35- 0.53% |
$3.37K - $3.93K
|
6.55K
$627K
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-37- 0.29% |
$3.56K - $4.15K
|
12.8K
$1.22M
|
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-37- 20.44% |
$3.56K - $4.15K
|
144
$13.8K
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-40- 0.74% |
$3.85K - $4.49K
|
5.39K
$516K
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-40- 1.09% |
$3.85K - $4.49K
|
3.63K
$348K
|
|
|
May 07, 2025
Q1 2025
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-41- 0.73% |
$3.95K - $4.6K
|
5.57K
$533K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-42- 2.29% |
$4.04K - $4.71K
|
1.8K
$172K
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-46- 1.09% |
$4.43K - $5.16K
|
4.16K
$398K
|
|
|
Jun 05, 2025
Q1 2025
|
Cim, LLC
|
SELL
|
- |
-47- 1.45% |
$4.53K - $5.27K
|
3.19K
$305K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-47- 0.58% |
$4.53K - $5.27K
|
8K
$766K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-47- 2.7% |
$4.53K - $5.27K
|
1.69K
$162K
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
SELL
|
- |
-50- 2.55% |
$4.82K - $5.61K
|
1.91K
$183K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-50- 0.37% |
$4.82K - $5.61K
|
13.4K
$1.28M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-52- 1.84% |
$5.01K - $5.84K
|
2.78K
$266K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-52- 88.14% |
$5.01K - $5.84K
|
7
$670
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-52- 0.13% |
$5.01K - $5.84K
|
40.6K
$3.89M
|
|
|
May 07, 2025
Q1 2025
|
Jsf Financial, LLC
|
SELL
|
- |
-64- 1.72% |
$6.16K - $7.18K
|
3.66K
$350K
|
|
|
Apr 09, 2025
Q1 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-65- 1.32% |
$6.26K - $7.29K
|
4.86K
$465K
|
|
|
Jun 04, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-66- 0.4% |
$6.36K - $7.41K
|
16.5K
$1.58M
|
|
|
May 05, 2025
Q1 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-70- 1.04% |
$6.74K - $7.86K
|
6.64K
$635K
|
|
|
Apr 29, 2025
Q1 2025
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-70- 0.8% |
$6.74K - $7.86K
|
8.63K
$827K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-71- 2.85% |
$6.84K - $7.97K
|
2.42K
$232K
|
|
|
May 01, 2025
Q1 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-74- 5.75% |
$7.13K - $8.31K
|
1.21K
$116K
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-76- 1.34% |
$7.32K - $8.53K
|
5.6K
$536K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-76- 0.54% |
$7.32K - $8.53K
|
14K
$1.34M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-77- 0.65% |
$7.42K - $8.64K
|
11.7K
$1.12M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-79- 2.15% |
$7.61K - $8.87K
|
3.6K
$345K
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-83- 1.65% |
$7.99K - $9.32K
|
4.93K
$472K
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-86- 0.34% |
$8.28K - $9.65K
|
25.4K
$2.43M
|
|
|
May 14, 2025
Q1 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-90- 0.38% |
$8.67K - $10.1K
|
23.6K
$2.26M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-92- 0.66% |
$8.86K - $10.3K
|
13.8K
$1.32M
|