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 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-99- 13.03% |
$9.53K - $11.1K
|
661
$63.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-105- 1.04% |
$10.1K - $11.8K
|
9.97K
$954K
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-110- 21.4% |
$10.6K - $12.3K
|
404
$38.7K
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-110- 99.1% |
$10.6K - $12.3K
|
1
$95.7
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-113- 0.69% |
$10.9K - $12.7K
|
16.2K
$1.55M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
SELL
|
- |
-114- 2.35% |
$11K - $12.8K
|
4.73K
$453K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-115- 50.0% |
$11.1K - $12.9K
|
115
$11K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-117- 0.45% |
$11.3K - $13.1K
|
26K
$2.49M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-121- 2.39% |
$11.7K - $13.6K
|
4.94K
$473K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-126- 1.37% |
$12.1K - $14.1K
|
9.1K
$871K
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-126- 3.38% |
$12.1K - $14.1K
|
3.61K
$345K
|
|
|
Apr 21, 2025
Q1 2025
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-128- 2.85% |
$12.3K - $14.4K
|
4.36K
$417K
|
|
|
Apr 14, 2025
Q1 2025
|
Dentgroup LLC
|
SELL
|
- |
-131- 1.19% |
$12.6K - $14.7K
|
10.9K
$1.04M
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-133- 0.5% |
$12.8K - $14.9K
|
26.7K
$2.55M
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-135- 0.34% |
$13K - $15.2K
|
39.6K
$3.79M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-136- 2.77% |
$13.1K - $15.3K
|
4.78K
$458K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-137- 0.28% |
$13.2K - $15.4K
|
49.5K
$4.74M
|
|
|
Apr 24, 2025
Q1 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-142- 6.29% |
$13.7K - $15.9K
|
2.11K
$202K
|
|
|
May 12, 2025
Q1 2025
|
Campion Asset Management
|
SELL
|
- |
-146- 1.35% |
$14.1K - $16.4K
|
10.7K
$1.02M
|
|
|
Apr 14, 2025
Q1 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-147- 6.47% |
$14.2K - $16.5K
|
2.13K
$204K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-155- 5.49% |
$14.9K - $17.4K
|
2.67K
$256K
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-160- 2.96% |
$15.4K - $18K
|
5.24K
$502K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-168- 5.7% |
$16.2K - $18.9K
|
2.78K
$266K
|
|
|
Apr 24, 2025
Q1 2025
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-174- 4.92% |
$16.8K - $19.5K
|
3.36K
$322K
|
|
|
Apr 30, 2025
Q1 2025
|
Weil Company, Inc.
|
SELL
|
- |
-179- 7.67% |
$17.2K - $20.1K
|
2.15K
$206K
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
SELL
|
- |
-180- 5.87% |
$17.3K - $20.2K
|
2.89K
$276K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-193- 1.82% |
$18.6K - $21.7K
|
10.4K
$998K
|
|
|
May 01, 2025
Q1 2025
|
Forum Private Client Group LLC
|
SELL
|
- |
-196- 2.55% |
$18.9K - $22K
|
7.51K
$719K
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-196- 3.01% |
$18.9K - $22K
|
6.31K
$604K
|
|
|
May 05, 2025
Q1 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-200- 2.09% |
$19.3K - $22.4K
|
9.38K
$898K
|
|
|
May 08, 2025
Q1 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-205- 5.31% |
$19.7K - $23K
|
3.66K
$350K
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Life Planners
Tempe, AZ |
SELL
|
- |
-209- 12.4% |
$20.1K - $23.5K
|
1.48K
$141K
|
|
|
Apr 25, 2025
Q1 2025
|
Kendall Capital Management
|
SELL
|
- |
-209- 3.51% |
$20.1K - $23.5K
|
5.74K
$550K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-212- 4.78% |
$20.4K - $23.8K
|
4.22K
$404K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-220- 7.4% |
$21.2K - $24.7K
|
2.75K
$263K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-220- 25.46% |
$21.2K - $24.7K
|
644
$61.7K
|
|
|
May 14, 2025
Q1 2025
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-220- 0.68% |
$21.2K - $24.7K
|
32K
$3.06M
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-221- 4.77% |
$21.3K - $24.8K
|
4.41K
$423K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-223- 51.74% |
$21.5K - $25K
|
208
$19.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-238- 6.5% |
$22.9K - $26.7K
|
3.42K
$328K
|
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-243- 1.58% |
$23.4K - $27.3K
|
15.1K
$1.45M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-257- 2.98% |
$24.7K - $28.8K
|
8.38K
$802K
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-267- 1.22% |
$25.7K - $30K
|
21.6K
$2.07M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-280- 4.54% |
$27K - $31.4K
|
5.89K
$564K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-283- 2.87% |
$27.3K - $31.8K
|
9.57K
$916K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-298- 11.22% |
$28.7K - $33.4K
|
2.36K
$226K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-306- 6.86% |
$29.5K - $34.3K
|
4.16K
$398K
|
|
|
May 01, 2025
Q1 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-325- 17.44% |
$31.3K - $36.5K
|
1.54K
$147K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-335- 5.48% |
$32.3K - $37.6K
|
5.78K
$553K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-337- 22.86% |
$32.5K - $37.8K
|
1.14K
$109K
|